Kinghelm and Slkor Hold New Employee Tea Gathering International Tech News: Infineon will build a new 300mm wafer facility in Europe to mass-produce next-generation gallium nitride power semiconductors. SK Hynix's Q3 FY2026 revenue was KRW 104.6155 trillion, and operating profit was KRW 83.3338 trillion, with quarterly revenue exceeding KRW 100 trillion for the first time. NVIDIA will invest USD 3 billion in Meta to expand cooperation with Meta on the Muse intelligent assistant and Muse series models. Micron's next-generation DRAM gives up the 4F² route and instead continues the existing 6F² architecture, betting fully on wafer bonding and 3D stacking technology routes. Japan's SoftBank plans to invest USD 50 billion in Malaysia, focusing on technology fields such as AI, semiconductors, and digital infrastructure. Samsung Electronics plans to use AI technology to shorten the R&D cycle of new semiconductor materials from 5 years to 2 years, and increase the screening volume of candidate materials by more than 5 times. Domestic Tech News: Dataforce data shows that in Q3 2026, Chinese-brand car registrations in Europe roughly doubled year on year, with a market share of 12.7%, surpassing Japan's 11.9% for the first time. Shenzhen is China's third APEC host city after Shanghai and Beijing; the theme of this year's event is "Building an Asia-Pacific Community to Promote Common Prosperity." On the afternoon of October 27, Kinghelm and Slkor (www.slkoric.com) held a new employee tea gathering at the company headquarters. Everyone closed the distance through relaxed exchanges, helping newcomers quickly integrate into the team. Shannon Xinchuang achieved operating revenue of RMB 106.426 billion in the first three quarters of 2026, with net profit attributable to the parent company of RMB 5.340 billion, up nearly 14 times year on year. China Information and Communication Technologies Group, together with Peng Cheng Laboratory and others, achieved 3.2 Pb/s real-time optical transmission over 24-core optical fiber, surpassing 2.5 Pb/s in March this year. V-Test Semiconductor will invest RMB 1 billion to build the Phase II project of its Shanghai headquarters base, expanding integrated circuit testing capacity. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Screenshot of related information released by defrauded merchants in Huaqiangbei Song Shiqiang of Huaqiangbei said earnestly, "You can't walk in the jianghu without getting cut. If you get cut, you get cut; after you get cut, you still have to keep walking!" Fraud is common in Huaqiangbei business. Our Huaqiangbei Mini Encyclopedia column has compiled this information in the hope of purifying Huaqiangbei's business environment, enabling practitioners to operate with integrity, helping consumers avoid being cheated, making buying and selling in Huaqiangbei reassuring, and making Huaqiangbei's overall business more prosperous. The "pig-farming scam" in Huaqiangbei electronic components has existed for many years, and several cases almost every year are reported. It uses the industry's credit-term rules: "pay small amounts on time in the early stage to build trust, then concentrate large-value goods fraud and run away." It is contract fraud with illegal possession as its purpose, specifically harvesting electronic component suppliers. Its targets are IC chips, passive components, and other spot goods. Often, the fraudulent company makes multiple suppliers fall victim, with involved amounts ranging from hundreds of thousands to tens of millions of yuan. A few months ago, a company called "Yuzhou*Hui" defrauded many Huaqiangbei merchants of tens of millions of yuan, and many of them were my friends. This time, the scammers packaged themselves as an SMT factory. When Kinghelm (www.kinghelm.net) and Slkor (www.slkoric.com) first entered the industry, we were also defrauded twice, with amounts of RMB 83,000 and RMB 256,000 respectively. The lessons were painful. Photo taken at Chuangxin Cloud Electronics Market, New Trend Frontline, Huaqiangbei Core Logic of the Huaqiangbei "Pig-Farming Scam": 1.Packaging the Entity (Setting the Stage) Scammers first use fake or borrowed ID cards to register shell companies. They rent offices in office buildings around Huaqiangbei, do simple decoration, recruit purchasing salespeople, and look like a regular trading company. They claim their customers are terminal production factories and large foreign trade orders, and inquire everywhere in industry groups and spot goods circles for suppliers. Even the salespeople do not know that the boss is running a scam; the whole staff cooperates in the act. Features: There is no real purchasing demand. From the beginning, the scammers prepare for "disappearing afterward and making tracing difficult." 2.Finding Pigs and Raising Pigs (Accumulating Credit, Laying Groundwork for Months) Scammers prioritize shops or companies with hot parts and sufficient inventory, offer slightly higher than market prices, and "raise" multiple suppliers at the same time. They first place small orders with cash on delivery and transfer payment immediately upon receipt, never delaying. After getting the goods, the scammers immediately dump them below market price to cash out, actively taking small losses. The purpose is to buy trust: after continuous multiple transactions, suppliers see stable payment and growing orders, judge the customer to be a high-quality big customer, and many suppliers gradually relax risk control. Next, the scammers begin testing: they continue placing orders in batches with gradually increasing amounts, then apply for short-term credit terms (7 days, 15 days), citing factory payment cycles and financial processes, promising a small amount of credit first, and settling on time when due. Features: The scammers' active losses are the cost of buying trust. All transactions are groundwork; the goal is the final large-value goods fraud. 3. "Killing the Pig" and Running Away (Concentrated Slaughter) When the time is ripe, scammers often use the excuse that "a new project is going into production and a large order is needed, but funds are temporarily tight." They simultaneously place super-large orders with multiple suppliers and apply for extremely long credit terms. What they want are mostly common models and hot "internet-famous" chips in the market, which are easy to dump for cash. They request "deliver all goods first, agree on payment terms, and pay no deposit." Many suppliers, because of long-term timely payments before, are unwilling to lose a big customer and agree to ship. Once the goods are in hand, the scammers quickly dump chips and other components in the Huaqiangbei market at low prices to cash out. After cashing out: the office is emptied overnight, phone and WeChat are blocked, the company is deregistered or lost contact, suppliers cannot get payment, and the goods have already been sold. Features: Behind large-volume orders, the entity is falsely registered, personnel are temporarily hired, and after the case, personnel disappear and assets are transferred in advance, making evidence collection and asset recovery difficult. Delivery cart, one of the early "Four Treasures of Huaqiangbei" defined by Song Shiqiang! Derivative Variants of the "Pig-Farming Scam": 1.Batch-amplified credit-term version: Do not suddenly place a huge order; instead, slowly increase the credit limit and keep pressing goods, and run away only after accumulating a large enough amount. 2.Mixed-order scam: Mix in a small amount of real terminal demand, mixing true and false orders to further lower suppliers' vigilance. 3.Joint disguise: Forge factory workshop photos, purchase contracts, and customer project materials, and even intentionally or unintentionally invite suppliers to visit (the visited site is temporarily rented). Huaqiang Electronics World, photo by Kinghelm reporter (www.kinghelm.net) Reasons for the High Incidence of the "Pig-Farming Scam": Chips are easy to cash out + industry credit-term practices + lack of risk control among small merchants + low-cost packaging of shell companies by scammers + poor information sharing among suppliers + difficult post-event recovery. In addition, suppliers' information is not synchronized. Under the combined effect of these multiple factors, pig-farming goods fraud in Huaqiangbei repeatedly occurs. Huaqiang Electronics World Shenzhen Store 3: One-Stop Electronic Procurement and Trading Market Avoidance Guide for the "Pig-Farming Scam": No credit terms for new customers; either cash before delivery or collect a deposit (not less than 30%). For new companies, must verify the legal representative's real name, business risks, and litigation records, conduct on-site visits to verify the authenticity of operations, listen more to peer evaluations and trade references, and use bank review where conditions permit. Multiple suppliers should exchange information; pay attention in industry WeChat and QQ groups to whether the same company is simultaneously inquiring with multiple suppliers for the same materials. Be highly alert to customers who only take spot goods, only care about delivery speed, and do not care about product quality; customers who continuously buy at high prices; and customers who suddenly increase order volume and demand large credit terms. For large orders, try to collect a deposit; for popular chips and high-value ICs, prioritize cash. When accounts receivable are overdue, directly freeze the customer's new orders to avoid "shipping while they owe." Shenzhen Huaqiang Small Loan Co., Ltd. It is worth mentioning that the above points rely only on human prevention and will inevitably become lax over time. Therefore, many Huaqiangbei spot suppliers have chosen to use systems. For example, Longwei ERP's six recommended configurations turn the "pig-farming scam" into a management safeguard where "the system will not let it pass": # Control Longwei ERP's Six Recommended Configurations 1 Customer Risk Tagging Mismatch between registered capital / number of insured employees and purchase volume → Automatically flag the customer; no payment terms by default. 2 Credit Limit Order amount exceeds remaining credit limit → System freezes the order; release requires approval. 3 Payment-Term Tiers For new customers, the first 3 orders must be paid before shipment. Payment terms are unlocked progressively after on-time payments. 4 Abnormal Growth A customer's monthly order value increases by more than 3× month over month → Mandatory risk-control review. 5 Price Alerts Unit price deviates by ±20% from the market reference price, or falls below cost → Highlight in red and block the transaction. 6 Overdue Account Linkage At T+1 after payment becomes overdue → Automatically freeze new orders; at T+30 → Escalate to collections. Note: The data and materials in this article refer to authoritative reports and materials. If there is any infringement or inaccuracy, please contact us.

