Industrial Intelligence Across Key Markets

ITSoftware

Feb 8, 2026

On February 7, at the Shanghai Health Data Industry Association conference, a domestic full-stack high-performance GPU application solution for the medical AI field was released. The solution was incubated under the leadership of Zhongshan Hospital affiliated with Fudan University. GPU design company Moore Threads signed a cooperation agreement with the association, pledging support including computing power vouchers, aiming to accelerate the transformation of medical AI from innovative research into practical productivity tools. This marks a significant step forward in the construction of software and application ecosystems for domestic high-performance computing hardware within a vertical industry (healthcare).

ITHardware

Feb 8, 2026

Kema Technology has released its 2025 performance forecast, projecting revenue to exceed 1 billion yuan, but with a year-on-year decline in net profit. As a supplier of electronic display materials, the company's core business relies on industry giants like BOE and TCL. The forecasted drop in net profit indicates that the company's hardware business (electronic display materials) is facing market pressures. Investors should pay attention to the market dynamics behind this profit decline, which may reflect intensified competition, rising costs, or shifting demand within the display panel industry supply chain.

ITHardware

Feb 8, 2026

The article focuses on electronic information materials company Comtech, which is projected to experience a 'flip' in 2025, with revenue growth but a decline in net profit. The company's actual controller, Liu Xianbing, holds a personal fortune exceeding 20 billion yuan, while the company's employee shareholding platform has conducted a large-scale reduction, cashing out over 300 million yuan. This situation highlights the volatility of the electronic information materials industry. Comtech maintains close cooperative relationships with hardware companies like TCL, and its performance serves as a reference point for upstream material suppliers and partners.

ITHardware

Feb 8, 2026

The primary focus of Prime Minister Narendra Modi's visit to Malaysia is on technical and economic cooperation, which includes initiating in-depth collaboration for multi-level development in the semiconductor industry. India and Malaysia are moving forward to strengthen their partnership in the semiconductor sector. This visit is expected to accelerate India's Semiconductor Mission, a significant development for the hardware and semiconductor manufacturing industry.

ITSoftware

Feb 8, 2026

Four major US tech companies—Google, Meta, Amazon, and Microsoft—are planning a combined investment of $650 billion in artificial intelligence (AI) by 2026. This amount is nearly equivalent to India's entire national budget of $670 billion. The investment will primarily focus on building and expanding AI infrastructure, data centers, and servers. This strategic move is expected to strengthen these companies' dominance in the global AI race and have a long-term impact on the overall software and cloud ecosystem.

ITHardware

Feb 8, 2026

Jinghe Integration, mainland China's third-largest semiconductor foundry, has announced plans to invest 35.5 billion yuan in constructing a new production line to enhance its manufacturing capacity. The company is already a leading domestic foundry for display driver integrated circuits (DDIC) and CMOS image sensors (CIS). This substantial investment will directly strengthen its position in semiconductor hardware manufacturing, contributing to the expansion and self-sufficiency capabilities of China's semiconductor industry.

ITHardware

Feb 8, 2026

Indian Prime Minister Narendra Modi has arrived in Malaysia for a two-day visit, with a significant agreement in the semiconductor sector anticipated. The visit is expected to strengthen the comprehensive strategic partnership between the two nations, with discussions encompassing business, investment, and defense, alongside the semiconductor partnership. This agreement forms part of India's broader strategy to bolster its position within the global semiconductor supply chain and hardware manufacturing ecosystem.