Vivo unveiled its new X500 series imaging flagship phones in Shanghai on September 21, 2026, aiming to build a stronger moat in mobile imaging and break through more aggressively in the premium smartphone market. As rising memory prices force handset makers to lift retail prices, IDC expects worldwide smartphone shipments to fall 16.7% in 2026 to just over 1 billion units.
DeepSeek CEO Liang Wenfeng said during a call with investors that he aims to rely on Huawei chips to train the startup's models in the future, and that a batch of training chips from Huawei are set to begin arriving at his company as early as the fourth quarter of 2026.
Industry sources say Valve is expected to launch a new Steam Deck in 2027, setting up a tougher contest for Taiwanese original design manufacturer (ODM) Quanta as China's Huaqin moves to win the manufacturing order. The winner has not yet been confirmed.
China's FD-SOI supply chain is taking shape through a new round of investment. Changcun Capital, the investment platform backed by YMTC, participated in a strategic investment in FD-SOI developer Ruili Pingxin Microelectronics in August, drawing attention to whether Chinese semiconductor capital is expanding beyond memory manufacturing into specialty logic and wafer foundry technologies.
Global memory shortages remain severe, with AI and cloud applications intensifying demand for scarce supply. Prices for both DRAM and NAND flash have risen sharply, while China's two flagship memory makers, CXMT and YMTC, are preparing to break from their long-standing division of the market.
Chinese EV maker Xpeng is planning to offer its technology to foreign automakers beyond Volkswagen, according to people familiar with the matter, as technology licensing emerges as a new revenue engine for the company.
