Grand Opening – Slkor Third Huaqiangbei Store International IDC forecasts that global shipments of generative AI-enabled smartphones will reach 432 million units in 2026, while shipments of AI PCs will hit approximately 127 million units. Apple’s brand-new Advanced Manufacturing Center in Houston has officially commenced operation. Solidigm, the NAND flash subsidiary of SK Hynix, resumes investment in its second plant in Dalian, China. The facility is scheduled to begin mass production in the first half of 2027. Vantage Data Centers, a developer and operator of hyperscale data centers, plans to raise roughly USD 10 billion via an IPO as early as 2027. August 14, 2026 witnessed the grand opening of Slkor ’s third store in Huaqiangbei. The event drew numerous industry partners and enjoyed a huge turnout. May the third Slkor store enjoy brisk sales and soaring performance! Data and AI software firm Databricks secured USD 5 billion in financing at a valuation of USD 190 billion. Domestic The Fujian Provincial Development Plan for Emerging and Future Industries during the 15th Five-Year Plan Period has been released, outlining efforts to foster four major sectors: integrated circuits, compound semiconductors, advanced displays, and optoelectronic components. Hefei Kaiyue Semiconductor shipped its self-developed inline coater and developer tailored for memory manufacturing processes. Suzhou Kaiwei Semiconductor Co., Ltd. plans to acquire 100% equity stake in Jingyi Semiconductor Co., Ltd. for CNY 1.65 billion. The all-domestic high-end integrated cockpit and autonomous driving AI project powered by Horizon Robotics Starry Sky chip has officially landed. Vertilite’s R&D and manufacturing base for high-end optical communication chips and components, with a total investment of around CNY 5 billion, has signed to settle in Changzhou. Maxscend announced that it will implement price adjustments for its full lineup of RF products effective September 1, 2026.

International According to TrendForce’s report, domestic AI chips are expected to capture nearly 90% of China’s high-end market in 2026, while combined shipments of NVIDIA, AMD and other overseas players will shrink to roughly 10%. NXP Semiconductors held a groundbreaking ceremony for its new packaging and testing plant in Malaysia. Mass production at the new facility is scheduled to kick off in Q1 2028. Intel plans to re-enter the memory market. The company is researching innovative memory architectures as well as 3D stacking solutions for CPUs and memory. Ajinomoto of Japan cuts its supply of ABF films to customers in Chinese mainland by 30%. Samsung Electronics adopts AI coding tool Claude Code to boost design and verification efficiency. The verification cycle for certain chips has been shortened from one month to two days. The project of TGG Semiconductor’s R&D and manufacturing headquarters for high-end equipment from Japan has signed to settle in Wuxi. Domestic Synopsys announced the completion of verification for the world’s first HBM4 IP test chip. SMIC posted revenue of USD 3.006 billion in Q2 2026, rising 20% quarter-on-quarter. This marks its first time exceeding USD 3 billion in quarterly revenue. Slkor Semiconductor opens its third direct store at Booth N1A001-002, Phase 2, New Asia Electronic City, Huaqiangbei. The grand opening ceremony will be held at 14:00 this afternoon (August 14). All friends, new and existing customers are warmly invited to attend and witness the event! ChangXin Technology reaches a market capitalization of CNY 3.54 trillion, surpassing Tencent’s CNY 3.45 trillion to become China’s most valuable listed company. HONOR unveils its first embodied intelligent robot phone, the ROBOT PHONE. Yuanjie Technology plans to invest CNY 4.3 billion to build an industrialization base in Shaanxi Province, consisting of laser chip production lines, manufacturing workshops and supporting facilities.

International Chinese memory maker YMTC has jumped into the global top three in terms of NAND flash market share. Global silicon wafer shipments reached 3,573 million square inches (MSI) in Q2 2026, rising 7.4% year-on-year and 9.1% quarter-on-quarter. Estimates indicate that the full-year shipped area of global silicon wafers in 2026 is expected to grow by 7.9% year-on-year. The Terafab project has launched targeted global talent recruitment initiatives. On the morning of August 13, Qin Xianghong, Chief Engineer of Kinghelm , delivered training on "Official Website Upgrade", followed by Xiong Wenda, Slkor FAE Engineer, presenting training about "Sensors". The sessions aim to improve work efficiency and boost the development of new quality productive forces at Kinghelm and Slkor. CadenceLIVE China 2026 User Conference is scheduled to officially kick off on August 25 at Shangri-La Qiantan, Shanghai. Domestic On August 12, 2026, Zhuhai Jieli Technology Co., Ltd. was successfully listed. Kaiyuan Communications Technology (Xiamen) Co., Ltd. officially unveiled its third-generation SAW technology platform "SiliSAW Ultra", as well as an 8-inch SAW filter product series built on this platform. Pragmatik Labs established a new company in Shanghai, focusing on next-generation Agents bridging the digital and physical worlds. Synopsys launched a brand-new autonomous AI Agent workflow for chip design. The second batch of landmark future industry products in Chongqing was announced. The self-developed "Tianjun" GPU developed by Xiangdixian made the list. Nationstar, a leading MCU manufacturer, has decided to raise prices of some products by 10% to 20%, effective October 1, 2026.

International Data from DRAMeXchange shows memory chip prices hit a record high in July. DRAM prices rose 14% month-on-month, while NAND prices have increased for 19 consecutive months. Japan’s Toshiba continues to divest its shares in Kioxia, the NAND Flash manufacturer, with its shareholding dropping to 14%. South Korean media reports that Samsung Electronics has achieved a mass production yield of over 80% for HBM4 in early August, around four months ahead of its original year-end target. Sony Group will invest 1 trillion yen at its Kumamoto factory to mass-produce next-generation image sensors. South Korea will set up a KRW 5 trillion special semiconductor fund, focusing investments in promising chip materials, components and fabless enterprises. SK Hynix resumes construction of Plant 2 at its Dalian NAND Flash base. Upon completion, the overall flash memory capacity of the Dalian site will increase by approximately 50%. Domestic New Hengxin Electronics plans to invest CNY 130 million in the "Expansion Project for Etched Lead Frame Production Workshop and Capacity Expansion of IoT eSIM Chip Packaging & Testing". According to the SAG report, global shipments of humanoid robots reached 19,100 units in the first half of 2026. Chinese manufacturers accounted for more than 97% of the total. Agiboo shipped 8,400 units, surpassing Unitree to claim the top ranking. The column Huaqiangbei Encyclopedia by Slkor and Kinghelm is about to launch. The program focuses on the development history and industrial context of Huaqiangbei. Stay tuned. The new-generation chip packaging, testing, R&D and production base project of Fengxin Microelectronics has settled in Hefei. Once completed, it will achieve an annual output of 4.8 billion chips. Guoyi Quantum has officially listed on the Shanghai Stock Exchange, with its total market value exceeding CNY 44 billion. Longsys recorded operating revenue of CNY 24.088 billion and net profit of CNY 10.577 billion in the first half of 2026. Its profit surged 715.29 times compared with the same period last year

International Global installed capacity of power batteries reached 608.5 GWh from January to June 2026, a year-on-year increase of 20%. Microsoft plans to publicly launch its next-generation Maia 300 AI accelerator as early as September 2026. NVIDIA is set to launch the RTX Spark super chip for laptops. AMD announced the acquisition of AI inference chip startup Taalas. On August 10, Kinghelm’s new product article Kinghelm Antennas KH-3216-A35 and KH-3216-A27: Safeguarding Wireless Communication was featured on the homepage of LCSC Mall! Intel plans to issue USD 15 billion (approximately CNY 100 billion) in common stock. Domestic Driven by rapid business expansion, Kinghelm and Slkor are recruiting a large number of domestic sales representatives. Employees and friends are welcome to make referrals. Referrers will receive a reward of CNY 1,000 per successful candidate upon the new hire’s confirmation. Contact: Ms. Chen, Tel: 0755-28192660 / 15914495172 (WeChat ID same as mobile number). SK Hynix is evaluating multiple disposal options for its factory in Chongqing, China, including introducing investors to accelerate business growth. The domestically developed 350nm stepper projection lithography machine (AST6200) from Shanghai Xinshang Micro Assembly Technology Co., Ltd. has officially moved from R&D phase to commercial mass delivery. Apple is testing memory chips manufactured by Chinese storage vendors and plans to deploy them in iPhones, MacBooks and other devices sold in the Chinese market. Shanghai Naoyun Technology has secured an exclusive distribution partnership with global retail giant Best Buy. Its AI EEG headsets will be fully available in North American offline stores starting September 2026. The project of Shanqing Semiconductor’s advanced materials and key components manufacturing base with a total investment of CNY 1.1 billion has been signed and settled.

