International South Korea will build a new-build semiconductor industrial park in the Honam (south-western) region. Three major projects covering semiconductors, AI data centers and physical AI will attract a combined investment of 1,500 trillion won. Amazon hardware devices see sharp price hikes. Some products including FireTV streaming players and Kindle e-readers record price increases up to 60%. Renesas Electronics has set up a Physical AI & Robotics Laboratory in Beijing, to advance next-generation robot innovation from proof-of-concept to large-scale deployment. Samsung Electronics and SK Hynix keep expanding NAND flash wafer production capacity within China, helping balance market supply and demand. Industry sources indicate that the capacity gap for conventional packaging may exceed 20% by 2027, with insufficient wire-bonder supply becoming the major bottleneck for capacity expansion. Samsung Advanced Institute of Technology (SAIT) has pioneered a technology to control the size and orientation of pin crystals with trace carbon additives. Domestic Wuhan Xinxin Semiconductor launched the "Xinguang Initiative", aiming to build the world-class industrial hub integrating 3D Link, optoelectronic convergence and SOI technologies, and cultivate over 10,000 high-end semiconductor talents. BYD achieved operating revenue of 344.82 billion RMB in H1 2026. Meanwhile, its 10,000th ultra-fast charging station officially opened in Shenzhen, covering 332 cities nationwide. Slkor Semiconductor has completed its strategic transformation from Fabless to IDM. Focusing on power devices and power-management ICs, it collaborates closely with its sister company Kinghelm to build a complete industrial ecosystem and deliver high-quality products and services for global markets. China’s cumulative integrated circuit export value reached 1.49 trillion RMB in the first seven months of 2026, rising by 91.6% year-on-year. Zhixin Sensing has released an off-the-shelf large-array MEMS micromirror chip. Industry experts believe it will strongly drive the domestic development of Optical Circuit Switching (OCS). Jingya Shengsi has achieved stable mass production of self-developed 2-inch aluminum-nitride single crystals, whose quality has reached international advanced level.

International 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%. 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. 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. NVIDIA has agreed to acquire AI platform Hugging Face for 12.9 billion US dollars. 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! 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 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. 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. Shanghai Xunuo Naojí Technology Co., Ltd. has been registered and established, with Sci-Tech Board listed company Dongwei Semiconductor among its shareholders. 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. 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%. Changjing Technology’s automotive-grade power device and module manufacturing project has settled in Jiangyin, Wuxi.

International OpenAI released benchmark test results of its in-house inference chip Jalapeño, demonstrating superior energy efficiency compared with NVIDIA GB300. 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℃. Infineon acquired India-based C2i Semiconductor to expand its footprint in power management for AI data centers. Kioxia of Japan will invest 6.27 billion US dollars to build a new manufacturing plant for memory chips. 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. 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 Xiaomi’s self-developed flagship processor Xuanjie O3 is the first chip to support CXMT LPDDR6 memory. 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. 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. 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. Yunyi Electric terminated the R&D and industrialization project for semiconductor discrete devices planned back in 2022. 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.

International In the first half of 2026, the contract prices of niche flash memory including NOR Flash and SLC NAND registered a cumulative increase of 100%-120% and 130%-150% respectively. The supply-demand gap remains unalleviated in the second half of the year. In H1 2026, the operating revenue of above-scale enterprises in the robotics industry reached RMB 165.5 billion, a year-on-year increase of 24.5%. Apple released the M6 and M5 Ultra processors. The M6 is a cutting-edge chip built on the 2-nanometer process. The Tiangong Omni robot from Beijing Humanoid Robot Innovation Center won the championship at the 2nd World Humanoid Robot Games with a time of 45.66 seconds. Its shy-looking running posture went viral online. On August 7, Song Shiqiang, General Manager of Kinghelm and Slkor Semiconductor, joined the live stream on LCSC Mall. Pre-event promotion gained 13,523 reads. The live stream recorded 26,046 total views, a peak concurrent audience of 3,575 and 24,880 comments. It drove sales of Kinghelm products to a peak, among which the hit product KH-IPEX-K501-29 achieved sales exceeding 200,000 units. Kinghelm’s product article Kinghelm RF Coaxial Connectors: KH-BNC50-3511, KH-SMA-K513-G and KH-SMA-KE-Z was featured on the homepage of LCSC Mall. Domestic China has more than 1.165 million enterprises related to the robotics industrial chain, with around 144,000 newly-established enterprises since 2026. Shanghai released the 15th Five-Year Plan for Accelerating New-Type Industrialization and Building a Modern Industrial System, highlighting integrated circuits, artificial intelligence and other key sectors. Phase-I of the optical chip industrialization project with a total investment of RMB 6.3 billion is located in Danzao Town, Nanhai District, Foshan City. ZT-Memory’s second-generation high-capacity new flash memory chip delivers a 2Gb per-chip storage capacity adopting the 28-nm process. Sample testing and mass-production preparation will be fully advanced soon. Yixincun (Hainan) Technology Co., Ltd., the storage chip R&D entity under YiMoon Technology, has settled in Haikou. The STAR Market IPO application of Yangtze Memory Technologies Co., Ltd. has been accepted, with a planned fundraising amount up to RMB 33 billion.

