One of the main directions of battery upgrades is the turning point of the silicon-based negative pole industry. Near
The quantum calculator industry has a dual catalyst for policy and technology
Wigand released a fair copy of the cloud code, overriding code generation, and so on
The commercialization of the brain interface is expected to accelerate with multiple factors such as “policy + capital + technology”
China's ai has the highest number of calls in the united states
Japanese chip manufacturer rapidus received $1. 6 billion in government funding
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One of the main directions of battery upgrades is the turning point of the silicon-based negative pole industry. Near
Moon sung-hoon, vice president of samsung electronics and head of the smartphone development team, stated at a media round table prior to the galaxy unpacked 2026 event that samsung electronics was preparing a silicon carbon negative battery smartphone, which would be launched in due course。
The current dominant graphite negative pole, which is close to its performance limit, directly constrains the continued breakthrough in the energy density of lithium batteries and is one of the key bottlenecks in the development of new battery technologies. In this context, the development of negative polar materials suitable for high-capacity batteries is a necessary trend in the development of the lithium battery industry. Silicon-based negative polar materials with advantages such as high-comparison capacity and excellent fast-charge performance are considered to be one of the main directions in breaking existing energy densities and driving battery performance towards step-up. East timor securities point out that the current cvd silicon process has made a breakthrough, that downfalls of key raw materials and domestication of equipment are clear, that industrialization is approaching, and that the high performance silicon carbon negatives are expected to accelerate penetration and become the mainstream route。
Among the listed companies, chinese electrics have developed and produced product layouts in such areas as silicon carbon negative poles and lithium metal negative poles for solid batteries, in which silicon carbon negative polar materials have now completed the intermediate test line and products have been evaluated and approved by multiple customers in preparation for volume imports. The silicon treasure technology 1000 tonnes/year of silicon carbon negative optical materials has been operating steadily with 3,000 tonnes/year of production line, with rapid growth in sales based on strong product competitiveness and deepening customer partnerships. Significant progress has been made in the forward layout of the cell materials, with technological breakthroughs in the laboratory phase of critical core materials such as lithium silicon carbon negatives, sodium hard carbon negatives and oxide solid electrolyte。
The quantum calculator industry has a dual catalyst for policy and technology
Recently, a district-wide conference on quality development was held in the tianhe district of guangzhou. In his video message to the general assembly, guo guo guangcheng, a member of the chinese academy of sciences, a member of the third world academy of sciences and director of the quantum information focus laboratory, said that the national “fifty-fifty five” plan proposed that quantum science and technology should be clearly placed at the forefront of the future industry in the forward-looking configuration and at the forefront of new economic growth. Quantification as an important component of quantum science has been industrialized and scaled up。
According to china, since february, there has been a double catalyzing of quantum science and technology policies and technologies. On 3 february, the party group meeting of the ministry of industry and innovation listed quantum technology alongside 6g, bio-manufacturing, hydrogen energy, among other things, as the core direction of the future industry, taking advantage of the new national institutional advantages, the system's original, lead-tech approach, the demonstration of large-scale applications of new technologies, and the acceleration of forward technological sophistication. On 13 february, the international academic journal nature published an update online in the early morning: our scientists succeeded in building the international first large-scale digital key distribution network based on integrated photomass chips. The quantum network supports the parallel communication of 20 chip users, with a network capacity of 3700 km and an international leader in the size and group capability of the chip users。
Among the companies listed, copper bull information will take full advantage of the resources of the national cloud platform, the kyeongjin regional data centre and the transmission network. Together with the state quantum's advantages in terms of quantum communication technology and products, cooperation will be strengthened across the board in terms of quantum communications market extension, technical support and resource complementarity, and the process of marketing and industrialization of quantum communications technology will be actively pursued. In the area of quantum computing, the national shield quantum is capable of providing quantum computing solutions other than chips. The main technological route is focused on superconductive areas. Core technological approaches and product development are carried out through self-study and collaboration with front-line scientific teams. Core components such as measurement and control systems, dilution chillers, and complete machines are provided to the market, along with a combination of quantum computing services, and products have been delivered to downstream research and industrial clients. Quantum technology industry quality enterprises have been positioned ahead of schedule through equity investment and have actively promoted synergy and cooperation in the direction of quantum software. The company has invested in national instruments and nine chapters of quantum after equity participation。
Wigand released a fair copy of the cloud code, overriding code generation, and so on
In recent days, china has published a common version of the codearts code smart body that combines a large code model, ide, an autonomous development model, covering code generation, r & d questions and answers, module testing case generation, specialist skills skills, codebThe aicoding technology, such as the base code bank index, standard driving development, with access to open-source models glm-5. 0, deepseek-v3. 2 and china's self-study model, and the provision of an exclusive model from hongmong, can provide developers with research and development efficiency and intelligent coding experience。
