International

1. 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.
2. Amazon hardware devices see sharp price hikes. Some products including FireTV streaming players and Kindle e-readers record price increases up to 60%.
3. 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.
4. Samsung Electronics and SK Hynix keep expanding NAND flash wafer production capacity within China, helping balance market supply and demand.
5. 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.
6. Samsung Advanced Institute of Technology (SAIT) has pioneered a technology to control the size and orientation of pin crystals with trace carbon additives.

Domestic

1. 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.
2. 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.
3. 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.
4. 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.
5. 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).
6. Jingya Shengsi has achieved stable mass production of self-developed 2-inch aluminum-nitride single crystals, whose quality has reached international advanced level.