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Nomura: The shortage of memory chips will last until 2028
2026-10-30
348
Slkor Huaqiang North Store No.2 Completes Image Upgrade Again
International
1. Sales of Japanese chip manufacturing equipment exceeded 600 billion yen in September, a year-on-year increase of 48.2%.2. Intel's wafer fabs have adopted AI agents, boosting the speed of detecting equipment anomalies by 30%.3. According to the latest report from Nomura Securities and industry insiders, the shortage of memory chips will last until 2028.4. The Financial Times reported that Toyota is entering the humanoid robot sector and plans to deploy 400,000 robots.5. IBM has for the first time connected two quantum chips, achieving a 99% accuracy rate for quantum state transmission across chips.6. Sources say LG Display will jointly invest 1 billion yuan with Guangzhou Development Zone Holding Group to expand the OLED module production line at its Guangzhou plant.
Domestic
1. The 2026 APEC Summit in Shenzhen has 21 official economy members, including China, Thailand, Australia, Singapore, Hong Kong (China), Canada, the Republic of Korea, Japan, New Zealand and others.2. Biwin Storage posted operating revenue of 6.142 billion yuan in the third quarter of 2026, representing a year-on-year rise of 130.67%.3. Three Slkor (www.slkoric.com) stores in Huaqiang North have recently completed image upgrading, with improved end-user service experience.4. The BYD New Materials Industrial Park in Zhengzhou involves a total investment of 215 million yuan for the construction of a silicon carbide substrate wafer processing production line.5. United Microelectronics shipped approximately 1.2 million 12-inch wafers in the third quarter, hitting an all-time high, and its capacity utilization rate rose from 85% in the second quarter to 92%.6. Relevant authorities issued a notice that China plans to add 34 leading smart factories, including Xiaomi's super smart factory for high-end new energy vehicles.
During the APEC meeting: Shenzhen encourages enterprises across the city to adopt flexible work arrangements from November 16 to 20
2026-10-29
443
APEC CHINA 2026 Countdown, photographed in Huaqiang North
International
1. The industry is accelerating the commercial deployment of 5G-Advanced (5G-A) networks, with 6G poised for development right after.2. NVIDIA (NVDA-US) is acquiring open-source platform Hugging Face for 12.93 billion US dollars (approximately 86 billion Chinese yuan).3. Infineon has launched the ENDOPACK brand and its first product, ENDOPACK Cell, an automotive-qualified high-voltage chip embedding solution that can be directly integrated into PCBs.4. The global silicon photonics market is projected to grow from 1.82 billion US dollars in 2023 to 25.2 billion US dollars in 2030, representing a compound annual growth rate of over 28%.5. Recently, the English version of the popular article from Kinghelm (www.kinghelm.net), "Ten Years of Growth, Striving to Become a Leader in the Industry" featuring Zhou Yuan from the Second Sales Department of Kinghelm, has been published on hundreds of mainstream overseas media outlets including TechFront UK, Morning Star News, The Times, and European Times. The brand influence of Kinghelm and Slkor (www.slkoric.com) has been further expanded!6. AI giant Anthropic has officially submitted its S-1 registration statement, planning to list on the Nasdaq under the ticker symbol "ANT".
Domestic
1. The Shenzhen Municipal Human Resources and Social Security Bureau issued the Notice on Advocating Flexible Work Arrangements During the APEC Meeting, encouraging enterprises across the city to implement flexible work arrangements during the APEC meeting (November 16 to 20).2. The Zhongguancun High-Performance Chip Interconnection Technology Alliance (HIPI Alliance) will host HIPI CHIPLET FORUM 2026 in the Beijing Economic-Technological Development Area from November 16 to 17, 2026.3. The 2027 (8th) Semiconductor Investment Annual Conference and IC Rankings Awards Ceremony will be held in Chengdu on December 19, 2026.4. The 5th Nandu River Smart Healthcare and Rehabilitation Industry Summit Forum will convene in Haikou, Hainan Province on November 13, 2026.5. As reported by Wccftech, Chinese smartphone manufacturers are reusing components recovered from old devices in new models, with DRAM being the primary component.6. Chongqing Wuxi Microelectronics Co., Ltd. has launched WQ9002, an ultra-low-power dual-band Wi-Fi 6 chip.
Samsung Plans to Cut Chip Material R&D Cycle to 2 Years with AI
2026-10-28
623
Kinghelm and Slkor Hold a Tea Party for New Employees
International
1. Infineon will build a new 300mm wafer site in Europe for mass production of new-generation gallium nitride power semiconductors.2. SK Hynix posted revenue of 104.6155 trillion South Korean won and an operating profit of 83.3338 trillion South Korean won in Q3 of fiscal 2026, marking its first quarterly revenue above 100 trillion won.3. NVIDIA will invest 3 billion US dollars in Meta to expand cooperation with Meta on the Muse AI assistant and the Muse series of models.4. Micron has abandoned the 4F² roadmap for its next-generation DRAM. Instead, it will continue with the existing 6F² architecture and fully bet on wafer bonding and 3D stacking technology routes.5. Japan's SoftBank plans to invest 50 billion US dollars in Malaysia, focusing on technology sectors including artificial intelligence, semiconductors and digital infrastructure.6. Samsung Electronics intends to use AI technology to cut the R&D cycle of new semiconductor materials from five years to two years, and increase the screening volume of candidate materials by more than five times.
