International

1. In Q1 2026, the combined revenue of the world’s top-five enterprise-grade SSD vendors reached 18.46 billion US dollars, representing a quarter-on-quarter increase of 86.1%.
2. SEMCO will raise prices of consumer-grade X5R MLCC products for OEM and ODM customers by an average of 25%-30%. The price hike aims to moderate order intake and free up production capacity for high-end production lines.
3. China’s SmartSens has launched the SCC85XS, an ultra-high-definition CMOS image sensor for smartphones. It delivers comprehensive performance advantages including ultra-low noise, low power consumption, high sensitivity and excellent color reproduction.
4. NVIDIA has agreed to acquire AI platform Hugging Face for 12.9 billion US dollars.
5. Kinghelm Electronics and Slkor Semiconductor invite you to attend the 3rd Core-Growth Forum on September 19. Sponsored by Slkor’s 3rd flagship store in Huaqiangbei, the event offers a lucky draw for smartphones for registered participants. We look forward to seeing you there!
6. Elon Musk stated that the significance of the AI5 chip has driven him to devote substantial working hours; he has even memorized the AI5 chip design.

Domestic

1. Wang Sheng, Vice-Governor of Guangdong Province, praised the outstanding efficiency of Shenzhen Huaqiangbei’s intelligent-hardware industrial chain: design in the morning, prototyping in the afternoon, mass production the next day, and overseas shipment within one week.
2. The 15th-Five-Year Plan for the Development of Strategic Emerging Industries in Shanghai has been released. It clarifies Shanghai’s priorities: high-end chips, AI-empowered chip design, advanced packaging, innovative devices and new-architecture chips.
3. Shanghai Xunuo Naojí Technology Co., Ltd. has been registered and established, with Sci-Tech Board listed company Dongwei Semiconductor among its shareholders.
4. Powertech Technology plans to kick off mass production of panel-level advanced packaging as early as early 2027, targeting server CPUs, AI computing chips and advanced optical applications.
5. SMIC posted operating revenue of approximately RMB 38.635 billion in H1 2026, rising 19.4% year-on-year; net profit reached roughly RMB 4.467 billion, a year-on-year surge of 94.2%.
6. Changjing Technology’s automotive-grade power device and module manufacturing project has settled in Jiangyin, Wuxi.