A · Important
[Selected evening news on September 8]
1. Apple abandoned its short-term bargaining practice and reportedly signed a long-term NAND flash supply agreement with Kioxia for a period of three to five years without a price ceiling.
2. Intel PC CPU prices are expected to increase by 10% again in early October 2026. At the same time, the small core product line with low gross profit margin may start to be discontinued and delisted.
3. The 2026 China International Optoelectronics Expo will be held at the Shenzhen International Convention and Exhibition Center from September 9th to 11th. The industrialization progress of new structures such as NPO, CPO, and XPO is expected to become an important highlight of this exhibition.
4. Samsung Electronics’ Taylor, Texas, factory will trial-produce 2nm chips at the end of this month. Currently, all production capacity has been fully booked, with an initial monthly production capacity of 50,000 pieces.
5. Brent crude oil futures are approaching US$100 again. Houthi armed forces attacked Saudi energy facilities, injuring 73 people and saying that there is "no safe place" in Saudi Arabia.
6. Company news: ① Longsys: Today it repurchased 1.2495 million A shares of the company for the first time, with a total transaction amount of 448 million yuan. ② Benchuan Intelligent: It plans to invest 2 billion yuan to build a new industrialization project of multi-layer and high-end HDI circuit boards with an annual output of 1.5 million square meters of AI computing power. ③ Zhongji InnoLight: The controlling shareholder Zhongji Holdings released the pledge of 2 million shares. ④Longban Media: Stock trading has suffered serious and abnormal fluctuations, and trading will be suspended for verification starting tomorrow.
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