Domestic
1. Dataforce figures show that in the third quarter of 2026, European registrations of Chinese-brand vehicles roughly doubled year-on-year, with a market share of 12.7%, surpassing Japan’s 11.9% for the first time.2. Shenzhen is China’s third host city for APEC following Shanghai and Beijing. The theme of this session is "Building an Asia-Pacific Community for Common Prosperity".3. On the afternoon of October 27, Kinghelm and Slkor (www.slkoric.com) held a tea party for new employees at their headquarters. Participants bonded through casual communication to help new staff integrate into the team quickly.4. SHANNON SEMI achieved operating revenue of 106.426 billion yuan and net profit attributable to parent company of 5.340 billion yuan in the first three quarters of 2026, representing a nearly 14-fold year-on-year increase.5. China Information and Communication Technology Group Co., Ltd, together with Pengcheng Laboratory and other partners, realized real-time optical transmission of 3.2 Pb/s over a 24-core optical fiber, exceeding the 2.5 Pb/s achieved in March this year.6. Shanghai V-Test Semiconductor Tech. Co., Ltd. will invest 1 billion yuan in Phase II of its Shanghai headquarters base project to expand integrated circuit testing capacity.
Musk warns that more than 200 new cloud service providers may face bankruptcy and industry consolidation
2026-10-27
706
Articles of the "Huaqiangbei Mini Encyclopedia" columnby Kinghelm and Slkor are featured on Elecfans!
International
1. Elon Musk warns that the financing environment for artificial intelligence (AI) data centers is tightening rapidly, and more than 200 new cloud service providers (neocloud) may face bankruptcy and an industry consolidation wave.2. Intel Corporation has agreed to acquire Israeli startup Classiq Technologies Ltd. to advance its quantum computing strategy.3. Texas Instruments (TI) estimates that the semiconductor content per humanoid robot is approximately $500 to $1,000, with mass production expected to start in 2027.4. Emerging non-volatile memory represented by MRAM, PCRAM, ReRAM and FRAM has become a core underlying support for adapting to next-generation AI computing power and reconstructing new computing architectures.5. The articles Huaqiangbei Encyclopedia: Which Industry-Influential Enterprises and Representative Figures Have Emerged from Huaqiangbei? and Huaqiangbei Encyclopedia: Anti-Fraud Guide for Huaqiangbei — Uncovering the "Cash on Delivery Scam", produced by Kinghelm (www.kinghelm.net) and Slkor (www.slkoric.com), have been published on Elecfans!6. Arm has announced updates to its new-generation Mali GPU architecture, a unified software scheduling solution built for automotive, mobile and embedded endpoints.
Domestic
1. ZTE released its 2026 financial report. Its revenue for the first three quarters reached 116.8 billion yuan, a year-on-year increase of 16%, and computing power revenue accounted for 38% of total revenue.2. Mahexin Technology, an affiliate of Li Auto, signed a Series A financing agreement worth 1.625 billion yuan, with a maximum post-money valuation of 17.1 billion yuan.3. XHEART completed a strategic financing round of nearly 5 billion yuan.4. The list of China’s 2026 Outstanding Smart Factory projects was publicly announced. Unic’s "Smart Factory for Integrated Circuit Manufacturing with Digital-Intelligent Integration" was officially selected.5. The list of the first batch of 211 digital economy innovative enterprises included in Guangdong Province’s inventory was released, with 32 enterprises from Shenzhen selected.6. Statistics show that China’s enterprise AI GPGPU market grew from 1.9 billion yuan in 2021 to 11.8 billion yuan in 2025, representing a compound annual growth rate of 58.1%.
iFlytek launches the iFlytek StarSail WinWork Digital Employee Platform
2026-10-26
965
Slkor S9012 is a PNP bipolar transistor
International
1. Amid factors including capital market conditions, SK Hynix has suspended the IPO plan of its overseas subsidiary Solidigm.2. Intel Fab 62 wafer fab has entered the construction and equipment installation phase and is expected to commence operation in early 2028.3. DigiKey will invest 100 million US dollars to expand its distribution center over the next 18 months to meet the demand brought by a 50% growth in its business this year.4. Micron Technology announced that its G11 3D NAND flash memory has exceeded 400 layers, with mass production scheduled for the second half of 2027.5. Mitsubishi Materials plans to substantially boost the production capacity of thermistors for optical communication equipment. By November 2027, the monthly production capacity will rise to 12 million units.6. Intel will partner with AMD to jointly simplify PyTorch AI development on x86 CPUs.
Domestic
1. Huatian Technology plans to invest 3 billion yuan in the Phase II-2 project of the Nanjing Advanced Packaging and Testing Industrial Base.2. The 33rd APEC Economic Leaders' Meeting will be held in Shenzhen from November 18 to 19, 2026.3. The mobile APP for the Chinese official website of Slkor (www.slkoric.com) has been launched. After downloading, users can open it directly to conveniently access product information and services.4. iFlytek has released iFlytek Xingfan WinWork, which has built more than 80 types of professional digital employees covering risk control, contract review, procurement sourcing, material alternative selection and other tasks.5. The R&D and production base project of "Dingtanchip", a local brand under Italy's Terna Group, has settled in Suzhou.6. Rumors of the discontinuation of NVIDIA RTX 50 series have stirred the Huaqiangbei market, and the prices of its high-end consumer graphics cards have surged continuously since September.