International According to Economic Daily, prices for a full range of silicon wafers including 6-inch, 8-inch and 12-inch products have been raised simultaneously, with an expected starting price increase of 10%. Nexperia China sees explosive capacity for its 12-inch wafers, shipping 17,919,236 components across all channels within 24 hours. Japan will inject an additional 150 billion yen into Rapidus to push for mass production of 2-nm chips in 2027. Samsung Display plans to invest in building the flexible OLED A7 factory, which is scheduled to start construction next year. Anthropic has hired former Google chip executive Amir Salek to co-design models and chips with the Claude team. NVIDIA raises prices of AI servers by more than 15%, mainly covering the Vera Rubin and Grace Blackwell chip platforms. The price hike will take effect in early 2027. Domestic Montage Technology’s Retimer chip has been officially included in the PCI-SIG vendor list. Qianhe Yibang’s first self-developed 4-layer 3D DRAM stacked computing-in-memory chip has returned from fabrication and been successfully powered-on. Research on Huaqiangbei Counterfeit Mobile Phones (Part II), the landmark work of Song Shiqiang, General Manager of Slkor , is about to be released. The cumulative shipment of the 8M version of ZT-Memory’s first-generation memory product has exceeded 600 million units. On August 24, Xiaomi unveiled three chips, namely Xuanjie O3, Xuanjie O100 and Xuanjie D100, targeting mobile SoC, on-device AI acceleration and intelligent driving scenarios respectively. BOE and 3M have jointly built a laboratory to tackle display technologies such as seamless flexible foldable screens. BTA12-600B is applied in power control, switching circuits and other fields.

International NVIDIA has reached a $6-billion technology licensing agreement with AI startup Poolside. Nokia plans to close nearly all its branches across Chinese mainland by the end of 2026. Google intends to end Pixel production in China in 2027. Samsung Electronics has raised prices for new orders of some advanced-process foundry wafers, with a maximum increase of 15%. On August 22, Kinghelm held its team-building event themed "Chase Dreams for a Brighter Future, Gather Happily Beneath the Flower Fields". A wide range of activities were available, including two-person off-road vehicles, CS games, Hanoi Tower puzzles, pottery DIY, karaoke, arcade games, Mongolian-style archery, mahjong, billiards and table tennis. The team also enjoyed farmhouse group dinner and rural delicacies, having a great time and boosting team vitality. Samsung Electronics and SK Hynix are competing in next-generation HBM (High-Bandwidth Memory) technology. Domestic Fibocom acquired a 37.16% equity stake in Hangsheng Electronics for 1.428 billion yuan. The antitrust review has been approved, and the restructuring is entering its final phase. JCET generated operating revenue of 19.53 billion yuan in H1 2026, a year-on-year increase of 5.0%; its net profit attributable to parent company reached 845 million yuan, surging 79.4% year-on-year. Shenzhen Kinwong Electronic Co., Ltd. plans to invest 4.388 billion yuan to build an ultra-high-layer PCB intelligent manufacturing project. Yangtze Memory Technologies Co., Ltd., a leading domestic memory manufacturer, has completed IPO coaching acceptance. Beijing Junzheng Integrated Circuit Co., Ltd. will be listed on the Hong Kong Stock Exchange on August 25, 2026. Nexperia China has launched more than 100 new products developed on the 12-inch platform, including automotive-grade SGT T2X MOSFETs and HCS high-speed logic devices. The Kinghelm team enjoys farmhouse group dinner and savors rural delicacies