Many chip traders use this agreed phrase: "Delivery at the stone lions at Jiahe; cash on delivery." Uncle Song of Huaqiangbei tells everyone, "If you often wander the jianghu, how can you avoid a knife?" Fraud happens from time to time when doing business in Huaqiangbei. Our Huaqiangbei Mini Encyclopedia column has compiled this information, hoping to purify the business environment of Huaqiangbei, so that practitioners can operate with integrity and be less likely to be scammed. The Huaqiangbei electronic components "cash on delivery scam" uses the transaction promise of "in-person inspection on delivery; if unsatisfied, do not accept it" to lower buyers' vigilance. It relies on the underlying industry loophole that electronic components "cannot be distinguished as original, ground, refurbished, or pulled parts with the naked eye or in a short time," combined with process loopholes in courier COD collection and private-account settlement. Then, through information isolation between buyer and seller and non-escrow payment channels that block post-transaction rights-protection paths, it achieves profit-making or payment-interception fraud. The everyday bustle of Huaqiangbei, with endless braised pork trotter rice. The mainstream routines and derivative variants of the Huaqiangbei electronic components "cash on delivery scam" include: 1. COD collection with visually similar inferior or counterfeit goods (the most common; small purchasers and small factory buyers frequently fall into this trap) Scammers use social software and industry groups to send customers attractive real photos and original-packaging photos, quote prices significantly lower than the market price, and use scripts such as "original stock, COD supported, open-box inspection in person, reject directly if unsatisfied, no deposit required" to attract traffic. This is actually also one of the common transaction modes in Huaqiangbei. After buyers take the bait, scammers use courier COD collection. Because component "inspection" has two layers: appearance inspection, which couriers can do, and electrical parameter/function testing, which requires instruments and cannot be done in a courier scenario, scammers exploit the information gap between these two layers to substitute "appearance is fine" for "goods are qualified." Buyers generally can only quickly count and look at packaging, with no time to power up, test parameters, check silkscreen markings, or trace origin. Once they scan and pay, or transfer money to the delivery person or collection agent, it is equivalent to "accepting the goods as qualified." But after taking the goods back to the factory for SMT placement and machine installation, they find the goods do not match: refurbished or pulled parts, ground and re-marked codes, counterfeit goods, short quantities, ground and re-silkscreened parts, pulled old parts or mixed good and bad parts, aged inventory parts, domestically printed counterfeits passed off as imported genuine goods, and re-reeled refurbished parts. By then the COD funds have already been settled to the sender, the scammer, and the scammer directly disappears or refuses to acknowledge it and shifts blame, saying, "Signing for receipt means confirmation; burning out after installation is human damage and not covered by warranty." There are also cases where, due to a missing evidence chain, they falsely accuse the buyer of swapping the goods, then directly block the buyer. Couriers and platforms do not accept disputes over the electrical quality of components, and the buyer passively bears the loss. A few days ago, I saw that a female boss in Huaqiangbei bought a cut-down version of Xilinx FPGA products, with the price differing from the original by 10 times, and is still in litigation. Variant: the courier COD and on-site delivery mixed-material scam. A reel of parts looks normal on the outside, or a small amount of bad parts is mixed in. A small sample check may pass, but after large-volume SMT placement, failures occur in a concentrated fashion, even burning PCB boards, amplifying customer losses. The White Pigeon scam is similar to this scam: it artificially isolates the real buyer and the real supplier and manipulates things in the middle to defraud money. There is also a goods-fraud model: scammers impersonate buyers and trick suppliers into delivering goods to a designated location. After signing for receipt, they find an excuse to run away and resell the goods, leaving the supplier unpaid. The "Golden Mushroom Head" in Huaqiangbei is also a high-frequency meeting place for goods. 2. Swapping scam (a two-way trap; suppliers are more likely to fall for it) There are two situations. 1) Buyer-side swapping: the seller sends goods by COD; the buyer opens the box in front of the courier and quickly swaps them, preparing an empty reel or bad parts with the same appearance in advance, then says the goods do not match and requests rejection. When the courier returns the goods, the merchant finds that their goods have been swapped. The payment cannot be collected, and the genuine parts are gone. 2) Seller-side swapping: the sample is good, but the bulk goods are replaced with bad parts. After the buyer receives the goods, rights protection is difficult. Reverse version: the buyer places an order, receives the goods, and then uses "needs testing" as an excuse to stall the seller, after which they request partial refunds or return swapped goods for various reasons. 3. Deposit plus COD balance composite scam Scammers first collect a small deposit to lower the buyer's vigilance and promise that the balance will be paid by courier COD. When shipping, they directly send inferior parts, short-quantity parts, or empty reels. Even if the buyer rejects the package, the deposit is directly swallowed by the scammer. 4. Empty package or short-quantity scam (small-amount traffic bait) Scammers lure orders with extremely low prices, promise COD, and make the package weight close to that of a genuine parts reel. The buyer signs and pays, opens the package, and finds an empty reel, a scrap reel, or only a few sample parts inside, with a serious quantity mismatch, but the scammer has already disappeared. Tower B, Guoli Building, New Asia. Photo by a Kinghelm (www.kinghelm.net) reporter. High-incidence reasons for the Huaqiangbei "cash on delivery scam": 1.Transaction model flaws (the core): COD requires full payment on the spot, which treats payment as acceptance of the goods and puts the quality verification obligation after payment. Many small and medium-sized traders are accustomed to inquiring and ordering online via social software, delivering offline or by courier, and collecting payment via private cards, without platform escrow, corporate accounts, or rigorous contracts. Scammers artificially separate buyers from real suppliers, defrauding both sides and intercepting payment. 2.Psychological loopholes on both sides: buyers mistakenly believe COD is zero-risk and relax risk control when encountering urgent orders or low-priced spot goods. Sellers, the real suppliers, want to close deals, accept the condition of "deliver first, collect payment later," trust intermediaries' promises, and do not verify directly with the end buyer. 3.Loose market format: scammers do not operate at fixed businesses in the market; they only borrow market merchants' information and business-license photos to commit fraud, making it difficult for market managers to identify them in advance. Many backpackers and temporary middlemen are highly mobile, collection accounts can be changed at any time, and real-name information is easily impersonated or rented, making tracing difficult. 4.Ambiguous industry terminology: there is no unified standard for pulled parts, pulled old parts, and similar terms. Sellers use oral expressions to create information gaps and pass off inferior goods as good ones. 5.Complex spot-goods speculation chain: ownership is difficult to clarify, materials change hands many times, and pulled parts, refurbished parts, loose new parts, and original parts are mixed in the circulation pool of the Huaqiangbei electronics market. The boundaries themselves are blurred, leaving room for scammers to "pass off inferior goods as good ones." 6.Relatively low cost of illegality: one set of scripts, multiple social accounts, and rented bank cards or collection accounts enable low-cost crime. After success, scammers quickly cancel accounts and change identities, and funds are easily split and laundered, making arrest and loss recovery difficult. 7.High threshold for evidence and rights protection: grinding chips and changing silkscreen text are professional counterfeiting, and ordinary people can hardly retain effective evidence. Chip authenticity and quality require professional testing, which is costly. Disputes are easily classified as commercial disputes and difficult to file as fraud cases. Non-motor vehicle rectification, photographed on a street in Huaqiangbei. Huaqiangbei "cash on delivery scam" avoidance guide: The scam's COD arrangement treats "cannot power up and test on site" as an established rule, deliberately cuts off direct communication between buyer and seller, and a price far below market, scarce parts claimed to be in stock, and acceptance only of private-account or courier COD full payment are all high-risk signals. To prevent fraud, do the following: 1.For COD, try to agree on "allowing on-site inspection, supporting platform escrow, supporting corporate transfer, and agreeing that the buyer may bring simple testing tools for on-site testing," as well as "at the receiving site, only count quantity and check appearance, and pay only a small advance payment; seal and retain samples of the goods and take them back; pay the balance after power-on testing passes; if unqualified, return in full and the seller bears shipping." At the same time, agree on a clear testing period, generally 3 to 5 working days, complete power-on and function testing within the period, and keep test reports. 2.Prohibit intermediaries from isolating buyer and seller. Buyer and seller must directly verify identity and collection accounts by phone and video. Prefer fixed stalls, ask for real photos of the stall and business license, and prioritize platform escrow transactions and corporate transfers. 3.Record the entire receiving process. The buyer should video the unpacking, counting, silkscreen, appearance, and sealing and packing of samples. Individually sealed samples should be labeled and confirmed by both buyer and seller, because prevention is far more important than post-event rights protection. 4.If defective goods appear, such as ground silkscreen, changed codes, refurbished goods passed off as original, or pulled old mixed materials passed off as tested good products, the buyer should immediately send photo, text, and video evidence and first negotiate with the seller. Do not delete chat records, and do not make a second payment directly after private negotiation. If negotiation fails, the buyer should preserve evidence and complain to 12315 and the market management office. If the amount is large, the other party disappears, or there is deliberate counterfeiting and payment interception, organize a full set of evidence and report to the police. Note: The data and materials in this article refer to authoritative reports and materials. If there is any infringement or inaccuracy, please contact us.

