International Tech News:

1. The 2026 China Semiconductor Advanced Packaging & Testing Conference and China International Semiconductor Packaging & Testing Conference will be held in Pudong, Shanghai, on March 22-23 next year.

2. Recently, NOR Flash has seen a price increase of up to 30%. There is a growing demand for high-capacity, high-performance NOR Flash in fields such as AI servers, smartphones, tablets, and wearables.

3. Chinese companies have become the absolute leaders in the global energy storage cell market, with the top five companies accounting for more than 78% of the market share, demonstrating a significant headwind effect.

4. The global humanoid robot market is expected to reach 12,400 units in sales and a market size of 6.339 billion yuan by 2025. By 2035, China’s robotics market is expected to surpass 300 billion yuan, with a compound annual growth rate (CAGR) of 62.6%.

5. The "Off-campus Training Base" jointly established by Shenzhen Information Vocational Technical University and Sacomicro Semiconductor was officially inaugurated.

6. The wafer foundry industry’s output value is expected to grow by around 20% in 2026, benefiting from the demand for high-performance computing (HPC). Advanced process output value will grow by 31%, becoming the primary growth driver.

Domestic Tech News:

1. YEESTOR’s (得一微电子) YS8297 storage controller chip has shipped over 100 million units, earning the 20th “China Chip” Excellent Market Performance Product Award.

2. Guoxin Technology's AI MCU chip, CCR4001S, has achieved mass production and shipment in the commercial air conditioning sector.

3. Heshun Petroleum plans to purchase no less than 34% of the shares in Shanghai Kuixin Integrated Circuit Design Co., Ltd., with the final transaction amount expected not to exceed 540 million yuan.

4. A-share storage module listed companies (Bawei Storage, Jiangbolong, Wanrun Technology, Demingli, Langke Technology, and Tongyou Technology) are currently strictly controlling shipment schedules, with the market now at its “inventory king” peak.

5. Xiamen Silan Microelectronics has launched the preliminary work for its 12-inch high-end analog integrated circuit chip manufacturing production line project, with a total investment of 20 billion yuan.

6. Chiplink Integration (688469.SH) has released a new silicon carbide G2.0 technology platform, utilizing the more advanced 8-inch manufacturing process, reaching a global leading level.

Shenxin Microelectronics & Sacomicro's "Off-campus Training Base" Officially Inaugurated!