International Waymo, a subsidiary of Google, announced that its self-developed custom ASIC chip has been adopted in its latest-generation robotaxis and entered mass production. ADEKA will expand production of photoacid generators (PAG) for photoresists used in advanced lithography processes including EUV lithography. Micron Technology has established Micron Research Labs and plans to invest USD 10 billion over the next decade. According to Sigmaintell data, global shipments of flexible OLED panels for smartphones reached 350 million units in the first half of the year, rising 15.6% year-on-year. STMicroelectronics will announce its third price hike of the year on August 23, covering multiple product lines. SK Hynix plans to build a memory chip manufacturing plant in Japan, with Miyagi Prefecture in northeastern Japan as a candidate location. Domestic A key semiconductor project supported by Guanggang Gas has completed nitrogen gas supply commissioning. In H1 2026, Tuojing Technology posted operating revenue of RMB 2.913 billion, an increase of RMB 959 million compared with the same period last year, representing a year-on-year growth of 49.06%. Slkor has completed the upgrade of its English-language official website. It has optimized the product category structure and multilingual content to comprehensively improve browsing experience and search efficiency for overseas users. Jingxin Microelectronics’ self-developed RapidIO 3.2 switch chip SR1820 and RapidIO 3.2-to-PCIe 4.0 protocol bridge chip ST0420 have achieved successful power-on validation. T-Head’s second-generation chip is expected to enter tape-out and production in the second half of this year. This new generation delivers powerful computing performance and high interconnection bandwidth. JCET has made breakthroughs in the R&D of high-aspect-ratio advanced TSV technology and has completed sample prototyping together with its partners.

Song Yuanming (center) from Kinghelm and Slkor leads the team to attend the Adaptive Robot Industry Chain Conference. International Broadcom plans to raise more than USD 60 billion in debt to finance an AI-chip-related financing transaction. NVIDIA’s 200G/lane co-packaged optical Ethernet switches have entered full-scale mass production. Shinko Electric Industries, a Japanese semiconductor packaging substrate manufacturer, has successfully developed a 22-layer glass-core substrate, with 11 layers of copper wiring stacked on each side of the glass core. Apple plans to complete price adjustments for the iPhone 17 series across global regions by the end of August 2026. Certain models will see a maximum price hike of nearly RMB 1,000. On August 20, the Adaptive Robot Industry Chain Conference themed "Chain-linking Flexiv · Smart Valley Symbiosis" was held at Zhongshan Fuju Yungu Digital Industrial Park. A team led by Song Yuanming from Kinghelm and Slkor attended the event. Micron Research Labs has secured USD 10 billion (approximately RMB 67.2 billion) in investment and will serve as a new research center for memory and artificial intelligence technologies. Domestic Scan the QR code and tune in at 10:30 today (August 21) for the live stream hosted jointly by Slkor and Zhuimengren, featuring Slkor’s third direct-store in Huaqiangbei. Surprises are waiting for you! On August 19, 2026, Unitree Robotics, dubbed "the first A-share humanoid-robot stock", was listed on the STAR Market. Its share price surged 629% at opening, with market capitalization once exceeding RMB 440 billion. Construction has kicked off for Dier Laser’s general-semiconductor laser-processing technology, equipment R&D and industrialization base. The total project investment stands at RMB 3 billion; completion is scheduled for 2027 and commissioning for 2028. The first unit of Huahai Qingke’s new-generation dual-table high-efficiency dicing equipment Versatile-DT300D has been officially rolled off the production line. In H1 2026, Advanced Micro-Fabrication Equipment Corporation generated operating revenue of RMB 6.691 billion, a year-on-year increase of 34.89%. Its net profit attributable to parent shareholders reached RMB 2.825 billion, soaring by 300.22% year-on-year. Yuanjie Technology plans to invest in the construction of the Yuanjie Semiconductor Science and Technology Industrial Park, with a total planned investment of around RMB 4.268 billion.