Articles from Kinghelm and Slkor’s "Huaqiangpedia" column have been featured on Elecfans! International Tech News: Musk warned that the financing environment for artificial intelligence (AI) data centers is tightening rapidly, and more than 200 new-type cloud service providers (neoclouds) may face bankruptcy and an industry consolidation wave. Intel has agreed to acquire Israeli startup Classiq Technologies Ltd. to advance its quantum computing strategy. Texas Instruments (TI): semiconductor content per humanoid robot is about US$500–1,000, with mass production expected to begin in 2027. Emerging non-volatile memories represented by MRAM, PCRAM, ReRAM and FRAM have become core underlying support for adapting to next-generation AI computing power and reconstructing new computing architectures. "Huaqiangpedia: Which Industry-Shaping Companies and Figures Came Out of Huaqiangbei?" and "Huaqiangpedia: Exposing the ‘Cash on Delivery Scam’ in Huaqiangbei Anti-Fraud," produced by Kinghelm (www.kinghelm.net) and Slkor (www.slkoric.com), have been published on Elecfans! Arm announced an update to its new-generation Mali GPU architecture, a unified software scheduling solution for automotive, mobile and embedded terminals. Domestic Tech News: ZTE released its 2026 financial report: first-three-quarter revenue was RMB116.8 billion, up 16% year on year, with computing power revenue accounting for 38%. Mahexin Technology, under Li Auto, signed a first-round financing agreement worth RMB1.625 billion, with a maximum post-money valuation of RMB17.1 billion. XHEART Xinxin Hangtu completed a strategic financing round of nearly RMB5 billion. China’s 2026 Excellence-level Smart Factory project list was publicly announced, and Lianxin’s "Digital-Intelligent Integrated Circuit Manufacturing Smart Factory" was officially selected. The list of Guangdong Province’s first batch of 211 digital economy innovative enterprises was publicly announced, with 32 Shenzhen enterprises selected. According to statistics, the AI GPGPU market for Chinese enterprises increased from RMB1.9 billion in 2021 to RMB11.8 billion in 2025, with a compound annual growth rate of 58.1%. Kinghelm products are widely used in automotive and medical fields. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

1. NVIDIA Reportedly Standardizes NVHBM Base Dies on TSMC 3nm Date: October 19, 2026Summary:NVIDIA has reportedly asked Samsung, SK hynix and Micron to use TSMC's 3nm process for the base dies of its next-generation NVHBM memory. The move would standardize HBM base-die production at TSMC and bring the three memory suppliers onto a common foundry platform, according to TrendForce and Korean media reports. Base dies handle memory control and interface functions, so process-node and packaging choices directly affect bandwidth, power and yield.Importance:Tightens the link between HBM and leading-edge foundry capacity, giving TSMC a larger role in AI memory supply and making 3nm allocation, CoWoS packaging and base-die qualification key variables for HBM4 and beyond.Source: TrendForce; Reuters; The Next Web 2. CXMT Expects Over Eightfold Revenue Jump as Memory Squeeze Persists Date: October 19, 2026Summary:CXMT expects revenue to rise more than eightfold this year amid the global memory shortage, according to The Wall Street Journal, after the Chinese DRAM maker reported a record nine-month profit. Its shares fell nearly 8% as investors looked past the earnings turnaround and focused on valuation, execution and the sustainability of memory pricing. CXMT is also reportedly preparing a NAND push while rival YMTC works on DRAM, broadening competition between China's two largest memory companies.Importance:Shows how quickly China's memory suppliers are scaling during the AI-driven shortage, while cross-entry into NAND and DRAM could reshape supply relationships, pricing and technology competition over the next several years.Source: CXMT; The Wall Street Journal; CNBC 3. YMTC to Mass Produce 9,600 MT/s LPDDR5X and Expand into DRAM Date: October 23, 2026Summary:YMTC plans to begin mass production of LPDDR5X memory running at 9,600 MT/s, with reports saying the device targets 4F2 memory cells and marks the Chinese NAND maker's move into DRAM. YMTC has also overtaken Samsung in China's NAND flash market, according to KED Global, strengthening its position just as it prepares for an IPO. The company is betting on premium eSSD products and high-speed mobile memory to compete with Samsung, SK hynix and Micron.Importance:Adds a new China-based DRAM entrant and a stronger NAND competitor, increasing the likelihood of price and share shifts in mobile memory and enterprise storage while giving buyers more supply options outside Korea and the United States.Source: YMTC; TechPowerUp; KED Global 4. Samsung Electro-Mechanics MLCC Lead Times Reach 52 Weeks as AI Demand Surges Date: October 21, 2026Summary:Samsung Electro-Mechanics' MLCC lead times have stretched to about 52 weeks, with new orders now taking roughly a year to fulfill as AI server demand overwhelms available capacity, according to industry reports. The company is also expanding FC-BGA and ABF substrate production through a strategic partnership with NVIDIA, and reports say it will build dedicated capacity for the AI accelerator supply chain. The tightening extends beyond memory into passive components and substrates, two areas where capacity additions are slow and qualification cycles are long.Importance:Confirms that AI infrastructure demand is creating shortages in MLCCs and IC substrates, not just logic and memory. Longer lead times raise procurement risk for servers, networking gear and power supplies, and strengthen the case for early allocation and multi-source planning.Source: Samsung Electro-Mechanics; THE ELEC; Chosunbiz 5. DRAM Contract Prices Seen Rising 20% QoQ in Q4 2026 Date: October 20, 2026Summary:TrendForce expects DRAM contract prices to rise about 20% quarter over quarter in the fourth quarter of 2026, slower than the previous quarter's increase but still supported by AI demand and tight supply. The forecast covers conventional DRAM as well as server and mobile segments, where suppliers are prioritizing high-value AI and data-center allocations. Memory makers continue to shift wafer capacity toward HBM and advanced products, limiting availability of commodity DRAM.Importance:Sustains cost pressure across PCs, smartphones, networking equipment and industrial systems that rely on standard DRAM, and reinforces the need for long-term supply agreements, design flexibility and early procurement.Source: TrendForce 6. U.S. Awards $389 Million for Power Semiconductor and Materials R&D Date: October 22, 2026Summary:The U.S. Department of Commerce signed letters of intent for up to $389 million in CHIPS Act R&D awards to four companies developing power semiconductors, power modules and critical materials. Helion would receive up to $175 million for high-voltage power semiconductors and pulsed-power modules, Commonwealth Fusion Systems up to $85 million for RF and radiation-hardened electronics, Vertical Semiconductor up to $73 million for vertical GaN power devices targeting a 2.5 MW AI data-center rack, and Sibelco up to $56 million for ultra-high-purity quartz. The government will receive minority, non-voting equity stakes in the companies.Importance:Directs public funding toward high-voltage, high-efficiency power devices and materials that are increasingly important for AI data centers, grid infrastructure and advanced manufacturing, reducing reliance on overseas suppliers for critical power components.Source: NIST; U.S. Department of Commerce; Reuters At Kinghelm At Kinghelm, we track memory pricing, passive-component lead times and power-device capacity because they directly affect component availability and design cycles. These signals guide our work in RF antennas, connectors, wire harnesses, precision cables and interconnect solutions for AI infrastructure, automotive and industrial electronics.