WSTS: Global semiconductor revenue exceeded USD 700 billion in the first half of 2026 International According to WSTS statistics, the global semiconductor market size reached USD 702 billion in the first half of 2026, representing a year-on-year increase of 102%. SK Hynix will invest approximately 54.3 trillion won (about USD 38.4 billion) to build two wafer fabs in Yongin and Cheongju, South Korea. Honda Motor of Japan has for the first time outsourced the development of its core automotive platform to Tata Technologies of India. Power Integrations has launched 2200V gallium nitride technology for new-generation high-voltage power systems. Reports indicate that NVIDIA is seeking base-station manufacturer partners in China to develop 6G AI-RAN (AI Radio Access Network) base stations. Terafab, the super-chip project jointly advanced by SpaceX and Tesla, has officially broken ground with an initial investment of USD 16.8 billion. Domestic China&rsquo;s integrated circuit exports hit USD 38.74 billion in July. The cumulative export value from January to July reached USD 216.02 billion, a year-on-year growth of 99.5%. Simg Wafer has achieved a technological breakthrough by successfully pulling its first 12-inch heavily arsenic-doped and heavily boron-doped <111> crystal ingots. Slkor Semiconductor&rsquo;s third exclusive store in Huaqiangbei is set to open, mainly offering TVS, IGBT, SiC MOSFET and other products. Chaoying Electronics plans to invest in the P3 project for high-multilayer and HDI printed circuit boards, with an estimated total investment of CNY 2.086 billion. The IICIE International Integrated Circuit Innovation Expo will be held at Shenzhen World Exhibition & Convention Center from September 9 to 11. KaiweiTe intends to acquire Jingyi Semiconductor for CNY 1.65 billion to complete its power-semiconductor product matrix.

Slkor Sales Department II Team-Building Dinner for Celebration International Japan&rsquo;s exports of semiconductor manufacturing equipment reached USD 15 billion in the first half of 2026. Silicon Box, a chip-integration and advanced semiconductor packaging firm, has shipped a total of 500 million chips from its flagship Singapore factory, a five-fold increase compared with October last year. The Korean Society of Semiconductor Engineers is urging the government to revise the 52-hour-per-week working-hour rule applicable to semiconductor R&D personnel. NVIDIA is evaluating adjustments to the memory configuration of its next-generation AI GPU Rubin Ultra and considering launching versions with lower HBM capacities. Slkor is about to open its third direct-operated store in Huaqiangbei! Song Shiqiang stated that preparations for the grand opening ceremony are in full swing. SpaceX will fully adopt NVIDIA (NVDA-US) chips for its future AI infrastructure. Domestic Unitree Robotics&rsquo; STAR-Market IPO is expected to raise approximately CNY 6.099 billion in total. Online and offline subscriptions will officially kick off on August 10. On August 7, Zhanxin Co., Ltd., a national-level Specialized, Refined, Differential and Innovative "Little Giant" enterprise, was officially listed on the ChiNext Board of the Shenzhen Stock Exchange. Envision Group&rsquo;s super-sized AI computing power complex &mdash; Envision Ulanqab Star River Base &mdash; has been officially completed and put into operation. Wuhan Eswin Materials Technology Co., Ltd. received a CNY 6.5 billion capital increase. All funds will be used for the construction of its 12-inch silicon material base in Wuhan. Cambricon achieved operating revenue of CNY 5.996 billion in the first half of 2026, a year-on-year increase of 108.13%. Its net profit hit CNY 2.166 billion, up 137.30% year-on-year. Shenzhen Biwin Storage Technology Co., Ltd. and Huagong Technology Industry Co., Ltd. will carry out strategic cooperation focusing on the integrated fields of "AI storage + computing + optical interconnection". Kinghelm USB / HDMI Connectors

General Manager Song Shiqiang (center) takes a group photo with Yang Bo (left), Director of Kinghelm Second Sales Department of the Dragon-Tiger Team, and Peng Huisheng, Deputy Director. International SK Hynix plans to officially launch mass-production and shipment of LPDDR6 in the second half of 2026. Apple&rsquo;s popular MacBook Air laptops have recently suffered severe stock shortages. Total global shipments of smartphone SoCs declined by 15% year-on-year in the first half of 2026. Spot contract prices of PC-oriented DRAM are expected to rise by 15%-20% quarter-on-quarter in Q3 2026. On August 6, the Kinghelm and Slkor July 2026 Dragon-Tiger Team Commendation Ceremony was held. General Manager Song Shiqiang presented awards to Huang Baoling, top sales performer, and the Second Sales Department of Kinghelm of the Dragon-Tiger Team. He also took group photos with Slkor Sales Manager Huang Baoling, Yang Bo, Director of Kinghelm Second Sales Department, and Peng Huisheng, Deputy Director, among others. SK Group sold its 70.6% equity stake in SK Siltron to Doosan Group for approximately 2.3 trillion South Korean won (equivalent to about 10.9 billion Chinese yuan). Domestic Samsung Electronics and SK Hynix are evaluating etching equipment from Chinese semiconductor equipment manufacturer Advanced Micro-Fab Equipment Corporation (AMEC), considering adopting such tools for their wafer fabs in China in the future. Shenzhen Basic Semiconductor Co., Ltd. has entered into a strategic cooperation with Hanlei Technology Co., Ltd. Unitree Robotics plans to launch an IPO on the Sci-Tech Innovation Board. Its post-IPO valuation is expected to exceed 50 billion Chinese yuan (around 7.4 billion US dollars). The 5th Dishui Lake China RISC-V Industry Forum will be held at InterContinental Shanghai Dishui Lake Hotel on August 13, 2026. China&rsquo;s auto industry sales dropped from 3.1367 million units in H1 2025 to 2.9559 million units in H1 2026, a net decrease of roughly 180,800 units and a decline of 5.76%. The 2026 Optoelectronic Integration Conference will take place at Hilton Suzhou Wuzhong Hotel, Suzhou, Jiangsu Province, on November 10-11. General Manager Song Shiqiang (center) poses for a group photo with the award-winning Kinghelm Second Sales Department of the Dragon-Tiger Team.

Jiang Xiangyang and Song Shiqiang (right) from Ruicai Electronics at JLC's IPO appreciation dinner International Data released by DRAMeXchange shows that memory chip prices hit a new high in July, with a further 20-percent increase expected in Q3. Samsung Electronics unveiled its zHBM technology and the V10 BV-NAND prototype chip. The European Union plans to invest 11.4 billion US dollars to build seven AI mega-factories. Doosan Group acquired a 70.61 % stake in SK Siltron for 2.3 trillion South Korean won. VSMC, the Singapore-based subsidiary of Vanguard International Semiconductor Corporation, has completed process qualification for its first 12-inch wafer fab, with mass production scheduled for Q1 2027. SK Hynix, together with SanDisk, released the first-edition standard specification for HBF (High-Bandwidth Flash) at the FMS 2026 Flash Memory Summit. Domestic Official estimates indicate that as of June 2026, China has more than 6,600 artificial-intelligence enterprises, accounting for 15 % of the global total. China has issued the revised Regulations on the Protection of Integrated Circuit Layout-Designs, which will take effect officially on October 15, 2026. Song Shiqiang, General Manager of Kinghelm / Slkor , was invited to attend the IPO appreciation dinner of JLC Group held at Shenzhen Futian Convention & Exhibition Center. He expressed the hope that JLC will deliver more comprehensive, faster and high-quality supporting services for more hardware-oriented tech-innovation enterprises. A joint research team from Peking University and the Chinese Academy of Sciences has developed the first millisecond-scale neurodynamics chip, achieving a single-step computation latency of merely 2.12 milliseconds. The 8.5-generation high-precision mask substrate (1220 &times; 1400 mm) independently developed by Puzhao Materials has rolled off the production line. Reports state that amid memory shortages, PC manufacturers including HP, ASUS and Acer have begun small-volume adoption of chips from CXMT. Slkor Linear Regulator SL78L12

