What changed
Qwen Office launched an e-commerce edition, putting enterprise agents into shopping workflows. StepFun Terminal launched STEPX Neo, a large-model-native agent phone.
MemSilicon's 1T4R 1Gb RRAM tape-out is the chip signal. High-density RRAM can cut memory cost and power for on-device AI. Domestic memory supply is the next thing to watch.
China's youngest AI professor is building a startup around world models for full-body, full-modality AI. That points at embodied AI and robotics, beyond chatbots.
The takeaway: China is shipping agents into phones and offices while building its own memory and embodied AI stack. For AI stocks, watch who owns the agent interface and the on-device memory layer.
Why it matters
Qwen Office launched an e-commerce edition, putting enterprise agents into shopping workflows. StepFun Terminal launched STEPX Neo, a large-model-native agent phone.