Slkor S9012 is a PNP bipolar transistor International Tech News: Due to factors such as the capital market environment, SK hynix has suspended the IPO plan of its overseas subsidiary Solidigm. Intel's Fab 62 wafer fab has entered the construction and equipment installation stage and is expected to begin operations in early 2028. DigiKey will invest USD 100 million over the next 18 months to expand its distribution center to meet a 50% business growth demand this year. Micron Technology announced that its G11 3D NAND flash memory has surpassed 400 layers and will enter mass production in the second half of 2027. Mitsubishi Materials plans to significantly increase production capacity for thermistors used in optical communication equipment; by November 2027, monthly capacity will be raised to 12 million units. Intel will collaborate with AMD to simplify x86 CPU AI development for PyTorch. Domestic Tech News: Huatian Technology plans to invest RMB 3 billion to build Phase II, Stage 2 of its Nanjing advanced packaging and testing industrial base. The 33rd APEC Economic Leaders' Meeting in 2026 will be held in Shenzhen from November 18 to 19, 2026. Slkor's (www.slkoric.com) Chinese official website mobile app has been launched; after downloading, users can open it directly to conveniently access product information and services. iFLYTEK has launched Xingfan WinWork and has created more than 80 types of professional digital employees, covering risk control, contract review, procurement sourcing, material substitution selection, and other work. The R&D and production base project of "Dingtanxin", a local brand under Italy's Tenap Group, has settled in Suzhou. Rumors that NVIDIA's RTX 50 series has been discontinued have disrupted the Huaqiangbei market; since September, prices of its high-end consumer graphics cards have continued to jump. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Logo of the 2026 Shenzhen APEC "China Year" International Tech News: NVIDIA announced cooperation with six supply chain partners—Amkor Technology, Ibiden, KYEC, Samsung Electro-Mechanics, SPIL, and Unimicron—to expand critical manufacturing capacity globally. Apple's first foldable phone, iPhone Duo, will go on sale on October 23, with a base price of more than USD 2,000. Volvo Cars plans to lay off about 2,500 employees globally, including about 2,000 in Sweden. AI cloud service provider Modal plans to introduce NVIDIA's next-generation Vera CPU to run AI Agent-related workloads. Kinghelm (www.kinghelm.net) products such as KH-SMA-K513-G, KH-IPEX-K501-29, KH-TYPE-C-16P, KH-3216-A35, and KH-3216-A27 are selling well both online and offline! Popular product search keywords: multi-function switch, illuminated switch, DIP switch, toggle switch, earphone jack, DC jack, FPC connector, USB connector, waterproof USB, detection switch, limit switch, encoder switch, tactile button, Type female socket, Type-C interface, joystick switch, five-key switch, thumbwheel switch, SMD detection switch, vertical detection switch, through-hole detection switch, SMD encoder switch. South Korea's semiconductor exports from October 1 to 20, 2026, reached USD 27.5 billion, surging 222.5% year on year. Domestic Tech News: In 2026, Shenzhen becomes China's "third APEC city". On October 22, Huaqiangbei Zhifangzhou, as a sci-tech innovation exchange window, welcomed four groups of visitors, leveraging the opportunities of the 2026 Shenzhen APEC. The "2026 China Automotive Chip Innovation Achievements Recommendation List" was released, and Yutai Micro's automotive TSN switching chip YT9911CL was successfully selected as a recommended achievement in the communications category. Cambricon achieved operating revenue of RMB 3.531 billion in Q3 2026, up 104.47% year on year; net profit attributable to parent was RMB 1.404 billion, up 147.74% year on year. Beijing Dabo Nonferrous Metal Solder Co., Ltd. will build a semiconductor bonding materials intelligent manufacturing base project in Changzhou West Taihu. CMOS image sensor supplier SmartSens founder Dr. Xu Chen was honored with the 2025 TEEC Entrepreneurship Achievement Award. The 2026 Ceva Edge Technology Seminar will be held on November 5 at Hilton Shanghai Zhangjiang, and registration is now open. Kinghelm pogo pins and spring contacts Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Song Shiqiang interviewed by LAM Hon-shan, Principal Reporter of RTHK International Tech News: Renesas Electronics released its flagship 32-bit microcontrollers (MCUs), the RX74M and RX74N. Japanese media reported that Canon plans to increase the production capacity of lithography machines for semiconductor back-end processes by 50% by 2029 compared with 2026. Texas Instruments reported third-quarter 2026 revenue of USD 6.06 billion, up 28% year on year. Samsung and SK Hynix plan to produce NAND Flash chips with more than 200 layers at their factories in China. Driven by strong chip demand, Japan's exports in September amounted to JPY 10.97 trillion, up 16.7% year on year. The registered capital of Intel Semiconductor (Dalian) increased from USD 20 million to USD 816 million, an increase of 3,980%. Domestic Tech News: The world's first Primo Domingo® gas-phase high-selectivity etching equipment from AMEC has been successfully delivered. Data show that in the first three quarters of 2026, the output value of Shanghai's integrated circuit manufacturing industry grew by 23.4%, and the output value of its artificial intelligence manufacturing industry grew by 24.8%. Mr. Song Shiqiang gave an exclusive interview to LAM Hon-shan, Principal Reporter of RTHK, at the headquarters of Kinghelm/Slkor (www.slkoric.com), discussing how Chinese technology enterprises can seize the opportunity of the APEC meeting to be held in Shenzhen, tell Chinese brand stories well, and promote their products to the international market. Xiyue Semiconductor power semiconductor project has been signed and settled in Hohhot, with an estimated annual output value of 200 million to 250 million yuan, creating about 140 jobs. TrendForce estimates that server CPU shipments will grow 31% year on year in 2026, and shipment volume is expected to grow by more than 40% in 2027. Weiyi Zhizao and Dongshan Precision will be listed on the Hong Kong Stock Exchange on October 28. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Kinghelm (www.kinghelm.com.cn) products connect the world! International Tech News: Samsung System LSI has decided to adopt a 2nm process to manufacture the external 5G baseband M2800, with development expected to be completed in 2027. Chip company Groq is evaluating the introduction of 3D stacked DRAM packaging technology in its next-generation chips. Intel's Fab 62 is currently installing equipment and is expected to begin operations in early 2028. Terafab, a chip manufacturing joint venture between SpaceX and Tesla, plans to achieve mass production in Q3 2028. Kinghelm (www.kinghelm.net) products including KH-IPEX-K501-29, KH-6X6X5H-STM, KH-6X6X5H-Z2J, KH-6X6X6H-STM, KH-VH-PT3.96, KH-SMA-P-8029, and KH-3216-H0209 are selling well both online and offline! Product hot search keywords: Type-C, SMA, IPEX, MCX, HDMI connectors, automotive wiring harnesses, adapter cables, pin headers, terminals, RF cables, antennas, GPS antennas, RF coaxial connectors, WiFi antennas, BeiDou antennas, built-in antennas, 4G antennas, ceramic antennas, RF connectors, electronic components, sensors, millimeter wave, tactile switches, detector switches, toggle switches, pushbutton switches, micro switches. ESWIN Computing and the internationally renowned RISC-V processor IP company SiFive have officially signed a Golden Partner Alliance memorandum. Domestic Tech News: Honor Smartwatch 6 Pro has been officially released, and its 1.5-inch wearable display has achieved mass production and shipment. The GT1500 series UWB chips from Jieyang Micro have passed the stringent FiRa Core 4.0 certification of the international standards organization FiRa® Consortium. Samsung Electronics plans to upgrade its Xi'an factory in China, with the goal of switching its production line to 286-layer NAND flash by the end of 2026. Xiyue Semiconductor's ultra-high-voltage power semiconductor device production project, with an investment of RMB 558 million, has landed in Hohhot. Changsha Chixin Semiconductor Technology Co., Ltd. has secured exclusive UWB chip supply rights for the Samsung Galaxy SmartTag 3, with expected annual shipments in the tens of millions of pcs. In September 2026, domestic market mobile phone shipments reached 21.856 million units, down 21.7% year on year, including 19.234 million 5G phones, down 20.2% year on year, accounting for 88.0% of mobile phone shipments during the same period. Kinghelm plug-in terminal block Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