Shenzhen becomes China's "third APEC city" in 2026
2026-10-24
1026
The emblem of APEC China 2026 in Shenzhen
International
1. NVIDIA announced a partnership with six supply chain partners, including Amkor Technology, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL and Unimicron, to expand critical manufacturing capacity worldwide.2. Apple’s first foldable phone, the iPhone Duo, went on sale on October 23 with a starting price of more than $2,000.3. Volvo Cars plans to cut approximately 2,500 jobs globally, around 2,000 of which will be in Sweden.4. AI cloud provider Modal plans to adopt NVIDIA’s next-generation Vera CPU to run AI Agent workloads.5. Kinghelm (www.kinghelm.net) products including KH-SMA-K513-G, KH-IPEX-K501-29, KH-TYPE-C-16P, KH-3216-A35 and KH-3216-A27 are selling well both online and offline! Popular search terms for the products: multi-function switch, illuminated switch, DIP switch, toggle switch, earphone jack, DC jack, FPC connector, USB connector, waterproof USB, detection switch, limit switch, encoder switch, tact switch, Type-C female socket, Type-C port, joystick switch, five-key switch, wheel switch, SMT detection switch, vertical detection switch, through-hole detection switch, SMT encoder switch.6. South Korea’s semiconductor exports reached $27.5 billion from October 1 to 20, 2026, surging 222.5% year-on-year.
Domestic
1. In 2026, Shenzhen becomes China’s "third APEC city". On October 22, BLACKARK Intelligent Ark International Smart Hardware Innovation Center in Huaqiang North, serving as a science and innovation exchange hub, welcomed four groups of visitors amid the opportunities brought by APEC 2026 Shenzhen.2. The "2026 Recommended List of Innovative Achievements in China Automotive Chips" was released. YT9911CL, a vehicle-grade TSN switch chip developed by Yutai Microelectronics, was selected as a recommended achievement in the communications category.3. Cambricon recorded operating revenue of 3.531 billion yuan in Q3 2026, up 104.47% year-on-year; its net profit attributable to parent company reached 1.404 billion yuan, an increase of 147.74% year-on-year.4. Beijing Beijing Doublink Solders Co.,Ltd. will build a semiconductor bonding material intelligent manufacturing base project in West Taihu Lake, Changzhou.5. Dr. Xu Chen, founder of CMOS image sensor provider SmartSens, won the "2025 TEEC Entrepreneurial Achievement Award".6. The Ceva Edge Technology Seminar 2026 will be held at Hilton Shanghai Zhangjiang on November 5, and registration is now open.
Song Shiqiang was interviewed by RTHK, talking about the overseas expansion path of Chinese tech brands amid the APEC opportunities in Shenzhen
2026-10-23
1120
Song Shiqiang was interviewed by RTHK(RADIO TELEVISION HONG KONG)Principal Reporter LAM Hon-shan
International
1. Renesas Electronics has launched its flagship 32-bit microcontrollers (MCUs), the RX74M and RX74N.2. Japanese media reports that Canon plans to boost its production capacity of lithography machines for the semiconductor back-end process by 50% in 2029 compared with 2026.3. Texas Instruments posted revenue of 6.06 billion US dollars in the third quarter of 2026, a year-on-year increase of 28%.4. Samsung and SK Hynix plan to produce NAND Flash chips with more than 200 layers at their factories in China.5. Driven by strong chip demand, Japan's exports stood at 10.97 trillion yen in September, rising 16.7% year on year.6. Intel Semiconductor(Dalian)Co. Ltd. has increased from 20 million US dollars to 816 million US dollars, representing a 3980% growth.
Domestic
1. The world's first Primo Domingo® gas-phase highly selective etching tool from Advanced Micro-Fabrication Equipment Inc. China has been successfully delivered.2. Statistics show that the output value of Shanghai's integrated circuit manufacturing sector grew by 23.4% and that of the artificial intelligence manufacturing sector rose by 24.8% in the first three quarters of 2026.3. Mr. Song Shiqiang was interviewed by RTHK(RADIO TELEVISION HONG KONG)Principal Reporter LAM Hon-shan, at the headquarters of Kinghelm/Slkor (www.slkoric.com). He talked about how Chinese technology enterprises can leverage the APEC meeting to be held in Shenzhen to tell Chinese brand stories well and push their products into the global market.4. The Xiyue Semiconductor power semiconductor project has been signed and settled in Hohhot. It is expected to generate an annual output value of 200 million to 250 million yuan and create around 140 jobs.5. TrendForce forecasts that server CPU shipments will increase by 31% year on year in 2026, and shipment growth may exceed 40% in 2027.6. EIIR and Suzhou Dongshan Precision Manufacturing Co.,Ltd will be listed on the Hong Kong Stock Exchange on October 28.
Exposure of Popular Search Keywords for Kinghelm Products
2026-10-22
1134
Kinghelm (www.kinghelm.com.cn) products connect the world!
