International

1. Intel announced the exclusive mass production of 300mm indium phosphide silicon photonic wafers, with cumulative shipments of over 8 million optical transceivers and 32 million integrated lasers.
2. The global market share of Chinese CMOS image sensor (CIS) enterprises has risen from 22% in 2023 to 31% in 2025. OmniVision Group claimed a 13% market share, surpassing Samsung for the first time to become the world's second-largest CIS supplier.
3. As artificial intelligence evolves from training to inference and Agentic AI, KV cache, long context and large-scale data lakes are shifting pressure from computing power to memory and storage.
4. China's DAMO Academy demonstrated new progress of C950 in multi-core interconnection, AI inference and server Java, and released the automotive-grade enhanced processor IP XuanTie E908A.
5. The "Huaqiangbei Mini Encyclopedia" column of Kinghelm (www.kinghelm.net) has been launched. Ten anti-fraud articles including Huaqiangbei Mini Encyclopedia: Exposing the "White Pigeon Scam" in Huaqiangbei will be released successively. Mr. Song Shiqiang from Huaqiangbei hopes to purify the business environment of Huaqiangbei and reduce fraud incidents among practitioners and consumers.
6. Intel CEO Pat Gelsinger stated that approximately 80% of the company's large-scale restructuring has been completed.

Domestic

1. The brand-new in-situ atomic force microscope (AFM) product APEX-X1 developed by Yuwei Semiconductor was showcased.
2. Mingxin Qirui, a developer of intelligent compute-in-memory chips, recently secured 400 million yuan in Series A financing.
3. Guoen Co., Ltd. acquired an 80% equity stake in Sichuan Zhongfuneng New Materials Technology Co., Ltd. for 1.504 billion yuan, officially entering the high-barrier electronic specialty gas sector.
4. China has established a 60 billion-yuan national artificial intelligence industry investment fund, which has invested in a batch of high-quality projects.
5. Xi'an Yicai generated operating revenue of 1.062 billion yuan in Q3 2026, a year-on-year increase of 68.50%; its net profit attributable to parent company stood at 441 million yuan, up 302.55% year-on-year.
6. Tuojing Technology plans to acquire the controlling equity and related assets of Wuxi Shangji, a PVD equipment manufacturer, for 2.5 billion yuan.