Currently, profound global changes unseen in a century are accelerating, and great power competition is deeply extending into industry and technology. Manufacturing, especially advanced manufacturing, has become the main battlefield for international competition. As a strategic technology leading a new round of scientific and technological revolution and industrial transformation, AI (Artificial Intelligence) is profoundly changing the production models and economic forms of the manufacturing in
October 14, 2026
With CNY 2.5 billion in revenue and a monthly capacity of 63,300 wafers, CanSemi Semiconductor has carved out a path in specialty processes within the gaps left by industry giants. Recently, CanSemi Semiconductor, known as "Guangzhou's First Chip," officially listed on the ChiNext board. With an issue price of CNY 12.01, its shares surged 274.69% on the first day of trading, pushing its market capitalization to CNY 129.5 billion. At the table of the global wafer foundry industry sit several gian
October 14, 2026
On October 10, the Ministry of Industry and Information Technology (MIIT), the Ministry of Public Security (MPS), the Ministry of Ecology and Environment (MEE), and the State Administration for Market Regulation (SAMR) jointly released the "Notice on Further Strengthening the Management of Innovative Design, R&D Testing, and Validation of Automotive Products (Draft for Comments)", proposing further management requirements for automotive innovative design, R&D testing, and validation. As
October 14, 2026
Author: Jiu Lin On October 9, at the HKEX. Wang Dongsheng took the stage to ring the bell once again. This marks Wang Dongsheng's third IPO in his career, following BOE and Xi'an Yicai. This time, standing behind him is ESWIN Computing. Just a year ago, Xi'an Yicai, a silicon material enterprise under ESWIN Group, was listed on the SSE STAR Market. From BOE to ESWIN Material, and then to ESWIN Computing, Wang Dongsheng has spent over three decades extending his business from semiconductor displa
October 14, 2026
Large-scale procurement of high-capacity energy storage cells above 314Ah is accelerating. Yesterday, Xingchen New Energy launched the first batch of 10GWh energy storage cell framework procurement for 2027, with 314Ah and 587Ah energy storage cells each accounting for half. According to incomplete statistics from Hangjiashuo Energy Storage, including this framework procurement, the total scale of related procurement/bidding for high-capacity energy storage cells above 314Ah this year has reache
October 14, 2026
2026 CIIF Edge Computing and Storage Application Forum in Shanghai gathered AMD, Alibaba, Rockchip, Advantech and others. It released an industry report and discussed AI agents, edge intelligence, RISC-V, computing-control integration, MRAM, dual-mode SSDs and Chiplet packaging.
October 14, 2026
Introduction: Dongbai Group is preparing to invest CNY 316 million to cross over into the optical chip sector. A listed company that has been in the business of department stores, shopping malls, and warehousing and logistics for many years has suddenly decided to buy an optical chip company. On the evening of October 11, Dongbai Group disclosed that its wholly-owned subsidiary, Dongbai Chuangzhi, plans to acquire a 52.6667% equity stake in Hangzhou Kuailing Optoelectronic Technology Co., Ltd. f
October 14, 2026
On October 12, Jingneng Microelectronics issued a press release announcing the signing of a Memorandum of Understanding (MoU) with Wolfspeed, specifically highlighting the signing location—the Geely Technology Building in Hangzhou. This partnership is another key move by Jingneng Microelectronics following the completion of its share reform and a CNY 630 million Series C funding round. It also represents a crucial step in the implementation of Wolfspeed's Greater China strategy. This is not a si
October 14, 2026
The security of critical information infrastructure relies heavily on the stable support of industrial control systems. In 2010, the Stuxnet virus attack on the centrifuges at Iran's nuclear facilities made the entire industrial community realize: once control devices such as PLCs and SCADA systems are compromised, attacks can be directly transmitted from cyberspace to production lines, power grids, and water conservancy hubs, causing real physical damage. Since then, the autonomous and controll
October 14, 2026
In 2026, a thought-provoking contrast has emerged in China's eVTOL (electric vertical takeoff and landing) industry: domestic policy density has peaked—the low-altitude economy has been written into the Government Work Report three times and included in the "15th Five-Year Plan," with six pilot cities delegating airspace management rights below 600 meters; yet leading companies are collectively going global, accumulating nearly a thousand overseas indicative orders within two years. The two seem
October 14, 2026
