#china-demand

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#nvidia
from24/7 Wall St.
1 day ago
Artificial intelligence

Nvidia Is About to Deliver a Huge Late Christmas Gift to Investors

Nvidia requested TSMC boost H200 production to fill a roughly 1.3 million-chip shortfall after Chinese firms ordered over two million units for 2026.
fromTechzine Global
2 days ago
Artificial intelligence

Chinese H200 demand forces Nvidia to seek extra TSMC capacity

Nvidia plans to markedly increase H200 chip production to meet massive Chinese orders, pressuring global supply and prompting TSMC capacity talks.
fromFortune
2 days ago

Copper records biggest annual gain since 2009 on supply bets | Fortune

Copper had its best year since 2009, fueled by near-term supply tightness and bets that demand for the metal key in electrification will outpace production. The red metal has notched a series of all-time highs in an end-of-year surge, rallying 42% on the London Metal Exchange this year. That makes it the best performer of the six industrial metals on the bourse. Prices dipped 1.1% Wednesday, the last trading day of 2025.
Business
fromBusiness Matters
1 week ago

Humanoid robot market tipped to reach $9tn as China leads global adoption

The global market for humanoid robots could be worth as much as $9 trillion by 2050, with China expected to dominate demand and basic household models potentially entering homes within the next five years, according to new research. A report by Royal Bank of Canada estimates that humanoid robots could become a core part of everyday life over the coming decades, transforming labour markets and household routines.
Gadgets
#aston-martin
fromTESLARATI
3 months ago

Tesla China shows off Model Y L's manufacturing process in new video

The Model Y L may be just an extended wheelbase, six-seat version of the best-selling all-electric crossover, but manufacturing such a vehicle at scale while the standard Model Y is still being produced at high volumes in Giga Shanghai is no joke. As could be seen in Tesla China's video, however, it appears that Gigafactory Shanghai's Model Y L line is now dialed in.
Cars
Tech industry
fromTESLARATI
3 months ago

Tesla Q3 deliveries could exceed expectations: Wolfe Research

Tesla Q3 deliveries are projected at 465,000–470,000 units, beating consensus and driven by U.S. tax-credit pull-forward and stronger China demand.
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