CNBeta — 2026-03-31#

Top Story#

Apple Intelligence has quietly begun appearing on user devices in China, marking a significant milestone for Apple’s AI rollout in a heavily regulated market. Users have spotted the “Apple Intelligence & Siri” settings menu on their devices, though Apple has not yet made an official announcement or detailed its local data processing strategies. This silent launch underscores Apple’s urgency to maintain its premium footing in China amid fierce competition from domestic smartphone brands that are heavily leaning into AI features.

Tech & AI#

  • China’s JCET Unveils HBM3e Packaging: Chinese semiconductor packaging giant JCET showcased an advanced 2.5D stacking solution for HBM3e at SEMICON China, achieving a bandwidth of 960GB/s and compatibility with sub-3nm AI chips. This signals China’s advancing capabilities in the critical AI memory supply chain, reportedly securing packaging orders from giants like AMD and Nvidia.
  • ChatGPT App Store Faces Developer Backlash: Six months after launch, OpenAI’s custom GPT store is struggling with a slow start as developers complain about hidden entry points, buggy coding systems, and a lack of user data. Major partners like DoorDash and Expedia are reluctant to hand over customer relationships and payment flows to the chatbot, preferring users finish transactions on their own platforms.
  • Nasdaq to Fast-Track Mega IPOs: Nasdaq is amending its rules to allow massive IPOs, such as the anticipated listing of SpaceX, to join the Nasdaq 100 index in just 15 days instead of the usual three months. This move aims to reflect market realities faster, but raises concerns about sudden price volatility driven by passive ETF buying before the market establishes reliable pricing.
  • RCS Standard Targets Cross-Platform Video Calls: The GSMA has introduced the RCS Universal Profile 4.0, which includes a new feature aimed at enabling seamless video calling between iOS and Android natively. However, Apple and Google have yet to confirm when or if they will fully support this integration within their default messaging apps.

Consumer & Devices#

  • Xiaomi EV Factory Tours Go Viral: Xiaomi’s highly automated automotive factory has become an unexpected tourist hotspot, drawing up to 10,000 applicants for just 20 tour spots. Visitors are flocking to see the futuristic robotic assembly lines, with some even placing orders for the SU7 EV immediately after the tour.
  • Japan Slashes Subsidies for BYD EVs: The Japanese government has dramatically reduced EV purchase subsidies for BYD vehicles to 150,000 yen, about one-tenth of the 1.3 million yen subsidy offered for Toyota’s bZ4X. BYD criticized the scoring system as unfair, particularly for assigning zero points to its fast-charging infrastructure efforts in the country.
  • Early Commercial EVs Face Battery Crisis: The first wave of electric ride-hailing vehicles in China is experiencing severe battery degradation, with some drivers seeing ranges drop from 300km to 140km after five years. Facing replacement battery costs of over 50,000 RMB—more than the car’s residual value—many drivers are resorting to illegal, unregulated battery modifications to keep working.
  • iPhone 18 Pro to Shrink Dynamic Island: Leaked screen protectors for the upcoming iPhone 18 Pro indicate a significantly narrower “Dynamic Island” cutout. The reduction, reportedly shrinking the width from 20.76mm to 13.49mm, is likely achieved by hiding parts of the Face ID module under the display.

Gaming#

  • Tencent Shuts Down China Switch eShop: Tencent has begun a phased shutdown of the official Nintendo Switch eShop in China, permanently stopping all game and DLC sales. Network services like multiplayer and leaderboards will fully terminate by May 15, marking the end of the officially localized console’s digital ecosystem.
  • Blizzard Hands Overwatch to Nexon in Korea: Blizzard Entertainment is transferring the publishing and local esports operations of Overwatch on PC in South Korea to Nexon. This move signals a shift towards hyper-localized operations to revitalize the game’s presence in a critical esports market.
  • Rush for PS5 Pro Before Price Hike: Sony’s confirmation of a massive $150 price increase for the PS5 Pro, pushing the console to $900 by April 2, has triggered a sudden rush of panic-buying among overseas PlayStation fans.

Science & Space#

  • Lijian-2 Rocket Matches SpaceX Costs: China’s Kinetica-2 (Lijian-2) commercial rocket successfully completed its maiden flight, serving national space missions with an 8-ton SSO payload capacity. The rocket’s expendable unit cost is now roughly on par with SpaceX’s reusable Falcon 9, and future cluster-recovery versions aim to halve that cost.
  • China’s 7-Ton Cargo Drone Ready for Flight: The Changying-8, China’s first 7-ton heavy-lift transport drone, is preparing for its maiden flight in Zhengzhou. Featuring a massive 18-cubic-meter cargo hold and a 3.5-ton payload capacity, the drone can cover 3,000 kilometers and take off on just 200 meters of runway.
  • NASA Spies Comet Reversing Rotation: In a space first, NASA scientists observed comet 41P/Tuttle-Giacobini-Kresek completely reversing its rotational direction. The phenomenon was caused by intense solar heating that vaporized surface ice, creating gas jets that acted like thrusters on the small comet’s nucleus.

Also Noted#

  • Unitree Robots to Run Sub-1 Hour Half-Marathon: Unitree Robotics founder Wang Xingxing announced that their humanoid robots are expected to complete an upcoming half-marathon in under an hour, outpacing human competitors.
  • Linux Maintainer Praises AI Code Reviews: Renowned Linux kernel maintainer Greg Kroah-Hartman praised AI for finding 40 valid code fixes out of 60 suggestions, noting it serves as a powerful supplement to human reviewers.
  • Nvidia and TSMC’s 30-Year Handshake: Nvidia CEO Jensen Huang revealed that despite doing hundreds of billions of dollars in business together over 30 years, Nvidia and TSMC have never signed a formal commercial contract.
  • Waymo Faces Fierce Pushback in NYC: Waymo’s attempts to expand autonomous robotaxi testing into New York City are facing intense resistance from local taxi unions and residents concerned about job losses and gridlock.
  • Users Revolt Against Forced MS Accounts: Surveys show over 90% of Windows 11 users oppose Microsoft’s mandatory online account login policy, prompting a Microsoft VP to publicly state he “hates it” and is working on a fix.