Internationa
1. Samsung System LSI has decided to manufacture the discrete 5G baseband M2800 using its 2nm process, with development expected to be completed in 2027.2. Chip firm Groq is evaluating the adoption of 3D-stacked DRAM packaging technology in its next-generation chips.3. Equipment installation is underway at Intel Fab 62, and the facility is scheduled to commence operation in early 2028.4. Terafab, a chip manufacturing joint venture established by SpaceX and Tesla, plans to begin mass production in Q3 2028.5. Kinghelm (www.kinghelm.net) products including KH-IPEX-K501-29, KH-6X6X5H-STM, KH-6X6X5H-Z2J, KH-6X6X6H-STM, KH-VH-PT3.96, KH-SMA-P-8029 and KH-3216-H0209 are selling briskly both online and offline! Popular search keywords for the products: Type-C, SMA, IPEX, MCX, HDMI connectors, automotive wiring harnesses, adapter cables, pin headers, terminals, RF cables, antennas, GPS antennas, RF coaxial connectors, WiFi antennas, Beidou antennas, internal antennas, 4G antennas, ceramic antennas, RF connectors, electronic components, sensors, millimeter waves, tact switches, detection switches, toggle switches, pushbutton switches, microswitches.6. Eswin Computing has officially signed a Golden Partner Alliance Memorandum with SiFive, a globally renowned RISC-V processor IP vendor.
Domestic
1. Honor Watch 6 Pro has been officially launched, and its 1.5-inch wearable display has achieved mass production and shipment.2. The GT1500 series UWB chips developed by Jeyang Microelectronics have passed the stringent FiRa Core 4.0 certification issued by FiRa® Consortium.3. Samsung Electronics plans to upgrade its factory in Xi'an, China, aiming to convert the production line to 286-layer NAND flash memory by the end of 2026.4. An ultra-high-voltage power semiconductor device production project with an investment of 558 million yuan by Xiyue Semiconductor has settled in Hohhot.5. Changsha Chixin Semiconductor Technology Co., Ltd. has secured the exclusive UWB chip supply contract for Samsung Galaxy SmartTag 3, with annual shipments expected to reach tens of millions of pieces.6. In September 2026, domestic mobile phone shipments reached 21.856 million units, a year-on-year decrease of 21.7%. Among them, 5G mobile phone shipments stood at 19.234 million units, down 20.2% year-on-year, accounting for 88.0% of total mobile phone shipments in the same period.
4.65 trillion yuan! Shenzhen's foreign trade volume hits a new high in the first three quarters
2026-10-21
1460
Saco SLSRV05-4 ESD protection diode
International
1. According to South Korean media reports, Samsung Electronics plans to enter the photonic integrated circuit (PIC) foundry market starting in 2027.2. Over disputes regarding bonuses and profit sharing, the labor union at Micron Technology's Taoyuan plant will stage a one-day solidarity strike on October 22.3. Intel CEO Lip-Bu Tan revealed that roughly 80% of the company's large-scale restructuring has been completed.4. South Korean and U.S. semiconductor firms plan to launch the Wide TC Bonder wide thermal compression bonder in 2027.5. TrendForce estimates that the global optical fiber supply-demand gap will reach approximately 180 million core-kilometers in 2026, and the shortage may last until 2028.6. Samsung Display has developed a 7-inch-class OLED prototype, with samples tentatively expected to be released as early as the end of the year.
Domestic
1. CATL posted operating revenue of 442.137 billion yuan in the first three quarters of 2026, a year-on-year increase of 56.19%.2. The Ningbo Pulait Semiconductor Equipment Manufacturing Center has officially opened, with a planned annual capacity of 6 to 8 semiconductor equipment units.3. Slkor (www.slkoric.com) and Kinghelm regularly organize internal training sessions. This Saturday at 10 a.m., Chen Suwei, Deputy Director of Kinghelm, will be the speaker. Basketball and badminton team-building activities will be held in the afternoon to demonstrate the team's enthusiasm for learning and vitality.4. Relevant authorities disclosed on the 19th that Shenzhen’s total import and export volume reached 4.65 trillion yuan in the first three quarters of 2026. The import and export volume of AI-related components such as integrated circuits ranks first nationwide, contributing more than 60% of the city’s foreign trade growth.5. According to IDC statistics, global shipments of quadruped robots exceeded 49,000 units in the first half of 2026, surging 92.5% year on year.6. The registered capital of Changxin Storage (Beijing) has increased from approximately 50.85 billion yuan to about 60.18 billion yuan.
The "Huaqiangbei Mini Encyclopedia" column on Kinghelm's official website is launched!
2026-10-20
1404
Huaqiang North Museum, photographed by reporter Jin Hangbiao
International
1. Intel announced the exclusive mass production of 300mm indium phosphide silicon photonic wafers, with cumulative shipments of over 8 million optical transceivers and 32 million integrated lasers.2. The global market share of Chinese CMOS image sensor (CIS) enterprises has risen from 22% in 2023 to 31% in 2025. OmniVision Group claimed a 13% market share, surpassing Samsung for the first time to become the world's second-largest CIS supplier.3. As artificial intelligence evolves from training to inference and Agentic AI, KV cache, long context and large-scale data lakes are shifting pressure from computing power to memory and storage.4. China's DAMO Academy demonstrated new progress of C950 in multi-core interconnection, AI inference and server Java, and released the automotive-grade enhanced processor IP XuanTie E908A.5. The "Huaqiangbei Mini Encyclopedia" column of Kinghelm (www.kinghelm.net) has been launched. Ten anti-fraud articles including Huaqiangbei Mini Encyclopedia: Exposing the "White Pigeon Scam" in Huaqiangbei will be released successively. Mr. Song Shiqiang from Huaqiangbei hopes to purify the business environment of Huaqiangbei and reduce fraud incidents among practitioners and consumers.6. Intel CEO Pat Gelsinger stated that approximately 80% of the company's large-scale restructuring has been completed.
