2026 Global Mobility Outlook: Structural Shifts, Operating-System Competition, and the New Geoeconomics of EVs
Reflecting on 2025 and Identifying the Four Structural Forces That Will Shape Global Mobility in 2026 For much…
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2026 Global AI Semiconductor Outlook: Structural Shifts, Strategic Risks, and the New Geography of Compute
AIS Year-End Outlook Series: AI Semiconductors in 2026 and Beyond Every year, AIS conducts an integrated, cross-sector assessment…
Read MoreChina’s Physical AI Ecosystem Explained: Key Players, 2025–2030 Roadmap, and Global Implications
China’s AI conversation is moving beyond cloud-based LLMs. Over the last two years, Chinese research institutes and policy…
Read MoreChina’s Semiconductor Pivot — From Self-Reliance to Competitiveness
Spot China’s semiconductor industry is entering a decisive transition — from a phase focused on self-reliance to one…
Read MoreChina’s Quantum Computing Enters the Second Stage of Industrialization
Spot Over the past month, China’s quantum-computing industry has reached a clear inflection point—from research to commercialization. In…
Read MoreAI Semiconductors at a Turning Point: ASIC and HBM Redefine Performance
The Current Landscape and Strategic Direction of the Global AI Chip Industry The global AI semiconductor market in…
Read MoreAI Semiconductor Supply Chain at a Crossroads: How the U.S.–China Trade War 2.0 Redefines Global Manufacturing
Spot: Washington is broadening export restrictions from hardware to software, while Beijing is countering with licensing regimes and…
Read MoreChina Tightens Grip on Battery Exports — Full-Chain Control Arrives
The Bottom Line Spot: Beijing has introduced a sweeping export-licensing system for lithium-ion batteries, their materials, manufacturing equipment,…
Read MoreHuawei’s Great Compute Leap: How the Ascend Roadmap Signals China’s Race for AI Hardware Sovereignty
Key Takeaways Huawei Accelerates Computing Sovereignty — With the Ascend 950–970 roadmap and its new “SuperNode” architecture, Huawei…
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