International

1. Sony has ordered around 8,000 employees of its chip subsidiary to return to work fully to advance the research and development of Physical AI.
2. SCHMID collaborates with suppliers including Intel, NVIDIA and AMD to jointly develop glass substrate equipment.
3. Alphabet, Google's parent company, will launch a test satellite equipped with self-developed AI chips on October 1 to verify the feasibility of space-based AI data centers.
4. Industry insiders estimate that DRAM and NAND Flash prices will rise quarter-on-quarter by approximately 20% and 30% respectively in the fourth quarter of 2026.
5. VSMC, a joint venture between Vanguard International Semiconductor and NXP, has officially opened its first 12-inch wafer fab in Singapore, with all initial production capacity fully booked.
6. Wolfspeed has launched the new Premium high-end power substrate and further expanded its portfolio of 200 mm silicon carbide (SiC) materials.

Domestic

1. Unic Semiconductor forecasts operating revenue of approximately 7.766 billion yuan and net profit attributable to parent owners of around 681 million yuan for the first three quarters of 2026, achieving a year-on-year turnaround from losses to profits.
2. MTC's DFB optical chips of 25G and below have achieved mass shipment, while 70/100/200mW CW DFB chips have entered the testing and verification phase.
3. Slkor (www.slkoric.com) has continued to ramp up overseas promotion in the first half of 2026, driving growth in inquiries and orders and substantially boosting brand exposure.
4. Guosheng Electronics, Shengxin Semiconductor and CETC Jinghua have successively adjusted prices. Among them, CETC Jinghua will raise prices of silicon epitaxial material products by 15%-20%, effective October 1.
5. China Mobile Hubei will partner with Zhongguancun Institute of Convergence and Hubei Huazhong University of Science and Technology to build a 6G industrial test zone in Wuhan Optics Valley, scheduled for completion in 2027.
6. Montage Technology has begun mass production of the 5th-generation DDR5 registered clock driver chip (RCD05).