On October 21, the General Office of the CPC Central Committee and the State Council released the "Opinion on Promoting Deep Integration of Technological and Industrial Innovation," which calls for fully implementing the "AI+" action to empower all industries, National Business Daily reported on October 22.
The opinion urges upgrading traditional industries with advanced technology, deepening industrial internet innovation, and promoting the deep fusion of the digital and real economies to make manufacturing intelligent, green and integrated. It lists "AI+" as a systematic deployment — moving AI empowerment from single-point demonstration to full industrial-chain penetration, with traditional-industry retrofitting and equipment renewal forming demand pull.
Market sentiment may warm, though attention is needed on local supporting measures, scenario opening and data-element circulation. The "AI+" elevation signals that AI is now a core lever of industrial and innovation policy rather than a standalone tech track.
The same daily wrap noted Nvidia and supply-chain partners are expanding capacity — substrate output to 2.5x in three years, with prepayments to partners — underscoring that AI compute demand is propagating through substrate, packaging and test links industry-wide.
Source: National Business Daily