To strengthen team cohesion and improve cross-departmental collaboration efficiency, Slkor Semiconductor organized all employees to Shenzhen Tiger Gully Ecological Park on July 25, 2026, for a one-day outdoor team-building and expansion event. Though the weather shifted abruptly from clear skies to heavy rain, activities such as field competitions, off-road racing, and group outdoor cooking proceeded in turn. Everyone released stress through collaboration and drew closer through friendly rivalries. Slkor Team 2026 Summer Team Building Upon arrival at Tiger Gully Ecological Park at 10 a.m., the expansion coach first led everyone through icebreaker warm-ups, which quickly dissolved departmental and hierarchical boundaries and livened up the atmosphere. The entire group was then divided into five teams for the team-formation session&mdash;creating team names, slogans, and signature moves. In just fifteen minutes, distinctive team names and catchy slogans emerged one after another. Eventually, "Space Warriors," "Hornets," "Slkor Right-Right-Right," "Core-Moving Future," and "Eagles" took turns presenting, with creative moves and poses drawing rounds of applause and laughter. The adorably posed &ndash; Chip Driven Future Team The "strongest" &ndash; Space Warriors "Slkor Right-Right-Right" Team Eagles spreading wings &ndash; Eagles Team Spirited &ndash; Hornets Team After the team presentations, the competitive segment officially began. The first challenge was the tower-building game, where each team used ropes to collaboratively lift and stack building blocks into a tall tower. This tested not only hand-eye coordination but also overall cooperation and patience&mdash;some members directed, others observed angles, and any slight misstep in rhythm could cause the tower to collapse. In the end, all teams completed the task, drawing cheers from the crowd. Teams working together to build the tower Carefully untangling the ropes Attempting the stacking process Colleagues patiently stacking blocks one by one Next came the tug-of-war, with five teams competing in pairs. At the whistle, cheers erupted from the sidelines. Everyone gripped the rope tightly, leaned back, and some even fell onto the grass but refused to let go, gritting their teeth and persevering. Following that was the caterpillar race, where each team sent several members to straddle inflatable caterpillars and race in sync toward the finish line, fully demonstrating trust and tacit understanding among teammates. Tug-of-war with all-out effort Everyone having great funCaterpillar race showdown between two teams After the competitions, roast whole lamb and roast chicken were served&mdash;crispy on the outside, tender inside, and fragrant all around. Everyone gathered together to enjoy the meal happily, chatting about work anecdotes and daily life in a relaxed atmosphere. The afternoon was free leisure time&mdash;karaoke enthusiasts took turns at the mic, billiards tables saw friendly matches, chess and card rooms offered leisurely games, and the movie room provided a cozy viewing spot. Everyone found their own comfortable state and enjoyed the team-building fun. Crispy, tender, and aromatic roast whole lamb Cheers! Enjoying the delicious roast lamb The afternoon's off-road buggy ride was the most anticipated activity. Just as everyone donned helmets and sped off on the dirt trails, suddenly strong winds and torrential rain struck. Facing the harsh weather, the team chose to complete the activity regardless. Colleagues who are usually reserved and steady at work were especially thrilled in the rain and wind, as one buggy after another charged into the downpour, weaving through muddy and rugged terrain. On the return trip, everyone was soaked but beaming with smiles&mdash;this "unexpected" event became an unforgettable highlight. Riding through the rainstorm In the evening, the final segment&mdash;group outdoor cooking&mdash;began. Each team collected ingredients and quickly divided tasks: washing and chopping vegetables, cooking and stir-frying, plating and arranging. Colleagues showcased their culinary skills and cooperated seamlessly. Within less than an hour, each table started serving dishes one by one. With the same set of ingredients&mdash;chicken, duck, fish, potatoes, green beans, eggs, and cucumbers&mdash;each team prepared them differently: some braised, some stir-fried, some added chili peppers, each with its own flavor. Though the presentation was not as refined as restaurant fare, the dishes embodied the sweat and care of the whole group, and everyone sat together, eating with enjoyment. This trip to Tiger Gully saw everyone writing creative slogans on team flags, giving their all in tug-of-war, and racing side by side through wind and rain. Though the team building lasted only one day, this shared experience and laughter will become the best nourishment for serving our customers. Embracing General Manager Mr. Song Shiqiang&rsquo;s philosophy of "work seriously, live happily," we will carry forward the spirit of "standing together through thick and thin" and "unyielding resilience" back to our workstations. With full enthusiasm and close collaboration, we will continue to provide every customer with superior semiconductor products and services, contributing to China&rsquo;s "core" strength! About Slkor Semiconductor Shenzhen Slkor Semiconductor Co., Ltd., founded in 2015 by Mr. Song Shiqiang in Huaqiangbei, is a comprehensive enterprise integrating R&D, manufacturing, system solutions, and sales services. The company focuses on three major product lines: diodes and transistors, power devices, and power management ICs. Its technical team brings together experts from Yonsei University in South Korea and Tsinghua University, mastering internationally leading manufacturing processes for SiC MOSFETs and fifth-generation ultra-fast recovery power diode core technologies. Currently, Slkor offers over 2,000 products, including MOSFETs, IGBTs, Hall sensors, silicon carbide devices, and more, widely used in switching power supplies, motor drives, industrial control, automotive electronics, communication equipment, and other fields. Mr. Song Shiqiang also invested in and established Shenzhen Kinghelm Electronics Co., Ltd. in Huaqiangbei. The two brands, "Kinghelm" and "Slkor," have gained high recognition and reputation globally, serving tens of thousands of customers with products and supporting technical solutions. Mr. Song Shiqiang stated that Kinghelm and Slkor publish "Daily Chip News" every working day through the official website&rsquo;s "Daily Chip News" column and the WeChat official account, divided into "International Chip News" and "Domestic Chip News" sections, delivering the latest global electronics industry information and cutting-edge technologies in a timely manner. The company&rsquo;s official website is presented in both Chinese and English, featuring columns such as "Experts&rsquo; Column," "Application Cases," "Cutting-Edge Technology," and "Slkor 388 Q&A," aiming to build an interactive platform for technical exchanges, new product promotions, and information access for professionals in the electronics industry, attracting hundreds of thousands of peers and customers to browse daily.

Jialichuang (001232) Debuts on Market Today International News Leading Japanese and Korean manufacturers including Murata, Samsung Electro-Mechanics and Taiyo Yuden have successively raised prices of high-capacity high-end MLCCs for AI servers and automotive applications, with price hikes ranging from 15% to 30%. Sources reveal that wafer price increases in 2027 are confirmed. OSAT suppliers will continue price hikes in the second half of 2026. Intel is accelerating the construction of its Ohio wafer fab, targeting mass production of 14A process technology by 2031. London-based AI chip startup OLIX announced a $312 million financing round, reaching a valuation of $3.3 billion. Kinghelm, owned by Jinhangbiao, boasts blockbuster products in its KH series, including Beidou & GPS antennas and electrical signal connectors. Hot-selling models cover KH-TYPE-C-16P, KH-TYPE-C-2P; SMA series KH-SMA-K513-G, KH-SMA-KE-Z; MMCX series KH-MMCX-Z; IPEX series KH-IPEX-K501-29, KH-IPEX4-2020; tact switch series KH-6X6X5H-STM, KH-6X6X6H-STM, KH-6X6X9H-TJ, KH-6X6X10H-TJ; HDMI series KH-HDMI-19P-CU and chip antenna KH-3216-A35. Global smartphone market revenue reached USD 109 billion in Q2 2026, rising 7% year-on-year and hitting an all-time record for the second quarter. Domestic News On August 4, Jialichuang (Stock Code: 001232) was successfully listed. Its opening price stood at RMB 234.35 per share, representing a surge of 177.47%. Kirin X90 Plus and Kirin XE90 chips were released. ChangXin Memory Technologies increased its registered capital from approximately RMB 23.89 billion to RMB 31.39 billion, a growth of roughly 31%. Advanced Micro-Fabrication Equipment (AMEC) forecasts its net profit attributable to parent company for the first half of 2026 to range from RMB 2.7 billion to RMB 2.9 billion, a year-on-year increase of 282.48% to 310.81%. PineJunction Semiconductor officially launched an 8-inch SiC wafer packaging solution adopting copper interconnect full-through packaging technology. The retail version of Lixun Technology&rsquo;s self-developed consumer graphics card LX 7G100 is officially available at Lixun Technology&rsquo;s JD self-operated flagship store. Kinghelm Board-to-Board Connectors

