ComputeLabs Research

AI & Compute Infrastructure — September 6, 2026

Edition of September 6, 2026 · 17 stories

Beijing E-Town (北京亦庄) launched the AI4Chip policy, targeting 3–5 globally influential leaders and 10 benchmark applications by 2028.

Beijing Economic-Technological Development Area, also known as Beijing E-Town (北京亦庄), formally released the AI4Chip Action Plan for 2026–2028 (《“AI4Chip”人工智能赋能集成电路产业跨越式发展行动计划（2026-2028 年）》). Described by the source as China’s first dedicated AI4Chip policy, it contains five major actions and 20 priority tasks centered on coordinating artificial intelligence with the integrated-circuit industry.

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Eight ChiNext Compute Infrastructure ETFs opened subscriptions; Tianhong’s fund ended fundraising on its first day.

Eight exchange-traded funds tracking the ChiNext Compute Infrastructure Index began accepting subscriptions simultaneously on September 4. Their managers were E Fund, China Asset Management, GF Fund, Fullgoal Fund, Dacheng Fund, Penghua Fund, Harvest Fund and Tianhong Fund.

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LG-controlled Bear Robotics seeks ₩300–400 billion in pre-IPO funding at a target valuation of ₩2 trillion before a Nasdaq listing.

Bear Robotics, a U.S. robotics startup controlled by LG Electronics, is preparing for a potential Nasdaq listing, according to a report citing unidentified investment-banking sources. The company is currently seeking pre-initial public offering financing rather than announcing a completed funding round or filed IPO.

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Thinkon Semiconductor (神工股份) subsidiary Zhongjingxin (中晶芯) plans a RMB 195 million acquisition that would make Fujian Jinggong (福建精工) wholly owned.

Thinkon Semiconductor (神工股份) disclosed that its wholly owned subsidiary Zhongjingxin (中晶芯) plans to acquire an additional 20.0002% interest in Fujian Jinggong (福建精工). The announced consideration is RMB 195 million.

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China produced 53 billion integrated circuits in July; seven-month exports reached $216 billion, increasing 99.5%.

Chinese industrial enterprises above the designated size produced 53 billion integrated circuits in July. The source calculated that output as approximately 1.7 billion chips per day during the month.

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QNAP showed QSW-M2130 managed switches featuring 24 2.5-gigabit Ethernet ports and six 10-gigabit Ethernet ports.

QNAP displayed two new managed enterprise switches, the QSW-M2130 and QSW-M2130P, at Computex 2026. Both models were shown with 24 ports supporting 2.5-gigabit Ethernet, or 2.5GbE, and six ports supporting 10-gigabit Ethernet, or 10GbE.

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SEMI expects glass substrates to enter limited production around 2028, supporting approximately tenfold higher interconnect density.

A research report cited SEMI as expecting glass substrates to enter limited production around 2028. The forecast concerns semiconductor packaging substrates, not conventional display glass or complete semiconductor devices.

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Sidike (斯迪克) began supplying optical adhesive and anti-reflective films for selected domestic foldable-phone models.

Sidike (斯迪克) stated on an investor-interaction platform on September 7 that it had begun supplying materials for selected domestic foldable-screen terminal models. The disclosure covers only some models and does not identify the device manufacturers.

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South Korea selected the proposed $22.3 billion Encinal project, a 6.3-gigawatt Texas gas plant for AI data centers, pending parliamentary approval; it plans 1.4 gigawatts of gas turbines followed by 4.9 gigawatts of combined-cycle capacity.

South Korea selected a proposed gas-fired power project in Encinal, Texas, as the first project under its $350 billion U.S. investment plan, according to a report citing unnamed government sources. The reported final project cost was approximately $22.3 billion, compared with an initial U.S. request of $25 billion and an initial South Korean consideration of $19.8 billion.

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Planned but unstarted Chinese energy-storage cell projects face paused approvals, while registered projects already under construction remain unaffected.

Multiple energy-storage industry participants told the cited outlet that relevant authorities were surveying existing and planned production capacity. Energy-storage cells were identified as one of the main areas under review amid concerns about excess capacity.

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Malkang Dazang Solar Project (马尔康大藏光伏项目) achieved full-capacity grid connection and entered comprehensive commercial operation.

The Malkang Dazang Solar Project (马尔康大藏光伏项目) completed full-capacity grid connection after its final photovoltaic array was connected and placed into operation. The update was attributed to PowerChina’s official account.

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OpenAI said GPT-6 Astra was its first model trained using 100,000 GPUs.

A Telegram market roundup attributed to OpenAI’s president the statement that GPT-6 Astra was the first model trained on 100,000 graphics processing units, or GPUs. The same report said the model had crossed an “application threshold,” without supplying a technical definition or benchmark for that phrase.

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Shanghai’s state-owned enterprises achieved full AI-application coverage, emphasizing networked compute, technical development, and operational outcomes.

The Shanghai State-owned Assets Supervision and Administration Commission said the enterprises under its supervision had moved from selected AI pilots to full coverage. The update was presented during an AI-focused training seminar for the commission’s system.

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Insilico Medicine and MobiDrop signed an agreement integrating AI-ready single-cell multiomics data into the Pharma.AI platform.

Insilico Medicine and MobiDrop signed a strategic cooperation agreement on September 7. Their collaboration covers the production, integration and use of high-quality, traceable and AI-ready single-cell data.

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China conditionally approved Aipusiwei (艾普司韦), its first AI-assisted original drug, after three-and-a-half years of development and trials.

China’s National Medical Products Administration conditionally approved Yisitewei hydrochloride tablets (盐酸伊司特韦片), sold under the brand Aipusiwei (艾普司韦). The drug was jointly developed by Westlake University, Westlake Laboratory and Westlake Pharmaceutical (Hangzhou).

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National Anti-Fraud AI (国家反诈 AI) launched with language, multimodal, and agent technologies for scam-risk assessment.

The National Anti-Fraud AI application (国家反诈 AI) formally launched under the guidance of the Criminal Investigation Bureau of China’s Ministry of Public Security. It was independently developed by the Shanghai Public Security Bureau.

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The Jier (吉儿) breeding robot added embodied intelligence for flower identification, positioning, pollination, and phenotype collection.

The intelligent breeding robot Jier (吉儿) received an embodied-intelligence version at a September 4 launch event in Beijing. The robot had previously been described as capable of autonomous navigation for crossbreeding and pollination.

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