Domestic
1. The brand-new in-situ atomic force microscope (AFM) product APEX-X1 developed by Yuwei Semiconductor was showcased.2. Mingxin Qirui, a developer of intelligent compute-in-memory chips, recently secured 400 million yuan in Series A financing.3. Guoen Co., Ltd. acquired an 80% equity stake in Sichuan Zhongfuneng New Materials Technology Co., Ltd. for 1.504 billion yuan, officially entering the high-barrier electronic specialty gas sector.4. China has established a 60 billion-yuan national artificial intelligence industry investment fund, which has invested in a batch of high-quality projects.5. Xi'an Yicai generated operating revenue of 1.062 billion yuan in Q3 2026, a year-on-year increase of 68.50%; its net profit attributable to parent company stood at 441 million yuan, up 302.55% year-on-year.6. Tuojing Technology plans to acquire the controlling equity and related assets of Wuxi Shangji, a PVD equipment manufacturer, for 2.5 billion yuan.
China's RISC-V main control chip market is expected to exceed 200 billion yuan by 2030
2026-10-19
1468
Slkor BC817-40 can meet the application requirements of high frequency and high gain.
International
1. South Korea's LX Semicon has put more than 60 patents covering SiC devices and epitaxial wafers up for sale.2. NVIDIA denied the discontinuation of the RTX 5090 graphics card, stating that official supplies will remain available.3. Samsung Electronics and SK Hynix jointly unveiled the 7th-generation high-bandwidth memory "HBM4E".4. IDC data shows that global smartphone shipments fell by 22% in the third quarter of 2026 due to rising memory costs.5. Applied Materials plans to invest 5 billion US dollars to build the EPIC R&D center, with Intel, Samsung Electronics, Micron and SK Hynix among the founding partners.6. Japan has approved JASM's plan to convert its second wafer fab to produce 3nm chips. The plant is set for a monthly capacity of 6,000 wafers and is expected to be completed and start production in December 2028.
Domestic
1. Jiangyin Zhongde Electronics has successfully developed high-end chromium etching solution. Its pioneering "self-purification" technology fills the domestic gap.2. According to Frost & Sullivan data, China's RISC-V main control chip market grew from approximately 1.1 billion yuan in 2021 to about 37.7 billion yuan in 2025, and is projected to reach around 219.4 billion yuan by 2030.3. Slkor (www.slkoric.com), led by technical experts from Tsinghua University and Yonsei University, focuses on silicon carbide power devices. It has developed into an integrated enterprise covering design, R&D, manufacturing and sales. The international influence of the "Slkor" brand keeps growing, serving tens of thousands of customers worldwide.4. Pengcheng Laboratory recently released a series of technological achievements including the "Super Optical Direct Connection System and Optical Chips" in Shenzhen, and announced the official launch of the domestic optical chip process platform "Hetao Line".5. Li Auto's chip subsidiary secured 1.625 billion yuan in financing, with a maximum valuation of 17.1 billion yuan.6. Another breakthrough has been achieved in China's advanced packaging sector! The 16-layer glass-stacked GCP from Boking has officially rolled off the production line and entered operation.
Song Shiqiang of Slkor: His Series Masterpieces Research on "Shanzhai Mobile Phones" in Huaqiangbei Republished by Renowned Industry Media Such as Electronic Engineering Album
2026-10-16
1490
Song Shiqiang from Slkor published his substantial article A Study on "Shanzhai Phones"in Huaqiang North (Part II) in Electronic Engineering Album
International
NVIDIA will donate $250 million over five years to support relevant research in the United Kingdom.
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.
Musk's Terafab project has recruited a large number of talents from Samsung's Taylor plant in Texas.
GlobalFoundries will build two new chip factories in New York State with up to $21 billion in support from the Japanese government.
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!
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.
Yangtze Memory's NAND share hit 16.5% in Q2, surpassing Kioxia to rank third globally
2026-10-15
1437
International
1. The Association Connecting Electronics Industries released IPC-1783-CO2E, the International Standard for the Collection and Reporting of Carbon Dioxide Equivalent (CO2e) Emission Data in the Electronics Manufacturing Supply Chain.2. IBM plans to launch an early research and development process design kit for 7 angstrom stacked technology in the first quarter of 2027.3. The NBA Commissioner revealed that the league is collaborating with Wilson to develop a smart basketball embedded with microchips, which may be used to assist refereeing in games as early as 2027.4. ASML posted a net profit of 5 billion euros in Q3 2026, with EUV orders booked through 2030.5. Japan's Nikon unveiled the new digital photolithography system DSP-110 for advanced packaging applications.6. An IDC report shows that NVIDIA shipped 678,000 AI accelerators in China from January to June 2026, representing a 44% year-on-year decline.
