Wen Tou Holdings said at its Oct. 12, 2026 interim results briefing that revenue from its comic‑IP drama segment remained modest in 1H2026 as projects have not yet achieved large‑scale commercialization. The company expects segment revenue to increase in H2 as previously developed drama projects roll out.

随着人工智能技术在国内的发展和演进，中国已逐步建立起一个内部循环、日益自给自足的人工智能生态系统，覆盖价值链中某些历史上由西方主导的“卡脖子”环节，特别是先进半导体和存储芯片、半导体封装技术、开放权重/开源大语言模型、token生产与消费，以及物理人工智能应用场景。

TSMC is targeting US advanced-packaging production in 1H2028 after GlobalFoundries said it signed a $2bn manufacturing agreement to mass-produce COWOS silicon interposers in the US in 1H2028. Amkor’s Arizona plant is also slated to begin production in early 2028, aligning supply-chain timing. Industry estimates TSMC’s first Arizona advanced-packaging fab could start operations as early as 1H2028; market focus is on whether trial production will begin ahead of commercial output.