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Headlines

Semiconductor Industry Logic Shifts to Supply Chain Security, Domestic Substitution of 15 Core Materials Accelerates

In 2026, the semiconductor industry logic has undergone a profound transformation, shifting from competing on process nodes to focusing on supply chain security and self-sufficiency. Domestic substitution of 15 core materials has fully accelerated, with Big Fund Phase III prioritizing support to eliminate overseas dependence on critical materials.

今日头条
Headlines

WAIC 2026: China's Domestic Computing Power Shifts from Single-Chip Competition to Ecosystem-Driven Era

The 2026 World Artificial Intelligence Conference (WAIC) opened with the debut of Huawei Atlas 950 and other super-node systems. China's domestic AI chips have advanced from isolated breakthroughs to systematic maturity, with competition shifting from single-card performance to computing cost optimization and full-stack software ecosystems.

36氪
Headlines

Memory Chip Cycle Fully Reverses as Mid-Year Reports Show Surge in Earnings

Driven by surging AI computing demand and completed inventory digestion, the memory chip sector has entered an upcycle. Companies such as Longsys and Biwin Storage reported net profit increases of tens to hundreds of times year-on-year in their mid-year reports, signaling soaring industry prosperity and a full cycle reversal.

今日头条
Headlines

NDRC and Ministry of Commerce Release the 15th Five-Year Plan for Expanding Consumption

Officials from the National Development and Reform Commission (NDRC) and the Ministry of Commerce answered press questions on the 15th Five-Year Plan for Expanding Consumption. The plan targets raising the household consumption rate, deploying 28 key tasks, and aims to reach approximately 60 trillion yuan in total retail sales of consumer goods by 2030.

央广网
Headlines

PBOC Launches Trillion-Yuan Sci-Tech Innovation Re-lending Program to Precisely Support the Real Economy

The People's Bank of China (PBOC) announced it will maintain reasonably ample liquidity while simultaneously rolling out a trillion-yuan sci-tech innovation re-lending program. The policy targets five core sectors including AI computing power, semiconductor chips, and industrial robots, aiming to reduce corporate financing costs and boost industrial chain capacity.

今日头条
Industry

Cambodia Industrial Development Conference and Expo 2026 Opens in Phnom Penh with Multinational Exhibitors

Dozens of Chinese enterprises participated in the Cambodia Industrial Development Conference and Industrial Expo 2026, showcasing industrial products and advanced technologies. The two-day event features 162 companies, including 36 from China, aiming to promote investment and technology transfer.

Xinhua
General
Headlines

China's IC Output Reaches 279.8 Billion Units in H1 2026, Averaging Over 1.5 Billion Chips Per Day

Data released by the State Council Information Office shows that China's total integrated circuit output by enterprises above designated size reached 279.8 billion units in the first half of 2026, a year-on-year increase of 23.1%, with an average of over 1.5 billion chips produced daily, leading the world in production capacity.

今日头条
Headlines

DeepSeek Valued at Over 350 Billion Yuan

DeepSeek's latest valuation was revealed at approximately 351 billion yuan following its first external funding round. The company has initiated IPO preparations, targeting an A-share listing application by late 2026. Founder Liang Wenfeng's net worth stands at approximately $36 billion.

上证报 \
Industry

"Achievements of National Aerospace Endeavours" Thematic Exhibition Makes First Stop at Hong Kong Science Park

"Achievements of National Aerospace Endeavours" Thematic Exhibition Makes First Stop at Hong Kong Science Park

The Times \
Equipment
Headlines

Rental Demand Rises in Shenzhen and Other Tier-1 Cities, Rent-to-Price Ratio Continues Climbing

Rental demand continues to rise in Shenzhen and other first-tier cities, with the rent-to-price ratio steadily climbing. The leasing market is becoming more active as housing rental transitions from a temporary choice to a long-term living arrangement.

证券时报 \
Industry

Gathering 'New' Momentum to Stimulate Home Industry Development — 28th China Building Expo (Guangzhou) Concludes

The 28th China Building Expo (Guangzhou) successfully concluded with nearly 2,000 exhibiting companies and over 140,000 professional visitors from 146 countries and regions. Overseas visitors increased 33.4% year-on-year.

人民网 \
Home & Living
Industry

2026 World Artificial Intelligence Conference Opens Today with 300+ Debut Products Showcasing New AI Breakthroughs

The 2026 World Artificial Intelligence Conference opened in Shanghai with record exhibition space exceeding 100,000 square meters, over 1,100 companies participating, and more than 300 products making their global debut. Major launches included Huawei's Atlas 950 and an AI protein design platform.

证券日报 \
Artificial Intelligence
Headlines

National First: Suzhou's New Rules Let Delivery Riders 'Afford to Wait' at Red Lights

Suzhou becomes the first city in China to include delivery riders' red light waiting time in delivery timing systems. The pilot launches in August in Gusu District and SIP, with mandatory rest periods and point-based reward mechanisms.

央广网 \
Headlines

TSMC Q2 Net Profit Hits 706.56 Billion TWD, Surging 77.4% Year-on-Year

TSMC reported Q2 2026 net profit of 706.56 billion TWD, a 77.4% year-on-year surge, marking five consecutive quarters of record highs. Strong AI demand prompted the company to raise full-year revenue growth guidance to over 40% and increase capex to $60-64 billion.

界面新闻 \
In-Depth

How Did an Expo Give Birth to a Global Governance Organization?

From WAIC to WAICO: 29 countries signed the agreement in Shanghai to establish the world's first intergovernmental organization in AI.

环球博览
General