---
date: 2026-07-09
subject: "CXMT bonded DRAM alarms Korea | Huawei's Tao's Law V2 | Alibaba drops Claude Code"
---


**Alibaba banned Anthropic's Claude Code** across its developer stack on July 3 with full disconnection set for July 10, after a July 8 MIIT advisory flagged versions 2.1.91 through 2.1.196 for transmitting geographic and device identity data to remote servers. **CXMT is piloting bonded DRAM** at its Hefei facility, using DUV multi-patterning to bypass EUV export controls; its global DRAM share reportedly reached 8% in Q1 2026, and it plans a Shanghai IPO as soon as July 2026. **Ding Xuexiang framed the 15th Five-Year Plan** at the July 9 joint CAS and CAE academicians conference in Beijing as the decisive period for building China into a science and technology powerhouse; he directed use of the new whole-nation system on core technologies and expanded application of AI in scientific research.

# 1. Top Stories

- **Alibaba set to cut Claude Code access across its developer stack** — Alibaba issued a company-wide ban on Anthropic's Claude Code on July 3 and set full disconnection for July 10. Alibaba was the first Chinese tech firm to formally cut ties with Anthropic coinciding with the July 8 Ministry of Industry and Information Technology (MIIT) advisory. The MIIT alert covered Claude Code versions 2.1.91 through 2.1.196 and said the tool transmits geographic and device identity data to remote servers without user awareness. 36Kr lists three domestic replacements: Alibaba's Qoder tied to Qwen, the MIT-licensed OpenCode project with over 170,000 GitHub stars and ByteDance's Doubao-Seed-Code at 1.20 yuan ($0.17) per million input tokens. A Reddit user reverse-engineered the routine on June 30, finding it activates only when a third-party API proxy is configured and the system timezone is set to Asia/Shanghai or Asia/Urumqi. [36Kr](https://www.36kr.com/p/3888237831551749)

- **CXMT tests bonded DRAM pilot line in Hefei aimed at bypassing EUV controls** — CXMT, China's largest DRAM maker, is testing a bonded DRAM pilot line at its Hefei facility, per Korean media. Bonded DRAM fabricates the memory cell array and the peripheral logic on separate wafers, then joins them with wafer-level hybrid bonding. That lets CXMT push density using older deep ultraviolet (DUV) multi-patterning, sidestepping the extreme ultraviolet (EUV) lithography machines U.S. export controls block Chinese firms from importing. SemiAnalysis estimates CXMT's monthly wafer output could reach roughly 350,000 by the end of 2026, approaching Micron's estimated level. CXMT is preparing an IPO on the Shanghai exchange as soon as July 2026 to fund expansion beyond government subsidies. [Wallstreetcn](https://wallstreetcn.com/member/articles/3776451) [Sina](https://www.sina.cn/news/detail/5317658054495788.html) [state-affiliated] [ZeroHedge](https://www.zerohedge.com/technology/china-cxmt-testing-production-line-next-gen-bonded-dram-closing-tech-gap-korea-far)

- **Ding Xuexiang frames 15th Five-Year Plan as decisive period for Chinese tech self-reliance** — Vice Premier and Politburo Standing Committee member Ding Xuexiang addressed the second plenary session of the joint Chinese Academy of Sciences and Chinese Academy of Engineering academicians conference in Beijing on July 9. He said the 15th Five-Year Plan is the critical decisive-battle period for building China into a science and technology powerhouse. The 15th Five-Year Plan is China's national economic and social program covering 2026 through 2030. Ding directed use of what officials call the new whole-nation system, a top-down approach mobilizing party, state and enterprise resources under central coordination, to win the battle on key core technologies. He also directed applying artificial intelligence to scientific research and expanding application scenarios. [Yicai](https://www.yicai.com/brief/103267851.html) [state-affiliated]

- **Huawei-led consortium launches OPEN NPO project and China's first near-package optics standard** — Huawei and more than 20 industry partners jointly launched the OPEN NPO project at the Super-Node and gigawatt-scale AI Data Center Technology Forum in Beijing, per a July 9 Yicai brief. The project initiated China's first Multi-Source Agreement for near-package optics. Near-package optics (NPO) places optical transceivers directly beside processor chips inside data center systems, cutting power and latency for AI workloads. A Multi-Source Agreement, or MSA, is a standards agreement multiple vendors adhere to so their components interoperate. Co-initiators include the China Mobile Research Institute, JD Cloud, Baidu and the China Electronics Standardization Institute (CESI), the standards body under the Ministry of Industry and Information Technology. The forum was guided by the Global Computing Consortium and hosted by the Open AI Infra community, and Yicai said the MSA is intended to strengthen open standards coordination for high speed optical interconnect. [Yicai](https://www.yicai.com/brief/103267910.html) [state-affiliated]