How many entrepreneurs can one street produce? Put that question to Huaqiangbei, and the answer will stretch your imagination. What makes this district remarkable is not just the sixty-odd billionaires it has helped create, but also the companies and entrepreneurs that have gone on to transform entire industries.Kinghelm's best-selling ceramic antennas, FPC antennas and chip antennas The best-known name in tech is Ma Huateng of Tencent. He was 27 in 1998 when he and a classmate started the company in a small office at the SEG Science and Technology Park, and it was here that Tencent generated its first major revenues through QQ and later went public in Hong Kong. The story has been told countless times and remains one of Huaqiangbei's strongest calling cards. Tencent aside, Han's Laser, DJI, Kinghelm and Slkor also spent their early days taking their products from zero to one in Huaqiangbei.Where Tencent began, photographed at the Huaqiangbei Museum The computer and networking equipment sector also produced several founders who are major figures you cannot ignore. Wu Haijun of Hasee Computer could not rent a decent storefront in the early days and had to start from someone else's small counter selling computer parts and accessories, before building Hasee into a mainstream domestic PC brand. Zhao Jianjun, founder of the TP-LINK router business, also began among the counters of Huaqiangbei. Other companies that emerged from the district include Kingdee, TP-LINK, Coship and EVOC. The most inspiring story is probably Wang Li, chairwoman of Horn Audio. According to industry veterans, Wang Li began her career as a coil-winding worker on a factory production line before moving to Huaqiangbei to sell mobile phone microphones from a retail counter. Seeing that the trade worked, she set up on her own. She kept studying and improving herself as she worked, ran the company on scientific management and standardised practice, and the business grew and grew. Horn Audio is now a leading company in the industry.Song Shiqiang (right) of Kinghelm and Slkor at the appreciation banquet for JLC's listing The past five years have also seen a new generation of success stories in consumer electronics and semiconductors. Cai Huabo began trading memory products from a counter in Huaqiangbei in 1999, and later the company developed its own controllers and firmware; in 2022 Longsys, run by Cai Huabo and his sister, listed on ChiNext and became a leader among domestic memory module makers, and in 2026 it added Hong Kong H shares. Zhang Qingsen, founder of UGREEN, came to Shenzhen in 2007 as a foreign trade salesperson, then moved from contract manufacturing for other brands to a brand of his own, selling data cables into more than a hundred countries through e-commerce channels, and the company ended up on the Shenzhen Stock Exchange. Bluetrum, which makes chips for TWS earbuds, rode the wave of white-label earbuds in Huaqiangbei and listed on the STAR Market in 2022, its prospectus disclosing chip sales in the hundreds of millions. Another notable chapter in Huaqiangbei's entrepreneurial story is the rise of JLC: in 2006 Yuan Jiangtao pulled together 100,000 yuan and started from a one-metre counter in Huaqiangbei, and over two decades he, Ding Hui and Ding Huixiang developed a manufacturing model built around small batches and fast turnaround, one that took the group public in 2026 with a market capitalisation above 100 billion yuan.Kinghelm's best-selling IPEX, FAKRA, SMA, and BNA board-mount connectors These people took very different roads. Some sold components, some built brands, others developed chips, and one entrepreneur began on a factory production line. What they share is plain to see: the nerve to venture, to act, to innovate and to break past themselves. Perhaps that is the real legend of Huaqiangbei — it never promises anyone success, but it always keeps a place where an ordinary person can begin. None of these entrepreneurs got where they are without the ecosystem around them, and every one of them carries, in their work and in their bones, the Huaqiangbei spirit of risk-taking, innovation, perseverance and pragmatism — the spirit that Kinghelm (www.kinghelm.net) and Slkor, under Song Shiqiang, have distilled from the district.Kinghelm's best-selling GE113 RF adapter cables, SSMA adapter cables and more Which companies and entrepreneurs will be the next to achieve a major breakthrough? Plenty of people are backing Song Shiqiang, the founder of Kinghelm and of Slkor. Song Shiqiang says Kinghelm (https://www.kinghelm.net) offers a comprehensive range of antennas, connectors, RF cables and assemblies, headers, terminals, and switches for smart hardware applications, supporting the reception, transmission, and protection of RF and microwave signals and data. The range includes USB Type-C, SMA, IPEX, and MCX RF connectors, HDMI connectors, RJ45 connectors, automotive wiring harnesses, RF adapter cables, pin and female headers, terminals, GPS antennas, RF coaxial connectors, Wi-Fi antennas, BeiDou (BDS) antennas, built-in navigation and positioning antennas, 4G communication antennas, Bluetooth ceramic antennas, RF connectors, tactile switches, detector switches, slide switches, push-button switches, micro switches, multifunction switches, illuminated switches, DIP switches, and toggle switches.Kinghelm's best-selling board-to-board connector series Kinghelm also offers audio sockets, DC power jacks, FFC/FPC connectors, USB connectors, waterproof USB connectors, limit switches, coding switches, SMD coding switches, Type-C female sockets, USB Type-C connectors, joystick switches, 5-way navigation switches, and thumbwheel switches, plus vertical, through-hole, and SMD detector switches. Key models in the Kinghelm KH series include KH-6X6X6H-STM, KH-IPEX-K501-29, KH-6X6X5H-STM, KH-6X6X5H-Z2J, KH-3216-H0209, KH-VH-PT3.96, and KH-SMA-P-8029. Together with the electronic components, sensors, and TVS diodes of Slkor (www.slkoric.com), Kinghelm serves tens of thousands of customers worldwide, providing products and supporting technical services. Song Shiqiang of Kinghelm and Slkor in a photograph from his early days in business in Huaqiangbei About the founder: Song Shiqiang is the founder and general manager of both Shenzhen Slkor Micro Semicon Co., Ltd.(https://slkoric.com/) and Shenzhen Kinghelm Electronics Co., Ltd. (www.kinghelm.net). He is an expert lecturer with the Chinese Institute of Electronics, a scholar of Huaqiangbei culture and a popular-science columnist. He started out as a rank-and-file technician and went on to serve as CEO of an internationally listed real estate company, and he brings a deep store of technical management and business experience to the job, combining a solid grounding in macroeconomics with company development and day-to-day management to drive the rapid growth of Kinghelm and Slkor. Song Shiqiang has followed Huaqiangbei closely for years, studying its history and its business models, distilling its spirit and drawing out its culture. His research articles — "A Study of Huaqiangbei", "The Transformation and Development of Huaqiangbei", "A Rebuttal of Bloomberg's Huaqiangbei Story", "The Wealth Code of Huaqiangbei", "Software and Hardware Upgrades in Huaqiangbei's Transformation", "The Grey Supply Chain of Shanzhai Bluetooth Earbuds in Huaqiangbei" and "A Study of Shanzhai Mobile Phones in Huaqiangbei" — have been republished by authoritative media at home and abroad, among them People's Daily, Xinhua News Agency, Global Times, the Associated Press, Yahoo News, The Wall Street Journal and Harvard Business Review, and by industry outlets such as EETimes China, Elecfans, ESM China and EE Focus. Through these publications, he has helped introduce Huaqiangbei, known as China's "No. 1 Electronics Street," to a global audience. In the age of short video, his series "Song Shiqiang on Huaqiangbei" has drawn large audiences on YouTube, TikTok and Bilibili. Through this series, he advocates the preservation of traditional Chinese culture, economic development, a cleaner business environment, and continued social progress in Huaqiangbei.

