ChinaCoverage @ChinaCoverage

Fast, clear, and reliable updates on China’s markets, economy, technology, and global impact—curated for a global audience HONG KONG Joined April 2016

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ChinaCoverage @ChinaCoverage

2 days ago

#东方碳素 3天20个点，已出。#A股

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ChinaCoverage @ChinaCoverage

6 days ago

@Cryptotea cats won't catch rats these days

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ChinaCoverage @ChinaCoverage

a week ago

@aleabitoreddit i was the first long before you to call the shot.

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I called LeaderDrive (绿的谐波/688017) as the top Robotics pick back in March 2025 — before anyone else, before Serenity @aleabitoreddit made her selection. I was the first to call the shot. #Robotics #ChinaStocks #Automation

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ChinaCoverage @ChinaCoverage

a week ago

Shenghong Technology fell sharply after an elevator surveillance video showed the CEO was kissing his mitress. Selloff followed as sentiment flipped. #Shenghong Technology is a high-end printed circuit board manufacturer that sits in the AI hardware supply chain #300476 #02476.HK

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ChinaCoverage @ChinaCoverage

2 weeks ago

#Marvell ($MRVL) isn't slowing down. After yesterday's 32% surge, shares are climbing again today as Wall Street continues to price in Jensen Huang's "next trillion-dollar company" call.

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ChinaCoverage @ChinaCoverage

2 weeks ago

#China and the #Philippines are quietly locked in a tense standoff over Scarborough Shoal in the South China Sea. #Beijing controls access and patrols. #Manila claims it as part of its EEZ. This is a decades-long dispute that escalated into active control after 2012. #黄岩岛

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ChinaCoverage @ChinaCoverage

2 weeks ago

"#Marvell could be the next trillion-dollar company." — Jensen Huang The market's focus may be shifting from AI compute alone to the infrastructure that connects it. #NVIDIA #MRVL

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ChinaCoverage @ChinaCoverage

2 weeks ago

#Huawei’s Tau (τ) Scaling Law improves chip performance without relying only on smaller nodes. Instead of shrinking chips like #TSMC, it focuses on smarter design and packaging. Under #Trump-era export controls, China was pushed toward self-reliance in #Semiconductors #ChipWar

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ChinaCoverage @ChinaCoverage

2 weeks ago

@Huawei If achieved, it could reshape how we think about scaling beyond #TSMC node leadership.

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ChinaCoverage @ChinaCoverage

2 weeks ago

TSMC leads advanced manufacturing: #3nm in mass production, #2nm ramping 2025–2026 with GAA. #Huawei pushes design, architecture & packaging under SMIC constraints. 6 years, 381 chips later, Huawei may reach 14Å (1.4nm) density by 2031, challenging #TSMC at system level.

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ChinaCoverage @ChinaCoverage

2 weeks ago

#JensenHuang’s June 1 #taiwan keynote may signal a new PC era. #N1X is CPU, GPU, and AI in one SoC with unified memory. It aims to power #Windows11 #AIPC with local AI agents, reducing reliance on cloud and separate GPU systems. Less cloud. More on-device. #Nvidia #China

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ChinaCoverage @ChinaCoverage

2 weeks ago

@MwathikiN @NVIDIAGTC check my post and you'll know

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ChinaCoverage @ChinaCoverage

2 weeks ago

#Dell is projected to add $35.4B in #AI server revenue by FY2027. For #MontageTechnology, that could mean an extra RMB 430–600M in revenue and RMB 170–240M in net profit through #DDR5 interface chips, PCIe retimers, and emerging #CXL products. #Semiconductors #AIserver

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ChinaCoverage @ChinaCoverage

2 weeks ago

#CATL is still the key player in EV batteries, shaping global battery pricing that feeds directly into EV costs, directly impacting #Tesla’s cost base. It continues to scale with a $7.35B green bond and a ~$8.56B 100 GWh plant to protect margins. #TSLA #EnergyStorage

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ChinaCoverage @ChinaCoverage

2 weeks ago

#MiniMax is moving toward a dual listing path (HK + STAR Market), signaling China’s AI firms are entering full capital-market scale-up mode. China AI is going public-cycle. #AI #ChinaTech #IPO #DeepSeek #ArtificialIntelligence

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ChinaCoverage @ChinaCoverage

2 weeks ago

Dell Technologies is moving for one reason: AI servers. #DELL is no longer a PC story — it’s being re-rated as an AI infrastructure play tied to #NVIDIA demand. Strong orders, better margins, and backlog growth are driving the move. #AI #TechStocks #Servers #AIservers

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ChinaCoverage @ChinaCoverage

2 weeks ago

(8/8) Today, Montage is less a “chip maker story” and more a structural AI infrastructure play — sitting in the bottleneck beneath GPUs. #MontageTechnology #Semiconductors #AIInfrastructure #ChinaTech #STARMarket #HKEX #DDR5 #CXL

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ChinaCoverage @ChinaCoverage

2 weeks ago

(7/8) The arc is rare: US IPO → privatization → China re-listing → Hong Kong expansion. Not a straight line — a full reinvention across cycles.

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ChinaCoverage @ChinaCoverage

2 weeks ago

(1/8) Montage Technology (688008.SH / 6809.HK) is one of the few semiconductor names with a full capital markets cycle behind it. Its story didn’t start in China — it started in the US.