B[Huawei Huang Yu: The biggest challenge of Tao's Law lies in EDA tools] "Science and Technology Innovation Board Daily" reported on the 15th that Huang Yu, chief scientist of Huawei Semiconductor EDA, said today at the 2026 Bay Chip Exhibition that Huawei's Tao's Law is mainly divided into four layers: the most basic device layer, optimizing the transistor structure and interconnection method , compressing the device time constant from the source; the second layer is the link layer, which is our biggest innovation point; the third layer is the chip layer, where software and hardware are co-designed to form a new architecture; the fourth layer is the system layer, which is the well-known super node and cabinet interconnection, which requires better communication protocols and faster speeds. He said, "The biggest challenge of Tao's Law lies in EDA tools. At the same time, process challenges, engineering challenges and system design challenges also exist." (Kechuangban Daily reporter Wang Chufan) B[Huawei Xu Songyu: The next generation Kirin 2027 chip is ready] "Science and Technology Innovation Board Daily" reported on the 13th that "Science and Technology Innovation Board Daily" learned that at the 2026 Kirin Media Communication Conference, Xu Songyu, director of Huawei's Semiconductor Business Wireless Terminal Chip Product Management Department, announced the logic foldable Tao chip Kirin 9050 for the first time. Pro detailed architecture diagram, including the new generation of Lingxi CPU, Ma Liang GPU, DaVinci architecture NPU, Kirin AI ISP, Balong AI Modem, FFTS function flow task scheduler, audio and video processor, security processor and Lingxi micro-core working together.
Xu Songyu revealed that the next-generation Kirin 2027 chip is also ready. So far, all test results are in line with expectations, so the evolution (logic folding) in the next 10 years is sustainable. As for the specific stage and what kind of technology is needed for each point, it may need to be carried out and discussed step by step. (Kechuangban Daily reporter Huang Xinyi) B[Selected midday news on October 12]
1. As of midday closing, the Shanghai Composite Index fell by 0.12%, the Shenzhen Composite Index fell by 1.03%, and the ChiNext Index fell by 1.27%.
2. Hong Kong stocks closed at noon, with the Hang Seng Index up 0.17% and the Hang Seng Technology Index down 0.55%.
3. The Ministry of Foreign Affairs took countermeasures against Paraguay’s Minister of Communications and Technology Billiat; and took countermeasures against Belize’s Minister of Foreign Affairs, Foreign Trade, Education, Culture, Science and Technology Fonseca.
4. Data show that last Friday (October 9), stock ETFs had a net inflow of 22.782 billion yuan, marking the fifth consecutive trading day of net inflows.
5. Huawei’s cumulative shipments of foldable machines have exceeded 20 million units. Huawei’s foldable screen mobile phone market share will exceed 70% in the first half of 2026. B[A new round of price increases for domestic mobile phones, some models have increased by as much as 1,000 yuan] News on October 9, reporters learned from Huawei offline stores on October 9 that starting from 0:00 on October 9, 2026, Huawei will make price adjustments for the nova16 series: the recommended retail price (RRP) of nova16 and nova16 Pro will be increased by 400 yuan, nova16 SE will be increased by 200 yuan, and the channel delivery price (STP) will be increased simultaneously. On the same day, the price of the entire Mi 17 Ultra series also increased by 1,000 yuan: the starting price of the standard version increased from 6,999 yuan to 7,999 yuan, and the starting price of the higher-positioned Leica version increased from 7,999 yuan to 8,999 yuan. The pricing of the versions currently on sale on Xiaomi’s official website has been adjusted. (Interface News) A[Wenjie Auto: Huawei and Cyrus reach a new five-year cooperation] Wenjie Auto announced that on September 30, the strategic cooperation signing ceremony for Hongmeng Zhixing Wenjie business upgrade was held in Shenzhen. Yu Chengdong, Huawei's Managing Director, Director of the Product Investment Review Committee, and Chairman of Terminal BG, and Zhang Xinghai, Chairman (Founder) of Thalys Group, attended the signing ceremony. Huawei and Cyrus stated that facing the new five years, the two parties will continue to anchor the core positioning of Wenjie high-end smart car brand, jointly establish a dedicated Wenjie business team, and further upgrade Wenjie business. A[JAC: There is indeed an intention to discuss cooperation with Huawei and Stellantis, but the content and form of cooperation have not been determined] On September 30, Jianghuai Automobile (600418.SH) announced that the company’s stock’s closing price increase deviation for three consecutive trading days on September 28, 29, and 30 exceeded a cumulative value of more than 20%, which was an abnormal fluctuation in stock trading. Recently, the company has noticed that some media have published reports on relevant media platforms that the company intends to cooperate with Huawei and Stellantis. After verification, the company, Huawei and Stellantis do have intentions to discuss cooperation. However, the content and form of cooperation have not been determined, and no binding formal agreement has been signed. There is still great uncertainty in the advancement of subsequent related cooperation matters. B[Huawei executives responded that all the money of car companies has been made by Huawei: Huawei hopes to achieve win-win cooperation with car companies] On September 28, Jin Yuzhi, senior vice president of Huawei, CEO of Smart Car Solutions BU, and CEO of Yinwang Company, responded to the topic of "whether the money of car companies has been made by Huawei" in an interview with the media. He said that Huawei hopes to achieve win-win cooperation with car companies. Competition in the domestic auto market is fierce at present, and all auto companies are exploring ways to make profits and survive. Jin Yuzhi specifically pointed out that there is a greater need for in-depth collaboration between car companies and parts suppliers, and not all links must be self-developed.
