Global Industrial Policy
5 articles
US CHIPS Act Second Round Subsidy List Released, Semiconductor Supply Chain Restructuring Accelerates
The US Commerce Department announced the second round of CHIPS Act subsidies—TSMC Arizona receives up to USD 6.6B, Samsung Texas USD 4.6B, marking a new phase in global semiconductor capacity layout.
EU CBAM Enters Full Implementation Phase
Carbon tariffs on steel, aluminum, cement and three other sectors push Chinese exporters to accelerate compliance—formal payments begin after the 2026 transition period.
India Launches USD 26B Semiconductor Incentive Plan, Global Chip Capacity Race Intensifies
India approved a new semiconductor and display manufacturing incentive scheme—Tata Group will build the country's first wafer fab in Gujarat.
EU New Battery Regulation Fully Effective, Compliance Costs Rise for Battery Exporters
Requirements for carbon footprint declarations, recycled material ratios and digital passports are expected to increase compliance costs for Chinese battery exports to Europe by 12%-15%.
China-Japan-Korea Industrial Subsidy Comparison: Who Is More Aggressive in New Energy, Semiconductors and New Materials?
The three countries show differentiated subsidy strategies—China focuses on full-chain support, Japan on basic research, and Korea on corporate tax incentives.
Industry Trends
5 articles
Global Smart Manufacturing Market Expected to Exceed USD 420B in 2026
AI-driven smart factory solutions are the top growth engine at 18.6% CAGR, with China and Southeast Asia leading globally.
Global Supply Chain Restructuring: Nearshoring Accelerates, Mexico, Vietnam and India Lead
Geopolitics drives supply chain derisking—Mexico FDI up 34% in 2025, Vietnam electronics exports up 21%, India becomes world's second-largest phone producer.
Global Industrial Internet Platform Market: Top 10 Hold 67% Share
Siemens MindSphere, PTC ThingWorx and Haier COSMOPlat rank top three—Chinese industrial internet platforms continue to gain global influence.
2026 Industrial Funding Rankings: Hydrogen, Industrial AI and Embodied AI Robots Lead
Q1 global industrial tech funding reached USD 28.7B—hydrogen up 62% YoY, with industrial AI and embodied intelligence close behind.
Chinese NEV Global Expansion: From Product Export to Supply Chain Export
BYD and CATL are accelerating European plant construction—shifting from vehicle exports to localized production and bringing supply chains overseas.
Industry Frontier News
5 articles
Solid-state Battery Breakthrough: CATL Announces 2027 Mass Production Plan
All-solid-state batteries reach 500Wh/kg energy density, targeting passenger vehicle mass production by 2027—reshaping the NEV landscape.
Room-Temperature Superconductor Progress: Korean Team Releases Improved LK-99, Resistance Down 3 Orders of Magnitude
The Korean Society of Superconductivity reported improved LK-99 achieving zero resistance at 127K under ambient pressure—closer to industrial application.
Embodied AI Robots Enter Factories: Figure 02 Completes 3-Month Trial at BMW Production Line
Figure AI and BMW testing shows Figure 02 achieved 97.3% success in body assembly tasks—mass deployment expected by 2027.
Carbon Fiber Patent Dispute Escalates: Toray vs Zhongfu Shenying T1000 Technology Barrier Analysis
Zhongfu Shenying achieved T1000 carbon fiber mass production—Toray filed patent infringement suit, reshaping global carbon fiber competition.
Laser 3D-Printed Titanium Alloy Components Pass Aviation Certification, C929 to Adopt First
NPU-developed laser additive manufacturing titanium alloy load-bearing components passed CAAC certification for C929 fuselage frame manufacturing.