"Building a semiconductor fab on the moon" sounds like a sci-fi movie setting. However, Atsushi Koike, President of Rapidus, stated this very seriously—the moon has water, which can support the manufacturing process, along with SpaceX's lunar transport vision. Thus, this Japanese semiconductor "national team" is advancing its 2nm pilot line in Hokkaido while setting its sights 380,000 kilometers away. Back on Earth, the competition in the wafer foundry market is not slowing down either: TSMC (Ta
September 15, 2026
In September, news of price hikes in the global semiconductor market continued to emerge. Texas Instruments, Qualcomm, Intel, and Renesas have successively announced price increases, covering categories such as analog, SoC (System on Chip), CPU, and power. Behind this round of price hikes are the supply and capacity divergence caused by AI (Artificial Intelligence), the advance stocking by channels to prevent future price increases after two years of inventory digestion, and the choice by enterp
September 15, 2026
Recently, leading IC distributors WPG Holdings and WT Holdings have sequentially released their revenue data for August 2026. Both companies maintained high single-month revenues, achieving significant year-over-year growth. Specifically, WPG Holdings reported an August revenue of approximately NTD 198.38 billion (all subsequent figures are in NTD), a year-over-year increase of 98.21%, marking its second-highest monthly revenue on record; WT Holdings reported an August revenue of approximately N
September 14, 2026
Author | Cui Yuanwei Editor | Chen Junda According to a report by Chip Insights on September 11, today, Jinzi Ham, an A-share listed company, announced that its wholly-owned subsidiary, Fujian Jinzi Semiconductor Co., Ltd., has completed the second round of capital increase in Zhongsheng Microelectronics Co., Ltd., a Hangzhou-based optical communication chip company, subscribing to CNY 400,150 of Zhongsheng Micro's newly added registered capital with CNY 174 million. Jinzi Ham is the first liste
September 14, 2026
Author | ZeR0 Editor | Mo Ying Core Intelligence reported on September 11 that today, Enflame Technology, a leading AI chip company in Shanghai, rang the bell to go public on the STAR Market. Its issue price was CNY 142.18 per share, and it opened up 188.37% today at CNY 410.00 per share. As of 9:35, its stock price had surged to a high of 234.08%, reaching CNY 475.00 per share, with a total market capitalization of CNY 204.4 billion. Founded in March 2018, Enflame Technology has independently d
September 14, 2026
On September 11, 2026, Shanghai Enflame Technology Co., Ltd. (referred to as "Enflame Technology", stock code "688801.SH"), a domestic cloud Artificial Intelligence (AI) chip manufacturer, was officially listed on the STAR Market of the Shanghai Stock Exchange. The opening price was CNY 410 per share, surging 188.37% compared to the issue price, with a market capitalization of CNY 176.444 billion. As of press time, the intraday stock price of Enflame Technology reached a high of CNY 468 per shar
September 14, 2026
On September 11, news broke that Besxar, a startup founded by former OpenAI employees, is attempting to move semiconductor manufacturing into space to leverage the natural vacuum environment of space as a replacement for the costly cleanroom infrastructure on Earth. Recently, Besxar has begun verification testing of its orbital semiconductor manufacturing prototype via SpaceX's Falcon 9. Core Logic: Going Where the Laws of Physics Are Already "Ready" Ashley Pilipiszyn, Founder and CEO of Besxar
September 14, 2026
Over the past two decades, the MicroLED sector has repeatedly told the same story: smaller, brighter, and more power-efficient, only to get stuck on yield. Attributing the problem entirely to "making displays the way light bulbs are made" is incomplete. The process inertia of lighting LEDs has indeed hindered display applications, but the yield hell of MicroLED is shaped by at least several bottlenecks: the cost structure resulting from small-size substrates, the precision and speed of mass tran
September 14, 2026
Introduction: On September 10, Viewtrix TECH completed its tutoring registration with the Shenzhen Securities Regulatory Bureau, with GF Securities acting as the sponsor. This comes just three and a half months after its listing on the Hong Kong Stock Exchange on May 27. Why is a hard-tech company, freshly listed in Hong Kong, so eager to return to the A-share market? Viewtrix serves as a compelling case study: it sits precisely at the intersection of two industry hotspots, which happen to be th
September 14, 2026
Written by | Wen Yehao Edited by | Wang Pan While the World Robot Conference (WRC) still has residual warmth, the 2026 Bund Summit has once again heated up topics related to embodied intelligence. Inside the venue, discussions on world models, data scaling, and commercial implementation never ceased. On September 11, during the 2026 Bund Summit, Zhu Xing, CEO of Robbyant, also held a dialogue with Photon Star and other media. From data and world models to independent financing and commercializat
