B[Shenzhen’s import and export of integrated circuits and other artificial intelligence-related components ranked first in the country in the first three quarters] On October 19, the Information Office of the Guangdong Provincial People’s Government held a press conference on Guangdong’s import and export situation in the first three quarters of 2026. Liang Danhong, Deputy Commissioner of Shenzhen Customs, said that the rapid growth of Shenzhen’s foreign trade is mainly due to three aspects: First, the upgrading of industrial momentum. Artificial intelligence empowers Shenzhen's industrial development, and foreign trade continues to move from "new" to "excellent". In the first three quarters, the import and export scale of artificial intelligence-related components such as integrated circuits ranked first in the country, contributing more than 60% of the city's foreign trade increase; the total export of Shenzhen's advantageous products such as 3D printers and digital cameras increased by 46.5%, accounting for more than 80% of the country's exports of similar products. The second is the burst of subject vitality. The number of enterprises with import and export records in the city exceeded 70,000, among which private enterprises were the main force in foreign trade. Import and export increased by 49.9%, accounting for more than 70% of the city's scale, and contributed nearly 90% of the city's foreign trade increase. Third, the market landscape is diverse. In the first three quarters, more than 240 countries and regions had economic and trade relations with Shenzhen, and the top ten trading partners all achieved double-digit growth. It is worth mentioning that, as the host city of this year’s APEC Leaders’ Informal Meeting, Shenzhen’s import and export volume to other APEC economies continues to lead the country, reaching a record high in the first three quarters, reaching 3.23 trillion yuan, an increase of 40%. B[National Bureau of Statistics: The "artificial intelligence +" action has effectively boosted investment and exports in emerging fields] On October 19, Wang Guanhua, spokesperson of the National Bureau of Statistics and head of the National Economic Comprehensive Statistics Department, said at a press conference of the State Council Information Office that the "artificial intelligence +" action in the first three quarters has effectively boosted investment and exports in emerging fields. The expansion of artificial intelligence applications has driven continued investment and expansion in the upstream and downstream of the industrial chain. For example, in the first three quarters, investment in electronic circuit manufacturing, integrated circuit manufacturing, and information services increased by 58.7%, 14.2%, and 20.2% respectively. With the support of the "two new" policies, enterprises accelerated their intelligent transformation, driving investment in equipment purchase to increase by 9.7%. At the same time, relying on the advantages of supporting the entire chain, China has quickly launched AI software and hardware products suitable for different scenarios, accurately meeting the needs of overseas markets. In the first three quarters, China's exports of electronic components, wires and cables and other products increased by 70% and 25.3% respectively. Terminal products such as AI glasses and intelligent bionic robots continue to enrich global artificial intelligence application scenarios. B[AI and price increases are two-wheel drive, more than 130 A-share companies have predicted positive third-quarter results] On October 19, Wind data showed that as of 18:00 on October 18, 159 A-share companies had released third-quarter performance forecasts, of which 132 companies had predicted positive results, including 98 companies forecasting increases, 13 companies turning losses, and 21 companies reporting slight increases. The overall proportion of positive results reached 83.02%. 61 companies including Hengli Petrochemical, Lianxun Instruments, Fudan Microelectronics, and Hanyu Pharmaceuticals expect net profits attributable to their parent companies to increase by more than 100% year-on-year, and 7 of them predict an increase of more than 10 times. Sorting out the drivers of performance growth, we mainly focus on two main lines: First, the AI industry chain continues to be booming, and the demand for computing power, servers, optical modules, PCBs, semiconductors and other links is strong, driving orders and profits of related companies to improve; second, the prices of cyclical products such as chemicals have rebounded, and the supply and demand pattern of some subdivided products has improved, promoting the restoration of corporate gross profit margins. In addition, overseas business has maintained rapid growth and also provided incremental support for industries such as electronics, chemicals, medicine, and computers. (Shanghai Securities News) B[TSMC’s second JASM fab in Japan has been approved to switch to 3nm chip production] On October 18, according to a recent announcement on the official website of Japan’s Ministry of Economy, Trade and Industry, the plan to convert JASM’s second wafer fab, a Japanese joint venture controlled by TSMC, to produce 3nm chips has been officially approved by Japan’s Ministry of Economy, Trade and Industry. It is understood that JASM’s second wafer fab had previously planned to produce 40-nanometer, 12-nanometer, and 6-nanometer process chips, with a total designed monthly production capacity of 63,000 wafers. B[Ministry of Commerce: Overseas localized deployment of restricted artificial intelligence technologies falls within the scope of technology export management] On October 16, a spokesperson for the Ministry of Commerce responded to reporters’ questions on the revision of the “China Export Prohibited and Restricted Technology Catalog.” Question: After the formal implementation of the "Catalogue", will the localized deployment of large artificial intelligence models overseas, the provision of model calls overseas, and other forms of "going overseas" fall within the scope of technology export management?
