QtrendsGlobal chip race intensifies as DeepSeek plans in-house silicon
The semiconductor landscape is shifting as China's DeepSeek moves to develop its own chips in response to US export controls, while Alibaba executives emphasize the industry is working together as one ecosystem on RISC-V open-standard research. South Korea's $880 billion chip and AI plan faces infrastructure challenges around power and water. MIT Review highlights a $400 million machine that is pushing the frontiers of chip fabrication technology.
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Anthropic's Claude Cowork AI assistant has launched on mobile and web platforms, allowing users to direct the AI from their phones. The new update also enables the assistant to continue working even after the user closes their laptop, marking a significant step toward persistent AI agent capabilities. The expansion puts AI coding and task assistance into mobile form factors for the first time.
The semiconductor industry is experiencing explosive earnings growth driven by AI demand. Samsung's Q2 profits surged 1,810% as AI chip demand skyrocketed. Chinese chip equipment companies face earnings scrutiny amid soaring stock prices. A Chinese memory and storage firm is projected to report a profit increase of over 60,000%, reflecting the unprecedented boom in AI-related semiconductor demand.
China's robotics sector is accelerating rapidly, with a senior official projecting humanoid robot production will exceed 100,000 units this year. The 2026 World Robot Conference is expected to showcase over 2,000 exhibits and more than 150 product launches. The momentum signals China's aggressive push into humanoid robotics as a major industrial priority.
China is previewing new artificial intelligence technologies ahead of its flagship Shanghai summit, while simultaneously tightening domestic regulations. Beijing has introduced new rules requiring leading chatbots to drop AI personas. Meanwhile, US firms' usage of Chinese AI solutions has surged following Mythos restrictions, and Infineon is stepping up its push to tap into AI opportunities in China.