September 14, 2026
Written by | Wu Xianzhi Edited by | Wang Pan On September 10, the founder of a newly listed embodied AI company, riding on the frustration of the company's stock plunging right after its IPO, posted a named complaint on WeChat Moments about the existence of deal-packaging companies in the embodied AI industry. He mentioned the prevailing trend in the industry of generating fake and unsustainable revenue, lacking Product-Market Fit (PMF), merely releasing various sensational news for hype, and ai
September 14, 2026
zhangtongshe.com Beijing Sixiang Aishu Technology Co., Ltd. (abbreviated as "Sixiang Technology"), a commercial aerospace remote sensing enterprise, has recently completed a new round of strategic deployment in Shanghai. Business registration information shows that Shanghai Sixiang Canxing Technology Co., Ltd. was registered and established in mid-August, with a registered capital of CNY 30 million. It is 100% wholly owned by Sixiang Technology, with the company's founder Xi Xiaofei serving as t
September 14, 2026
From the bottom up, it has not followed the path paved by NVIDIA. Produced by | Zhangtongshe Today (September 11), Shanghai Enflame Technology Co., Ltd. (hereinafter referred to as "Enflame Technology") officially listed on the SSE STAR Market. The offering price for Enflame Technology this time was CNY 142.18 per share, the highest among the "Four Little Dragons of Domestic GPUs." As of today's close, the company's total market capitalization reached CNY 170.9 billion. In less than a year, Moor
September 14, 2026
On September 9, the candidates for the winning bidders for the procurement of energy storage system equipment for the Hebei Renqiu Zhihong 100MW/400MWh New Technology Route LFP (Lithium Iron Phosphate) Battery + Sodium-Ion Battery Independent Energy Storage Pilot Project were announced. In Lot 1 (LFP energy storage system), Envision Energy and Kunyu Power were shortlisted, with a bidding unit price of approximately CNY 0.518-0.525/Wh. In Lot 2 (sodium-ion energy storage system), CATL (300750), T
September 14, 2026
While the humanoid robot sector is still debating whether to "build the body first or train the brain first," the Guangdong-Hong Kong-Macao Greater Bay Area has already assembled the "Ten Steeds of Guangdong." (a riff on the traditional "Ten Tigers of Canton" — a literary allusion to the most celebrated figures from Guangdong) Guide to the Ten Steeds: Understanding Their Unique Killer Features LimX Dynamics, Zibianliang Robotics, Zhipingfang, Leju Robotics, ZQ Robotics, Midea, XPeng, Honor, UBTE
September 14, 2026
In the first week of September 2026, the AI industry experienced an unprecedented "dense release week". On September 1, Anthropic took the lead in launching Claude Fable 5.1 and Claude Mythos 5.1, focusing on coding, knowledge work, and long-duration Agent tasks. The next day, Google released Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, which specializes in cybersecurity—just three weeks after the release of the previous generation, Gemini 3.7 Flash, marking the third iteration of the Flash seri
September 14, 2026
Hundreds of kilometers above the Earth, a constellation of Low Earth Orbit (LEO) satellites is calculating the movement of fish schools for fishermen at sea. Instead of transmitting raw images of the entire sea area back to the ground, they now "compute" the imagery in orbit first, sending back only the most valuable fishery information to Earth. This capability of "compute first, transmit later" comes from a newly emerged species: the Space Computing Cloud. Recently, the world's first Space Com
September 14, 2026
Autonomous driving has long been answering one question: can cars drive themselves? However, given that autonomous driving is now entering a more explicit legal and standard framework, the question the industry needs to answer has evolved into: if cars can indeed complete driving tasks on their own, what exactly will be used to prove they are safe? On August 25, 2026, the draft revision of the Road Traffic Safety Law was submitted for the first time to the deliberation of the Standing Committee
September 14, 2026
On September 11, the Ministry of Industry and Information Technology (MIIT) and eight other departments jointly issued the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle (NEV) Industry." This marks the second five-year-level industrial plan for the automotive industry, following the "Development Plan for the NEV Industry (2021-2035)" released in 2020. Before breaking it down, one thing must be clarified first. Several "full text" versions circulating onl
September 14, 2026
Recently, a rumor regarding flash memory has drawn market attention. According to reports cited by Jiemian News, Apple has recently signed a Long-Term Agreement (LTA) with a NAND flash memory supplier, with the specific supplier, volume, and pricing terms remaining undisclosed. Market insiders believe that Japan's Kioxia might be the counterparty. Other sources suggest the agreement could span 3 to 5 years and may not include a price cap, though these details have not been officially confirmed.
September 14, 2026
