The Third Chip Growth Forum will be held on September 19 in the conference hall on the 5th floor of Beifang Building, Futian, Shenzhen

International Tech News:

1. Qualcomm has proposed three pillars of 6G architecture for the AI era: connectivity, compute, and sensing.

2. Industry insiders said that with the implementation of export controls, uncertainty in the supply of indium phosphide substrates is becoming a major risk facing the semiconductor industry.

3. Samsung Electronics' Taylor fab has been converted into a 2nm process center and will begin trial production at the end of this month or early next month.

4. Intel's cumulative wafer processing volume using High-NA EUV lithography has exceeded 1 million wafers.

5. On the afternoon of September 19, 2026, the Third Chip Growth Forum will be held in the conference hall on the 5th floor of Beifang Building, Futian, Shenzhen. The forum's grand prize, an iPhone 17 Pro, is exclusively sponsored by Slkor’s third direct-sales store in Huaqiangbei (www.slkoric.com).

6. Qualcomm and Amazon have reached an agreement to jointly build AI data center infrastructure and will collaborate on developing optical interconnect solutions of up to 1.6T.
   
   

Domestic Tech News:

1. In the first half of 2026, 5,550 A-share listed companies reported total operating revenue of RMB 37.74 trillion and net profit attributable to parent companies of RMB 3.58 trillion, up 19.4% year on year.

2. According to the China On-Device AI Panoramic Landscape Report, the global on-device AI market was worth about RMB 200 billion in 2023 and is expected to exceed RMB 1.9 trillion (RMB 1,900 billion) by 2028, with a compound annual growth rate of 58%.

3. Tianwei Electronics has decided to terminate the acquisition of a 60% equity interest in Chengdu Xiuwei Technology Development Co., Ltd. and the related capital increase and share expansion.

4. Xiamen Silan Jihua's 12-inch high-end analog integrated circuit project has a total investment of RMB 20 billion, will build a 12-inch high-end analog chip production line, and aims to achieve full-line production in September 2027.

5. CETC Ceyear’s high-end electronic measurement instrument innovation and industrial conditions construction project, with a total investment of RMB 910 million, has started construction in Qingdao.

6. The AI-driven memory supercycle is rewriting the profit distribution rules for consumer electronics, with the speculative bubble in Huaqiangbei channels inflating and then suddenly bursting.
   
   

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