International Japan-based Socionext adopts Intel’s 18A-P foundry process technology to develop custom SoCs. LG Display plans to invest 3 trillion KRW in the R&D of FLiPP, its next-generation OLED technology. Black Duck announces its withdrawal from the Chinese market. It will shut down its Chinese subsidiary and lay off all local employees. Marvell enters a custom AI-chip partnership with Google to co-develop Google’s in-house chips and related supporting technologies. Samsung Electronics speeds up R&D on its 7-generation 10nm-class DRAM, targeting R&D completion in September and hand-over to mass-production lines in December. According to a Morgan Stanley report, driven by chip supply shortages, mature-node DRAM such as DDR4 is expected to rise by 50% in Q3 2026, followed by another increase of over 10% in Q4. Domestic Ruilian New Materials has signed a cooperation agreement with TCL CSOT, officially entering the printed OLED industry. Shenzhou Semiconductor’s Central China Headquarters and R&D Center settles in Wuhan Optics Valley, focusing on R&D of semiconductor RF power supplies and impedance matching units. On the morning of August 20, Song Shiqiang, General Manager of Slkor , delivered a company-wide training session covering foundational knowledge of embodied-intelligence robots, including machine vision, reducer joints, motion control and self-adaptation. Sources indicate that Xiaomi’s new-generation Xuanjie chip has entered terminal real-machine integration and is set for official release soon. Baidu founder Robin Li states that Kunlun chips have completed R&D and commercialization across three generations of AI processors. Fudan Microelectronics plans to invest RMB 17.5 million to set up a joint-venture company focused on in-house development of high-power burn-in test systems.

International The total global sales of semiconductor manufacturing equipment (OEM) are projected to reach USD 165.9 billion in 2026, a year-on-year increase of 23.2%. Forecasts indicate that the global semiconductor market will hit USD 1.51 trillion in 2026, surging 90% year-on-year. Stripe plans to acquire OpenRouter for more than USD 7 billion. CXMT, China’s leading memory manufacturer, has made major breakthroughs in DDR5 chip production, with its yield comfortably exceeding 90%. Recently, Song Shiqiang’s feature article Kinghelm RF Coaxial Connectors: Safeguarding Intelligent Connectivity for All! and its English edition have been released globally. Nearly 1,000 mainstream media outlets including Jingcai Times, China Consumer Economic Forum, China Weekly Network, NetE-Commerce, Jimu News, Australia News, The Wall Street Journal, India News Network, New Zealand Herald and Singapore Online have republished the content, bringing substantial exposure to Kinghelm and Slkor. Semiconductor packaging and testing provider Amkor is evaluating multiple options, including selling partial equity stakes in its China business division. Domestic According to its Q2 2026 earnings report, Xiaomi Group posted total revenue of RMB 108.922 billion, while its profit shrank to RMB 9.463 billion. Edge-AI chip developer Cixin Technology has secured nearly RMB 1 billion in financing. Deep-sea robot firm Deep-Sea Inteligents completed its Series-A financing of over RMB 500 million. Fudan Microelectronics generated operating revenue of RMB 2.225 billion in H1 2026, rising 21.03% year-on-year; its non-recurring net profit stood at RMB 412 million, up 125.88% year-on-year. Alibaba Qwen officially released the open-source Qwen3.8 model series. Bosch’s 4th-generation Multi-Purpose Camera (MPC4) has secured large-volume mass-production orders. The first designated project will go into mass production in Q3 2026. Wuxi Qingfeng Semiconductor issued a tender announcement for its 3D heterogeneous integration innovation hub project, with a total investment of RMB 5 billion.

International As of the end of June this year, Samsung Electronics’ exports to China reached 88.6004 trillion KRW, a year-on-year increase of 207.7%. NVIDIA Spectrum-X Ethernet Photonics has entered mass-production phase, marking the world’s first CPO-based Ethernet switch moving from lab to large-scale commercial deployment. According to institutional statistics, the overall server CPU market size is projected to exceed USD 210 billion, with AI CPUs accounting for 86% of the market share. Indian Prime Minister Narendra Modi stated that three semiconductor fabs are already operational in India, and another 5 to 8 fabs are planned to go into operation in the next 7-8 years. Nokia’s Hangzhou R&D Center has been officially shut down, resulting in 1,600 lay-offs in China. Samsung plans to convert its NRD-K2 R&D line into a foundry production line for manufacturing 2nm HBM base dies. Domestic Five certification and accreditation industry standards including General Evaluation Requirements for Institutional Certification Review of Automotive Chips have been officially released in China. Brite Semiconductor estimates its H1 2026 revenue to be between RMB 1.15 billion and RMB 1.3 billion, representing a year-on-year growth of 18.52-21.07 times. Slkor Semiconductor is recruiting domestic sales representatives and Key Account Directors, mainly responsible for market development and customer relationship maintenance. Candidates are required to have sales experience in the electronics industry. Qualified applicants are welcome to submit resumes. Data from NE Times shows that Unichem’s SiC power module installation volume ranked first in the Chinese market in the first half of the year, capturing a 16.9% market share. Unitree Robotics (688836.SH) will be officially listed on the STAR Market of the Shanghai Stock Exchange on August 19, 2026 (this Wednesday). Jiemei Technology plans to invest an additional RMB 428 million to expand release-film production capacity at its North China R&D and production headquarters base.