Slkor Low-Voltage N-Channel MOSFET BSS205N International Renesas Electronics plans to gradually shut down the Takasaki Factory of Renesas Semiconductor Manufacturing Co., Ltd. located in Takasaki, Gunma Prefecture, Japan. Samsung Electronics encountered malfunctions during the trial production of 8-inch gallium nitride (GaN) wafers. Its mass production schedule originally set for 2026 will most likely be postponed. LG Display plans to invest 3 trillion South Korean won in next-generation OLED technologies and production infrastructure construction. South Korea&rsquo;s semiconductor exports surged 179% to USD 41 billion in July, exceeding the USD 40 billion threshold for the second consecutive month. Quantum computing firm IonQ will acquire foundry SkyWater for USD 1.8 billion. Apple posted revenue of USD 109 billion in the third fiscal quarter of fiscal year 2026, marking four consecutive quarters with revenue above USD 100 billion. Domestic A large model research team led by Professor Liu Houde from Tsinghua Shenzhen International Graduate School, with postdoctoral researcher Wang Libo serving as Chief AI Researcher, released VeriLoop Coder-E1. It is an open-source vertical code model built on Qwen3.6-27B, targeting warehouse-scale code repair and agent-based software engineering tasks. Statistics show that nearly 10 key advanced packaging projects were approved successively in China between May and July 2026, with total investment exceeding RMB 40 billion. Jinhangbiao hit a new record high in sales volume in July. The global influence and reputation of the Kinghelm brand have risen significantly. Song Shiqiang will issue substantial bonuses to the team. The HITS advanced packaging industrialization project of Huicheng Electronics settled in Jiading, Shanghai, with a total investment of over RMB 7.5 billion. Montage Technology globally launched and started trial production of the CXL 3.2 Memory Expander Controller (MXC) chip. Official statistics indicate that China&rsquo;s integrated circuit design sector achieved operating revenue of RMB 236.5 billion in the first half of 2026, representing a sharp year-on-year increase of 20.1%.

Kinghelm RJ45 Jack Connector KH-5224-8P8C-D Global News The 2026 Fortune Global 500 list has been released, featuring 122 Chinese enterprises, the second-largest number worldwide. Wafer foundry GlobalFoundries is expected to receive up to USD 300 million (approximately RMB 2.028 billion) in R&D subsidies to fully accelerate the research, development and mass production of next-generation silicon photonics technology. SpaceX, led by Elon Musk, has instructed its global supply chain partners not to hire or assign Chinese citizens to factories producing goods for SpaceX, nor to adopt systems or equipment manufactured by Chinese companies. TrendForce forecasts that manufacturers with independent control over silicon photonics design, optical engine production and advanced packaging resources will take a leading position during the volume growth phase of the CPO switch market from 2027 to 2028. On July 30, Wang Zhenxin, Supply Chain Manager of Kinghelm , delivered a company-wide training session on the Latest Standards for Material Coding at headquarters. Standardized material coding helps accelerate the enterprise&rsquo;s digital transformation and upgrading. NVIDIA has raised graphics card prices by roughly 20% to 30% to cope with the continuous price hike of DRAM. Domestic News The silicon-based gallium nitride (GaN) RF chips independently developed by No.55 Research Institute of China Electronics Technology Group Corporation have exceeded 5 million cumulative deliveries. This is the world&rsquo;s first silicon-based GaN RF product to achieve large-scale commercial application in smart terminals. Zhongji Innolight, a global leader in high-speed optical modules, was officially listed on the Main Board of the Hong Kong Stock Exchange, completing its dual A-share and H-share listing layout. The South China Headquarters of Suzhou Xinhuilian Semiconductor Technology Co., Ltd. was officially put into operation at Wenhanhu International Science and Innovation Cooperation Zone in Guicheng, Foshan. The ultra-high-purity special gas equipment project of Zhengfan Technology in Taizhou, with a total investment of RMB 1.5 billion, has entered the final stage before official production. A third-generation semiconductor power device production project in Changzhou, Jiangsu, has completed filing procedures, with a total investment of RMB 980 million. Zhejiang Huachen Xinguang Technology Co., Ltd. closed a new round of financing worth over RMB 100 million. Kinghelm Wire-to-Board Connectors

Slkor BFG520/XR for a Wide Range of Electronic Circuits Global News Market sources indicate that NVIDIA&rsquo;s first batch of GB300 AI GPUs built on the Blackwell architecture has recently rolled off production lines at wafer fabs. Data from Counterpoint Research shows that smartphone memory prices surged more than 80% quarter-on-quarter in Q2 2026, pushing up the BOM costs of handsets across all price tiers significantly. Samsung Electro-Mechanics and Soulbrain will jointly develop key chemicals required for mass production of next-generation advanced packaging glass substrates. Meta and BlackRock will invest USD 14 billion to build an El Paso data center in Texas. SK Hynix plans to mass-produce and ship its new low-power mobile DRAM LPDDR6 in the second half of 2026, with Xiaomi as the first customer to adopt the product in its smartphones. Japanese media reported that an earthquake hit Kumamoto Prefecture on July 28, disrupting multiple semiconductor manufacturers, and some firms have suspended operations for the time being. Domestic News Basic Semiconductor will construct a silicon carbide module packaging production base in Pingshan District, Shenzhen, with a planned investment of RMB 193.3 million. Dacai Optoelectronics&rsquo; western super factory has been fully completed and is scheduled to start production on August 1. Slkor and Kinghelm are carrying out refined website revamps to optimize interfaces and column categorization, delivering a clearer and smoother browsing experience for users. Shenzhen Aixin Semiconductor closed a Series B+ financing round of nearly RMB 1 billion, with investors including Guoxin Fund and Shenzhen Kunpeng Capital. ICNA3611, the first self-developed OLED Touch and Display Driver Integration (TDDI) chip from Chipone North, has achieved commercial mass production. Suzhou Jingxi Semiconductor plans to invest RMB 630 million in an industrialization project for advanced semiconductor wafer laser stealth dicing.