Slkor SLSRV05-4 ESD anti-static diode International Tech News: Korean media reported that Samsung Electronics plans to enter the photonic integrated circuit (PIC) foundry market starting in 2027. Due to disputes over bonuses and profit sharing, the union at Micron Technology's Taoyuan plant will launch a one-day solidarity strike on October 22. Intel CEO Lip-Bu Tan revealed that the company's large-scale restructuring is about 80% complete. Hanmi Semiconductor plans to launch its Wide TC Bonder wide thermocompression bonding machine in 2027. TrendForce estimates that the global optical fiber supply-demand gap in 2026 will be about 180 million core kilometers, and the shortage may continue until 2028. Samsung Display has developed a 7-inch-class organic light-emitting diode (OLED) prototype and initially expects to launch samples as early as the end of the year. Domestic Tech News: CATL achieved operating revenue of RMB 442.137 billion in the first three quarters of 2026, up 56.19% year on year. Ningbo Pulite Semiconductor Equipment Production and Manufacturing Center was officially put into operation, with a planned annual capacity of 6–8 semiconductor equipment units. Slkor (www.slkoric.com) and Kinghelm regularly conduct internal training. This Saturday at 10 a.m., Chen Suwei, Deputy Director of Kinghelm, will give a lecture, and basketball and badminton team-building activities will be organized in the afternoon, showcasing the team's learning and vitality. Relevant authorities disclosed on the 19th that in the first three quarters of 2026, Shenzhen's total imports and exports reached 4.65 trillion yuan. Among these, the import and export scale of AI-related components such as integrated circuits ranked first in the country, contributing more than 60% of the city's foreign trade increment. In the first half of 2026, IDC statistics showed that global quadruped robot shipments exceeded 49,000 units, surging 92.5% year on year. The registered capital of Changxin Jidian (Beijing) increased from approximately RMB 50.85 billion to approximately RMB 60.18 billion. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Countdown to APEC CHINA 2026: Huaqiangbei Is Bursting with Festive Atmosphere! Huaqiangbei's Uncle Song tells everyone, "If you roam the marketplace long enough, how can you avoid getting cut?" Being cheated in business in Huaqiangbei happens from time to time. Our Huaqiangbei Mini Encyclopedia column has compiled these cases in the hope of purifying Huaqiangbei's business environment, enabling practitioners to operate with integrity and avoid being scammed. The "White Pigeon scam" in Huaqiangbei electronic components is a typical "ABC two-sided setup scam (getting something for nothing)" in the components trading field. The scammer misuses the credentials of real companies, artificially creates information isolation between buyer and seller, intercepts the transaction payment, and obtains the value of the goods at zero cost, while implicating three parties as victims. It is named after the earliest scammer, whose online name was "White Pigeon." The Huaqiangbei White Pigeon scam (original + derivative variants) has three major categories of tricks: 1.Payment interception trick (classic original, most famous) The scammer disguises as a purchaser from Company A, asks Company B for its business license and contract template, obtains the full set of materials, and forges the official seal. Then, posing as a Company B employee, the scammer finds buyer C and signs a contract using favorable commercial terms such as "supply below market price, payment after delivery and inspection, no deposit required." The receiving account on the contract is scammer A's private account. C is told that someone will be sent to deliver the goods to the door, and is warned: "The delivery person is just a runner. Do not discuss price or contract with him. If there is any issue, only contact A directly." Then A approaches real supplier D, proposing to "purchase D's goods above market price," and requires D to deliver to C's address without a deposit. D is also warned: "Do not communicate with buyer C about price, do not bypass the middleman, and payment will be made immediately after inspection." When D delivers the goods to C and C passes inspection, C transfers the payment to the scammer's account according to the contract; after receiving the money, the scammer immediately disappears. Consequences: Scammer A obtains the payment; supplier D loses the goods; buyer C loses money; Company B has its credentials misused and is drawn into disputes, damaging its goodwill. 2.Goods defrauding version (reverse White Pigeon, derivative variant one) Scammer A obtains the credentials of buyer C's company, impersonates Company C to place an order with real supplier D, and agrees to pay after the goods arrive at C's warehouse for inspection (actually a shell company/collection point controlled by the scammer), asking D to deliver there. During the process, D is not allowed to contact the real Company C directly (or key information is blocked). After the goods are delivered and signed for, scammer A directly resells them, and supplier D receives no payment. Difference from the original: the original defrauds payment, and the scammer disappears immediately after receiving the money; this variant defrauds chip goods, and the scammer sells the goods and runs away. 3.Long-term farming and rolling multiple orders (serial setup credentials version, derivative variant two) The scammer simultaneously impersonates multiple purchasers, collects the licenses and credentials of multiple companies in bulk, accumulates a pile of corporate credentials, and reserves "shell companies" to rotate shells and commit fraud. Once one order is exposed, the scammer immediately switches to the next company, continuously running multiple White Pigeon setups and committing fraud in batches on a rolling basis. Harm: The operation cycle is longer, the victims are not the same group, concealment is stronger, and investigation is more difficult. 2026 "China Year" Emblem Reasons for the high incidence of the "White Pigeon scam": The habits of spot trading in electronic components (no deposit, middleman isolation, payment to private accounts) + the low cost of license misuse + profit temptation driven by market conditions + lack of risk control among small and medium-sized merchants + difficulty in tracing funds after fraud—together these factors cause two-sided ABC scams such as the White Pigeon scam to recur repeatedly. "White Pigeon scam" Pitfall Avoidance Guide: For buyers: Strictly ensure that "contract Party A = recipient = payer"; all names on the documents must be consistent; prioritize corporate bank transfers and refuse payment to private accounts outside the contracting entity; For large orders, verify the contracting company by phone before payment to confirm that the order is genuine and valid; When the goods arrive on site, proactively confirm face-to-face with the delivery party which company it belongs to and what price it quoted. For deliverers: Do not use the contact information the other party sent you. Check business registration records yourself on Qichacha/Tianyancha, find the company landline published on the official website, and call to clearly verify the identity of the contact person and the order information; For large orders, prioritize an on-site visit, or request a video call with an employee of the contracting company and see the person's workstation and employee badge; Do not agree to "deliver the goods to a third-party address without collecting a deposit"; when delivering on site, proactively check the order, model, and price face-to-face with the receiving purchaser; inspection does not equal delivery—remember to complete the signing and handover only after receiving full payment. Note: The data and materials in this article are based on authoritative reports and materials. If there is any infringement or inaccuracy, please contact us.

Huaqiangbei Museum, photo by a Kinghelm reporter International Tech News: Intel announced exclusive mass production of 300mm indium phosphide silicon photonic wafers, with cumulative shipments exceeding 8 million optical transceivers and 32 million integrated lasers. The global market share of Chinese CMOS image sensor (CIS) companies has risen from 22% in 2023 to 31% in 2025. OmniVision Group, with a 13% share, has surpassed Samsung for the first time to become the world’s second-largest CIS supplier. As AI moves from training to inference and Agentic AI, KV cache, long context, and large-scale data lakes are shifting pressure from compute to memory and storage. China’s DAMO Academy showcased new progress by C950 in multi-core interconnect, AI inference, and server Java, and released the automotive-enhanced processor IP XuanTie E908A. Kinghelm (www.kinghelm.net) has launched the "Huaqiangbei Mini Encyclopedia" column. Ten anti-fraud articles, including "Huaqiangbei Mini Encyclopedia: Exposing the ‘White Pigeon Scam’ in Huaqiangbei Fraud Prevention," will be released successively. Mr. Song Shiqiang of Huaqiangbei hopes to purify Huaqiangbei’s business environment so that practitioners and consumers will be less likely to be deceived. Intel CEO Lip-Bu Tan said the company’s large-scale restructuring is about 80% complete. Domestic Tech News: Yuwei Semiconductor exhibited its new online atomic force microscope (AFM) product, APEX-X1. Recently, Mingxin Qirui, an intelligent compute-in-memory chip developer, secured RMB 400 million in Series A funding. Guoen Co., Ltd. acquired 80% equity of Sichuan Zhongfuneng New Materials Technology Co., Ltd. for RMB 1.504 billion, officially entering the high-barrier electronic specialty gas sector. China has established a RMB 60 billion national AI industry investment fund and has invested in a number of high-quality projects. Xi’an Eswin achieved revenue of RMB 1.062 billion in Q3 2026, up 68.50% year on year; net profit attributable to shareholders was RMB 441 million, up 302.55% year on year. Piotech plans to acquire a controlling stake in PVD equipment manufacturer Wuxi Shangji and related assets for RMB 2.5 billion. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

