semiconductor

The Russia Dilemma: How China’s “Internal Involution” is Spilling Overseas and Testing the Limits of its Auto Export Model

The Chinese auto market is defined by nèijuǎn (内卷)—a brutal, zero-sum internal competition. This hyper-competitive environment, combined with domestic market saturation and…

1 week ago

Debunking the “BYD is the Next Evergrande” Myth: A Look Inside the Numbers of a $79B Debt Scare

Recently, headlines in Western media have been sounding the alarm about a "$79 billion debt pile" at Chinese EV giant…

1 week ago

A Tale of Two Chips: A Breakdown of Tesla’s Computing Strategy by Model (2025/2026 Outlook)

As the company that effectively created the modern EV market, Tesla's every move is scrutinized. One of the most common…

1 week ago