Grand Opening – Slkor Third Huaqiangbei Store International IDC forecasts that global shipments of generative AI-enabled smartphones will reach 432 million units in 2026, while shipments of AI PCs will hit approximately 127 million units. Apple’s brand-new Advanced Manufacturing Center in Houston has officially commenced operation. Solidigm, the NAND flash subsidiary of SK Hynix, resumes investment in its second plant in Dalian, China. The facility is scheduled to begin mass production in the first half of 2027. Vantage Data Centers, a developer and operator of hyperscale data centers, plans to raise roughly USD 10 billion via an IPO as early as 2027. August 14, 2026 witnessed the grand opening of Slkor ’s third store in Huaqiangbei. The event drew numerous industry partners and enjoyed a huge turnout. May the third Slkor store enjoy brisk sales and soaring performance! Data and AI software firm Databricks secured USD 5 billion in financing at a valuation of USD 190 billion. Domestic The Fujian Provincial Development Plan for Emerging and Future Industries during the 15th Five-Year Plan Period has been released, outlining efforts to foster four major sectors: integrated circuits, compound semiconductors, advanced displays, and optoelectronic components. Hefei Kaiyue Semiconductor shipped its self-developed inline coater and developer tailored for memory manufacturing processes. Suzhou Kaiwei Semiconductor Co., Ltd. plans to acquire 100% equity stake in Jingyi Semiconductor Co., Ltd. for CNY 1.65 billion. The all-domestic high-end integrated cockpit and autonomous driving AI project powered by Horizon Robotics Starry Sky chip has officially landed. Vertilite’s R&D and manufacturing base for high-end optical communication chips and components, with a total investment of around CNY 5 billion, has signed to settle in Changzhou. Maxscend announced that it will implement price adjustments for its full lineup of RF products effective September 1, 2026.

International According to TrendForce’s report, domestic AI chips are expected to capture nearly 90% of China’s high-end market in 2026, while combined shipments of NVIDIA, AMD and other overseas players will shrink to roughly 10%. NXP Semiconductors held a groundbreaking ceremony for its new packaging and testing plant in Malaysia. Mass production at the new facility is scheduled to kick off in Q1 2028. Intel plans to re-enter the memory market. The company is researching innovative memory architectures as well as 3D stacking solutions for CPUs and memory. Ajinomoto of Japan cuts its supply of ABF films to customers in Chinese mainland by 30%. Samsung Electronics adopts AI coding tool Claude Code to boost design and verification efficiency. The verification cycle for certain chips has been shortened from one month to two days. The project of TGG Semiconductor’s R&D and manufacturing headquarters for high-end equipment from Japan has signed to settle in Wuxi. Domestic Synopsys announced the completion of verification for the world’s first HBM4 IP test chip. SMIC posted revenue of USD 3.006 billion in Q2 2026, rising 20% quarter-on-quarter. This marks its first time exceeding USD 3 billion in quarterly revenue. Slkor Semiconductor opens its third direct store at Booth N1A001-002, Phase 2, New Asia Electronic City, Huaqiangbei. The grand opening ceremony will be held at 14:00 this afternoon (August 14). All friends, new and existing customers are warmly invited to attend and witness the event! ChangXin Technology reaches a market capitalization of CNY 3.54 trillion, surpassing Tencent’s CNY 3.45 trillion to become China’s most valuable listed company. HONOR unveils its first embodied intelligent robot phone, the ROBOT PHONE. Yuanjie Technology plans to invest CNY 4.3 billion to build an industrialization base in Shaanxi Province, consisting of laser chip production lines, manufacturing workshops and supporting facilities.

