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ICM Weekly
ICM Weekly: September 13 – September 19, 2026
Memory, more than the roadmap, limits Chinese AI compute. Huawei’s 950DT reportedly passed 250,000 yuan while CXMT’s IPO left 36.8 billion yuan…
Sep 20
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Inside China's Machine
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ICM Weekly: September 6 – September 12, 2026
Unitree’s own filing shows humanoid robots passed half its revenue at a 60 percent margin, and profit still fell. Reuters found the same gap in 100-plus…
Sep 12
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Inside China's Machine
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