International

1. NVIDIA will donate $250 million over five years to support relevant research in the United Kingdom.
2. Intel has secured foundry orders from Broadcom, Google, Apple, AMD, Microsoft, NVIDIA and other companies, and is optimistic about revenue opportunities brought by the 14A process and advanced packaging.
3. Musk's Terafab project has recruited a large number of talents from Samsung's Taylor plant in Texas.
4. GlobalFoundries will build two new chip factories in New York State with up to $21 billion in support from the Japanese government.
5. The series of authoritative articles "Research on Huaqiangbei 'Shanzhai Mobile Phones'" written by Song Shiqiang of Slkor (www.slkoric.com) has been republished by well-known industry media including EE Times-China, Electronics Supply & Manufacturing, Elecfans and EETOP!
6. IDC data shows that shipments of AI accelerators in China's data centers exceeded 2 million units in the first half of 2026. The market share of domestic chips continues to rise, and the window for substitution is opening.

Domestic

1. Longsys estimates its net profit attributable to shareholders for the first three quarters of 2026 to be between 14 billion yuan and 14.9 billion yuan, representing a year-on-year increase of 1,864.55% to 1,990.84%.
2. Axera released its brand-new high-computing edge AI SoC series AX8860 under the theme "Boundless Intelligent Manufacturing, Accessible Computing Power".
3. The Guoxin Energy diamond and semiconductor application product project with a total investment of 5.7 billion yuan has been signed and settled in Ordos High-tech Zone.
4. On October 14, 2026, Aiptek, a visual hardware enterprise, obtained a strategic investment of 58 million yuan from KTC.
5. On October 15, 2026, Shenzhen Transsion Holdings Co., Ltd. was officially listed on the Hong Kong Stock Exchange with a total market value of HK$41.839 billion.
6. Black Sesame Intelligence has formally signed an AI computing server sales framework contract and supporting technical cooperation agreement with an A-share listed company, with a total contract value of approximately 300 million yuan.