Kinghelm KH-RCH56-8P8C-D Industrial Grade RJ45 Connector Global News The cooperation agreement on AI semiconductors and infrastructure signed by Samsung Electronics and SK Group reaches a staggering scale of USD 950 billion. Samsung Electro-Mechanics will raise prices of multilayer ceramic capacitor (MLCC) products by 30% starting from August 1, 2026. The 28th China International Software Expo & Agent Innovation Application Conference (Software Expo for short) will be held at Zhengzhou International Convention and Exhibition Center from September 20 to 22, 2026. China has launched independent R&D of immersive deep ultraviolet lithography machines (DUV). Kinghelm sells popular RF cables including KHB80-37(11)-28, KHB(RG113)-100-29, KH-IPEX-SMAKWE-Q80H, KHA(RG1.37)-TX100B-IPEX, KH-IPEXA-SMAKWE-B050 and other models. Germany&rsquo;s Porsche plans to cut around one-fifth of its workforce, amounting to 9,000 jobs by 2035. Domestic News SST China 2026 China Solid State Transformer Technology and Application Ecosystem Conference will be held at Tongli Lake Hotel in Suzhou on August 6&ndash;7. According to the National Informatization Development Report (2025), the added value of China&rsquo;s core digital economy industries accounted for more than 10.5% of GDP in 2025. The revenue of digital industries hit RMB 39.6 trillion, a year-on-year increase of 8.8%. A special power semiconductor chip production line project with a total investment of RMB 3 billion has signed an agreement to settle in Tianning District, Changzhou. TFME (Shenzhen) Microelectronics Co., Ltd. was established with a registered capital of RMB 1 billion. Suxing Microelectronics released Thor unified computing architecture designed for next-generation AI and heterogeneous computing, as well as Tianheng 1100, a GPGPU processor applicable to embodied intelligence and other AI scenarios. Several of China&rsquo;s top six mobile phone manufacturers have explicitly rejected price hike proposals from memory suppliers for the coming quarters. Classification of Kinghelm Radio Frequency (RF) Cables

Song Shiqiang Visited OPPO&rsquo;s Wusha Manufacturing Plant in Changan in 2017 Global Industry News Samsung Electronics and SK Group announced that over the next five years, they will cooperate with global technology partners to launch artificial intelligence semiconductor and infrastructure projects worth a total of USD 950 billion. Research teams from Seoul National University and Seoul City University in South Korea have jointly developed a programmable photonic integrated circuit. SK Telecom will deploy NVIDIA Vera Rubin chips and SK Hynix HBM4 memory to build a 2-gigawatt (GW) AI data center. The first facility is scheduled to go online in 2027. Delta Electronics signed a long-term silicon carbide (SiC) supply agreement with Infineon worth up to USD 2 billion. AMD is partnering with the South Korean government to set up an AI research center in South Korea and build an open AI infrastructure ecosystem. Sources indicate that NVIDIA GPUs have recently seen another price hike of 20% to 30%, marking the third price increase following those in January and May this year. Domestic Industry News Shengyi Technology&rsquo;s R&D and production base project for high-performance AI computing and advanced semiconductor substrates has settled in Suzhou, with a total investment of approximately RMB 5 billion. On July 27, ChangXin Memory Technologies surged 530% at opening, with a total market value of roughly RMB 3.66 trillion. The second part of Research on Huaqiangbei Counterfeit Mobile Phones by Mr. Song Shiqiang from Slkor is soon to be published. To objectively and comprehensively document the history of "Huaqiangbei counterfeit mobile phones", Song Shiqiang began collecting data on the mobile phone industry years ago. In 2014, he investigated the factory of OTOT Group located in Jiuwei, Xixiang. In 2015, he visited ZTE Xingyida, a subsidiary of ZTE Corporation in Xinyongfeng Industrial Zone, Bao&rsquo;an District, and specifically inquired about its mobile phone supply chain management. In 2017, he toured the production lines at OPPO&rsquo;s manufacturing plant in Wusha, Changan, Dongguan. Wang Xingxing, founder of Unitree Robotics, and the mass-produced manned mecha GD01 appeared on the cover of Time Magazine, with the theme "The Robot Age Is Coming". Haichuan Intelligent released an acquisition plan, proposing to take equity in Nanjing Jiyi Semiconductor Technology Co., Ltd., marking its official transformation into the indium phosphide industry track. BOE&rsquo;s project "Empowering High-Value Scenarios of AI Factories for New Displays Based on the Blue Whale Display Large Model" has been successfully selected into the Collection of High-Value AI Scenario Application Cases released at WAIC. BAV70T for Miniaturized Digital Devices Including Bluetooth Modules and Smartwatches