1. CXMT Targets Year-End Launch for First 4F2 DRAM Date: October 12, 2026Summary:CXMT plans to launch its first 4F2 DRAM product as a server DDR5 RDIMM by the end of 2026, according to remarks from the company's president reported on October 12-13. The 4F2 architecture uses vertical transistor structures and is claimed to reduce each memory cell's footprint by about one third in theory, although CXMT has not disclosed speeds, capacities or production volumes. The disclosure contributed to declines in memory stocks as investors assessed whether China's largest DRAM maker can narrow the technology gap with Samsung, SK hynix and Micron faster than expected.Importance:A domestic 4F2 DRAM platform would strengthen China's position in server memory and intensify competition in a market already constrained by AI-driven demand, with implications for DRAM pricing, capacity allocation and long-term sourcing strategies.Source: CXMT; TrendForce; Tom's Hardware 2. YMTC Files for IPO After Rising to Third in Global NAND Shipments Date: October 13, 2026Summary:Yangtze Memory Technologies (YMTC) has filed for a landmark initial public offering after climbing to third place in global NAND flash shipments, overtaking Micron, according to Counterpoint Research and industry reports. Analysts expect YMTC's revenue to grow about six times faster than peers as it expands premium enterprise SSD products and prepares to enter the DRAM market. The listing would give China's leading NAND maker a public funding platform at a time when memory demand and prices are rising sharply.Importance:Adds a major China-based NAND supplier with new capital and scale, intensifying competition in enterprise storage and giving buyers an additional non-Korean, non-U.S. sourcing option for NAND flash and SSD components.Source: Counterpoint Research; YMTC; South China Morning Post 3. TSMC Posts Sixth Straight Record Quarter and Weighs Texas Expansion Date: October 15, 2026Summary:TSMC reported a sixth consecutive quarter of record profit, with third-quarter net income rising about 69% year over year and earnings per share of NT$29.43, as AI demand kept advanced-node and advanced-packaging capacity extremely tight. The company described demand as robust but struck a prudent tone on 2027 planning. TSMC is also exploring a further expansion in Texas and has held talks about participating in Elon Musk's proposed Terafab chip complex.Importance:Confirms that leading-edge logic and CoWoS advanced packaging remain the primary bottlenecks for AI accelerators, and signals that TSMC's U.S. capacity plans will shape long-term supply of processors, interposers and high-bandwidth interfaces.Source: TSMC; Reuters; The Wall Street Journal 4. GlobalFoundries to Operate Two New York Fabs Under U.S.-Japan Initiative Date: October 14, 2026Summary:GlobalFoundries was selected as technology provider and operator for two new semiconductor fabs at its Malta, New York site under a U.S.-Japan initiative that could provide up to $21 billion in funding. An initial investment of about $10 billion will accelerate construction of a 300mm fab expected to come online in 2029, with a second fab funded by approximately $10 billion more. Each fab is expected to add about 900,000 300mm wafers of annual capacity, and GlobalFoundries will reallocate $955 million of its CHIPS award toward silicon photonics, SiGe and advanced packaging.Importance:Expands U.S. specialty and mature-node capacity for automotive, industrial, communications and data-center components, while adding silicon photonics and advanced-packaging capacity that supports AI interconnect demand.Source: GlobalFoundries; SIA 5. Murata and Samsung Electro-Mechanics Expand MLCC Capacity for AI Servers Date: October 13, 2026Summary:Murata is considering a rare additional MLCC capacity expansion as AI server demand strains supply, according to industry reports, while Samsung Electro-Mechanics is expected to report a sharp rise in third-quarter operating profit driven by AI server MLCC sales. Analysts estimate Samsung Electro-Mechanics' operating profit at about KRW 642.3 billion, roughly double the year-earlier level, and the company has secured large global supply contracts. Korean asset managers also launched dedicated MLCC and AI substrate ETFs during the week, reflecting growing investor focus on passive components as an AI bottleneck.Importance:Highlights that AI infrastructure demand is spreading from logic and memory into passive components and substrates, where incremental capacity takes time to add and shortages can extend lead times for servers, networking equipment and power supplies.Source: Murata; Samsung Electro-Mechanics; industry reports 6. HARTING and Navitas Join NVIDIA MGX to Scale 800V DC Power Delivery Date: October 12, 2026Summary:HARTING and Navitas Semiconductor joined NVIDIA's MGX ecosystem to support 800V DC power delivery for next-generation AI data centers. HARTING is contributing connectors and power interfaces, while Navitas is collaborating with NVIDIA on a 24kW, 800V-to-12V power delivery board. The 800V DC architecture is intended to reduce conversion losses and copper use as rack power densities rise, and LITEON also demonstrated 800V DC power technologies within the MGX ecosystem during the week.Importance:Marks a shift in AI data-center power design from component-level efficiency to rack-level 800V DC distribution, creating new requirements and demand for high-voltage connectors, busbars, power modules and wide-bandgap semiconductors.Source: HARTING; Navitas; NVIDIA At Kinghelm At Kinghelm, we monitor memory, passive components and power delivery because they determine component availability, lead time and system cost. These signals guide our work in RF antennas, connectors, wire harnesses, precision cables and interconnect solutions for AI infrastructure, automotive and industrial electronics.

Slkor BC817-40 meets the requirements of high-frequency and high-gain applications. International Tech News: South Korea's LX Semicon has put more than 60 patents covering SiC devices and epitaxial wafers up for sale. NVIDIA denies discontinuing the RTX 5090 graphics card and says official supply will continue. Samsung Electronics and SK Hynix jointly unveiled the seventh-generation high-bandwidth memory "HBM4E". IDC data shows that, affected by rising memory costs, global smartphone shipments in the third quarter of 2026 fell by 22%. Applied Materials plans to invest USD 5 billion to build the EPIC R&D center, with Intel, Samsung Electronics, Micron, and SK Hynix as founding partners. JASM's plan to convert its second wafer fab to 3nm chip production has been approved by Japan. The fab's future monthly capacity is set at 6,000 wafers, and it is expected to be completed and put into production in December 2028. Domestic Tech News: Jiangyin Zhongde Electronics has successfully developed a high-end chromium etching solution, pioneering "self-purification" technology to fill a domestic gap. According to Frost & Sullivan data, China's RISC-V main control chip market has grown from about RMB 1.1 billion in 2021 to about RMB 37.7 billion in 2025, and is expected to reach about RMB 219.4 billion by 2030. Slkor (www.slkoric.com), led by technical backbones from Tsinghua University and Yonsei University, has deeply engaged in silicon carbide power devices and developed into an integrated enterprise covering design, R&D, production, and sales. The international influence of the "Slkor" brand continues to improve, serving tens of thousands of customers worldwide. Pengcheng Laboratory recently released in Shenzhen a series of technical achievements on the "Super Optical Direct Connection System and Optical Chips" and announced that the domestic optical chip process platform "Hetao Line" has officially been put into operation. Li Auto's chip company has raised RMB 1.625 billion, with a valuation of up to RMB 17.1 billion. Another breakthrough in domestic advanced packaging! Boxin Cheng's 16-layer glass-stacked GCP has officially rolled off the production line and entered production. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

International Tech News: Nvidia will donate US$250 million over five years to support related research in the UK. Intel has secured foundry orders from Broadcom, Google, Apple, AMD, Microsoft, Nvidia, and others, and is optimistic about the revenue opportunities brought by its 14A process and advanced packaging. The Terafab plan promoted by Musk has poached a large number of talents from Samsung's Taylor plant in Texas. GlobalFoundries will build two new chip factories in New York State with up to US$21 billion in support from the Japanese government. The series of brilliant articles by Song Shiqiang of Slkor (www.slkoric.com), titled "Research on 'Shanzhai Mobile Phones' in Huaqiangbei," has been reprinted by well-known industry media such as EE Times China, ESM China, Elecfans, and EEFocus! IDC data shows that in the first half of 2026, China's data center AI accelerator shipments exceeded 2 million units, the share of domestic chips continued to rise, and the substitution window is opening. Domestic Tech News: For the first three quarters of 2026, Longsys is expected to achieve a net profit attributable to shareholders of the parent company of RMB 14 billion to RMB 14.9 billion, a year-on-year increase of 1,864.55% to 1,990.84%. Axera, under the theme "Boundless Intelligent Manufacturing, Computing Power Arrives," launched its new high-computing-power edge AI SoC series AX8860. The Guoxin Energy diamond and semiconductor application products project, with a total investment of RMB 5.7 billion, was signed and landed in the Ordos High-tech Zone. On October 14, 2026, Aipuke, a visual hardware company, received a strategic investment of RMB 58 million from KTC Technology. On October 15, 2026, Shenzhen Transsion Holdings Co., Ltd. officially listed on the Hong Kong Stock Exchange, with a total market capitalization of HK$41.839 billion. Black Sesame Technologies and an A-share listed company officially signed a framework contract for AI computing server sales and a supporting technical cooperation agreement, with a total contract amount of approximately RMB 300 million. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