Domestic
1. Yunhan IC City entered into a strategic cooperation agreement with Hegintek to jointly explore new models of AI-empowered hardware R&D.2. Data from Counterpoint Research indicates that Yangtze Memory Technologies achieved a 16.5% global NAND flash shipment share in Q2 2026, surpassing Kioxia and Micron Technology to rank third worldwide.3. Slkor (www.slkoric.com) has become an off-campus training base for Shenzhen Institute of Information Technology, with the official plaque-unveiling ceremony held in November 2025.4. Technical breakthrough: Professor Zhang Jinying's team at Xi'an Jiaotong University introduced tellurium into violet phosphorus crystals and successfully fabricated high-quality violet phosphorus-tellurium single crystals.5. Kingboard Holdings issued its eighth price increase notice within the year, raising the selling price of laminates and prepreg (PP) using thin fabrics of 2116 and below as raw materials by 15%.6. The Dehua Semiconductor Ceramics Industrial Park project of Lingde Group settled in Dehua County, Quanzhou, with a total investment of 2.6 billion yuan.
General Manager Song Shiqiang presented awards to Lin Yuanfang, the top sales performer, and the Dragon-Tiger Team, the First Sales Department of Slkor
2026-10-14
1521
General Manager Song Shiqiang (left) presents an award to Lin Yuanfang, the top sales performer
International
1. According to the report, the spot price of DDR5 memory in October 2026 rose by 8% quarter-on-quarter, with a cumulative increase of 20% over three months.2. Looktech officially launched its new-generation AI smart glasses, the world's first AI glasses equipped with a brain-computer interface.3. Applied Materials' Silicon Valley EPIC Center, built with an investment of 5 billion US dollars, was officially inaugurated. Intel, Samsung, Micron and SK hynix serve as founding partners.4. Brad Smith, President of Microsoft, stated bluntly in an interview that the current safety regulations for artificial intelligence are "even less stringent than those for washing machines and cartons of milk", and urged the United Kingdom to take the lead in establishing AI regulations.5. On October 12, the 2026 September Performance Commendation Conference for Kinghelm (www.kinghelm.net) and Slkor was held. General Manager Song Shiqiang presented awards to Lin Yuanfang, the top sales performer, and the Dragon-Tiger Team, the First Sales Department of Slkor.6. As of October 7, 2026, foreign investors held 46.37% of Samsung Electronics' shares.
Domestic
1. The DF1000 computing power chip developed by Orient Computing Core has officially started mass production and delivery.2. ACM Research (Shanghai), Inc.'s single-wafer high-temperature SPM cleaning equipment won the "CIFF China Chip Exhibition Innovation Achievement Award".3. Chengdu Zhongtewei Electronics Technology Co., Ltd. will deliver the first batch of domestically-made lithography machines manufactured in Shuangliu, Chengdu in early November.4. Guangxin Holdings Group plans to invest 3.5 billion yuan in Foshan to develop polarizer and new energy electronic separator projects, and invest 3.2 billion yuan in Shaoguan to build a green wet-process electronic separator project.5. Micro-Nano Technology intends to raise no more than 4.944 billion yuan to expand its core semiconductor equipment business, of which over 3.225 billion yuan will be invested in the advanced thin film deposition technology research and development center project.6. Dahua Technology plans to contribute 500 million yuan to invest in Ningbo Zhixing Yueheng Venture Capital Partnership (Limited Partnership).
Slkor achieves another victory! The view count of its popular science videos on TikTok exceeds 1 million
2026-10-13
1720
Slkor's Rectifier Bridge backend data, with views reaching 1.2 million
International
1. Microsoft released its third-generation self-developed AI chip Maia 300, with plans to deploy more than 1 million units next year.2. Taiwanese media reports that Qualcomm has raised the shipment prices of Snapdragon X and X2 Elite series PC processors starting in October, with an overall price increase of 10%.3. LG Display plans to tap into the IT OLED market with its "FLiPP" technology.4. Micron Technology posted revenue of 54.229 billion US dollars and a net profit of 37.701 billion US dollars in Q4 of FY2026, representing a year-on-year increase of more than 10 times.5. ASML will increase the price of replacement parts for equipment sold to South Korea by 10%.6. GlobalFoundries announced the topping-out ceremony for its SPRINT fab expansion project and unveiled its next-generation FD-SOI technology platform, FDX Fusion.
Domestic
1. Wuwen Xinqiong, a domestic AI-native infrastructure enterprise, completed a 2.3 billion-yuan Series C financing. The company was founded by Professor Wang Yu from Tsinghua University.2. Changxin Technology is expected to launch a new generation of DDR5 RDIMM products integrating advanced technologies such as the 4F² architecture and hybrid bonding by the end of 2026.3. The science popularization video "Rectifier Bridge" produced by Slkor (www.slkoric.com) has achieved up to 1.2 million views on TikTok. This milestone is the fruit of the company's years of deep cultivation in overseas markets and demonstrates the continuous growth of Slkor's brand influence.4. Yuexin Semiconductor, known as "Guangzhou's First Chip", will be listed on the Shenzhen Stock Exchange on October 13, 2026, with a market value of approximately 34 billion yuan.5. Shenghe Microcrystal launched its self-developed SmartPoser®-BD high-performance computing packaging technology platform.6. China has approved and released the national standard series for the "StarFlash Wireless Communication System" (including GB/T48336.101—2026), which will come into force on April 1, 2027.
