A[Morning News Selection on September 23]
1. Premier Li Qiang of the State Council visited Shanghai on September 22. He emphasized that we should adhere to the direction of intelligence, greenness and integration, promote the deep integration of technological innovation and industrial innovation, vigorously develop a new generation of intelligent manufacturing, accelerate the cultivation and expansion of emerging industries and future industries, and continue to make advanced manufacturing bigger and stronger.
2. Guo Jiakun stated at yesterday’s regular press conference of the Ministry of Foreign Affairs that China is willing to work with the United States to enrich the connotation of China-US constructive strategic and stable relations, strengthen dialogue and cooperation, properly manage differences, continuously enhance the well-being of the two peoples, and promote world peace, stability and prosperity.
3. The Ministry of Commerce and other five departments have adjusted the "Management Catalog of Precursor Chemicals for the Export to Specific Countries (Regions)". From the date of the announcement, those exporting some chemicals to the United States, Mexico, Canada and other countries must apply for a license in accordance with the "Interim Regulations on the Export of Precursor Chemicals to Specific Countries (Regions)".
4. Iranian President Pezhechiyan took a special plane from Tehran to New York, the United States, on September 22 to attend the 81st United Nations General Assembly High-Level Week. He is expected to deliver a speech at the general debate of the UN General Assembly on the morning of September 23, local time.
5. US President Trump said that he will hold talks with Iran in the near future and that the US and Iran may reach an agreement after the mid-term elections. It was also stated that Hosan might have to be destroyed.
6. The General Office of the State Administration for Market Regulation and the General Office of the Ministry of Ecology and Environment recently jointly issued a notice arranging to carry out carbon emission measurement review and investigation work on key emission units in the national carbon emissions trading market. The notice clearly establishes a “one-time review and two-party acceptance” mechanism for carbon emission measurement review results.
7. China's electrification annual development report released by the China Electricity Council on the 22nd shows that China's electrification rate has exceeded 29% at present, and by 2030, China's electrification rate will rank first among the world's major economies.
8. Haiguang Information Computing Power Chip CPU 1000 series was officially released. This product is a lightweight CPU built with C86 architecture for low power consumption, embedded and end-side computing power needs.
9. Yuexin Semiconductor announced that the issuer and the joint lead underwriters negotiated and determined the issuance price to be 12.01 yuan per share based on the preliminary inquiry results. Investors should make online and offline subscriptions at this price on September 24, 2026 (T-day).
10. CICC announced that it plans to absorb and merge Dongxing Securities and Cinda Securities by issuing A shares to all A-share shareholders of Dongxing Securities and Cinda Securities. There were 7,321,900 objectionable shares effectively declared in the stock exchange and absorption merger, and trading of A shares was resumed.
11. Shanshan Co., Ltd. announced that it plans to invest 5.106 billion yuan to build an integrated base project for lithium-ion battery anode materials with an annual output of 150,000 tons.
12. Baiwei Storage announced that it plans to invest 4.5 billion yuan to build the third phase of the wafer-level advanced packaging and testing manufacturing project.
13. Oni Electronics announced that its wholly-owned subsidiary signed a 1.67 billion yuan GPU computing card purchase contract. Xingyun Technology announced that it has signed a 453 million yuan computing power service procurement contract.
14. Sichuan University Zhisheng announced that it was filed by the China Securities Regulatory Commission for suspected violations of information disclosure laws.
15. The three major U.S. stock indexes closed with mixed gains, with the Nasdaq rising 0.45%, the S&P 500 closing flat, and the Dow falling 0.36%. Among them, the Nasdaq hit a new all-time high. The Philadelphia Semiconductor Index rose more than 2%, hitting a new closing high since mid-July.
16. Several Asian refiners have received informal notifications from Saudi Aramco and will soon be able to receive crude oil at the Red Sea port of Yanbu.
17. The United States signed a security agreement with Denmark and its autonomous territory Greenland on the 22nd to "strengthen security in the Arctic and North Atlantic regions."
18. The Iranian Foreign Minister met with the US special envoy in New York. Iran said that the meeting between Iran and the US was to convey the conditions for reopening the strait.
19. Senior Iranian officials said that Iran can reopen the Strait of Hormuz within 7 days if the United States reduces military pressure and lifts its naval blockade on Iran.
20. JPMorgan Chase CEO Jamie Dimon recently stated that the spending boom in the AI field shows no signs of slowing down, and investment in the entire hyperscale data center ecosystem may reach US$1 trillion next year.