In his view, car companies need to carefully calculate costs before planning to develop their own smart driving systems. "Especially for models below RMB 200,000, some car companies believe that it is difficult to control costs and maintain operations without self-research. Faced with fierce competition, car companies first think of reducing costs, and self-research becomes the priority. However, if car companies want to invest billions or even tens of billions in self-developed intelligent driving systems, many car companies have annual sales of less than 1 million units. When divided equally into a single vehicle, the cost of the software system alone will be several thousand yuan. This system still needs continuous iteration, plus related investments such as hardware and domain control. The self-developed model for car companies is not cost-effective." (China Business News) B[Yu Chengdong made a public statement for the first time: Hongmeng Intelligent will allocate more resources to invest in the "Four Realms" and the rights and interests of Wenjie users will not be affected] On September 28, Yu Chengdong, Huawei's Managing Director, Director of the Product Investment Review Committee, and Chairman of Terminal BG, said today that the Wenjie brand is the first brand created by Hongmeng Intelligent. As the brand becomes increasingly mature, Wenjie will develop in the future under a new cooperation model, led by Cyrus and empowered by Huawei terminals. The existing rights and interests and follow-up services of all Wenjie users will not be affected. Yu Chengdong also said that Hongmeng Smart will allocate more resources and energy to further strengthen the investment of Zunjie, Xiangjie, Zhijie and Monk Shangjie, create more high-quality products for consumers, and create more successful paradigms for the development of China's automobile industry. (Reporter Zhang Yipeng) B[Share price rises again. JAC’s latest response: The company has always cooperated with Huawei] On September 28, JAC hit the daily limit again today. As of now, the company’s stock price is reported at 25.22 yuan per share, and the latest market value is 56.85 billion yuan. Previously, the company's stock price reached its daily limit on September 22 and September 23 respectively. According to the news, the Hongmeng Zhixing press conference will be held on the afternoon of September 28. Previously, there were market rumors that Stellantis, Huawei, and JAC Motors are cooperating with each other, and Maserati electric models may use the Hongmeng Smart Travel platform. The market expects that JAC Motors is expected to undertake the OEM of luxury brand electric vehicles, opening up the overseas high-end OEM market space. In response to this, JAC Motors responded to reporters by saying that the stock price fluctuations are market-oriented behavior, the company's production and operations are all normal, and the company has always cooperated with Huawei. Xiang Xingchu, chairman of the company, recently stated that he will firmly work with Huawei and supply chain partners to continue to launch more products that exceed user expectations. Zunjie's long-term investment in laying out the ultra-luxury track will not stop. The brand will continue to expand its product matrix in the future, and will successively launch SUVs and sports luxury models to further enrich its product line. (CSI Taurus) B[15,318 units of Qijing GX7 were ordered within 18 hours of its launch] On September 24th, according to Qijing Automobile officials, the Qijing GX7, which had just been launched, had ordered 15,318 units within just 18 hours of its launch, and the market was rapidly gaining popularity. As the new main model of the Qijing brand, the Qijing GX7 is equipped with a number of core leading technologies. Huawei's seven major automotive intelligent solutions are fully integrated into the car. It is equipped with the industry's first one-click bed-making function in 20 seconds. The entire series comes standard with Huawei's Qiankun L3 level autonomous driving architecture. The entire series comes standard with CATL batteries. It has a battery life of more than 1,500 kilometers without anxiety. It can perfectly take into account scenarios such as workplace lunch breaks, family care, outdoor camping, and long-distance self-driving.
Qijing Automobile is an intelligent technology high-end brand created by Huawei Qiankun and GAC. This outstanding order performance also confirms the market and users' widespread recognition of the Qijing GX7 product strength. Currently, all show cars and test drives are in stores. During the Mid-Autumn Festival and National Day, consumers can go to more than 300 Qijing stores across the country to taste and test drive new cars up close. B[Qijing GX7 is on the market with a limited-time equity price of 229,900-291,900 yuan] On September 23, the Qijing GX7 jointly built by GAC Group and Huawei Qiankun was officially launched, with a limited-time equity price of 229,900-291,900 yuan. The new car is equipped with a 20-second one-button flat-screen large bed and supports more than 12 scene modes. The entire series comes standard with L3 level autonomous driving architecture, equipped with 4 lidars and 38 high-performance sensors. In terms of battery life, all Qijing GX7 series are equipped with CATL batteries, with a comprehensive battery life of over 1,500km, and 30%-80% fast charging in just 10 minutes. As the first domestic car brand to have all its models equipped with L3 architecture as standard, Qijing’s launch also sets a new value benchmark for the 300,000-class smart SUV market.
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