International

1. 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.
2. Japan’s Toshiba continues to divest its shares in Kioxia, the NAND Flash manufacturer, with its shareholding dropping to 14%.
3. 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.
4. Sony Group will invest 1 trillion yen at its Kumamoto factory to mass-produce next-generation image sensors.
5. South Korea will set up a KRW 5 trillion special semiconductor fund, focusing investments in promising chip materials, components and fabless enterprises.
6. 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

1. 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”.
2. 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.
3. 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.
4. 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.
5. Guoyi Quantum has officially listed on the Shanghai Stock Exchange, with its total market value exceeding CNY 44 billion.
6. 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