In 2025, the sales volume of dexterous hands in China increased to approximately 19,200 units, with leading enterprises subsequently achieving annual deliveries at the 10,000-unit level. The initial formation of mass production capabilities has shifted the competitive focus and brought the market into a new stage of development. Customers' attention has shifted from the continuously intensifying competition over performance parameters such as degrees of freedom (DOF), tactile sensing, and lightw
September 16, 2026
Agents are taking over the next phase of AI. When a task no longer requires human step-by-step instructions, but is autonomously decomposed, planned, tool-invoked, and result-checked by AI, the structure of computing power demand changes fundamentally. The decomposition and scheduling tasks must be handled by the CPU, while the GPU is only responsible for invoking models for inference. In data centers, the CPU-to-GPU ratio is shifting from 1:4 or even 1:8 closer to 1:1. AMD (Advanced Micro Devic
September 16, 2026
When it comes to weather forecasting, ordinary people only care about whether it will rain tomorrow, while meteorological engineers face a massive scientific computation. To predict the weather for the next 10 days, one cannot merely look at today's temperature, humidity, and wind speed; instead, the global atmospheric state must be fed into a numerical model and projected step by step into the future according to physical equations. The finer the grid, the more weather details can be observed,
September 16, 2026
On the evening of September 16, Winbond Electronics Corporation (hereinafter referred to as "Winbond") held a press conference to announce that it has signed a share purchase agreement with Infineon Technologies LLC, a subsidiary of Infineon Technologies AG, to acquire 100% equity of Infineon's NOR Flash and F-RAM businesses in an all-cash transaction. The base transaction price is USD 1.12 billion, subject to adjustments according to relevant provisions of the agreement prior to closing. The tr
September 16, 2026
Author: Peng Zhao (Founder of Zhicifang, Co-Founding Partner of Yunhe Capital) After writing the previous article "Re-evaluating Embodied AI: The Next Trillion-Level 'Excavator Index' Will Be Born in Factory Workshops", I reviewed Unitree Robotics' two rounds of inquiry replies to the Shanghai Stock Exchange (SSE). In the documents, there is a set of obscured figures: among Unitree's humanoid robot revenue, scientific research and education account for the absolute majority (73.60%), commercial
September 16, 2026
In September 2026, the mobile chip market is set for an unprecedented fierce battle. The Apple A20 Pro, MediaTek Dimensity 9600 Pro, Huawei Kirin 9050 Pro, and the recently launched Xiaomi Xuanjie O3 in August—these four chips are colliding head-on within the same timeframe. Interestingly, they have adopted four distinctly different technological approaches. Apple A20 Pro On the Geekbench benchmark website, the A20 Pro in the iPhone 18 Pro Max scored 4,727 in single-core and 12,424 in multi-core
September 16, 2026
Before Ford invented the assembly line in 1913, cars were all handcrafted. Assembling a single car took a massive amount of time, making it a veritable luxury item. After the emergence of the assembly line, assembly time was reduced to 93 minutes, and costs dropped significantly, allowing cars to truly enter the lives of ordinary people. Today's humanoid robots are very much like cars before 1913. The technology is already stunning enough, but building one humanoid robot and stably manufacturing
September 15, 2026
First, let me ask you two questions: 1. Which province has the largest scale of intelligent computing power in China? 2. Which province has the largest number of standard racks in use in China? I won't keep you in suspense. The answer to both questions is the same—Hebei. Indeed, when many people mention computing power, they think of western or northern provinces like Inner Mongolia, Guizhou, and Heilongjiang. However, in reality, Hebei, located in North China, is the "hidden champion" of comput
September 15, 2026
2,185 EFLOPS, 15.56 million racks, 2,000 EB, over 70 routes... Individually, each set of figures may seem unremarkable, but when brought together, a clear signal emerges—China's computing power is entering a new phase. As of June 2026, the number of standard racks in use in China reached 15.56 million, and the scale of intelligent computing power in use reached 2,185 EFLOPS, a year-on-year increase of 177%, with storage capacity exceeding 2,000 EB. Recently, the 2026 China Computing Power Confer
September 15, 2026
Enterprise AI platforms are forming multiple intersecting evolutionary paths: some originate from model services, while others focus on Agent development, enterprise knowledge, Skills, or computing resource management. As enterprise AI transitions from experimentation to production, these platforms are strengthening their core capabilities while expanding into adjacent areas such as development, operations, and governance. Microsoft Foundry and Tencent WorkBuddy, originating from cloud and model
September 15, 2026
