"15th Five-Year Plan" industrial blueprint: China will accelerate the development of six emerging pillar industries, including integrated circuits and intelligent robotics

International Tech News:

1. It is estimated that Google TPU will reach an inflection point for large-scale volume production in 2028, with overall shipments expected to reach 12 to 15 million units.

2. Leading semiconductor silicon wafer manufacturer Liumingwei plans to establish a large-scale 12-inch high-end semiconductor silicon wafer production capacity project, with a total intended investment of RMB 3 billion.

3. The groundbreaking ceremony for SK Hynix's advanced packaging production base for AI-oriented memory was held.

4. NVIDIA and MediaTek have deepened their long-term partnership and will jointly build an AI computing platform spanning from the edge to the cloud.

5. Kinghelm Electronics (www.kinghelm.com.cn) has further expanded its product range, covering RF connectors, filter diplexers, RF jumper cables, 4G/5G antennas, Wi-Fi/Bluetooth antennas, BeiDou/GPS antennas, pin headers and female headers, terminal blocks and connectors, board-end sockets and pogo pins, non-standard/specialty, industrial/medical/automotive connectors, mechanical switches, electronic switches, encoders, board-mounted connectors, FPC/FFC connectors, data signal connectors, optical communication accessories, Type-C connectors, audio/video connectors, and more. For inquiries, please contact Ms. Yang: +86 15013493365.

6. Apple CEO Tim Cook will transition to Executive Chairman, and Apple's hardware engineering head, John Ternus, will succeed him as CEO.

Domestic Tech News:

1. During the "15th Five-Year Plan" period, China will focus on optimizing its industrial structure and accelerating the development of six major emerging pillar industries: integrated circuits, aerospace, biomedicine, low-altitude economy, new energy storage, and intelligent robotics.

2. The groundbreaking ceremony for the global headquarters project of Lianxun Instruments, with a total investment of RMB 2 billion, was held.

3. The R&D and manufacturing base project for semiconductor thin-film and etching equipment of Shangji Semiconductor, with a total investment exceeding RMB 1 billion, has been established.

4. Changxin Technology achieved operating revenue of RMB 150.31 billion in the first half of 2026, a year-on-year surge of 873.64%; net profit attributable to shareholders of the listed company reached RMB 77.605 billion.

5. TCL CSOT will gradually establish optical communication chip manufacturing capabilities in phases.

6. The phase II chip packaging project of Meiqing Semiconductor commenced, and the high-end semiconductor materials project of Guanghuan Semiconductor was launched.
   
   

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