ADB estimates $7.1 trillion of needs through 2040, led by power and transport. The practical test is whether countries can prepare bankable, connected projects.

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CHINA GOING GLOBAL

Hesai’s Global LiDAR Push Moves from Design Wins to Delivery

Q3 shipments and new OEM design wins show scale. The next evidence is export-program production, customer concentration and recurring overseas revenue.

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INDUSTRY × REGION

Thailand’s Semiconductor Push Has Momentum. A Full Chip Ecosystem Takes Longer.

Investment applications are rising, but Thailand’s data cover advanced electronics as well as chips. The briefing puts the country’s strategy in the wider ASEAN production network.

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CHINA GOING GLOBAL

Minth’s Overseas Revenue Is Expanding. Local Production Must Prove Its Returns.

Overseas markets contributed about 68% of Minth’s first-half revenue. New plants in the U.S., France and Indonesia expand the footprint as capital spending rises and operating cash flow falls.

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MARKETS

China’s Cross-Border E-Commerce Is Growing. Its Operating Model Is Changing.

China’s customs data show continued growth, while U.S. and EU rules alter low-value parcel costs. The briefing explains what direct shipping, overseas stock and local fulfilment each change—and what they do not.

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