AI Industry Development & Policy Dynamics

According to The Economist citing Bernstein research on Tuesday (July 14), China's AI chip market has undergone a dramatic reversal in just three years. Huawei now leads with approximately 50% market share and $12.1 billion in annual sales, while Nvidia's compliant chip shipments have plummeted to j

According to Yomiuri Shimbun, Masayoshi Son, chairman and CEO of SoftBank Group, predicted on July 15 at SoftBank World annual conference in Tokyo that by 2040, AI agents will reach 100 trillion and humanoid robots will reach 1 billion. Son stated that AI will contribute approximately 20 percent of

According to sources cited by Odaily, Apple and Baidu will collaborate to develop artificial intelligence features for Chinese iPhone users, with Baidu focusing on an AI-powered search function as part of Apple Intelligence suite. The service will process images and text, and upgrade China's Siri

According to analyst jukan from Citrini, Samsung Electronics is currently considering outsourcing the backend design work for Google's 10th-generation 2nm TPU "Icefish" I/O Die, with inquiries already made to design solution partners. The TPU, used to run Google's AI models including Gemini, is

According to Prime Minister Anthony Albanese on Wednesday (July 15), Australia announced the establishment of an AI office under the Prime Minister's office to manage artificial intelligence standards and oversee coordinated government response across cabinet departments. The government will

According to Beating, Anthropic released a new advertisement titled "Hope Lies in Hard Problems," which sparked controversy after its debut. The ad opens with burning houses, surveillance footage, homeless individuals, and graveyards—imagery critics say resembles an AI apocalypse trailer rather

According to China's Ministry of Industry and Information Technology (MIIT), on July 15, the government released a list of 285 typical AI application cases covering chip systems, cloud computing services, training clusters, and deep learning frameworks across telecommunications, power, energy,

According to a White House official on Tuesday, the Trump administration has not ruled out taking further administrative action against open-source artificial intelligence models. The statement comes after a voluntary review mechanism for AI models was

Samsung Active Asset Management, NH Amundi Asset Management, KB Asset Management, and Kiwoom Investment Asset Management launched AI infrastructure exchange-traded funds on May 14 on the Korea Exchange. The four Korean Stocks ETFs focus on optical communications and physical AI investments as AI

According to the Korea Exchange, four South Korean asset managers—Samsung Active Asset Management, NH Amundi Asset Management, KB Asset Management, and Kiwoom Investment Asset Management—listed four AI infrastructure-focused ETFs yesterday, July 14. The new products focus on optical communication an

According to Meta Instagram head Adam Mosseri, AI Token costs for top engineers may approach or match their salaries within the coming one to two years. Meta is considering implementing per-engineer Token spending caps, with limits dependent on whether the company believes the investment delivers

Apple is in early-stage discussions with AI startup PrismML to integrate its model compression technology into iPhone, according to PrismML's CEO. The collaboration could enable 27 billion-parameter AI models to run directly on-device, enhancing Siri capabilities and strengthening Apple's privacy

According to MSX data, Alibaba (BABA.N) rose over 5% in premarket trading today. The gains follow news that Alibaba's Qwen AI will be integrated into Apple Intelligence.

According to Guru Club citing the Cyberspace Administration of China, Apple's "Apple Intelligence" model was registered on July 8, 2026, enabling the AI features to roll out on domestic iPhones. The collaboration partner for the service is

According to reports monitored by Beating, Baidu founder Robin Li published an opinion piece in People's Daily on July 15, proposing Daily Active Agents (DAA) as a key metric for measuring the intelligent economy. DAA counts the number of agents completing tasks and delivering results each day. Li l

According to Odaily, Changxin Technology's vice president Yuan Yuan stated that the company's performance growth since H2 2025 benefited from AI-driven DRAM demand growth and tight industry supply-demand dynamics. However, the DRAM sector has strong cyclicality with significant price volatility, and

According to Nvidia CEO Jensen Huang, the company's Vera Rubin platform has entered production and is progressing on schedule.

According to Morgan Stanley, public opposition to artificial intelligence data center development is expected to impact markets. The bank reported that approximately $156 billion in projects were canceled or delayed in 2025, with an additional $130 billion in projects affected in the first quarter o

On July 15, China's Cyberspace Administration released a bulletin approving 7 mobile on-device generative AI services, including Apple Intelligence, Huawei Xiaoyi, Vivo Lanxin, Xiaomi澎湃 OS, and Nubia Doubao, according to state media reports. The move aims to promote innovation and standardized