📰 Latest News

Yuexin Semiconductor has started a RMB25.2 billion Phase‑IV project in Guangzhou to build a 12‑inch, mixed‑signal specialty wafer fab with a monthly capacity of 40,000 wafers (about 480,000 a year). The plant aims to serve booming demand in AI, industrial and automotive electronics, reflecting China’s broader push to strengthen domestic semiconductor supply chains for strategic and commercial reasons.

A severe US winter storm has sent natural gas futures sharply higher, complicating an otherwise positive session for US equity futures. Elon Musk’s unexpected Davos appearance adds a volatility vector for technology and AI-focused stocks, while chip supply constraints and corporate moves in semiconductors, crypto custody and fusion power frame a broader market narrative.

January retail sales of China’s narrow passenger-car market are estimated at about 1.8 million units, down 20.4% from December but roughly flat year-on-year. NEVs made up around 800,000 of those sales, reaching a 44.4% retail penetration and underscoring the swift structural shift toward electrified vehicles.

Yushu Technology announced it shipped over 5,500 humanoid robots in 2025 and produced more than 6,500 humanoid bodies, figures that exceed Omdia’s forecast by about 31%. The company is scaling manufacturing, expanding retail channels with JD.com, and preparing for a domestic IPO after reporting profitable 2024 revenue above RMB 1 billion.

Poland summoned the Belarusian chargé d’affaires after dozens of balloon-like objects crossed into Polish airspace on January 17 carrying untaxed cigarettes. Polish authorities seized multiple meteorological-style balloons and told Minsk such incursions were unacceptable. The event underscores ongoing security frictions on the Poland–Belarus border and raises concerns about smuggling tactics and state permissiveness.

A century‑old PLA company based in Tibet is pairing its revolutionary lineage with rapid operational modernisation, transforming symbolic rituals into practical high‑altitude combat readiness. By improvising manuals, integrating drones and networking new vehicles, the unit illustrates the PLA’s wider push to fuse tradition with informationised, system‑level capabilities.

On 22 January, a senior commander of Iran’s Hatam al‑Anbiya Central Command warned that any attack on Iranian territory would immediately make U.S. interests and bases legitimate targets, promising swift and destructive retaliation. The statement broadens Tehran’s claimed right to retaliate and raises the risk that a limited incident could escalate into a wider confrontation, complicating U.S. deterrence and regional security.

At Davos President Trump said Greenland is a U.S. "core national-security interest" and implied he would prioritise speaking with a NATO official over Denmark's foreign minister after Copenhagen refused to discuss selling Greenland. The exchange has prompted Danish rebukes, emergency EU consultations and renewed attention to Arctic geopolitics and alliance cohesion.

China's foreign ministry said it is "handling" the appointment of Japan's new consul general in Chongqing, responding to suggestions that Beijing has delayed agrément. The terse statement leaves open whether the vacancy is a routine administrative gap or a subtle diplomatic signal amid complex Sino-Japanese relations.

Fenglong's stock reached 90.48 yuan on January 22, marking a 17-day streak of daily limit-up moves despite the company denying any planned asset injection or restructuring involving robotics firm Ubtech. The issuer warned the share price had detached from fundamentals and flagged high trading risk, saying it might seek a trading suspension for investigation if abnormal rises continue.

Chinese stocks finished higher with ChiNext leading gains after an afternoon rally driven by a surge in commercial space and hardware-related sectors. The move highlights retail-driven rotation into strategic, capital‑intensive industries while leaving semiconductors and innovative drugs under pressure.

NVIDIA CEO Jensen Huang warned that the build‑out of AI infrastructure will push demand for on‑site skilled trades—electricians, plumbers and HVAC technicians—so high that they could earn six‑figure annual salaries. The observation underscores that AI’s expansion creates major labour and logistical pressures in the physical infrastructure layer, with implications for wages, training and the costs of deploying large models.

Shunhao disclosed that its investee’s first experimental satellite, Chenguang‑1, has finished development but remains unlaunched. The company warned that launch timing is uncertain due to weather, rocket readiness, launch‑site management and regulatory and safety reviews.

China’s EV charging network has surpassed 20 million connectors, a sign of the country’s rapid electrification. The milestone improves access for drivers and underpins further EV adoption, but it also brings challenges in grid management, geographic disparity and commercial sustainability.

Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.

Researchers at Fudan University and Huashan Hospital report a label‑free near‑infrared imaging technique (TANI) that visualizes liver tumour margins in real time without injected contrast. Published in Nature Biomedical Engineering, the method uses endogenous autofluorescence in the NIR‑II band to produce high‑contrast images while avoiding interference from blood, bile and cirrhosis.

At Davos, Nvidia CEO Jensen Huang argued that current AI spending is the start of a vast infrastructure build rather than a speculative bubble, outlining a five‑layer model from energy to applications. He predicted trillions in additional investment, flagged GPU shortages and supply‑chain pressures, and pushed for national "AI sovereignty" while saying automation will create high‑paid technical roles even as some white‑collar jobs are displaced.

Elon Musk will appear at the World Economic Forum in Davos on 22 January for a public conversation with BlackRock CEO Larry Fink. The pairing brings together a leading tech entrepreneur and the head of the world’s largest asset manager, offering signals about how innovation, investment and policy might align on AI, electrification and corporate governance.

Mexico has restricted routine entry for U.S. military aircraft, requiring Mexican planes to transport nationals to foreign training except under special logistical conditions. At the same time, President Claudia Sheinbaum said Mexico will continue oil deliveries to Cuba on contractual and humanitarian grounds, underscoring a more independent foreign-policy posture that may complicate relations with Washington.

At Davos, Vice‑Premier He Lifeng framed China as a sober, reliable partner committed to multilateralism and free trade, positioning Beijing against an assertive, unpredictable American posture. The move aims to win over investors and hesitant allies, but its lasting success depends on concrete policy shifts that address market access and geopolitical anxieties.