Slkor officially released its first bilingual (Chinese-English) promotional video, Integrity Goes Far, Chips Driven Future, in July 2026. The entire production&mdash;from creative direction and copywriting to filming&mdash;was personally overseen by General Manager Song Shiqiang. With "integrity" as its spiritual core and deep cultivation of semiconductor technology as its narrative thread, the video systematically presents Slkor&rsquo;s decade-long accumulation in the third-generation semiconductor field across five dimensions: R&D Strength &mdash; Product Portfolio &mdash; Quality Control &mdash; International Ecosystem Platform &mdash; Corporate Culture. It also showcases the Slkor brand&rsquo;s global vision, its commitment to serving customers with technology and products, and its ambitious goal of becoming an outstanding enterprise in the global semiconductor industry. Slkor &ndash; Integrity Goes Far, Chips Driven Future R&D Strength: China-Korea Collaboration, Academic Foundations Founded in 2015 and starting from Huaqiangbei, Slkor has established R&D operations spanning China and South Korea, with a laboratory and a central turnaround warehouse at its Shenzhen headquarters. Its core technology originates from Tsinghua University and Yonsei University, and it was among the first to master internationally leading silicon carbide MOSFET manufacturing processes. Over more than a decade, Slkor has continuously deepened its presence in the third-generation semiconductor sector. Beginning with chip IP design, it has grown into a national high-tech enterprise integrating design, manufacturing, and sales, building differentiated competitiveness through new materials and new technologies. Product Portfolio: Three Major Series Covering Key Application Scenarios Through years of accumulation, Slkor&rsquo;s product portfolio has expanded to over 2,000 models, covering three major series: power devices including SiC MOSFETs and IGBTs; high-reliability TVS diodes, Schottky diodes, and transistors; and analog chips such as power management ICs, sensors, and operational amplifiers. These products are widely used in new energy vehicles, industrial control, photovoltaic energy storage, smart homes, and other fields. To date, Slkor has accumulated dozens of patents and serves tens of thousands of customers worldwide. III. Quality Control: International Certifications, Global Compliance Slkor has obtained ISO 9001 Quality Management System and ISO 14001 Environmental Management System certifications. Its products comply with international regulatory standards including EU RoHS, REACH, and California Proposition 65. The company has established a full-chain quality control system from wafer to packaging and testing, providing reliable delivery assurance for global customers. Ecosystem Platform: An Open and Integrated International Ecosystem Platform Slkor goes beyond providing chip products and technical services; it is committed to building an open and integrated industry ecosystem platform. Through its multilingual official websites, along with knowledge columns such as Expert Insights, Application Cases, Technical Applications, and Daily Semiconductor News, the company continuously delivers high-quality content to the industry, offering one-stop technical consultation and industry updates for practitioners. Corporate Culture: Integrity, Excellence, Resilience, and Attention to Detail "Integrity, Excellence, Resilience, and Attention to Detail" are the cultural hallmarks of Slkor and serve as the guiding principles throughout product definition, quality management, and customer service. Slkor and Kinghelm Electronics regularly organize team-building activities such as employee basketball and badminton matches, and have sponsored basketball events for many consecutive years. In General Manager Song Shiqiang&rsquo;s view, the coordination on the court shares similarities with the logic of the semiconductor industry&mdash;only by fulfilling各自的 roles, trusting one another, and maintaining a smooth rhythm can a team play a good game and produce excellent products. This team spirit extends from the court to the R&D and production front lines, becoming a vivid embodiment of the cultural core of "Integrity, Excellence, Resilience, and Attention to Detail." Integrity Goes Far, Chips Driven Future. This promotional video serves as a visual window to showcase Slkor&rsquo;s technological strength, product offerings, and brand essence to global customers and industry partners. It also marks the starting point of Slkor&rsquo;s journey from "integrity" to building long-term trust with customers worldwide. Slkor looks forward to walking hand in hand with global customers and industry partners. Attachment: Narration Script of the Promotional Video 有一种力量，在驱动世界有序运行。 There is a force that keeps the world in order. 萨科微，信为本，义为魂。 At Slkor, trust is our foundation, honor is our spirit. 信铭于鼎，义成于行； Trust is engraved in our principles, honor is proven through action; 让我们，朋友布四海，产品销五洲。 It connects us with friends worldwide and brings our products across five continents. 这份信念，支撑我们不断探索半导体的前沿技术。 This belief drives us forward as we explore the frontiers of semiconductor technology. 萨科微，研发机构横跨中韩， With R&D across China and South Korea, 技术源于清华大学与延世大学， Slkor's technology comes from Tsinghua University and Yonsei University, 深耕第三代半导体碳化硅的先进工艺。 We are deeply engaged in advanced silicon carbide processes for third-generation semiconductors. 以芯片的 IP 设计为核心驱动， Driven by chip IP design, 以市场需求定义产品方向。 we define our products by market demand. 从晶圆生产到封测， From wafer production to packaging and testing, 运输到仓储， from transportation to warehousing, 每个节点我们都严格管控， we maintain strict control at every stage, 依托新材料、新技术、新理念、新产品， With new materials, new technologies, new concepts, and new products, 服务全球数万家客户。 Slkor serves tens of thousands of customers worldwide. 萨科微，产品涵盖三大系列： Slkor products cover three major series: 碳化硅 MOSFET 和 IGBT 等功率器件， power devices, including SiC MOSFETs and IGBTs; 高可靠性TVS管和肖特基二极管， high-reliability TVS diodes and Schottky diodes, 以及电源管理、传感器、运算放大器等模拟芯片。 and analog chips, including power management, sensors, and operational amplifiers. 数十项专利构筑壁垒， Dozens of patents have built strong technical barriers, 让萨科微成为行业技术高地， making Slkor a technology leader in the industry, 严格遵守 ISO 9001 质量和 ISO 14001 环境标准， We strictly follow ISO 9001 quality standards and ISO 14001 environmental standards, 符合欧盟 RoHS、REACH、美国加州 65 等合规要求。 Our products meet RoHS, REACH, California Proposition 65, and other compliance requirements. 我们坚信：设计定义品质，管控兑现承诺。 We believe design defines quality, and control delivers on promises. 从设计之初对每一个技术参数反复考量， From every technical parameter at the design stage, 到出厂前的严苛测试， to rigorous testing before shipment, 从新能源汽车到空间智能， from new energy vehicles to spatial intelligence, 萨科微赢得全球客户的深度认可。 Slkor has earned deep recognition from customers worldwide. 进步、创新， Progress and innovation, 坚韧执行、知识工程与数字化能力， resilient execution, knowledge engineering, and digital capabilities 已融入萨科微的发展基因。 are now part of Slkor's corporate DNA. 萨科微不止于为客户提供芯片， Slkor does more than provide chips, 更致力于构建开放、融合的行业生态平台； We are building an open, integrated industry ecosystem platform; 通过开放的多语言官网， Through our multilingual official website, 以及名家专栏、应用案例、技术应用、每日芯闻等栏目， with Expert Insights, Application Cases, Technical Applications, and Daily Semiconductor News, 持续吸引行业伙伴与客户关注。 we continue to attract industry partners and customers. 这里，是思想的盛宴， Here, ideas gather, 是科技的舞台， technology takes the stage, 并将成为半导体行业的重要知识平台。 and an important knowledge platform for the semiconductor industry is taking shape. 以信义为魂， With trust and honor as our spirit, 以产品立身， products as our foundation, 用生态连接产业伙伴&mdash;&mdash; and an ecosystem connecting industry partners&mdash; 萨科微的每一步，都在传递信任、承载价值。 every step Slkor takes conveys trust and carries value. "守正、精进、坚韧、细节"的公司文化内核， The cultural core of integrity, continuous improvement, resilience, and attention to detail, 铸就了 "Slkor" 国际化品牌。 has forged the international Slkor brand. 未来，我们将持续整合资源， Looking ahead, we will continue to integrate resources, 服务更多全球客户， and serve more customers worldwide, 让萨科微产品成为全球客户的最佳选择。 Slkor products will become the preferred choice for global customers. 萨科微&mdash;&mdash; Slkor&mdash; 信义致远， Integrity Goes Far, 芯动未来。 Chips Power the Future. --- 【Profile of Song Shiqiang】 Song Shiqiang at Electronica China 2026 in Shanghai Mr. Song Shiqiang, General Manager of Slkor (slkormicro) and Kinghelm (kinghelm), is a member of the Electronic Information Expert Database of the China Association for Science and Technology, a lecturer of the expert group of the Chinese Institute of Electronics, a research expert on Huaqiangbei commerce, and a popular science columnist. He is also the first cultural scholar to conduct in-depth research on the "Huaqiangbei Spirit" and to distill the "Huaqiangbei Culture," and is known as the "Huaqiangbei Observer" and the "Huaqiangbei Folk Economist." The companies invested in and managed by Mr. Song&mdash;Kinghelm Electronics and Slkor Semiconductor&mdash;are both national high-tech enterprises. Kinghelm products include BeiDou/GPS antennas, Bluetooth and Wi-Fi antennas, and a range of RF jumper cables and connectors; as well as signal connectors, board-to-board connectors, board-end sockets and headers, switch series; and custom medical and automotive wiring harnesses, and development of non-standard antennas and connectors, including drawing, mold opening, testing, and mass-production support services. Slkor&rsquo;s product portfolio is continuously expanding: industrial-grade products include SiC diodes, SiC MOSFETs, IGBTs, and fifth-generation ultra-fast recovery power diodes; consumer-grade products include medium-, low-, and high-voltage MOSFETs, thyristors, bridge rectifiers, Schottky diodes, ESD protection diodes, TVS transient suppression diodes, general-purpose diodes and transistors, as well as power management ICs, Hall sensors, high-speed optocouplers, and more. The "Kinghelm" and "Slkor" brands enjoy international influence and reputation, and have become synonymous with "domestic substitution," providing products and technical services to tens of thousands of customers worldwide.

Global Industry News ChangXin Memory Technologies currently ranks fourth in the global DRAM market, trailing Micron Technology, SK Hynix and Samsung Electronics. NVIDIA officially unveiled its GB300 AI chip. Yole stated that the advanced packaging market reached USD 55 billion in 2025, and is projected to expand to over USD 120 billion by 2031. IDC forecasts that global AI server shipments will exceed 2 million units in 2026, representing a year-on-year surge of 55%. On July 25, Slkor held its summer team-building event at Laohugou under the theme "Uphold Integrity, Forge Ahead, Empower the Future with Chips". Team activities including tug-of-war and mountain off-road vehicles, alongside a wild picnic feast, allowed all employees to enjoy great fun and food, further boosting team cohesion and centripetal force. China&rsquo;s Innoscience rolled out an all-GaN 12kW 800V-to-50V HVDC power supply solution for data centers. Domestic Industry News The 2026 Fortune China 500 list was released, featuring 25 semiconductor and electronic component enterprises including SMIC, Naura Technology and TFME. Xiaomi has raised its 2026 smartphone shipment target from approximately 90 million units to 110 million units. Nasen Intelligent Technology (Zhejiang) Co., Ltd. passed the hearing for its IPO on the Hong Kong Stock Exchange. Mass-produced complete servers equipped with LX500, a RISC-V + AI integrated chip featuring Lanxin computing power, rolled off the production line at Lenovo Lianbao Factory in Hefei. Unigroup Guoxin Micro intends to designate its power semiconductor business as one of its core main business pillars. Qiyuan Xinchuang, a wholly-owned subsidiary of Swancor Advanced Materials, officially signed a contract to settle in Pudong Zhangjiang Robot Valley as a key artificial intelligence project of Shanghai.

