Computing power supply chain surges collectively: Policy sets 2030 development targets; Goldman Sachs significantly raises forecasts for optical transceivers.

The computing power industry chain sees renewed positive developments.

Securities Times ChinaSep 7 16:50

Express News | Huawei releases high-performance chip for the first time in six years

On the 7th, Huawei launched the Mate XT 2 tri-fold smartphone in Guangzhou, equipped with the latest Kirin 9050 Pro chip. This is the first high-performance chip to adopt logical folding technology. Reportedly, the Kirin 9050 Pro arranges logic units in layered stacks within a single chip, akin to upgrading from a single-story layout to a multi-level duplex. It incorporates vertical interconnect channels—comparable to installing "elevators"—resulting in shorter signal transmission paths, lower latency, and enhanced performance. This marks Huawei's introduction of a new Kirin chip at a flagship launch event for the first time in six years, since the global release of the Huawei Mate 40.

BreakingsSep 7 15:07

Express News | Memory chip stocks fluctuate higher; GigaDevice shares rise over 10%

In afternoon trading, memory chip stocks fluctuated higher. GigaDevice shares surged more than 10%, while Hengshuo Semiconductor, Puya Semiconductor, Changxin Memory Technologies, Shannon Semiconductor, Ingenic Semiconductor, and Biwin Storage were among the top gainers. On the news front, U.S. memory stocks rallied sharply last Friday: SanDisk rose over 11%, SK Hynix gained more than 8%, Seagate Technology advanced over 6%, Western Digital climbed more than 5%, and Micron Technology increased by over 6%.

BreakingsSep 7 13:22

Ingenic Semiconductor Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

A week ago, Ingenic Semiconductor Co., Ltd. (SZSE:300223) came out with a strong set of second-quarter numbers that could potentially lead to a re-rate of the stock. Statutory earnings

Simply Wall StSep 2 07:07

Ingenic Semiconductor Calls 2026 EGM to Reallocate Surplus Proceeds to Working Capital

TipRanksSep 1 21:42

Express News | Junzheng Co., Ltd.: In the third quarter, DRAM prices continued to rise, with robust demand and tight supply; price increases are expected to persist in the fourth quarter.

Junzheng Co., Ltd. (300223.SZ) announced the release of its record of investor relations activities, noting that DRAM prices continued to rise in the third quarter amid robust demand and tight supply, with price increases expected to persist into the fourth quarter. Prices for certain SRAM and Flash products are slated to increase sequentially in the third and fourth quarters, while growing demand from AI servers has led to tightening supply of high‑capacity 512Mb Flash memory. Full-year sales of storage chips are forecast to grow by approximately 20% this year, with new production capacity expected to come online in the second half of next year. 3D‑stacked DRAM is primarily targeted at edge‑side AI applications and is currently being actively developed in close collaboration with edge‑computing chip manufacturers.

BreakingsAug 31 23:47