21. Apple announced that the new Mac mini and Mac Studio are officially launched. Apple is reportedly developing a new fitness tracker aimed at competing with Whoop. B[Haiguang Information releases the first end-side computing power chip CPU1000 series] On September 22, Haiguang Information computing power chip CPU 1000 series was officially released. This product is a lightweight CPU built with C86 architecture for low power consumption, embedded and end-side computing power needs. Sha Chaoqun, President of Haiguang Information, said that the 1000 series is Haiguang's first computing power chip for end-side intelligence, marking the company's computing power extending from the cloud side to the edge and the end side; the 1000 series is not a single chip, but a product series for end-side computing power, which will allocate CPU, GPU, and NPU computing power according to the needs of different scenarios, and continue to enrich the embedded product matrix. (Reporter Wang Biwei) B[Resource prices have climbed to historical peaks This week, the industry's DDR5 memory modules have increased slightly following the increase in costs] "Science and Technology Innovation Board Daily" reported on the 15th that as time has entered the end of the third quarter, after nearly three months of continuous increase in resources, the industry's DDR5 secondary particles and embedded LP resources have risen to historical levels. However, the industry's DDR5 memory modules and LP4X/5X finished products have reached their limits due to customer price tolerance. Facing the demand for continued shrinkage, some storage manufacturers have begun to slow down resource procurement. The state of "low demand, low stocking, and low shipments" may continue for some time in the future. In the past six months since September last year, the secondary particles suitable for the industry's DDR5 memory modules have grown at a cumulative growth rate of more than 6 times. In late March, the price fell for a month and then continued to trade sideways. At the beginning of the third quarter, the price stopped falling and rebounded. The continued rise caused the price of DDR5 secondary particles to hit a record high. Faced with the rolling increase in costs, industry manufacturers have increased related finished products in stages. However, the excessively high product prices are facing more customer resistance. Only a few overseas customers can still accept the high prices. This week, the price of 8GB/16GB DDR5 memory modules in the industry increased slightly. Currently, more and more PC OEMs are evaluating switching more products to downgrade solutions to cope with cost pressures. Changes in customer demand will also make shipments more difficult. In the future, industry storage manufacturers will be more cautious about stocking up on high-priced resources. (flash market) B[Two departments: Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) to support the application of RISC-V chips in artificial intelligence, embedded systems and other fields] On September 15, the Ministry of Industry and Information Technology and the National Development and Reform Commission issued the "Fifteenth Five-Year Plan for the Development of Electronic Information Manufacturing Industry", which mentioned the promotion of software and hardware collaboration and breakthroughs in electronic system equipment. Build a safe, reliable, advanced and ubiquitous new generation information technology system, accelerate the advancement of hardware capabilities, and comprehensively improve the performance of electronic information product systems. Strengthen open source and collaborative construction, strengthen the deployment of open source Hongmeng and other domestic operating systems, create a computing-based artificial intelligence software and hardware full-stack ecosystem, and improve supporting software and hardware collaborative adaptation tools. Promote the research and development and industrialization of the fifth generation reduced instruction set (RISC-V) and support the application of RISC-V chips in artificial intelligence, embedded systems and other fields. Deepen the collaborative innovation of core molds and strengthen the collaborative design and optimization of algorithms and hardware architecture. Consolidate the competitive advantages of communication equipment and accelerate research on technologies and products such as high-end data communications, optical communications, mobile communications, satellite communications, and new generation wireless short-range communications.
Promote the intelligent upgrade of industrial control equipment and build an industrial computing system integrating computing, control, and sensing. Promote the high-end development and application of laser equipment and make breakthroughs in technologies such as high-performance lasers, ultra-precision laser processing, and precision optical-mechanical systems. Guide the digital, integrated, and intelligent development of radar equipment, and accelerate the application of emerging fields such as intelligent driving and low-altitude economy. Accelerate technological research on transfer equipment, improve the level of flexibility and intelligence, and expand applications to meet the needs of new generation intelligent manufacturing. B[New National Standard Released to Further Improve Intelligent Connected Automotive Software Security Governance System] September 14th, we learned today that the State Administration for Market Regulation (National Standards Administration) recently approved the release of the national standard "Automotive Software Quality and Defect Management Specifications". In terms of quality planning, the standard requires automobile manufacturers, software providers and relevant organizations upstream and downstream of the supply chain to establish a software quality and safety management system, implement 10 key quality assurance activities such as software safety management, historical problem avoidance, and status report monitoring, adapt to multiple development models, and strengthen the management and control requirements for artificial intelligence software, embedded software, cloud software and other types of objects. In terms of key process review and software risk assessment, the standard sets review nodes for five key processes including software project planning, requirements analysis, design implementation, software integration, and verification and confirmation, allowing for combined implementation based on the actual situation of the project. It is required to establish a software risk assessment mechanism, include software problems in each link into hierarchical assessment, and promote the transformation of quality control from "post-processing" to "defect prevention". (CCTV News) B[Market bidding actions are frequent due to limited demand. This week, the prices of some eMMC and LPDDR4X products have been slightly reduced] "Science and Technology Innovation Board Daily" reported on the 2nd that although the general price of original factory resources has remained strong since Q2 this year, the mainstream 512Gb TLC and 1Tb QLC The trade price of wafer has begun to decline slowly since mid-to-late March. Up to now, the cumulative decline in the trade price of individual wafer has dropped by nearly 20%. The price difference between the original factory resource shipment price and the trade price is continuing to expand. From the perspective of finished products, industry SSDs still have certain stocking needs due to some leading PC OEMs, which provides support for maintaining the current high price. On the other hand, for eMMC, market demand has weakened significantly since the second quarter of this year, and even the downturn in Q3 has become more serious. Customers are more cautious about the new round of stocking due to high inventory, and some customers have even delayed delivery. Not only that, all parties in the upstream and downstream industry chains have released a large amount of previously accumulated 64GB eMMC product inventory in the spot trade market. In addition, individual market quotations are low, storage manufacturers are generally under pressure on shipments, and the prices of 32GB and 64GB eMMC products have been slightly reduced this week. As September approaches, storage manufacturers strive for shipments in pursuit of performance targets, and embedded prices may continue to adjust. However, rising storage costs have led to rising prices of terminal equipment, declining shipments and squeezed inventories. As market demand is unlikely to improve, even small price concessions by storage manufacturers will be limited in boosting customers' willingness to purchase. (flash market)
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