International

1. According to the Global Semiconductor Equipment Market Report, semiconductor equipment shipments rose 23% year-on-year to reach USD 40.53 billion.
2. According to recent DigiTimes reports, Micron Technology is exploring a high-durability NAND flash module and researching methods to place NAND flash closer to GPUs.
3. Samsung Electronics has partnered with Arm to officially launch R&D for edge-side AI chips.
4. OpenAI released its new flagship model GPT-6 Astra, branding it as “a new generation of intelligence”.
5. Storage costs in Q3 2026 may surge fourfold year-on-year. The market expects the iPhone 18 Pro series to see a 10%-20% price increase.
6. Reports state that Google is salvaging DDR4 memory modules from decommissioned servers for reuse in new-generation AI servers.

Domestic

1. Statistics show that Guangdong’s core artificial-intelligence industry has exceeded RMB 300 billion so far, with a year-on-year growth rate of over 40%.
2. DeepSeek has finalized plans for a gigawatt-scale data center in Ulanqab, Inner Mongolia, and intends to deploy 160,000 Ascend 950DT chips.
3. The Sichuan-Chongqing Basketball Tournament has carried on for 21 years. The 2026 Hongtai Yuxing Cup Shenzhen Sichuan-Chongqing Basketball Tournament opened on September 5. Slkor (www.slkormicro.com) and Kinghelm were among the sponsors, and General Manager Song Shiqiang attended the opening ceremony.
4. Zhending Group is investing more than RMB 12 billion to build an advanced packaging substrate base project in Shenzhen.
5. Naura Technology has achieved major technical breakthroughs in the next-generation 3D DRAM manufacturing process for memory chips, developing an innovative two-step cyclic etching process.
6. Guangdong Leadyo IC Testing Co., Ltd. has terminated the acquisition of 100% equity in Guoxinwei.