The storage chip sector continues to attract attention due to production cuts by major global manufacturers and price increases for high-end products. Chinese storage chip companies are seizing an opportunity for accelerated domestic substitution and market share expansion. In this issue, we summarize the recent important developments of companies in the A-share storage chip sector … Read more
Investing is like building a road; the better the road, the faster and more stable the vehicle runs. Huadian Co., Ltd. is adept at constructing the “highways” of the AI era. Recently, the A-share market has been buzzing about the margin balance returning to 2 trillion yuan, indicating a rise in market sentiment. In this … Read more
Introduction:Chinese semiconductor companies are accelerating their layout in Malaysia: from Huada Semiconductor leading the acquisition ofUnisem and Tongfu Microelectronics collaborating withAMD to expand production in Penang, to Chinese funds investing in local wafer foundrySilTerra. These cases reflect the strategic logic and challenges of Chinese companies “going abroad” to Malaysia under the intertwining of geopolitical games … Read more
1. From “Car Show” to “Production Line Ready”: The Transformational Milestone of Optimus V3In September 2025, Tesla confirmed for the first time at a closed-door meeting at its Texas Gigafactory that the hardware freeze version of Optimus V3 will be finalized in October, publicly showcased in November, and small-scale trial production will commence in December. … Read more
Briefing on important news in the semiconductor industry (sorted by occurrence time) 1.InternationalImportant News10 items 1. On September 29, the U.S. Department of Commerce released “penetrating” export control regulations, implementing an embargo on overseas subsidiaries of parent companies listed on the entity list with holdings greater than 50%, effective immediately. 2. On September 30, the … Read more
The semiconductor and new energy battery sectors continued their decline from yesterday, opening significantly lower and dragging down the three major indices. Although large financial sectors such as insurance, brokerage, and banks attempted to stabilize the market, the scattered hotspots had limited appeal, and ultimately, the market collapsed under the massive sell-off in the big … Read more
1. A-shares are soaring: 3900 points! But don’t rush to chase the highs. On the first day after the National Day holiday, the A-shares jumped directly to 3934 points, reaching a ten-year high! However, a closer look at the market reveals a “colorful dance”— the resource sector rose by 7.6%, with 20 stocks hitting the … Read more
According to reports, UBTECH’s logistics subsidiary UQI has officially signed a procurement contract with Tianqi Automation Engineering Co., Ltd.: Tianqi will purchase the UBTECH Walker S series industrial humanoid robots for a total price of 30 million yuan. As of now, UBTECH has accumulated approximately 430 million yuan in humanoid robot orders. At the same … Read more
1. Stock Price Soars! Intel Experiences Its Strongest Market Performance in 25 Years Today, Intel’s pre-market stock price surged again by 5%, with a nearly 40% increase throughout September! More astonishingly, on September 25, the stock price skyrocketed by 8.87% in a single day, closing at $33.99, the highest price since July 2024, and continued … Read more
Click the blue text above to follow me👆 Recently, the tech world has been buzzing. Not because someone released a new phone, nor because a company laid off employees, but because Intel—once the undisputed giant in the computer chip industry—has been reported to be seeking investment talks with Apple. Upon the news, Intel’s stock price … Read more