International Chinese memory maker YMTC has jumped into the global top three in terms of NAND flash market share. Global silicon wafer shipments reached 3,573 million square inches (MSI) in Q2 2026, rising 7.4% year-on-year and 9.1% quarter-on-quarter. Estimates indicate that the full-year shipped area of global silicon wafers in 2026 is expected to grow by 7.9% year-on-year. The Terafab project has launched targeted global talent recruitment initiatives. On the morning of August 13, Qin Xianghong, Chief Engineer of Kinghelm , delivered training on "Official Website Upgrade", followed by Xiong Wenda, Slkor FAE Engineer, presenting training about "Sensors". The sessions aim to improve work efficiency and boost the development of new quality productive forces at Kinghelm and Slkor. CadenceLIVE China 2026 User Conference is scheduled to officially kick off on August 25 at Shangri-La Qiantan, Shanghai. Domestic On August 12, 2026, Zhuhai Jieli Technology Co., Ltd. was successfully listed. Kaiyuan Communications Technology (Xiamen) Co., Ltd. officially unveiled its third-generation SAW technology platform "SiliSAW Ultra", as well as an 8-inch SAW filter product series built on this platform. Pragmatik Labs established a new company in Shanghai, focusing on next-generation Agents bridging the digital and physical worlds. Synopsys launched a brand-new autonomous AI Agent workflow for chip design. The second batch of landmark future industry products in Chongqing was announced. The self-developed "Tianjun" GPU developed by Xiangdixian made the list. Nationstar, a leading MCU manufacturer, has decided to raise prices of some products by 10% to 20%, effective October 1, 2026.

International Data from DRAMeXchange shows memory chip prices hit a record high in July. DRAM prices rose 14% month-on-month, while NAND prices have increased for 19 consecutive months. Japan’s Toshiba continues to divest its shares in Kioxia, the NAND Flash manufacturer, with its shareholding dropping to 14%. South Korean media reports that Samsung Electronics has achieved a mass production yield of over 80% for HBM4 in early August, around four months ahead of its original year-end target. Sony Group will invest 1 trillion yen at its Kumamoto factory to mass-produce next-generation image sensors. South Korea will set up a KRW 5 trillion special semiconductor fund, focusing investments in promising chip materials, components and fabless enterprises. SK Hynix resumes construction of Plant 2 at its Dalian NAND Flash base. Upon completion, the overall flash memory capacity of the Dalian site will increase by approximately 50%. Domestic New Hengxin Electronics plans to invest CNY 130 million in the "Expansion Project for Etched Lead Frame Production Workshop and Capacity Expansion of IoT eSIM Chip Packaging & Testing". According to the SAG report, global shipments of humanoid robots reached 19,100 units in the first half of 2026. Chinese manufacturers accounted for more than 97% of the total. Agiboo shipped 8,400 units, surpassing Unitree to claim the top ranking. The column Huaqiangbei Encyclopedia by Slkor and Kinghelm is about to launch. The program focuses on the development history and industrial context of Huaqiangbei. Stay tuned. The new-generation chip packaging, testing, R&D and production base project of Fengxin Microelectronics has settled in Hefei. Once completed, it will achieve an annual output of 4.8 billion chips. Guoyi Quantum has officially listed on the Shanghai Stock Exchange, with its total market value exceeding CNY 44 billion. Longsys recorded operating revenue of CNY 24.088 billion and net profit of CNY 10.577 billion in the first half of 2026. Its profit surged 715.29 times compared with the same period last year.

International Global installed capacity of power batteries reached 608.5 GWh from January to June 2026, a year-on-year increase of 20%. Microsoft plans to publicly launch its next-generation Maia 300 AI accelerator as early as September 2026. NVIDIA is set to launch the RTX Spark super chip for laptops. AMD announced the acquisition of AI inference chip startup Taalas. On August 10, Kinghelm’s new product article Kinghelm Antennas KH-3216-A35 and KH-3216-A27: Safeguarding Wireless Communication was featured on the homepage of LCSC Mall! Intel plans to issue USD 15 billion (approximately CNY 100 billion) in common stock. Domestic Driven by rapid business expansion, Kinghelm and Slkor are recruiting a large number of domestic sales representatives. Employees and friends are welcome to make referrals. Referrers will receive a reward of CNY 1,000 per successful candidate upon the new hire’s confirmation. Contact: Ms. Chen, Tel: 0755-28192660 / 15914495172 (WeChat ID same as mobile number). SK Hynix is evaluating multiple disposal options for its factory in Chongqing, China, including introducing investors to accelerate business growth. The domestically developed 350nm stepper projection lithography machine (AST6200) from Shanghai Xinshang Micro Assembly Technology Co., Ltd. has officially moved from R&D phase to commercial mass delivery. Apple is testing memory chips manufactured by Chinese storage vendors and plans to deploy them in iPhones, MacBooks and other devices sold in the Chinese market. Shanghai Naoyun Technology has secured an exclusive distribution partnership with global retail giant Best Buy. Its AI EEG headsets will be fully available in North American offline stores starting September 2026. The project of Shanqing Semiconductor’s advanced materials and key components manufacturing base with a total investment of CNY 1.1 billion has been signed and settled.