Answer: Currently, there are various models of "going overseas" for large artificial intelligence models and application products. The key to determining whether a specific "going overseas" situation falls within the scope of technology export management is whether it involves the transfer of restricted technology from China to overseas.
The scope of artificial intelligence technologies included in the supervision this time is precise and limited. After the relevant measures are officially implemented, most artificial intelligence technologies can still be freely exported. For artificial intelligence technologies included in the restricted category, overseas localized deployment falls within the scope of technology export management; if deployed in overseas self-owned clouds and other situations where risks are relatively controllable, convenient measures such as automatic licensing may be applied. For situations where enterprises use restricted large models to provide external API calls, APP/web page interactions, SaaS applications, local end-side lightweight deployment, etc., they do not fall within the scope of large model technology export management. B[What are the main considerations for the artificial intelligence technologies to be added to China’s Catalog of Export Prohibited and Restricted Technologies? Ministry of Commerce's response] On October 16, the spokesperson of the Ministry of Commerce answered reporters' questions on the revision of the "China's Catalog of Export Prohibited and Restricted Technologies". Q: What are the main considerations for the artificial intelligence technology to be added?
Answer: Currently, global artificial intelligence technology innovation has entered an unprecedented active period, with opportunities and challenges coexisting. This time, it is planned to add 23 key technologies related to artificial intelligence large models, agents, computing power clusters, and information processing to the "Catalogue" for the following main considerations:
The first is to ensure that artificial intelligence technology is safe and controllable. Various endogenous and derived risks caused by artificial intelligence have attracted great attention from countries around the world. The artificial intelligence-driven autonomous malicious code generation and mutation technologies planned to be listed this time can be used to attack sensitive systems such as national critical information infrastructure, national defense industry, and core government affairs, or to bypass the national security defense system. If obtained by non-state actors or malicious entities, it may cause harm to national security and the common security of mankind. The Chinese government implements necessary management of this type of technology in order to establish a solid bottom line for safety, prevent abuse and abuse, ensure that artificial intelligence is always under human control, and promote international governance of artificial intelligence.
The second is to encourage open source, cooperation and sharing. The Chinese government is committed to making artificial intelligence an important source of power for promoting common prosperity and maintaining common security. In order to support the construction of an artificial intelligence open source innovation ecosystem, automatic licensing and other convenient measures will be applied to technology exports in situations such as open source artificial intelligence technology, Chinese enterprises building self-operated computing centers overseas, going overseas to carry out chip tape-out manufacturing, using overseas resources to carry out joint research and development, and participating in the formulation of international standards, basically realizing "immediate export"; related technologies that have entered the public domain through open source, publishing academic papers, etc., are not planned to be included in the scope of export management, creating a good environment for international exchanges and cooperation in artificial intelligence technology.
It should be particularly pointed out that China advocates engaging in dialogue and cooperation on artificial intelligence with other countries on the basis of mutual respect, equality and mutual benefit to jointly deal with the risks of proliferation and loss of control of artificial intelligence technology. China supports countries in the Global South to strengthen artificial intelligence capacity building, bridge the digital intelligence gap, and promote sustainable development. More convenience and support will be provided for the technology exports required for international cooperation in capacity building, technology sharing and rule building among members of the World Artificial Intelligence Cooperation Organization. B[Huawei Huang Yu: The biggest challenge of Tao's Law lies in EDA tools] "Science and Technology Innovation Board Daily" reported on the 15th that Huang Yu, chief scientist of Huawei Semiconductor EDA, said today at the 2026 Bay Chip Exhibition that Huawei's Tao's Law is mainly divided into four layers: the most basic device layer, optimizing the transistor structure and interconnection method , compressing the device time constant from the source; the second layer is the link layer, which is our biggest innovation point; the third layer is the chip layer, where software and hardware are co-designed to form a new architecture; the fourth layer is the system layer, which is the well-known super node and cabinet interconnection, which requires better communication protocols and faster speeds. He said, "The biggest challenge of Tao's Law lies in EDA tools. At the same time, process challenges, engineering challenges and system design challenges also exist." (Kechuangban Daily reporter Wang Chufan)
— All loaded —