Kinghelm KH-RJ45-56-8P8C-D: Reliable, Durable & High-Performance Network Interface International News The global semiconductor precursor market size is projected to reach USD 5.44 billion by 2029, with China&rsquo;s market hitting USD 2.223 billion. Nubia officially unveiled the world&rsquo;s first AI Agent smartphone &mdash; Nubia NaviX Ultra. Samsung Electronics plans to purchase 50 sets of D2W Die-to-Wafer hybrid bonding equipment from Dutch semiconductor equipment supplier Besi. The global MEMS gyroscope market will reach USD 2 billion in 2026. Accessories of Kinghelm connectors fall into structural accessories and mounting accessories. Structural accessories include retaining rings, positioning keys, locating pins, guide pins, coupling rings, cable clamps, sealing rings, gaskets, waterproof rings, etc. Mounting accessories cover screws, nuts, bolts, spring coils, heat shrink tubing and more. Kinghelm owns multiple invention patents and has obtained ISO9001 certification, RoHS and REACH compliance certificates. Certifications including IATF16949 automotive quality management system, UL, TUV and Dun & Bradstreet are currently under application. AMD unveiled Helios, its first rack-scale AI system. Domestic News ChangXin Memory Technologies will be officially listed and traded on the STAR Market of the Shanghai Stock Exchange on July 27, 2026. Honghe Technology plans to invest RMB 600 million to establish a wholly-owned subsidiary named Honghe Semiconductor Co., Ltd. (tentative name). Shenzhen Fastprint Circuit Tech Co., Ltd. intends to invest RMB 10 billion to build its third industrial park in Shenzhen, which will host intelligent production bases for high-end AI substrates and flexible printed circuit boards (FPCs). Changrun Chip Micro System (Shanghai) Co., Ltd. has completed registration with a registered capital of RMB 4 billion. Preparatory work for the system-level packaging and testing project of memory chips in Wuxi has officially kicked off, with a total investment exceeding RMB 1.8 billion. Xingye Technology plans to invest RMB 55 million to acquire the indium phosphide business and supporting assets of Qingdao Leon Optoelectronics Semiconductor Technology Co., Ltd. Kinghelm RF PCB Mount Connectors

