Smartphone momentum for Apple Inc (NASDAQ:AAPL) was strong in the fourth quarter, thanks to the launch of the iPhone 17 in September. Calls from management for the first quarter to be even better could come true thanks to momentum in China.Apple's iPhone 17 China MomentumA recent report indicates Apple could return to its title as the top-selling smartphone maker in 2025, topping the global market share for the first time since 2011.One of the keys to bringing the title back to the tech giant is strength in ...

Core Viewpoint - Baidu is positioning itself as a significant player in China's AI chip market, aiming to challenge Huawei and fill the gap left by Nvidia's absence in the country [1][7]. Company Strategy - Baidu has shifted its focus from being primarily a search engine to developing driverless cars and AI technologies, including its majority-owned subsidiary Kunlunxin, which specializes in chip design [2][4]. - The company has outlined a five-year roadmap for its Kunlun AI chips, starting with the M100 in 2026 and the M300 in 2027, and is already utilizing its self-developed chips in data centers for its ERNIE AI models [3][4]. Market Position - Baidu generates revenue by selling chips to third parties for data centers and renting out computing capacity through its cloud services, aiming to create a comprehensive AI infrastructure [4]. - Analysts have noted that Kunlunxin has become a leading domestic AI chip developer, focusing on high-performance chips for various applications, including large language model training [5]. Competitive Landscape - With Nvidia's advanced GPUs being restricted from sale in China, Baidu is expected to capitalize on the growing domestic demand for AI computing, especially as Huawei is currently out of the market [6][7]. - Analysts from JPMorgan predict that Baidu's chip sales could increase six-fold, reaching 8 billion Chinese yuan (approximately $1.1 billion) by 2026, indicating strong growth potential [7]. Valuation Insights - Analysts at Macquarie estimate that Baidu's Kunlun chip unit could be valued at around $28 billion, highlighting the significant market potential for the company in the semiconductor space [8].

Counterpoint最新调研指出，中国“双十一”期间，苹果iPhone的强劲需求推动了同期智能手机销量的增长，iPhone占总销量26%，各品牌总销量同比增长3%。华为在智能手机主要品牌中跌幅最大，销售份额从去年的17%降至13%。小米手机的销量占比17%，位居第二。🗒️华为Mate 80系列发布于双十一之后。 ...

Core Viewpoint - China's leading telecommunication firms, Huawei and ZTE, have secured multiple contracts this year to supply 5G equipment in Vietnam, indicating a strengthening relationship between Hanoi and Beijing, which raises concerns among Western officials [1] Group 1 - Huawei and ZTE are the primary companies involved in the 5G equipment supply contracts in Vietnam [1] - The contracts signify a deepening of ties between Vietnam and China, reflecting geopolitical shifts in the region [1] - The involvement of these Chinese firms has raised alarms among Western officials regarding security and influence in Southeast Asia [1]

(Reuters) -Top Chinese firms are training their artificial intelligence models abroad to ​access Nvidia's chips and avoid U.S.‌ measures aimed at curbing their progress in advanced technology, ‌Financial Times reported on Thursday. Alibaba and ByteDance are among the tech firms training their newest large language models in Southeast Asian data centres, the report said,⁠ citing two people ‌with direct knowledge of the matter. Reuters could not immediately verify the report. Nvidia ‍declined to comment on ...

Core Insights - Huawei will host the launch of its flagship product "Unfold the Moment" on December 11, 2025, in Dubai, UAE, featuring innovative products including the HUAWEI Mate X7 foldable smartphone, HUAWEI FreeClip 2 open-ear TWS earbuds, HUAWEI WATCH ULTIMATE DESIGN, and HUAWEI MatePad 11.5 S [1][2][3][4] Product Highlights - The HUAWEI Mate X7 will showcase advanced dual-fold technology, enhanced reliability, and mobile photography quality comparable to top non-foldable smartphones. Huawei holds a 70% market share in the Chinese foldable phone market, with over 10 million devices shipped in the first half of 2025 [2] - HUAWEI FreeClip 2 earbuds will continue the tradition of breathable listening with significant improvements in audio quality, comfort, and versatility, ensuring clearer and more comfortable listening throughout the day [3] - HUAWEI WATCH ULTIMATE DESIGN will feature a cutting-edge design using premium materials and support a wide range of advanced functionalities [3] - HUAWEI MatePad 11.5 S will represent Huawei's peak experience in the tablet sector since 2014, featuring a new and improved PaperMatte display, ideal for working and studying on the go [4] Innovation Commitment - Huawei's commitment to user experience and innovation has positioned the company at the forefront of research and development, leading to a continuous stream of groundbreaking innovations. The company looks forward to collaborating with users worldwide to "Unfold the Moment," embracing the extraordinary possibilities of tomorrow's technology [5]

