Two parallel chip strategies are hardening simultaneously — Western players pushing panel-level packaging for efficiency gains, while Chinese firms race to architect their way around sanctions — and both movements produced concrete hardware announcements in the same week.
From $9/month · 7-day free trial
Already a subscriber? Log in
Subscribe for full access to all articles
Start Free Trial
Tencent is leading a Chinese consortium buyback of Meta's stake in AI agent company Manus at a valuation of approximately $2 billion — the same price Meta paid in Q1 2026.
China's quantum computing sector is concentrating investment around three competing technical pathways — superconducting, neutral atom, and photonic — though no company-to-pathway mapping has been confirmed for the five named actors collectively.
DJI's Pocket 4P sold out within seconds of its June 23 launch, while Insta360's Luna faces months of backlog — a 'sweet problem' for leading brands, and demand that would have been unimaginable three years ago.