In early July 2026, Kinghelm and Slkor made a high-profile appearance at 2026 electronica Shanghai, sending a team of over 30 people and occupying a 72-square-meter booth with a technologically striking and visually powerful layout. As a thought leader in Huaqiangbei, General Manager Mr. Song Shiqiang was invited to the eefocus Executive Dialogue live studio, participated in interviews and live streaming with Zhixin Suge&rsquo;s "GESA Chip Shines East," and contributed to a special written interview with Hc360.com &ndash; all of which drove strong exposure and deep brand engagement for "Kinghelm" and "Slkor." At electronica Shanghai, Kinghelm and Slkor showcased their capabilities alongside international giants such as TE Connectivity, Amphenol, Molex, Hirose, Infineon, Texas Instruments, STMicroelectronics, and onsemi, as well as outstanding domestic players including Electric Connector, Changjiang Connector, Silan Micro, China Resources Micro, and Jiejie Microelectronics &ndash; competing, exchanging ideas, and growing together. Song Shiqiang on Strategy I: "Slkor: Chinese Semiconductors Going Global" Mr. Song Shiqiang, founder of Slkor Semiconductor, engaged in a compelling discussion with Mr. Li Jian, senior industry analyst at eefocus, on the theme "Slkor: Chinese Semiconductors Going Global." Slkor Semiconductor founder Song Shiqiang (left) with eefocus senior industry analyst Li Jian Chinese power semiconductors are transitioning from the "chip shortage" dividend period to the deep waters of market competition. As global chip supplies normalize and international brands cut prices to recapture market share, the window for domestic substitution is narrowing. In this context, Mr. Song shared the "disruptive innovation" path he has practiced throughout his entrepreneurial journey. Mr. Song Shiqiang (left) at the eefocus live studio Song pointed out that while cutting-edge technologies like silicon carbide have great promise, their R&D and commercialization cycles are lengthy, making them less optimal for startups. Slkor chose to start with products such as MOSFETs, IGBTs, and bridge rectifiers &ndash; technologies that are relatively mature, have lower entry barriers, and shorter cycles, enabling rapid cash flow generation. Later, the company added ESD protection diodes, TVS transient suppression diodes, power management ICs, and other analog products. This strategy reflects a deep understanding and flexible application of the economic principles of "disruptive innovation" &ndash; which involves breaking through from niche markets to the core, penetrating and gradually displacing high-end products from the low-end, ultimately achieving sustained innovation and breakthroughs. At the same time, Slkor and its sister company Kinghelm have built a unique dual-brand synergistic ecosystem. Mr. Song recalled that the initial rationale for running the "Kinghelm" and "Slkor" dual brands was to diversify risks from market fluctuations and public listing. Unexpectedly, both brands have flourished, and cross-orders from customers have generated a "1+1>2" ecological reuse effect &ndash; with upfront investments in brand penetration, sample delivery, employee training, and internal knowledge engineering paying off in one go. Song Shiqiang: We want to let time verify our products, our brand, and the value of our team Song attributes the competitiveness of Chinese semiconductor companies to two factors: first, the diligence of the Chinese people, with sustained positive labor input driving rapid product iteration; second, the maturity of the domestic industrial chain, where technology and market mutually reinforce each other in a virtuous cycle. However, he also clearly recognizes that competition is intensifying. In a weak economy, massive capital has flooded into the electronics information sector, and the growth in industry output value lags far behind the influx of speculative capital. "Competing on price, efficiency, and response speed" has become the norm. Currently, Slkor is evolving from "product going global" to a new stage of "comprehensive globalization," aiming to secure a prominent position in the global power semiconductor landscape. Song remarked: "Our company has a rule: we don&rsquo;t do things that can be done by three to five people, nor things that can be done in three to five years. We want to let time verify our products, our brand, and the value of our team. This is also our corporate firewall." Song Shiqiang on Strategy II: "Kinghelm and Slkor: The Path to IPO Through Dual-Brand Synergy" Zhixin Suge (left) and Mr. Song Shiqiang (right) Zhixin Suge, leading CGC &middot; Champion Strategy, visited the Kinghelm and Slkor booth at W5.317, engaging with Mr. Song in a deep dialogue exploring the "chip" ocean &ndash; with culture as the oar, thought as the sail, and action as the vessel. CGC &middot; Champion Strategy Visits Kinghelm Song Shiqiang: Kinghelm&rsquo;s goal is the stars and the sea &ndash; to become a publicly listed company representing a national brand! "Kinghelm" conveys a powerful sense of strength, rich in meaning and depth. "Kinghelm &ndash; Connecting the World." In 2007, Shenzhen Kinghelm Electronics Co., Ltd. set sail from Huaqiangbei, Shenzhen. Its technical team, rooted in Tsinghua University and the University of Electronic Science and Technology of China, has attracted outstanding professionals, deepened its expertise in microwave RF technology, and established new technology research institutes in collaboration with universities. Today, it has grown into a nationally recognized high-tech enterprise, industry-leading in the R&D, production, sales, and technical services of RF microwave signal transmission products and comprehensive solutions. High technology, superior quality, and safety are our unremitting pursuits. Mr. Song explained that Kinghelm&rsquo;s English name combines "King" (meaning sovereign) and "helm" (the rudder that steers direction and navigates storms). "Kinghelm" signifies ambitious goals, fearlessness in the face of challenges, and the pursuit of a royal path &ndash; embodying the Eastern wisdom of "Inner Sage, Outer King" and "Great Virtue Sustains All Things" advocated by Mr. Song. "Kinghelm &ndash; Connecting the World." Since its founding in 2007, the company has successfully shaped the "King&rsquo;s Rudder" brand image, achieving remarkable success in the Beidou satellite navigation and positioning systems and related products, leading industry trends, and emerging as a "leading enterprise" in the sector. Meanwhile, its market share in the connector segment continues to grow, and the "Kinghelm" brand enjoys influence and reputation in international markets. Mr. Song emphasized that Kinghelm&rsquo;s slogan is "Kinghelm &ndash; Connecting the World." "We strive to produce excellent products, capture more market share, and serve more customers. Kinghelm&rsquo;s corporate vision is to make our antennas and connectors serve a broad customer base, facilitating smooth global communication and social harmony. Products are the vessel; culture is the soul. Culture empowers products with a 'brand soul.' Our goal is the stars and the sea &ndash; to become a publicly listed company representing a national brand, and to bring our 'Inner Sage, Outer King' corporate culture and 'Kinghelm' brand products to the world. A public listing signifies success for both our individuals and the company, and enables our employees to share more in the rewards. It is precisely our people-centric philosophy &ndash; 'good work leads to a good life' &ndash; and the organizational and behavioral mechanisms built upon it, combined with ensuring that knowledge density, talent structure, systems, processes, and mechanisms efficiently complete the business loop, that have enabled Kinghelm to achieve high efficiency, greater rewards for colleagues, an ever-growing team with stronger cohesion and commitment, and rapid and steady development even during industry downturns." CGC &middot; Champion Strategy Visits Slkor Song Shiqiang: Slkor aims to become one of the world&rsquo;s most competitive semiconductor companies "Slkor&ndash;Chips Driven future." Since its founding in 2015, Slkor has risen as a formidable contender. Its technical backbone comes from Tsinghua University and Yonsei University in South Korea, leading the company with new materials, new processes, and new products, and mastering world-leading third-generation semiconductor silicon carbide power device technology. "Slkor" &ndash; trust is the foundation, righteousness is the soul; trust is inscribed in the vessel, righteousness is fulfilled in action. This conviction drives our continuous exploration of cutting-edge semiconductor technologies. Our friends are spread across four seas, and our products reach five continents. Together with its sister company Kinghelm, Slkor has formed a high-speed development model driven by the interactive push of the "Kinghelm" and "Slkor" brands and products, deeply integrated with China&rsquo;s booming semiconductor chip market. We treat our colleagues with care, develop products with dedication, serve our customers with heart, and hope to make the future better through our products and technologies. Song noted that ultimately, business success comes down to culture. Taking the 2026 electronica Shanghai as an example, over 2,000 top exhibitors from home and abroad competed on the same stage &ndash; from booth design and corporate videos to team core competencies and individual best performances. On the surface, it was all about selling products, finding customers, and boosting sales, but in essence, it was a showcase of culture, strength, and depth &ndash; and also an opportunity to train the team and empower each employee. These are the "soul" elements. What deserves reflection is how to effectively present team spirit, company strength, brand influence, technological and product leadership; how to disseminate corporate values, vision, and mission efficiently and accurately through corporate videos; and how to understand the essence of service, customers&rsquo; latent needs, and differentiated competitive strategies &ndash; these are the gaps between Chinese companies and multinational giants in the process of globalization. Song particularly emphasized that Slkor&rsquo;s global strategy follows a path of specialization, differentiation, and high-end development, consciously resisting "involution-style" competition, and surviving and growing amidst multiple constraints. It has become one of the best-developed companies in China&rsquo;s semiconductor sector. This differentiated competition means continuous innovation, continuous deployment, continuous self-pressure, and continuous self-breakthrough. Only thus could Slkor seize the opportunity at 2026 electronica Shanghai to showcase its strength, creativity, corporate culture, and attention to detail to peers and partners worldwide. Observing over the past few days, I found that the Slkor and Kinghelm booth attracted more foot traffic, energy, and visitor flow than neighboring booths &ndash; because our team arrived earliest and most completely, everyone prepared thoroughly upon arrival, kept working hard, helped each other, and spontaneously reviewed and summarized experiences during breaks. Improving a little every day, staying focused on our goals &ndash; it is this spirit that enables Slkor Semiconductor to excel in products, business, and every detail, and has now set it on a path of high-quality development, solidifying the foundation for its public listing. Song Shiqiang on Strategy III: "The Counter-Attack and Breakthrough of Domestic Brands" Slkor&rsquo;s article featured as the headline in Hc360.com&rsquo;s "Chip News Top Stories" column As a thought leader in the electronics information industry, Mr. Song Shiqiang has attracted widespread attention. Slkor&rsquo;s press release "See You Next Year | Slkor&rsquo;s Highlights at 2026 electronica Shanghai" was featured as the lead story in Hc360.com&rsquo;s "Chip News Top Stories" column. Excerpts from Hc360&rsquo;s written interview with Slkor&rsquo;s Song Shiqiang were included in the article "AI Computing Power 'Consumes' Capacity, Power Devices Tight Across the Board". In light of the market situation where "AI data center deployments are driving strong demand for power switches and ICs, leading to shortages," Mr. Song&rsquo;s core views, corporate strategy, and trend assessments are as follows: Slkor founder Mr. Song Shiqiang Core View: For MOSFETs and IGBTs, due to capacity squeezes at foundries and OSATs from other higher-margin products, lead times have lengthened this year, with occasional shortages. Corporate Strategy: Domestic power devices are evolving from initial "device replacement" to comprehensive "solution competition." This year, the adoption of Slkor&rsquo;s SiC MOSFETs and other products at the customer end has accelerated, driven by growing recognition of the domestic "Slkor" brand. However, due to intense competition among peers, significant volume growth has not yet materialized. Trend Assessment: In domestic power device production, domestic brands are gradually squeezing out import brands &ndash; particularly evident in low-end products, with signs of loosening in high-end products as well. This assessment provides a positive signal for the trend that "the upward cycle will continue at least through 2027," confirming the explosive momentum of domestic substitution acceleration. The industry rule of "disruptive innovation" applies here as well. About Mr. Song Shiqiang Mr. Song Shiqiang at booth W5.317, 2026 electronica Shanghai Mr. Song Shiqiang (Huaqiangbei Song Shiqiang) is the founder and General Manager of Kinghelm Electronics and Slkor Semiconductor, a member of the Expert Database of the China Association for Science and Technology, a lecturer for the Expert Group of the Chinese Institute of Electronics, a researcher on Huaqiangbei commercial practices, and a popular science columnist. He is renowned as the "Huaqiangbei Observer" and the "Huaqiangbei Folk Economist." He is also the first cultural scholar to distill the "daring, innovative, resilient, and pragmatic Huaqiangbei culture" &ndash; which is widely regarded as the embodiment of Huaqiangbei&rsquo;s entrepreneurial spirit. Mr. Song has published the "Song Shiqiang on Strategy" series of short videos and articles, which have been repeatedly republished by authoritative domestic and international media including People&rsquo;s Daily, Xinhua News Agency, Global Times, Associated Press, Yahoo News, The Wall Street Journal, and Harvard Business Review. Related videos are widely popular on short-video platforms such as Douyin, WeChat Channels, Bilibili, Xiaohongshu, YouTube, and TikTok, contributing positively to improving Huaqiangbei&rsquo;s business environment, promoting traditional Chinese culture, and fostering socialist economic prosperity. Kinghelm&rsquo;s 20-year development journey Song noted that both Kinghelm Electronics and Slkor Semiconductor are national high-tech enterprises, and the "Kinghelm" and "SLKOR" brands have gained international influence and reputation, becoming synonymous with "domestic substitution." "Kinghelm &ndash; Connecting the World." Kinghelm has been deeply engaged in microwave RF technology for nearly 20 years. Its core technical members come from Tsinghua University and UESTC. Its laboratories are fully equipped, enabling independent R&D of new products and testing of smart terminal products. Its production base in Luzhai County, Guangxi, is equipped with intelligent flexible production lines capable of delivering large-volume orders on time with guaranteed quality. "Kinghelm" products include Beidou/GPS antennas, Bluetooth and WiFi antennas, series of RF jumper cables, signal connectors, board-to-board connectors, board-end socket connectors, switch series, as well as customized medical and automotive wiring harnesses, and development of non-standard antennas and connectors &ndash; including drawing, mold making, testing, and mass production support services. Slkor Semiconductor company overview "Slkor &ndash; Moving the Future with Chips." Slkor&rsquo;s product portfolio is continually expanding. Industrial-grade products include SiC Schottky diodes, SiC MOSFETs, IGBTs, and fifth-generation ultra-fast recovery power diodes, meeting the high-performance demands of new energy vehicles, high-end equipment, communications and power equipment, solar photovoltaics, medical devices, and other industries. Consumer-grade products include high-, medium-, and low-voltage MOSFETs, thyristors, bridge rectifiers, Schottky diodes, ESD protection diodes, TVS transient suppression diodes, general-purpose diodes and transistors, power management ICs, Hall sensors, high-speed optocouplers, and more &ndash; widely used in smartphones, laptops, robotics, smart homes, IoT and IoV, LED lighting, 3C digital products, and other fields. Kinghelm and Slkor&rsquo;s "dual-engine" international development path is steady and rapid, with the "Kinghelm" and "SLKOR" brands gradually growing into globally recognized names, serving tens of thousands of customers worldwide with products and technical support.