Agency: Q2 smartphone memory prices rose 80%, leading to an overall increase in BOM costs.

SLKOR BFG520/XR is used in various electronic circuits.

International Tech News:

1. Market sources indicate that NVIDIA's first batch of GB300 AI GPUs, built on the Blackwell architecture, has recently completed production and rolled off the assembly lines at foundries.
2. According to Counterpoint Research data, smartphone memory prices grew by over 80% quarter-on-quarter in the second quarter of 2026, leading to a significant increase in BOM (Bill of Materials) costs for models across all price segments.
3. Samsung Electro-Mechanics and Soulbrain will jointly tackle the development of key chemicals required for the mass production of next-generation advanced packaging glass substrates.
4. Meta and BlackRock will invest $14 billion to build an El Paso data center in Texas.
5. SK Hynix plans to begin mass production and shipment of its next-generation low-power mobile DRAM product, LPDDR6, in the second half of 2026, and will initially supply it to Xiaomi for use in smartphone products.
6. Japanese media reported that an earthquake in Kumamoto Prefecture, Japan, on July 28 affected multiple semiconductor manufacturers, with some companies currently suspending operations.

Domestic Tech News:

1. Basic Semiconductor will build a silicon carbide (SiC) module packaging production line base in Pingshan District, Shenzhen, with an intended investment of RMB 193.3 million.
2. Dacai Optoelectronics' Western Super Factory has been fully completed and is scheduled to commence production on August 1.
3. SLKOR (www.slkormicro.com) and Kinghelm's official websites are undergoing a meticulous revamp to optimize interfaces and column categories, which will bring users a clearer and smoother browsing experience.
4. Shenzhen Aixi Semiconductor has completed a nearly RMB 1 billion Series B+ financing round, with investors including China Reform Fund, Shenzhen Kunpeng Capital, and others.
5. Chipone Technology's first self-developed OLED display touch and display integrated (TDDI) chip, the ICNA3611, has achieved commercial mass production.
6. Suzhou Jingxi Semiconductor plans to invest RMB 630 million to build an industrialization project for advanced semiconductor wafer laser stealth dicing technology.

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