International News

1. Leading Japanese and Korean manufacturers including Murata, Samsung Electro-Mechanics and Taiyo Yuden have successively raised prices of high-capacity high-end MLCCs for AI servers and automotive applications, with price hikes ranging from 15% to 30%.
2. Sources reveal that wafer price increases in 2027 are confirmed. OSAT suppliers will continue price hikes in the second half of 2026.
3. Intel is accelerating the construction of its Ohio wafer fab, targeting mass production of 14A process technology by 2031.
4. London-based AI chip startup OLIX announced a $312 million financing round, reaching a valuation of $3.3 billion.
5. Kinghelm, owned by Jinhangbiao, boasts blockbuster products in its KH series, including Beidou & GPS antennas and electrical signal connectors. Hot-selling models cover KH-TYPE-C-16P, KH-TYPE-C-2P; SMA series KH-SMA-K513-G, KH-SMA-KE-Z; MMCX series KH-MMCX-Z; IPEX series KH-IPEX-K501-29, KH-IPEX4-2020; tact switch series KH-6X6X5H-STM, KH-6X6X6H-STM, KH-6X6X9H-TJ, KH-6X6X10H-TJ; HDMI series KH-HDMI-19P-CU and chip antenna KH-3216-A35.
6. Global smartphone market revenue reached USD 109 billion in Q2 2026, rising 7% year-on-year and hitting an all-time record for the second quarter.

Domestic News

1. On August 4, Jialichuang (Stock Code: 001232) was successfully listed. Its opening price stood at RMB 234.35 per share, representing a surge of 177.47%.
2. Kirin X90 Plus and Kirin XE90 chips were released.
3. ChangXin Memory Technologies increased its registered capital from approximately RMB 23.89 billion to RMB 31.39 billion, a growth of roughly 31%.
4. Advanced Micro-Fabrication Equipment (AMEC) forecasts its net profit attributable to parent company for the first half of 2026 to range from RMB 2.7 billion to RMB 2.9 billion, a year-on-year increase of 282.48% to 310.81%.
5. PineJunction Semiconductor officially launched an 8-inch SiC wafer packaging solution adopting copper interconnect full-through packaging technology.
6. The retail version of Lixun Technology’s self-developed consumer graphics card LX 7G100 is officially available at Lixun Technology’s JD self-operated flagship store.