By Lao Yu'er, Edited by Yang Xuran Recently, a company that has not received massive attention but is also a key player in the important application of AI (Artificial Intelligence) is sprinting towards the capital market. Zhuhai KingSware Artificial Intelligence Co., Ltd. has submitted a new listing application to the Main Board of the Stock Exchange of Hong Kong (HKEX). This marks its second attempt after the initial filing on December 15, 2025, lapsed upon reaching the six-month validity perio
October 14, 2026
Let's start with a set of figures. The market size for semiconductor metrology and inspection equipment in mainland China has exceeded CNY 48 billion, with a compound annual growth rate (CAGR) of over 17.5%. However, the localization rate is less than 15%, and in the ultra-high-end segment, it is below 5%. The market is expanding and the barriers to entry are rising, yet very few domestic brands can truly break in. The metrology and inspection segment has long been dominated by international gia
October 14, 2026
Recently, Longkou Union Chemical issued an announcement regarding a capital increase in its joint-stock company and related-party transactions. The announcement shows that the company plans to jointly increase the capital of its joint-stock company, Shanghai Milai Xincheng Semiconductor Co., Ltd. (referred to as "Milaicheng"), with multiple institutions. The total amount of this capital increase is CNY 361 million, of which Longkou Union Chemical plans to contribute CNY 60 million. Based on a pr
October 14, 2026
Recently, YASC announced the convening of its IPO project kickoff meeting, indicating that another domestic silicon carbide (SiC) company is embarking on the listing process. According to observations by "Hangjia Shuo Sandai Ban," since 2025, multiple domestic SiC companies have engaged in the listing process, including SICC, TanKeBlue Semiconductor, Tianyu Semiconductor, Epiworld International, and BASiC Semiconductor. This not only reflects the growth and expansion of SiC companies but also de
October 13, 2026
Recently, the China Government Procurement Network released a bid-winning announcement. The Low-Altitude Inspection Service Project for the Entire Forestry and Grassland Area of Uxin Qi by the Forestry and Grassland Bureau of Uxin Qi (Project No.: ESZCWSS-G-F-260155) was won by the consortium led by Ordos City Low-Altitude Economy Development Co., Ltd. with a comprehensive score of 89.25. The winning bid amount is CNY 10.9 million. The winning consortium includes: Uxin Qi Guoyi Low-Altitude Econ
October 13, 2026
[Relevant companies involved in this article] Huawei, HiSilicon, Amkor, Tianshui HT Technology, Broadcom, ASE. Development of NPO Product Technology Roadmap Before discussing NPO, let us review the AI clusters within data centers over the past few years, which primarily relied on copper cable interconnects. As rates and bandwidth steadily advance to higher levels, data centers initiated the transition of "optics replacing copper" in 2025. 200G-800G pluggable optical modules took the stage, handl
October 13, 2026
In 2026, if you ask an eVTOL OEM what its strategic priority is, 'going global' will most likely rank first. The data is indeed bustling: In July 2025, a tiltrotor company in Shanghai secured a USD 1 billion letter of intent from a UAE operator for 350 five-seat eVTOLs—the official term is 'letter of intent,' marking the largest single eVTOL letter of intent in China to date. In the same month, a passenger eVTOL company signed a USD 1.75 billion framework agreement for 500 aircraft with a Thai p
October 13, 2026
How long does it take from placing an order to receiving a dexterous hand frame? CCTV reporters, in collaboration with Dr. Sun Tianfu's team at the Shenzhen Institute of Advanced Technology, Chinese Academy of Sciences, conducted an experiment: "handcrafting" a dexterous hand capable of "picking up eggs in boiling water" in the Greater Bay Area. After finalizing the design drawings, mechanical structural parts were produced using industrial-grade 3D printing, and custom circuit boards were made
October 13, 2026
As Palantir gains attention, domestic enterprises have begun to study its technical architecture, Ontology, and AIP platform capabilities. The market's focus has also gradually shifted from individual product capabilities to a more specific question: Palantir organizes data governance, business modeling, AI applications, and software deployment into a full-stack system; do Chinese enterprises possess the conditions to adopt this system? Palantir's full-stack architecture has evolved through long
October 13, 2026
Author: Chao Yi, Editor: Du Peng "De-Ningdeshidai-ization" is currently the most controversial topic in the industry. The incident was triggered by multiple new energy vehicle (NEV) giants reducing the supply proportion of Ningdeshidai. Among them, Lixiang Auto has attracted the most attention. The all-new generation Lixiang L8, launched in June 2026, exclusively adopts Xinwangda battery cells. Shortly after, in early September, Lixiang Auto announced a capital increase of CNY 2.65 billion in Xi
October 13, 2026
