Foxconn's capex disclosures show $1.4B committed to non-Chinese sites in the past nine months — Tamil Nadu, Vietnam, and a quietly disclosed Mexico expansion.
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The 2026 Beijing Auto Show delivered the clearest single-week evidence yet that China's advanced manufacturing push has moved from policy document to commercial reality — with autonomous driving, battery technology, and physical AI converging across consumer and industrial markets simultaneously.
Beijing is simultaneously hardening its supply chain defenses and tightening its grip on critical mineral exports, using the ongoing US-Israel war on Iran as both a threat to manage and an opportunity to exploit.
Beijing's $14.7 trillion blueprint to fuse software with manufacturing moved from policy to product this week, with autonomous trucks, robotaxi production vehicles, maglev factory systems, and a $1 billion robot procurement plan for the power grid all surfacing simultaneously.
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