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On March 18, the "Intelligence Leading the Future – 2026 AI Application and Robot Innovation Industry Conference" kicked off at Beijing’s Beizhongyuan Exhibition Center. Bringing together over 100 leading companies from the AI and robotics sectors, the event not only showcased the latest technological breakthroughs but also laid bare the industry’s most pressing tension: an insatiable hunger for computing power set against a backdrop of severe supply chain constraints.

From GPU leasing services to AI-optimized storage servers, from precision robot actuators to advanced materials like bionic skin, a rapidly expanding industrial chain was on full display. Throughout the exhibition floor, phrases like "out of stock," "price hikes," and "extended lead times" echoed in conversations between exhibitors and potential buyers.

In March 2026, China’s General Administration of Customs released a striking data point: integrated circuit (IC) exports in the first two months of the year reached $43.3 billion, a staggering 72.6% year-on-year increase (in USD terms). This surge is not merely a reflection of a global semiconductor cycle rebound. It signals a fundamental reshaping of the industry—driven by AI infrastructure, massive mature-node capacity, and a dramatic revaluation of memory chips.

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