
China: Hisense Qingdao Plant Wins WEF Customer-Centric Lighthouse Recognition
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China’s humanoid robots take center stage at Spring Festival Gala
China’s televised New Year gala turned into a showcase for advanced humanoid and animal-form robots, with technical metrics and corporate AI stack releases underscoring a push from spectacle toward industrial pilots. The broadcast generated rapid e-commerce lift and social amplification while aligning with broader industry and policy signals that favor scaled automation.

Volkswagen Group China Starts Series Production of Local Zonal Electronic Architecture
Volkswagen Group China has begun mass production of its locally developed zonal electronic architecture for software-defined vehicles, debuting on the VW ID. UNYX 07 at the Anhui plant. The design’s hardware simplification and local development could both lower unit costs for domestic and export models and accelerate supplier and logistics demands, creating opportunities and new operational risks.

China’s AI Hardware Sector Pulls Ahead of Big Internet Players in Growth Prospects
Analysts now expect Chinese makers of AI accelerators and related infrastructure to outpace domestic internet platforms in near‑term growth forecasts, driven by confirmed demand from cloud buyers and OEM‑level partnerships. Recent market signals — including a high‑profile device‑maker tie‑up with a major cloud player and foundries’ plans to lift capex and add North American capacity — reinforce a multiyear hardware build cycle while highlighting supply‑chain and execution risks.
TCL Poised to Upset Samsung’s TV Crown After Strong Shipment Surge
TCL reported roughly a 20% year-over-year increase in global TV shipments, narrowing the gap with Samsung and putting it within reach of the top spot. A pending brand partnership with a major Japanese manufacturer could accelerate TCL’s move into higher-margin models and solidify a leadership change if completed.

Intrinsic pushes AI-driven robotics to reshape manufacturing
Intrinsic, led by CEO Wendy Tan White, is advancing adaptable, software-first robotics control and has partnered with Foxconn to pilot real factory deployments. The move reflects a broader industry inflection—driven by advances in simulation, compute and orchestration—that favors modular, updatable robotics platforms and could enable partial reshoring for higher-wage regions if integration, standards and workforce retraining keep pace.