The Brutalist Report - Microsoft,Retreats,China

Microsoft Retreats In China [47d]
American auto retreat from China accelerates [47d]
‘Multi-part case study on China’s media’ finds that AI models can’t hallucinate away Chinese censorship [47d]
Microsoft (MSFT) Is Pulling Back From China. Should Investors Worry? [47d]
China and Indonesia’s joint naval drills anger Taiwan [47d]
Didi reports Q2 revenue up 11% YoY to ~$9.3B, net income of ~$128M, after two consecutive quarterly losses, China mobility transaction value up 9.5% to ~$13.4B (Luz Ding/Bloomberg) [47d]
Ford is moving Lincoln production out of China and back to the U.S. by 2030 [47d]
Taiwan Weaponizes Coast Guard to Prepare for Battle With China... [47d]
Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures in China in the past five years, amid China's push for domestic software (Reuters) [47d]
High Oil Prices Deliver a Windfall for China’s Coal-to-Chemicals Industry [47d]
Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open [47d]
How China Remembers Zhu Rongji, the Premier Who Spoke His Mind [47d]
Taiwan Weaponizes Coast Guard to Prepare for Battle With China [47d]
China's WeRide eyes Australia, Southeast Asia among potential new markets after strong Q2 [48d]
Counterpoint: China's YMTC accounted for 14% of NAND flash shipments in Q2, behind Samsung's 25% and SK Hynix's 22%, but ahead of Micron and Kioxia (Howard Liu/South China Morning Post) [48d]
Research: over 53M people in China worked as food delivery or ridesharing drivers as of 2025, up 10M in two years, amid accelerating automation in manufacturing (Financial Times) [48d]
China's Lenovo posts 43% jump in Q1 revenue, riding AI infrastructure boom [48d]
China Dominates The Humanoid Robot Race. Can Trump Close The Gap? [48d]
With Hollywood struggling in China, can the Odyssey draw a crowd? [48d]