Seres Group, once the clearest listed proxy for Huawei’s EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales and profit.

Taiwan’s Ministry of National Defense has revived a NT$210 billion (approx. US$6.6 billion) special bill for unmanned vehicle procurement after the Legislative Yuan in May 2026 stripped out all domestic-industry-friendly items from an earlier defense special budget, leaving only arms purchases. The Executive Yuan has now approved the draft, raising hopes and concerns across the drone industry.

OpenAI CEO Sam Altman told staff that its latest model, GPT 5.6, would be released on a staggered basis, with a small group of entities first gaining preview access to it after approval by the US government. The case highlights the regulatory uncertainty many local AI developers are facing after US President Donald Trump announced a voluntary review system before the release of frontier models, with the industry remaining concerned that it is not so voluntary after all.

CXMT’s IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China’s ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing’s push for memory self-sufficiency and reshapes competitive dynamics in global markets.