WSTS: Global semiconductor revenue exceeded USD 700 billion in the first half of 2026 International According to WSTS statistics, the global semiconductor market size reached USD 702 billion in the first half of 2026, representing a year-on-year increase of 102%. SK Hynix will invest approximately 54.3 trillion won (about USD 38.4 billion) to build two wafer fabs in Yongin and Cheongju, South Korea. Honda Motor of Japan has for the first time outsourced the development of its core automotive platform to Tata Technologies of India. Power Integrations has launched 2200V gallium nitride technology for new-generation high-voltage power systems. Reports indicate that NVIDIA is seeking base-station manufacturer partners in China to develop 6G AI-RAN (AI Radio Access Network) base stations. Terafab, the super-chip project jointly advanced by SpaceX and Tesla, has officially broken ground with an initial investment of USD 16.8 billion. Domestic China&rsquo;s integrated circuit exports hit USD 38.74 billion in July. The cumulative export value from January to July reached USD 216.02 billion, a year-on-year growth of 99.5%. Simg Wafer has achieved a technological breakthrough by successfully pulling its first 12-inch heavily arsenic-doped and heavily boron-doped <111> crystal ingots. Slkor Semiconductor&rsquo;s third exclusive store in Huaqiangbei is set to open, mainly offering TVS, IGBT, SiC MOSFET and other products. Chaoying Electronics plans to invest in the P3 project for high-multilayer and HDI printed circuit boards, with an estimated total investment of CNY 2.086 billion. The IICIE International Integrated Circuit Innovation Expo will be held at Shenzhen World Exhibition & Convention Center from September 9 to 11. KaiweiTe intends to acquire Jingyi Semiconductor for CNY 1.65 billion to complete its power-semiconductor product matrix.

Slkor Sales Department II Team-Building Dinner for Celebration International Japan&rsquo;s exports of semiconductor manufacturing equipment reached USD 15 billion in the first half of 2026. Silicon Box, a chip-integration and advanced semiconductor packaging firm, has shipped a total of 500 million chips from its flagship Singapore factory, a five-fold increase compared with October last year. The Korean Society of Semiconductor Engineers is urging the government to revise the 52-hour-per-week working-hour rule applicable to semiconductor R&D personnel. NVIDIA is evaluating adjustments to the memory configuration of its next-generation AI GPU Rubin Ultra and considering launching versions with lower HBM capacities. Slkor is about to open its third direct-operated store in Huaqiangbei! Song Shiqiang stated that preparations for the grand opening ceremony are in full swing. SpaceX will fully adopt NVIDIA (NVDA-US) chips for its future AI infrastructure. Domestic Unitree Robotics&rsquo; STAR-Market IPO is expected to raise approximately CNY 6.099 billion in total. Online and offline subscriptions will officially kick off on August 10. On August 7, Zhanxin Co., Ltd., a national-level Specialized, Refined, Differential and Innovative "Little Giant" enterprise, was officially listed on the ChiNext Board of the Shenzhen Stock Exchange. Envision Group&rsquo;s super-sized AI computing power complex &mdash; Envision Ulanqab Star River Base &mdash; has been officially completed and put into operation. Wuhan Eswin Materials Technology Co., Ltd. received a CNY 6.5 billion capital increase. All funds will be used for the construction of its 12-inch silicon material base in Wuhan. Cambricon achieved operating revenue of CNY 5.996 billion in the first half of 2026, a year-on-year increase of 108.13%. Its net profit hit CNY 2.166 billion, up 137.30% year-on-year. Shenzhen Biwin Storage Technology Co., Ltd. and Huagong Technology Industry Co., Ltd. will carry out strategic cooperation focusing on the integrated fields of "AI storage + computing + optical interconnection". Kinghelm USB / HDMI Connectors

