Global News

1. The 2026 Fortune Global 500 list has been released, featuring 122 Chinese enterprises, the second-largest number worldwide.
2. Wafer foundry GlobalFoundries is expected to receive up to USD 300 million (approximately RMB 2.028 billion) in R&D subsidies to fully accelerate the research, development and mass production of next-generation silicon photonics technology.
3. SpaceX, led by Elon Musk, has instructed its global supply chain partners not to hire or assign Chinese citizens to factories producing goods for SpaceX, nor to adopt systems or equipment manufactured by Chinese companies.
4. TrendForce forecasts that manufacturers with independent control over silicon photonics design, optical engine production and advanced packaging resources will take a leading position during the volume growth phase of the CPO switch market from 2027 to 2028.
5. On July 30, Wang Zhenxin, Supply Chain Manager of Kinghelm , delivered a company-wide training session on the Latest Standards for Material Coding at headquarters. Standardized material coding helps accelerate the enterprise’s digital transformation and upgrading.
6. NVIDIA has raised graphics card prices by roughly 20% to 30% to cope with the continuous price hike of DRAM.

Domestic News

1. The silicon-based gallium nitride (GaN) RF chips independently developed by No.55 Research Institute of China Electronics Technology Group Corporation have exceeded 5 million cumulative deliveries. This is the world’s first silicon-based GaN RF product to achieve large-scale commercial application in smart terminals.
2. Zhongji Innolight, a global leader in high-speed optical modules, was officially listed on the Main Board of the Hong Kong Stock Exchange, completing its dual A-share and H-share listing layout.
3. The South China Headquarters of Suzhou Xinhuilian Semiconductor Technology Co., Ltd. was officially put into operation at Wenhanhu International Science and Innovation Cooperation Zone in Guicheng, Foshan.
4. The ultra-high-purity special gas equipment project of Zhengfan Technology in Taizhou, with a total investment of RMB 1.5 billion, has entered the final stage before official production.
5. A third-generation semiconductor power device production project in Changzhou, Jiangsu, has completed filing procedures, with a total investment of RMB 980 million.
6. Zhejiang Huachen Xinguang Technology Co., Ltd. closed a new round of financing worth over RMB 100 million.