The 26th China International Industry Fair (CIIF2026) opens at the National Exhibition and Convention Center (Shanghai)
2026-10-12
1771
Kinghelm Best-selling Products
International
1. Qualcomm acquired RISC-V startup Akeana.2. Jensen Huang, CEO of NVIDIA, Lisa Su, CEO of AMD, and Elon Musk, CEO of Tesla, were awarded the National Medal of Science in recognition of their contributions to semiconductors, artificial intelligence (AI), space technology and other fields.3. In 2026, three industrial waves — high voltage adoption, AI computing power and embodied intelligence — converge, making isolation chips architectural-level components that determine system safety and performance.4. Apple's first foldable smartphone, iPhone Duo, will open for pre-orders at 8 p.m. on October 16 and go on official sale on October 23.5. Kinghelm (www.kinghelm.net) KH-HDMI-0017 HDMI connector has become a highly respected option in the market thanks to its superior performance and reliable current support. Rated at a maximum current of 0.5A, this connector can stably transmit audio and video content with high resolution and high refresh rate, delivering an immersive audio-visual experience for users.6. Goldman Sachs analysis shows that the annualized revenue per gigawatt (GW) of AI computing power is approximately $40 billion to $50 billion for short-term spot leasing, and around $20 billion to $30 billion for long-term contracts.
Domestic
1. CHInano 2026, the 16th International Nanotechnology Industry Expo (referred to as CHInano Expo), will be held at Suzhou International Expo Center from October 21 to 23.2. Leading packaging and testing enterprises including ASE Group and King Yuan Electronics are experiencing the strongest price hike wave in history. Orders for small and medium-sized packaging and testing factories such as Huatai, Chaofeng and Xigge Group have also increased simultaneously.3. The construction of Lichuan Semiconductor Equipment R&D and Production Base Project in Zhangjiagang High-tech Zone (Tangqiao Town) has started, with a total investment of 1.05 billion yuan.4. In September 2026, GAC Group sold 128,634 vehicles, a year-on-year decrease of 25.72%.5. The 26th China International Industry Fair (CIIF2026) will take place at the National Exhibition and Convention Center (Shanghai) from October 12 to 16.6. Puya Semiconductor plans to acquire a 49% equity stake in Zhuhai Nuoya Changtian Storage Technology Co., Ltd.
Apple expands into whole-home smart home products, with its new product launch event scheduled for October 13
2026-10-10
1694
Last day of the special offer. New and existing customers are welcome to inquire!
International
1. South Korean media reports that due to the continuous surge in memory chip prices, Samsung Mobile plans to drastically cut smartphone production in Q4 2026, with an estimated production reduction of 20% to 30%.2. Japan's Sumitomo Bakelite will invest 10 billion yen to add production lines at its factories in Suzhou and Singapore to expand the production capacity of semiconductor materials.3. Synopsys announced that it will jointly build a dedicated AI model GPT-Synopsys with OpenAI and is exploring partnerships with Chinese AI laboratories.4. Apple Inc. will launch a brand-new smart home product lineup on October 13, 2026, with the official event theme "Welcome Home".5. An IDC report shows that global PC shipments reached only 62.7 million units in Q3 2026, and shipments of leading manufacturers declined collectively.6. TOWA plans to invest 5 billion yen to build a chip manufacturing equipment factory in Kyoto to strengthen Japan's semiconductor supply chain.
Domestic
1. Biren Technology's new-generation GPU has been successfully powered on and entered the post-tapeout verification phase.2. Guangdong Xincheng Hanqi, a holding subsidiary of Biwin Storage, completed a capital increase and share expansion of 600 million yuan.3. The three direct stores of Slkor Semiconductor (www.slkoric.com) in Huaqiang North have recently completed store image upgrades, welcoming new and existing customers with more comfortable displays and a distinctive brand image while continuously improving service and quality.4. A major Inner Mongolia semiconductor industry project has settled in Bayannur Economic and Technological Development Zone, with a total investment of 59.287 billion yuan.5. TrendForce forecasts that flash memory prices by the end of 2026 will reach four times the level in mid-2025, and server memory costs are expected to rise more than sixfold.6. On October 9, 2026, Beijing ESWIN Computing Technology Co., Ltd. was listed on the Main Board of the Hong Kong Stock Exchange, with a total market capitalization of HK$33.058 billion.