On September 12, UBTECH's 10,000-unit-level super smart factory for industrial humanoid robots in Liuzhou officially commenced production. With one humanoid robot rolling off the production line every 10 minutes, the planned annual capacity exceeds 10,000 units. The entire process from production to testing, warehousing, and shipping is fully digitized, realizing the vision of "using robots to build robots." The direct result of capacity release is the accelerated drop in prices. At the end of A
September 15, 2026
Author | ZeR0 Editor | Mo Ying Core Intelligence reported on September 11 that today, Enflame Technology, a leading AI chip company in Shanghai, rang the bell to go public on the STAR Market. Its issue price was CNY 142.18 per share, and it opened up 188.37% today at CNY 410.00 per share. As of 9:35, its stock price had surged to a high of 234.08%, reaching CNY 475.00 per share, with a total market capitalization of CNY 204.4 billion. Founded in March 2018, Enflame Technology has independently d
September 14, 2026
Written by | Wen Yehao Edited by | Wang Pan While the World Robot Conference (WRC) still has residual warmth, the 2026 Bund Summit has once again heated up topics related to embodied intelligence. Inside the venue, discussions on world models, data scaling, and commercial implementation never ceased. On September 11, during the 2026 Bund Summit, Zhu Xing, CEO of Robbyant, also held a dialogue with Photon Star and other media. From data and world models to independent financing and commercializat
September 14, 2026
Written by | Wu Xianzhi Edited by | Wang Pan On September 10, the founder of a newly listed embodied AI company, riding on the frustration of the company's stock plunging right after its IPO, posted a named complaint on WeChat Moments about the existence of deal-packaging companies in the embodied AI industry. He mentioned the prevailing trend in the industry of generating fake and unsustainable revenue, lacking Product-Market Fit (PMF), merely releasing various sensational news for hype, and ai
September 14, 2026
While the humanoid robot sector is still debating whether to "build the body first or train the brain first," the Guangdong-Hong Kong-Macao Greater Bay Area has already assembled the "Ten Steeds of Guangdong." (a riff on the traditional "Ten Tigers of Canton" — a literary allusion to the most celebrated figures from Guangdong) Guide to the Ten Steeds: Understanding Their Unique Killer Features LimX Dynamics, Zibianliang Robotics, Zhipingfang, Leju Robotics, ZQ Robotics, Midea, XPeng, Honor, UBTE
September 14, 2026
In the first week of September 2026, the AI industry experienced an unprecedented "dense release week". On September 1, Anthropic took the lead in launching Claude Fable 5.1 and Claude Mythos 5.1, focusing on coding, knowledge work, and long-duration Agent tasks. The next day, Google released Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, which specializes in cybersecurity—just three weeks after the release of the previous generation, Gemini 3.7 Flash, marking the third iteration of the Flash seri
September 14, 2026
Hundreds of kilometers above the Earth, a constellation of Low Earth Orbit (LEO) satellites is calculating the movement of fish schools for fishermen at sea. Instead of transmitting raw images of the entire sea area back to the ground, they now "compute" the imagery in orbit first, sending back only the most valuable fishery information to Earth. This capability of "compute first, transmit later" comes from a newly emerged species: the Space Computing Cloud. Recently, the world's first Space Com
September 14, 2026
Introduction According to research modeling by Morgan Stanley, the emerging market triggered by embodied AI will become a core growth engine for the semiconductor industry. By 2045, the global market size for semiconductors dedicated to embodied AI robots is projected to reach as high as $305 billion. A more critical industry trend is that, although the price of complete machines is expected to plummet from the current average of $131,000 to approximately $23,000 by 2045, the depreciation of the
September 14, 2026
A journalist conducted a field test on an AI product from a telecom operator, spending CNY 9.9 to purchase 5 million tokens. After sending a simple "hello," the backend replied, "Hello! How can I help you?" This single, simple interaction consumed 49,000 tokens, as shown by the backend. Subsequently, the journalist issued a command to create a July schedule table, which directly consumed 500,000 tokens. In less than 30 minutes, the 5 million tokens were quickly depleted. 01. What Is a Token, and
September 14, 2026
According to the recently released "15th Five-Year Plan for the Information and Communication Industry Development", by 2030, the national intelligent computing power scale will reach 9,800 EFLOPS, and the advanced storage capacity will reach1,700 EB. China's computing power industry is undergoing a profound transformation from "scale expansion" to "high-quality development". China is fully entering an era of rapid growth in AI (Artificial Intelligence) computing power. How should a reliable tec
September 14, 2026