China's cloud-code is an ai-based smart-coding product, while the value of ai programming is concentrated in three areas: first, improving the efficiency and quality of software development; second, lowering the technology threshold; and third, accelerating the project iterative cycle. According to grandviewhorizon and the billion euro think tanks, the global ai code tool market is expected to grow from $6. 1 billion to $26 billion per year at a compound rate of 27. 1 per cent between 2024 and 2030. In the view of the isit team, ai programming directly works at the core of the development chain, following the scale-down of overseas ai programming applications and the validation of the potential of performance growth, which is expected to become one of the most valuable ai applications with the active layout of domestic manufacturers。
Among the listed companies, zhou yi has introduced snapdevelop and easydevelop, with over 20,000 experimental users, of whom snapdevelop is a low-coded integrated development environment (ide), which has a clear advantage in the cloud field, with low-code properties that can increase development efficiency by three to five times. The kim modern team has further enhanced the platform's ai programming capacity by constructing large-scale models in low-code areas, smart generation functionality modules, data models, forms, codes, etc., based on a large model of deepseek that supports privatization deployment。
The commercialization of the brain interface is expected to accelerate with multiple factors such as “policy + capital + technology”
In recent days, media reports have reported the completion of the pre-a round of financing by shanghai air and sea tzu technology ltd, which focuses on brainless interfaces and neuroregulation。
The brain interface (bci), as a subversive human interaction technology across biological neural boundaries, provides a direct link between the brain and external equipment through the two-way communication mechanism of “reading brain decodering” and “writing brain coding” and is the core vehicle for future human integration. According to the latest research on chinese credit securities, the first domestically produced brain implant interface product will soon be registered, and the domestic brain interface industry will meet deepseek. The commercialization of domestic brain interfaces has accelerated, driven by multiple factors, such as “policy + capital + technology”, and it is expected that the future will move gradually from “neuro-rehabilitation” to “cognitive upgrading” to the era of “brain integration”。
In the case of listed companies, the triple brain unit works with prominent institutions and institutions, such as the beijing observatory hospital of the beijing capital medical university, the sun wu hospital of the capital medical university, and the triple brain hospital of the capital medical university of the company's district, which has been approved. In the area of brain interfaces, medical care in aiden has resulted in the landing and marketing of a number of products, including an anaesthesia depth monitor and a system for the treatment of insomnia intransigence. In addition, products such as the implanted deep brain neurostimulator (cns) of changzhou medical treatment, in which the company participates, have been approved for listing。
China's ai has the highest number of calls in the united states
According to media reports, openrouter data from the world's largest ai model, the api convergence platform, shows that this week, 9-15, china's model exceeded, for the first time, the us model's 2. 94 trillion token call volume for the same period. During the week of 16-22 days, the weekly call of the chinese model went further up to 5. 16 trillion tokens, with a dramatic increase of 127 per cent over three weeks, while the united states model went down to 2. 7 trillion tokens during the same period. At the same time, the chinese model holds four seats in the top five models of global call. China's model producers are occupying the global market with rapid iterative and cost advantages, and domestic capacity demand is experiencing exponential growth。
The idc market in china is projected to be about 430 billion yuan in 2026, to reach 650-68 billion yuan in 2030, with a five-year composite growth rate of about 18 per cent; among these, the irc market is growing the fastest and is expected to grow at an average annual rate of over 30 per cent. The china-china securities indicate that there have been significant changes in the large model industry around the spring of 2026, with event-level changes in the publication of new models, the deepening of ai applications and model pricing. It is expected that the computing chain will bring about a new round of growth dynamics。
On the corporate side, ashford, through its joint venture with the shanghai barracuda science and technology, has set up the ashford quibling technology company, which focuses on the smart-calculations cluster, the ai smart-body solution business, and relies on the channels and technological advantages of both parties to help ai to land. Strategic cooperation agreements have been concluded with the capital online, covering the construction of computing clusters, commercialization of the ai large model, overseas market expansion, development of large models as one, adaptation of the national production gpu and construction of local centres of wisdom。
Japanese chip manufacturer rapidus received $1. 6 billion in government funding
According to industry media reports, the government of japan will invest a total of 250 billion yen (approximately $1. 6 billion) in the japanese chip manufacturer rapidus, which will be available in the next two fiscal years。
Semiconductors are globally competitive technological highlands. According to galaxy securities, global sales in the semiconductor sector reached $78. 9 billion in december 2025, an increase of 2. 7 per cent in the ring and 37. 1 per cent in the same year. In terms of the overall performance of the semiconductor industry in 2025, global sales of semiconductors have increased by 25. 6 per cent to $79. 17 billion over the same period. Considering that domestic and foreign ai infrastructure construction will continue to be strong in 2026, and that domestic efforts to boost domestic production will continue, galaxy continues to look at opportunities for investment in semiconductor and related components, including national production chips, storage chip price increases, pcb, semiconductor manufacturing and equipment, advanced containment, and semiconductor material direction。
Among the listed companies, archibald's products involving semiconductor materials are mainly aluminium targets, aluminium alloy targets, copper targets, tungsten alloy targets, titanium targets and precious metals, which are currently applied mainly on logic, storage, sealing and metaware. In beijing, products such as jungli-based dram, sram and flash are used mainly in niche markets such as automobiles and industrial medicine, and companies are actively seeking new applications. The company's 3dram products in the field of ai storage are under development。
