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China Mulls Tighter Export Controls on AI Models and Chips to Prevent Core Technology Outflow
China is reviewing and refining its export control system for artificial intelligence and semiconductor technologies, with a focus on regulating core algorithms, key processes, and the technological assets of startups. This initiative aims to prevent the outflow of critical technologies, safeguard technological security, and promote the high-quality global development of the industry.
Domestic Substitution for Industrial Software Accelerates as Smart Manufacturing Policies Ramp Up
Driven by policy, demand, and AI empowerment, the domestic substitution of industrial software is accelerating. This article analyzes the underlying logic of the industry, categorizes it into four major sub-sectors, and systematically reviews 15 core leaders across the industry chain. It provides an in-depth breakdown of their core businesses, competitive advantages, and substitution logic, offering practical insights for investors.
Memory Chip Shortage Persists; Over 5 Trillion in AI Investment Won't Yield New Capacity Until 2028
Driven by massive investments in artificial intelligence and the explosive surge in automotive-grade and industrial demand, global memory chips continue to face severe shortages. The shift in capacity by original manufacturers toward AI memory has further exacerbated the shortage. Since additional capacity will not come online until 2028, the supply-demand mismatch is difficult to resolve in the short term, leaving the industry characterized by "high prices but low volumes."
PBOC Deploys 800 Billion Yuan for Sci-Tech Innovation; Dual Tailwinds Converge, A-Shares Poised for a Fresh Rally
The PBOC's 800-billion-yuan sci-tech innovation relending facility has been rolled out, delivering targeted support to the sci-tech innovation sector and creating a synergistic dual tailwind alongside marginal monetary easing. This initiative will drive an earnings recovery across the industrial chain, prompting the A-share technology sector to shift toward fundamental validation, and is highly likely to usher in a new market rally characterized by the repricing of technology growth.
Latin America's Largest Fashion Business Platform Intermoda 85 Held in Guadalajara, Gathering Over 1,000 Brands
Intermoda 85 runs July 21-24 in Guadalajara with 600+ exhibitors and 1,000+ brands across 45,000 sqm, covering the full apparel, fabric, leather, and footwear chain, as Latin America's most influential fashion B2B platform.
AI Empowering All Industries: Edge AI Intelligence Trends at the World Artificial Intelligence Conference
The 2026 World Artificial Intelligence Conference signals the real-world deployment of edge AI: in the industrial sector, humanoid robots are moving onto actual production lines; in the consumer sector, AI agents are shifting from answering questions to executing tasks; in the computing power sector, domestically produced physical super-node machines make their debut, and the computing power foundation is rapidly taking shape.
Beijing Accelerates High-End Manufacturing Upgrades, Smart Manufacturing Drives High-Quality Industrial Development
With intelligent manufacturing as its engine, and leveraging policy empowerment and the development of full-chain ecosystems in industrial parks, Beijing is driving the transformation of high-end manufacturing sectors, such as integrated circuits and new energy vehicles, toward high-end, intelligent, and green development. The city is accelerating the creation of world-class industrial clusters, injecting robust "capital momentum" into high-quality economic development.
Omdia Raises Semiconductor Market Growth Rate to 92.9%: Comprehensive Analysis of the Semiconductor Equipment Industry Chain
Driven by AI computing power, institutions have substantially upgraded their outlook for China's semiconductor market, with the equipment sector leading a robust rally. The expansion of wafer fab capacity and the acceleration of localization will drive equipment demand. This article provides an in-depth analysis of the core competitive barriers and growth rationale for 56 semiconductor equipment targets across seven major segments, including wafer fabrication processes.
STAR Market Deepens Reform, Institutional Inclusivity Quietly Nurtures Growth
Over its seven years of operation, the STAR Market has enhanced institutional inclusiveness through three rounds of reforms, bringing together over 600 hard-tech companies and raising over one trillion yuan in total. The board has supported the listing of multiple unprofitable enterprises, with 28 having already removed the "U" designation. The R&D investment intensity of these companies has remained close to 13% for seven consecutive years, empowering new quality productive forces.
2026 International Advanced Air Mobility Expo Opens Today in Shanghai with Expanded 60,000 sqm Exhibition Area
The 2026 International Advanced Air Mobility Expo runs July 22-25 at NECC Shanghai, featuring 60,000 sqm of exhibition space, nearly 300 exhibitors, and a focus on eVTOL, low-altitude infrastructure, and commercialization, with deepened international cooperation.
Australia's Largest Mining Expo QME 2026 Opens in Mackay with Record 9,000 sqm Exhibition Space
QME 2026, the 30th Queensland Mining and Engineering Exhibition, runs July 21-23 in Mackay with a record 9,000 sqm exhibition space, 300+ suppliers, and Hitachi unveiling the LANDCROS next-generation mining technology platform.
IME 2026 Southeast Asia Intelligent Manufacturing Expo Opens Today in Bangkok, Focusing on Industrial Automation and Green Manufacturing
IME 2026, the Southeast Asia Intelligent Manufacturing Expo, runs July 22-24 at IMPACT Bangkok with 16,000 sqm and 350+ exhibitors, focusing on industrial automation, AI robotics, and green manufacturing aligned with Thailand 4.0.
Pakistan's First Indus RAS Robotics and Autonomous Systems Expo Opens Today in Islamabad
Indus RAS Expo 2026 runs July 22-23 at the Pak-China Friendship Centre in Islamabad, hosted by Ignite, showcasing defence robotics, drones, and industrial automation, featuring the RAS Innovation Challenge and RoboWars, as a flagship event of the Indus AI initiative.
Texworld Los Angeles Opens Today with Home Textiles Sourcing Debut
Texworld LA 2026 opened at CMC Los Angeles, debuting Home Textiles Sourcing and Interfilière co-locating for the first time on the West Coast. Around 100 exhibitors and 1,500 visitors expected, with trend forecasts, eco-textile Innovation Hub, and Textile Talks seminars.
Thailand Launches First Content Industry Trade Fair TCM 2026 in Bangkok
Thailand's DITP launched the first Thailand Content Market (TCM 2026) in Bangkok, covering six sectors including film, games, art toys, books, IP, and production services, with BIDC and BICM business matching programs.