# 2. Policy & Regulation

- **CAICT launches Agentic Internet verification project targeting three core AI-agent systems** — On July 8, the China Academy of Information and Communications Technology (CAICT) and the Internet Society of China launched the Key System Technology Verification Project for the Agentic Internet in Beijing. The launch came at the Agentic Internet Forum of the 25th China Internet Conference, and CAICT is the Ministry of Industry and Information Technology's principal think tank on digital infrastructure. AI agents are autonomous software programs, typically built on large language models, that plan and execute tasks. The project targets three systems: an agent cyberspace observation system, an agent-internet execution system and an agent operating system. CAICT's Cloud Computing and Digitalization Research Institute drafted the plan, with experimental trials underway across a first batch of participating enterprises. At the same event, all three state telecom carriers announced a transition from byte-based to token-based business models. China Mobile passed 100 exaFLOPS of intelligent compute capacity (10-to-the-18th floating-point operations per second). China Telecom put its combined self-owned and connected intelligent compute above 91 EFLOPS, and China Unicom reached 45 EFLOPS, having built seven hundred-megawatt-class AI data center parks. [Yicai](https://www.yicai.com/brief/103267839.html) [state-affiliated] [Xinhuanet](https://www.news.cn/info/20260709/c2cb760484ba41c5ae0e4d5a67fbdc7f/c.html) [state media]

# 3. AI & Foundation Models

- **MoXin releases MoWorld world model on Huawei Ascend NPUs claiming 50 FPS interactive inference** — MoXin Technology released MoWorld, a real-time interactive world model the company reports running at over 50 frames per second. MoXin developed the model with the team of Chinese Academy of Engineering academician Pan Yunhe at Zhejiang University. A world model is an AI system that predicts how a scene evolves as inputs change, used to train robots and game agents. MoWorld runs on Huawei's Ascend 910C CloudMatrix384 platform, Huawei's rack-scale server response to NVIDIA GPUs. Training, distillation and inference all run on domestic neural processing units (NPUs) with no NVIDIA components, and MoXin reports inference costs 70% lower than a comparable GPU deployment. The model is a 14-billion-parameter mixture-of-experts architecture, activating only a subset of the network per input to cut compute per query. MoXin recently raised over $100 million from Chinese national strategic reserve capital, a Middle East dollar fund and market funds. [BAAI](https://hub.baai.ac.cn/view/56210)

- **Chinese frontier-model startups raise more than 130 billion yuan year-to-date in 2026** — China's top large language model startups have cumulatively raised more than 130 billion yuan ($18 billion) year-to-date in 2026, counting Zhipu's latest placement, per Huxiu. By contrast, OpenAI and Anthropic together took 89% of revenue among 34 leading AI startups tracked by The Information in May 2026. Menlo Ventures separately put the two companies' combined share of 2025 enterprise LLM API spending at 67%. Chinese labs hold 11 of the top 20 lab spots on the LMArena text leaderboard, a public benchmarking site where users rank model outputs blind. Cumulative fundraising to date by company includes DeepSeek at about 50 billion yuan ($7 billion) and Zhipu at about 35.75 billion Hong Kong dollars ($4.6 billion). Moonshot has taken about $2.7 billion, StepFun about 22 billion yuan ($3 billion) and MiniMax about 4.82 billion Hong Kong dollars ($620 million). Alibaba has committed more than 380 billion yuan ($53 billion) in cloud and AI infrastructure over three years, and ByteDance's 2026 AI capital expenditure plan is 200 billion yuan ($28 billion). [Huxiu](https://www.huxiu.com/article/4874030.html)

# 4. Chips & Semiconductors

- **Chinese photomask fab count triples since 2020 but mask blank localization stalls near 2%** — China's independent photomask fab count has expanded from four or five in 2020 to more than 15 in 2026, per Huxiu. Top Chinese photomask shops now match overseas leaders such as PDMC and Toppan on yield and critical dimension uniformity at nodes of 90nm and above. Photomasks are the templates chipmakers use to project circuit patterns onto silicon wafers during lithography. The chokepoint sits one step upstream at the mask blank, the raw quartz substrate a pattern is written onto. Domestic monthly demand runs about 120,000 blanks against 2,000 to 3,000 units of Chinese capacity, a localization rate just over 2%. Blanks for argon fluoride (ArF) deep ultraviolet lithography are almost entirely imported, EUV blanks are under embargo, and Japan's Shin-Etsu and Hoya dominate global supply. A single EUV blank costs over $100,000, roughly ten times a DUV blank, while Hoya's latest EUV blank reaches a defect density below 0.05 per square centimeter. Mask blank quartz must reach a purity of nine nines (99.9999999%), and most domestic product still stops at five nines. [Huxiu](https://www.huxiu.com/article/4874020.html)


# 5. Robotics & Autonomous Systems

- **Off-the-shelf Unitree G1 humanoid completes teleoperated pig gallbladder surgeries in Nature paper** — Nature published a paper on July 8 reporting that an off-the-shelf Unitree G1 humanoid completed two standard laparoscopic gallbladder removal surgeries on live pigs. Laparoscopic cholecystectomy is a minimally invasive gallbladder removal procedure, and the two operations were performed via teleoperation with human operators controlling the robot remotely. Active operating time fell from about 56 minutes in the first case to about 32 minutes in the second, and robot redeployments dropped from 8 to 4. Reported lab metrics were about 1.30mm linear motion accuracy, about 10.40mm curve motion error and about 156 milliseconds end-to-end latency, slightly above the clinical guideline of less than 150 milliseconds. The G1 lacks the fixed remote center of motion of dedicated surgical robots, maintaining a virtual center through visual perception and algorithms with calibration pauses during surgery. Liang Zekai, a Chinese post-2000 PhD student in Michael C. Yip's lab at UC San Diego, is the paper's first and corresponding author. [Huxiu](https://www.huxiu.com/article/4874024.html)