Deep Tech

Surging post-IPO market caps are setting new valuation anchors and reshaping investor expectations.

Lumos wants to move data collection out of labs and into factories, homes, and offices to scale embodied intelligence.

Its singular focus on transcription is cited as a key differentiator from office software that treats it as a secondary feature.

Supply constraints offer chipmakers a chance to close gap with rivals Samsung, SK Hynix, and Micron.

CATL subsidiary Era Electric is emerging as the next key player after Nio.

China’s largest foundry reported higher sales and strong utilization, but depreciation from new capacity compressed profitability.

Ernie is embedded into Baidu’s main app to leverage its search dominance.

Founder Zhang Wei sees 2026 as the first year of real deployment, not a downturn, for humanoid robots.