SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting how the industry's migration to larger wafers is beginning to reshape SiC economics across electric vehicles and AI power infrastructure.
Unitree Robotics' August 19 debut on Shanghai's STAR Market did more than crown China's first mainland-listed humanoid robot maker. It marked a shift in the industry from competition between robot brands to a harder contest over supply-chain cost, AI capability, and mass production.
As artificial intelligence expands from digital environments into physical operations, embodied intelligence is emerging as a new frontier for technology companies. Xiaomi's latest earnings call offered a glimpse into how the company is approaching this field, with robotics positioned not as a standalone product category, but as a capability designed to enhance manufacturing, automation, and future industrial applications.
The 2026 World Robot Conference (WRC) recently opened in Beijing, with humanoid robots remaining the event's biggest focus. With China continuing to lead global humanoid robot shipments and the conference reaching new highs in scale each year, WRC has become a key showcase for humanoid robot makers to demonstrate their latest capabilities.
Chinese commercial space startup LandSpace successfully launched its Zhuque-3 Y2 carrier rocket on August 19 from the Dongfeng Commercial Space Innovation Pilot Zone (part of the Jiuquan Satellite Launch Center), placing Hongqing Technology's independently developed Honghu-03 satellite into its designated orbit. The rocket's first stage then completed a soft landing at a recovery site in Minqin County, Gansu, marking a successful mission.
The global semiconductor ecosystem is facing an unprecedented shortage of memory chips, with hardware growth increasingly constrained by memory availability. At the same time, capacity at the world's leading advanced chipmakers has been fully booked, turning packaging capacity and memory allocation into major challenges for the broader AI market.