Soaring by 782.5% year-on-year! Samsung Electronics posts an operating profit of 107.4 trillion won in Q3 2026
2026-10-09
1784
Advertising renderings of "Slkor, Core Powers the Future" for Slkor Semiconductor
International
1. Daishin Securities forecasts that Samsung will regain the largest share of the HBM market in 2027.2. Tesla plans to launch mass production of its humanoid robot Optimus by the end of 2026, with a planned annual capacity of 1 million units, equivalent to approximately 19,000 units per week.3. Samsung Electronics posted sales of 195 trillion South Korean won in Q3 2026, a year-on-year increase of 126.6%; its operating profit reached 107.4 trillion South Korean won, surging 782.5% year on year.4. The MTS2027 Storage Industry Trend Seminar themed "Wave of Chips and Light, New Landscape for Storage and Computing" will kick off in Shenzhen, China on December 8, 2026.5. The advertisement "Slkor, Powering the Chip Future" from Slkor Semiconductor (www.slkoric.com) will soon appear on the streets of Huaqiangbei. This bright shade of Chinese red signals the rise of another Chinese chip player!6. The global wafer foundry 2.0 market revenue hit 96.6 billion US dollars in Q2 2026, up 25% year-on-year and 11% quarter-on-quarter.
Domestic
1. The Shuyang project of Xinyang Semiconductor with a total investment of about 700 million yuan has started construction and is scheduled to officially commence production and operation in June 2027.2. Muxi Integrated Circuit (Shanghai) Co., Ltd. wholly established Muxi Integrated Circuit (Chongqing) Co., Ltd.3. Xpeng Motors plans to achieve mass production of its humanoid robot production line by the end of 2026 and start commercial deliveries in 2027.4. The advanced packaging substrate project of Guangzhou Guangxin Semiconductor has broken ground, targeting high-end FCBGA packaging substrates as its core products.5. The Physics AI / Motor Control Technology Innovation Forum & Advanced Awards Ceremony will be held at The Westin Shenzhen Nanshan on December 11, 2026.6. It is estimated that the number of active agents in enterprise scenarios in China will reach 350 million by 2031.
Special offer for four models including Slkor Semiconductor A7 ends on the 10th
2026-10-08
1723
The event will end on October 10. New and existing customers are welcome to make inquiries.
International
1. Samsung Display will restart its A7 plant and plans to build production lines for medium and large-sized IT OLED panels.2. South Korea's semiconductor exports reached 60.3 billion US dollars in September, surging 262% year-on-year.3. Russia plans to build a semiconductor manufacturing plant to produce 300mm wafers with a maximum process node of 14nm.4. Applied Materials and Intel will deepen their partnership to jointly develop next-generation AI chip manufacturing technologies.5. Toshiba plans to invest approximately 60 billion Japanese yen to significantly expand its HDD (Hard Disk Drive) manufacturing facilities in the Philippines.6. Toppan of Japan and Broadcom's new packaging substrate plant in Singapore has officially commenced operation, creating more than 330 new jobs.
Domestic
1. Deepseek announced the open-sourcing of infrastructure components for the Ascend computing platform, including the TileLang high-level language compiler, computing libraries and distributed communication libraries.2. Junheng Technology's R&D and manufacturing headquarters base has settled in Wuhan Optics Valley, with an expected investment of 309 million yuan.3. The special price promotion for four models of Slkor Semiconductor (www.slkoric.com), namely A7, 1N4148W, FR107 and M7, will end on October 10. Only the last two days remain. New and existing customers are welcome to inquire and place orders.4. Statistics show that China's integrated circuit output exceeded 386 billion pieces in the first eight months of this year.5. The high-end compound semiconductor materials and chip industrialization base invested by XianDao CoreOptics with 12 billion yuan has started production in Wuhan Optics Valley.6. The newly revised Regulations on the Protection of Layout-Designs of Integrated Circuits shall come into force on October 15.
The global supply-demand gap for indium phosphide substrates will exceed 70% in 2026
2026-09-30
2063
Product 3D drawings on Kinghelm official website (www.kinghelm.com.cn)
International
1. Chipmaker AMD has agreed to acquire World Labs for $8.2 billion (approximately 55 billion yuan).2. The global total demand for indium phosphide substrates is expected to reach 2.6 million to 3 million pieces in 2026, while the effective compliant production capacity is only about 750,000 pieces, representing a supply-demand gap of over 70%.3. It is projected that global shipments of high-speed optical modules will approach 180 million units in 2027 and rise to 245 million units by 2028.4. The IC Exhibition of China International Industry Fair (China Core Expo) will be held in Hall 5.2H of the National Exhibition and Convention Center (Shanghai) from October 12 to 16, 2026.5. To help customers better use Kinghelm products, 3D drawings of some products are available for download on the official Kinghelm website (www.kinghelm.com.cn)!6. Global semiconductor industry revenue is expected to hit $425.4 billion in Q2 2026, surging 31.4% quarter-on-quarter.
Domestic
1. Tsinghua University and its collaborators have proposed an algorithm-driven adaptive optimization manufacturing strategy for 2D chips targeting foundries.2. TCL CSOT’s MLED project involves a total investment of approximately 12.5 billion yuan, with plans to build core production lines for LED chips and LED direct display.3. The registered capital of Huaqin Technology Co., Ltd. has increased from roughly 1.02 billion yuan to around 1.52 billion yuan, and that of Hefei Datang Storage Technology Co., Ltd. has risen from 285 million yuan to 331 million yuan.4. The Honor Magic9 series has been officially launched, equipped with the self-developed Yuguang H1 imaging chip and other components.5. The E-Chuang Micro electrostatic chuck headquarters project has settled in Wuxi National High-Tech Zone, with a planned total investment of 500 million yuan.6. Tencent QClaw will officially cease operations at 00:00 on December 24, 2026.




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