This updated outlook on China's tech sector heading into late 2026 says trade ties have steadied after the Busan truce was extended two months to Jan. 10, 2027, though Xi's late-September Washington visit produced few breakthroughs. Nvidia's share of China's data-center AI-chip market slipped to 34% in the first half of 2026, while Huawei rose to 28% after shipping 572,000 accelerators. BYD sold 463,561 vehicles in September, with overseas shipments up about 154% offsetting a 13% domestic decline. The article also covers robotics, aerospace, and export controls effective Nov. 18, and highlights Autohome, which reports third-quarter results on Nov. 4, and GigaCloud, whose third-quarter revenue outlook is $375 million to $400 million.
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