Industry Insights

Industry Insights

2026-11-02

NVIDIA Showcases Next-Generation CPO Technology Optics-on-Interposer: Light Engines Move From the Package Substrate Onto the Silicon Interposer as Optical Interconnect Competition Shifts to Chip Packaging

NVIDIA recently showcased its next-generation CPO (co-packaged optics) optoe…

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Industry Insights

2026-11-01

Autel Unveils the AAGI Air-Ground Intelligence Brand: Wheeled and Bipedal Humanoid Robots Take the Stage as the “Industry Brain” Multimodal Model Directs Unmanned Swarms

On October 30, the 2026 Autel Air-Ground Intelligence Alliance Conference, t…

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Industry Insights

2026-11-01

Academician Zheng Weimin Diagnoses Domestic Computing Power: Chip Performance and Pricing Are Turning Competitive, but the Software Ecosystem and Usage Cost Are the Real Keys to Scale

On October 31, the 2026 AI Plus Conference opened in Beijing. Zheng Weimin, …

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Industry Insights

2026-11-01

Memory Shortage Pushes OpenAI Into Action: Altman Returns to Samsung After Nearly a Year, Meeting 50 Executives Behind Closed Doors to Lock In Stargate Chip Supply

On the afternoon of October 31, OpenAI CEO Sam Altman appeared at Samsung&#8…

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Industry Insights

2026-11-01

VeriSilicon Unveils the GLTiny 3D GPU Programming Model: A Lean API Plus Ultra-Lightweight Drivers Bring 3D Graphics to Smartwatches and Smart Glasses

On October 29, VeriSilicon (688521.SH) announced the launch of GLTiny, an in…

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Industry Insights

2026-11-01

MediaTek Confirms Its Second AI ASIC Customer: ‘Not ByteDance,’ Volume Production in 2028, Targeting 20% of the Global AI Accelerator ASIC Market

On October 30, at its 2026 third-quarter earnings call, MediaTek confirmed t…

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Industry Insights

2026-10-31

Unitree Delivers Its First Post-IPO Financial Report: First-Three-Quarter Revenue of RMB 1.817 Billion with Net Profit Up 270.54%, as R&D Spending Above All of Last Year Drives a ‘Revenue Up, Profit Down’ Q3

On the evening of October 28, Unitree Robotics (688836.SH) released its 2026…

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Industry Insights

2026-10-31

Andes Technology Honors Parasoft as ‘Partner of the Year’: C/C++test Deeply Integrated with the AndeSight IDE as the RISC-V Automotive Software Ecosystem Takes Aim at ISO 26262 ASIL-D

On October 30, on the floor of RISC-V Summit China 2026, Andes Technology (T…

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Industry Insights

2026-10-31

Samsung Warns Memory Chip Supply Tightness Will Persist Through 2028: Q3 Operating Profit Tops KRW 100 Trillion for the First Time, While AI-Driven Memory Costs Force a Cut of About 10 Million Galaxy A Units

On October 29, Samsung Electronics released its 2026 third-quarter results a…

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Industry Insights

2026-10-31

Longsys 2026 Q3 Report: First-Three-Quarter Revenue of RMB 38.718 Billion with Non-GAAP Net Profit Up 2,868% YoY, as In-House Controller Chips Scale Up to Capture the AI Storage Boom

On the evening of October 29, Shenzhen Longsys Electronics (301308.SZ/09976.…

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Industry Insights

2026-10-31

XHEART Unveils Large-Model Chip X7 Ultra: 700 TOPS Under a ‘Large Models Define Chips’ Philosophy, Featuring China’s First Mass-Produced Armv9 Automotive-Grade CPU

On October 29, XHEART (Xinhangtu, Suzhou) officially launched its intelligen…

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Industry Insights

2026-10-30

Ingenic Delivers Its 2026 Q3 Report: Q3 Non-GAAP Net Profit Surges 3,437% YoY as Memory and Computing Resonate, with Computing-Chip Gross Margin Above 64%

After market close on October 27, Ingenic (300223.SZ) released its 2026 Q3 r…

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