International

1. 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.
2. Apple’s brand-new Advanced Manufacturing Center in Houston has officially commenced operation.
3. 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.
4. 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.
5. 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!
6. Data and AI software firm Databricks secured USD 5 billion in financing at a valuation of USD 190 billion.

Domestic

1. 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.
2. Hefei Kaiyue Semiconductor shipped its self-developed inline coater and developer tailored for memory manufacturing processes.
3. Suzhou Kaiwei Semiconductor Co., Ltd. plans to acquire 100% equity stake in Jingyi Semiconductor Co., Ltd. for CNY 1.65 billion.
4. The all-domestic high-end integrated cockpit and autonomous driving AI project powered by Horizon Robotics Starry Sky chip has officially landed.
5. 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.
6. Maxscend announced that it will implement price adjustments for its full lineup of RF products effective September 1, 2026.