Global Semiconductor Industry updates

1. The boom of edge-side AI is driving upgrades across the entire value chain, from chips and sensors to complete systems, injecting strong momentum into the semiconductor and automation equipment industries.

2. NVIDIA and Intel have announced a partnership to jointly develop multiple generations of customized data center and PC products.

3. Avatr is strengthening its strategic cooperation with CATL and other partners, planning to jointly launch 5 upgraded models by 2026 and a total of 17 models by 2030, covering segments such as sedans, SUVs, MPVs, and sports cars.

4. According to the Financial Times, Chinese tech stocks have significantly outperformed their Nasdaq counterparts this year, with Alibaba, Tencent, and Baidu shares rising by 96%, 55%, and 59% respectively.

5. Kinghelm Electronics (www.kinghelm.com.cn) is seeing its brand influence and product penetration grow stronger, with a surge in the number of its models being integrated into customer BOM lists.

6. Felix Tran, a research strategist at Bank of America, pointed out that nuclear power, with its low operating cost, stable supply, and low carbon emissions, will become a "necessity" for future AI development.

China Semiconductor Industry updates

1. China has officially released the Opinions on Deeply Implementing the "Artificial Intelligence Plus" Initiative, elevating AI technology to a national strategic level and accelerating the expansion of computing infrastructure.

2. Alibaba’s T-Head AI accelerator card PPU surpasses NVIDIA’s A800 in several hardware metrics such as memory capacity and inter-chip bandwidth, positioning itself between the NVIDIA A800 and H20.

3. Huahai Chengke has acquired a 70% stake in Hengsuo Huawei Electronics Co., Ltd., with the transaction totaling RMB 1.12 billion.

4. Xiaomi Automobile Technology Co., Ltd. has decided to recall 116,887 units of its SU7 Standard Edition electric vehicles produced between February 6, 2024, and August 30, 2025.

5. Xi’an Huajing Electronic Technology Co., Ltd. has declared bankruptcy. Founded in September 1998, it was once the largest high-tech enterprise in western China engaged in R&D and production of polysilicon and monocrystalline silicon.

6. With the continuous improvement of Chinese enterprises’ technological capabilities, coupled with changes in the global trade environment, the "domestic substitution" of integrated circuits has become the main theme of the industry.