General Manager Song Shiqiang (center) takes a group photo with Yang Bo (left), Director of Kinghelm Second Sales Department of the Dragon-Tiger Team, and Peng Huisheng, Deputy Director. International SK Hynix plans to officially launch mass-production and shipment of LPDDR6 in the second half of 2026. Apple&rsquo;s popular MacBook Air laptops have recently suffered severe stock shortages. Total global shipments of smartphone SoCs declined by 15% year-on-year in the first half of 2026. Spot contract prices of PC-oriented DRAM are expected to rise by 15%-20% quarter-on-quarter in Q3 2026. On August 6, the Kinghelm and Slkor July 2026 Dragon-Tiger Team Commendation Ceremony was held. General Manager Song Shiqiang presented awards to Huang Baoling, top sales performer, and the Second Sales Department of Kinghelm of the Dragon-Tiger Team. He also took group photos with Slkor Sales Manager Huang Baoling, Yang Bo, Director of Kinghelm Second Sales Department, and Peng Huisheng, Deputy Director, among others. SK Group sold its 70.6% equity stake in SK Siltron to Doosan Group for approximately 2.3 trillion South Korean won (equivalent to about 10.9 billion Chinese yuan). Domestic Samsung Electronics and SK Hynix are evaluating etching equipment from Chinese semiconductor equipment manufacturer Advanced Micro-Fab Equipment Corporation (AMEC), considering adopting such tools for their wafer fabs in China in the future. Shenzhen Basic Semiconductor Co., Ltd. has entered into a strategic cooperation with Hanlei Technology Co., Ltd. Unitree Robotics plans to launch an IPO on the Sci-Tech Innovation Board. Its post-IPO valuation is expected to exceed 50 billion Chinese yuan (around 7.4 billion US dollars). The 5th Dishui Lake China RISC-V Industry Forum will be held at InterContinental Shanghai Dishui Lake Hotel on August 13, 2026. China&rsquo;s auto industry sales dropped from 3.1367 million units in H1 2025 to 2.9559 million units in H1 2026, a net decrease of roughly 180,800 units and a decline of 5.76%. The 2026 Optoelectronic Integration Conference will take place at Hilton Suzhou Wuzhong Hotel, Suzhou, Jiangsu Province, on November 10-11. General Manager Song Shiqiang (center) poses for a group photo with the award-winning Kinghelm Second Sales Department of the Dragon-Tiger Team.

Jiang Xiangyang and Song Shiqiang (right) from Ruicai Electronics at JLC's IPO appreciation dinner International Data released by DRAMeXchange shows that memory chip prices hit a new high in July, with a further 20-percent increase expected in Q3. Samsung Electronics unveiled its zHBM technology and the V10 BV-NAND prototype chip. The European Union plans to invest 11.4 billion US dollars to build seven AI mega-factories. Doosan Group acquired a 70.61 % stake in SK Siltron for 2.3 trillion South Korean won. VSMC, the Singapore-based subsidiary of Vanguard International Semiconductor Corporation, has completed process qualification for its first 12-inch wafer fab, with mass production scheduled for Q1 2027. SK Hynix, together with SanDisk, released the first-edition standard specification for HBF (High-Bandwidth Flash) at the FMS 2026 Flash Memory Summit. Domestic Official estimates indicate that as of June 2026, China has more than 6,600 artificial-intelligence enterprises, accounting for 15 % of the global total. China has issued the revised Regulations on the Protection of Integrated Circuit Layout-Designs, which will take effect officially on October 15, 2026. Song Shiqiang, General Manager of Kinghelm / Slkor , was invited to attend the IPO appreciation dinner of JLC Group held at Shenzhen Futian Convention & Exhibition Center. He expressed the hope that JLC will deliver more comprehensive, faster and high-quality supporting services for more hardware-oriented tech-innovation enterprises. A joint research team from Peking University and the Chinese Academy of Sciences has developed the first millisecond-scale neurodynamics chip, achieving a single-step computation latency of merely 2.12 milliseconds. The 8.5-generation high-precision mask substrate (1220 &times; 1400 mm) independently developed by Puzhao Materials has rolled off the production line. Reports state that amid memory shortages, PC manufacturers including HP, ASUS and Acer have begun small-volume adoption of chips from CXMT. Slkor Linear Regulator SL78L12