According to the latest news, Huawei topped the Chinese smartphone market in January 2025 with an 18.6% market share. Its flagship Mate 80 series performed strongly, with cumulative sales exceeding 2.54 million units by the end of January. Among them, the standard version saw over 1.5 million activations, becoming the best-selling domestic high-end single product in the second half of last year.

According to South Korean media reports, Samsung Electronics has officially resumed investment in its NAND flash memory production line at its Pyeongtaek P4 plant and has begun moving in production equipment. This investment had previously been delayed due to the sluggish market. As part of a large-scale investment plan for 2026, Samsung plans to allocate approximately 10 trillion won in additional capital expenditure, focusing on increasing DRAM, NAND flash memory, and wafer foundry capacity. After the expansion of the Pyeongtaek plant, it is expected to increase monthly NAND chip production capacity by 60,000 wafers, DRAM production capacity by 30,000 wafers, and wafer foundry capacity by 20,000 wafers.

According to data released by the Ministry of Trade, Industry and Energy of South Korea, the country's exports in January 2026 reached $65.85 billion, with a year-on-year increase of 33.9%, surpassing $60 billion for the first time and setting a new historical record. Among these, semiconductor export performed particularly strongly, with export value reaching $20.5 billion in January, a year-on-year increase of 102.7%, marking the second consecutive month that export have exceeded $20 billion. The Ministry of Science and ICT of South Korea analyzed that the growth in semiconductors is primarily attributed to the expanding demand for high-value-added memory chips and the continuous price increase of general-purpose semiconductors such as DRAM. Driven by the global AI boom, South Korea's semiconductor industry, represented by Samsung Electronics and SK Hynix, has emerged as a major beneficiary.

On February 2, Lenovo announced that the new Legon Y700 tablet will be officially launched in March. Official promotional images reveal that the device features an updated design, including the removal of the traditional flash in favor of a circular RGB light ring. No visible ventilation openings are seen on the body, suggesting it may not be equipped with an active cooling system. The new tablet will be available in black and white color and featured a physical card slot on the side, likely supporting SIM card.According to related reports, the new Y700 will be equipped with an 8.8-inch LCD display featuring 3K resolution, a 165Hz refresh rate, and a 16:10 aspect ratio. It is expected to be powered by the Snapdragon 8 Elite Gen 5 processor, with an oversized vapor chamber for thermal management. The battery capacity is anticipated to increase to 9,000mAh.

According to foreign media reports, AMD's next-generation Zen 6 architecture processors will feature a major design overhaul. Its Core Composite Diode (CCD) will break away from the long-standing 8-core design, significantly increasing the core count to 12 cores, while simultaneously increasing the L3 cache capacity by 50%. Despite the significant increase in core and cache size, the new generation CCD maintains excellent chip area control, only increasing by approximately 7% compared to the current Zen 5 architecture.

Xiaomi's next-generation SU7 auto has completed development and is about to enter the mass production phase. Xiaomi founder Lei Jun announced in a recent live stream that the first batch of vehicles is expected to arrive at dealerships in seven cities, including Beijing, Shanghai, and Guangzhou, starting February 13th (before the Spring Festival), allowing consumers to experience the new car firsthand.

On February 1, 2026, the Shanghai Stock Exchange website disclosed that Shenghe Jingwei Semiconductor Co., Ltd. had officially posted its response to the second round of inquiries regarding its STAR Market IPO. The company's IPO application was accepted on October 30, 2025, with a planned fundraising of approximately RMB 4.8 billion. In the latest inquiry, the Shanghai Stock Exchange focused on its customer concentration, R&D personnel and expense structure, inventory, and fixed assets.

Apple announced its financial results for the first quarter of fiscal year 2026 (ended December 27, 2025). The financial report shows that Apple achieved revenue of $143.8 billion for the quarter, marking a year-on-year increase of 16%, setting a highest record for quarterly revenue. iPhone had its best quarter performance ever, while all regional markets recorded high. Regionally, Apple achieved double-digit growth in multiple markets, with revenue in Greater China reaching $25.53 billion, a year-on-year increase of approximately 38%, making it one of the most significant growth regions for the quarter.

Alibaba's semiconductor arm, T-Head, has officially launched its "Zhenwu 810E," an all-in-one chip designed for AI training and inference. The new chip, listed on the T-Head website, utilizes up to 96GB of HBM2e memory to deliver high performance, high bandwidth, and low latency for large model applications.

KIOXIA on Thursday named Executive Vice President Hiroo Oota, 63, as its new Chief Executive Officer and President, succeeding Nobuo Hayasaka, 70, who will become a Senior Executive Advisor.The appointment is effective after approval at the company's annual shareholders' meeting in June.A seasoned semiconductor industry veteran, Oota joined Toshiba in 1985 and has held engineering roles at the company's predecessor, Toshiba Memory Corporation, which was later renamed KIOXIA.

On January 27, Sunrise unveiled the new-generation inference GPU chip Qiwang S3 in Hangzhou, along with Huanwang SC3 super-node solution and inference cloud plan for large model inference. It is reported that Qiwang S3 supports flexible multi-precision switching from FP16 to FP4 and it is the first GPGPU chip in China adopted LPDDR6 memory solution, quadrupling the memory capacity. Following Sunrise's roadmap of "mass-producing one generation, launching one generation, and pre-researching one generation", cost-effective inference GPU chip Qiwang S3 will be released this year, high-performance inference GPU chip Qiwang S4 is set to launch in 2027, while secure and controllable inference GPU chip Qiwang S5 is scheduled to release in 2028.