International Tech News: Global Electronics Association releases IPC-1783-CO2E, the international standard for collecting and reporting carbon dioxide equivalent (CO2e) emission data in electronics manufacturing supply chains. IBM plans to launch the early R&D process design kit for 7-angstrom nanometer stacking technology in the first quarter of 2027. The NBA commissioner revealed that the league is jointly developing a smart basketball with built-in microchips with Wilson, which can be used in games to assist referees in making penalty calls as early as 2027. ASML reported a net profit of 5 billion euros in Q3 2026, with its EUV orders booked through to 2030. Japan's Nikon launched DSP-110, a new-generation digital lithography system for the advanced packaging sector. According to IDC reports, Nvidia's AI accelerator shipments in China from January to June 2026 reached 678,000 units, marking a 44% year-on-year decline. Domestic Tech News: Ickey has reached a strategic cooperation with Hejiangongruan, to jointly explore a new model of AI-empowered hardware R&D. Data from Counterpoint Research shows that YMTC's NAND flash shipment market share hit 16.5% in Q2 2026, surpassing Kioxia and Micron to rank third globally. Slkor has become the off-campus practical training base for Shenzhen Institute of Information Technology, which was officially inaugurated in November 2025. Technology breakthrough! The team led by Professor Zhang Jinying from Xi'an Jiaotong University successfully introduced tellurium element into violet phosphorus crystals and prepared high-quality violet phosphorus tellurium single crystals. Kingboard Chemical Holdings has issued its 8th price increase letter within the year. This time, it raises the selling price of board materials and PP (prepreg) that use thin fabrics of 2116 and below as raw materials by 15%. The Lingde Group Dehua Semiconductor Ceramic Industrial Park project has settled in Dehua County, Quanzhou, with a total investment of 2.6 billion yuan. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

General Manager Song Shiqiang (left) presents an award to top salesperson Lin Yuanfang. International Tech News: According to reports, in October 2026, DDR5 memory spot prices rose 8% from the previous quarter, with a cumulative increase of 20% over three months. Looktech officially launched a new generation of AI smart glasses, the world's first AI glasses equipped with a brain-computer interface. Applied Materials' $5 billion Silicon Valley EPIC Center was officially unveiled, with Intel, Samsung, Micron, and SK hynix serving as founding partners. Microsoft President Brad Smith said in an interview that AI is currently subject to safety regulation "even less than washing machines and every carton of milk," and urged the UK to take the lead in setting rules for AI. On October 12, Kinghelm (www.kinghelm.net) and Slkor held their September 2026 performance commendation meeting. General Manager Song Shiqiang presented awards to top salesperson Lin Yuanfang and the "Dragon and Tiger Team," Slkor Sales Department 1. As of October 7, 2026, foreign investors held 46.37% of Samsung Electronics shares. Domestic Tech News: Dongfang Suanxin's DF1000 compute chip has officially entered mass production and delivery. ACM Research (Shanghai), Inc.'s single-wafer high-temperature SPM cleaning equipment won the "CIFF China IC Expo Innovation Achievement Award." The first batch of domestic lithography machines "made in Chengdu Shuangliu" from Zhongtewei (Chengdu) Electronic Technology Co., Ltd. will be delivered in batches in early November. Guangxin Holdings Group plans to invest RMB 3.5 billion in Foshan to develop polarizer and new energy electronic separator projects, and invest RMB 3.2 billion in Shaoguan to build a wet-process electronic separator green project. Leadmicro Nano plans to raise no more than RMB 4.944 billion to strengthen its core semiconductor equipment business, with more than RMB 3.225 billion invested in an advanced thin-film deposition technology R&D center project. Dahua Technology plans to contribute RMB 500 million to invest in Ningbo Zhixing Yueheng Venture Capital Partnership (Limited Partnership). Slkor Sales Department 1, led by Sun Gaofei (fourth from right in the front row), won the "Dragon and Tiger Team" title for the fourth time in 2026. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

Backend data for SLKOR's "Bridge Rectifier" shows 1.2 million views. International Tech News: Microsoft released its third-generation in-house AI chip, Maia 300, and plans to deploy potentially more than 1 million units next year. Taiwanese media report that Qualcomm will raise shipment prices for Snapdragon X and X2 Elite series PC processors starting in October, with an overall increase of 10%. LG Display plans to use "FLiPP" technology to expand into the IT OLED market. Micron Technology's Q4 FY2026 revenue was $54.229 billion, and net profit was $37.701 billion, up more than 10 times year-on-year. ASML will raise the prices of replacement parts for equipment sold to South Korea by 10%. GlobalFoundries announced that its SPRINT fab expansion project has officially topped out and released its next-generation FD-SOI technology platform, FDX Fusion. Domestic Tech News: Infinigence AI, a domestic AI-native infrastructure company, completed a Series C financing round of RMB 2.3 billion. The company was founded by Professor Wang Yu of Tsinghua University. ChangXin Technology is expected to launch next-generation DDR5 RDIMM products by the end of 2026, integrating advanced technologies such as 4F² architecture and hybrid bonding. The popular science video "Bridge Rectifier" by SLKOR (www.slkoric.com) has reached 1.2 million views on TikTok! This achievement is not only a fruitful result of the company's years of deep cultivation of overseas markets, but also demonstrates the continuous enhancement of SLKOR's brand influence. CanSemi, known as "Guangzhou's No. 1 chip," will be listed on the Shenzhen Stock Exchange on October 13, 2026, with a market value of about RMB 34 billion. Shenghe Microcrystalline released its self-developed SmartPoser®-BD high-performance computing packaging technology platform. China approved and issued the "SparkLink Wireless Communication System" series of national standards (GB/T 48336.101-2026, etc.), which will officially take effect on April 1, 2027. Disclaimer: The information presented above was compiled from publically available web sources and does not necessarily reflect our company's beliefs or positions. If you believe any of the content infringes on your rights or you have any issues, please contact us and we will respond swiftly.

1. Global Semiconductor Sales Top $1 Trillion Year-to-Date Through August Date: October 5, 2026Summary:The Semiconductor Industry Association reported that year-to-date global semiconductor sales passed $1 trillion through August 2026, with four months still remaining in the year. The milestone reflects sustained AI infrastructure demand and broad semiconductor revenue growth.Importance:Sets the scale for the current component cycle and supports expectations that memory, power, packaging and equipment capacity will remain tight into 2027.Source: SIA 2. GlobalFoundries Adds U.S. Silicon Interposer Capacity for AI Packaging Date: October 8, 2026Summary:GlobalFoundries reached an agreement to establish U.S.-based supply of silicon interposers for advanced AI packaging. The deal was reported as a $2 billion TSMC CoWoS interposer agreement. GlobalFoundries also marked a Dresden expansion milestone and outlined a next-generation FD-SOI platform for Physical AI, following a quantum manufacturing partnership with Xanadu.Importance:Builds non-Taiwan capacity for a critical advanced-packaging component and broadens specialty foundry supply for edge AI, robotics and quantum systems.Source: GlobalFoundries; AnySilicon 3. Renesas Expands GaN Portfolio for AI Data Centers and Robotics Date: October 6, 2026Summary:Renesas added its first low-voltage GaN FETs for AI data centers and robotics, extending a portfolio that already includes high-voltage GaN power devices. The products target power density and efficiency in data-center power delivery and compact robotic systems.Importance:Widens the GaN device choices available for high-density power designs and reflects simultaneous demand pull from megawatt-scale data centers and low-voltage edge systems.Source: Renesas 4. DRAM and Foundry Prices Rise Again in October Date: October 7, 2026Summary:Taiwan's Economic Daily News reported that Nanya Technology notified customers of another DRAM contract price increase, with some products rising as much as 20%. UMC, PSMC and Vanguard International Semiconductor also saw tighter utilization and reports of higher foundry pricing, including a reported large increase at PSMC. The price moves follow broad third-quarter increases across analog, MCU, passive and connector products.Importance:Raises bill-of-materials costs for systems using conventional memory or mature-node chips and makes early procurement, multi-source planning and design margin even more important.Source: Economic Daily News; industry notices 5. EsWin Computing Lists in Hong Kong as a RISC-V Chip Pure Play Date: October 9, 2026Summary:Beijing-based EsWin Computing listed on the Hong Kong Stock Exchange under 01256.HK. The IPO priced at HK$1.55 per share, raised more than HK$2.4 billion and opened with a market value of about HK$34 billion. EsWin develops RISC-V-based computing chips and related AI system products.Importance:Gives China's RISC-V chip ecosystem a public funding platform and signals investor support for alternatives to proprietary instruction sets in edge and AI computing.Source: EsWin Computing; HKEX 6. U.S. Opens Section 337 Probe into Vertical Power Delivery Components Date: October 9, 2026Summary:The U.S. International Trade Commission opened investigation 337-TA-1526 into certain vertical power delivery systems, components and products containing them after a patent complaint from Vicor. Respondents include Luxshare Precision, Dongguan Luxshare Technology, Foxconn Industrial Internet and other companies. Luxshare said the accused products are still at the customer development stage and that it will actively respond; Foxconn Industrial Internet also said it would defend itself. The investigation is at the institution stage.Importance:Puts a growing power-delivery component category under trade and patent scrutiny, adding legal risk to AI server and high-density computing supply chains.Source: USITC; Luxshare Precision At Kinghelm At Kinghelm, we track pricing, power delivery and advanced packaging developments because they shape component availability, system cost and design choices. These signals guide our work in RF antennas, connectors, wire harnesses, precision cables and interconnect solutions. About Kinghelm Shenzhen Kinghelm Electronics Co., Ltd. specializes in RF transmission, antennas, connectors, automotive wiring harnesses, precision cables, and IoT connectivity solutions. With over 17 years of experience, Kinghelm delivers rugged, reliable, and internationally compliant products for applications in new energy vehicles, industrial automation, smart terminals, and medical electronics. Disclaimer This report summarizes publicly available technology news for industry research and communication purposes only. All trademarks and content rights belong to their respective owners.