International

1. OpenAI released benchmark test results of its in-house inference chip Jalapeño, demonstrating superior energy efficiency compared with NVIDIA GB300.
2. A research team from Kyoto University has developed a new silicon carbide junction field-effect transistor that can operate stably at high temperatures up to 600℃.
3. Infineon acquired India-based C2i Semiconductor to expand its footprint in power management for AI data centers.
4. Kioxia of Japan will invest 6.27 billion US dollars to build a new manufacturing plant for memory chips.
5. CPU shipments of Intel and AMD have declined for two consecutive quarters, with a year-on-year drop of over 20% in the previous quarter.
6. According to South Korean media reports, the export price of Korean-made DRAM has soared 12-fold in three years. Its current export price per kilogram is enough to purchase 620 grams of gold.

Domestic

1. Xiaomi’s self-developed flagship processor Xuanjie O3 is the first chip to support CXMT LPDDR6 memory.
2. According to IDC report, the market size of China’s AI fundamental data service market reached RMB 6.262 billion in 2025, and is projected to grow to RMB 7.834 billion in 2026.
3. Slkor Semiconductor is accelerating its globalization progress with total followers exceeding 100,000 across all platforms. Its educational video Full-Bridge Rectifier released on TikTok has gained 710,000 views, greatly enhancing Slkor’s international brand exposure and professional image.
4. Huaqin Technology posted a revenue of RMB 93.719 billion in H1 2026, with net profit attributable to parent company hitting approximately RMB 3 billion, representing a 58.8% year-on-year increase.
5. Yunyi Electric terminated the R&D and industrialization project for semiconductor discrete devices planned back in 2022.
6. Lion Micro intends to invest RMB 3 billion to construct a project with a monthly capacity of 200,000 pieces of 12-inch lightly-doped silicon substrates and 120,000 pieces of 12-inch silicon epitaxial wafers.