Summary of Conference Call on AI Infrastructure and Related Industries Industry Overview AI Data Center (AIDC) - China's AIDC market experienced a significant surge in the second half of 2025, driven by rapid AI adoption and advancements in domestic chip technology [1][7] - ByteDance's token usage increased dramatically from 4 trillion in February to 30 trillion in September 2025 [1][7] - AIDC investments are primarily led by cloud vendors, telecom operators, and third-party firms, with construction costs ranging from RMB 17,000 to 23,000 per kW [1][8][9] - Major players like ByteDance, Tencent, and Huawei are actively pursuing new data center projects, including a notable 800MW park for ByteDance [1][10] Liquid Cooling - Liquid cooling technology in China has low adoption rates, remaining below 10% in 2025, compared to over 3,000 units deployed overseas [2][14] - The market for liquid cooling is projected to grow at a 64% CAGR from 2025 to 2030, with penetration expected to rise from 10% in 2025 to 45% by 2030 [2] - Cold plate systems dominate the liquid cooling market with a 90% share, while immersion cooling faces high costs and lacks standardization [2][15] - Domestic competition is intense, leading to significant price gaps; CDU pricing ranges from US$10 to 230 per kW [2][16] Optical Fiber - China accounts for approximately 50% of global fiber demand, with projections of 260 million fiber-km domestically and 568 million globally by 2025 [3][19] - The optical cable market is expected to grow at a 5% CAGR, with a shift towards high-end products like G654E fiber and hollow-core fiber [3][20] - Profitability in the optical fiber market is concentrated upstream, with preforms contributing 70% of profits, fiber 20%, and cables only 10% [3][22] - Intense domestic competition has led to price reductions, making it challenging for smaller players to survive [3][21] Key Insights AIDC Developments - The AIDC market is rebounding due to broader AI applications across various sectors, including manufacturing and healthcare [7] - Domestic chips are being commercially deployed, although they still lag behind NVIDIA's technology [7] - The construction of training clusters in western China is part of the "Eastern Data, Western Computing" strategy [8] Liquid Cooling Market Dynamics - The domestic AI market is in an early stage of rapid growth, with server memory prices tripling [13] - Liquid cooling systems are becoming critical components of the data center value chain, with export opportunities emerging [11][18] - Future growth in liquid cooling will depend on cost reductions and advancements in microchannel technology [2][18] Optical Fiber Market Trends - The demand for fiber optic communication is projected to reach nearly 170 million fiber-kilometers in 2025 [19] - Export opportunities are concentrated in Southeast Asia, while Europe and North America present challenges due to trade barriers [20] - Emerging technologies like hollow-core fiber and multi-core fiber are expected to enhance competitiveness in the market [21] Conclusion - The AIDC, liquid cooling, and optical fiber industries are poised for significant growth driven by technological advancements and increasing demand for AI applications. However, challenges such as intense competition and reliance on imported components may impact profitability and market dynamics in the near future.

Before you go, Dearra, Alibaba shares are on the move today following a Bloomberg report that says the Pentagon is suggesting putting the company on a list for helping the Chinese military. What do we know about that story. >> So, this really follows the pattern that I have just been talking about.Chinese, the industry, Beijing, it's concerned about being restricted to US tech and it knows that it has to rely and build up its own AI champions like an Alibaba. So the US is increasingly viewing China's entire ...

China's first ever domestic GPU maker, More Threads, is readying a public debut in Shanghai. Now, it was founded by former Nvidia employees now trying to take on the chip giant itself. Dear Drabosa has more in today's tech check.Uh, Deardra, this is all about GPUs and just what it can do in the domestic Chinese market. >> Yeah, and it's about a story I know we're going to talk to as well is securing China securing its own supply for Nvidia in particular. This could also be a two-front challenge.Google's TPU ...

Core Viewpoint - Alibaba shares are experiencing volatility due to a Bloomberg report indicating that the Pentagon is considering placing the company on a list for its alleged support of the Chinese military [1] Group 1: Industry Concerns - The U.S. is increasingly viewing China's entire tech ecosystem as strategically aligned with the Communist Party, raising concerns in Washington about companies like Alibaba, BU, and BYD potentially facing restrictions on their operations in the U.S. [2] - The focus is shifting from Huawei, a private company, to publicly listed companies such as Alibaba, which has American board members and quarterly earnings reports [3]