Citrini Analyst: China's CXMT tests pilot production line for bonding DRAM; South Korean media claims its technology and development speed may be ahead of its South Korean rivals.
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Apple begins testing CXMT DRAM for devices sold in China.
According to a report by Citrini analyst Jukan on the X platform, as cited by Odaily Odaily, Apple has begun testing CXMT's DRAM for use in Apple devices sold in China.
Xu Xiaolan, President of the Chinese Institute of Electronics: my country's humanoid robot exports increased by 210%, accelerating their entry into industrial production lines.
According to Mars Finance, at a press conference for the 2026 World Robot Conference today, Xu Xiaolan, a member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference (CPPCC), Vice Chairman of the Central Committee of the China Zhi Gong Party, and Chairman of the Chinese Institute of Electronics, introduced that my country has been the world's largest industrial robot market for 13 consecutive years, with domestically branded industrial robots accounting for over 50% of the domestic market share. my country possesses a complete industrial chain supporting humanoid robots, encompassing materials, core components, system integration, scenario operation, and data services. In 2025, with 90% of global shipments and over 330 product models, China firmly holds a leading position in the global humanoid robot industry. Data from the first quarter of 2026 shows that my country's exports of humanoid robots increased by 210% year-on-year, becoming a new calling card for China's high-end manufacturing exports. The application scenarios for humanoid robots are rapidly expanding from entertainment, marketing, and education to industrial scenarios such as 3C quality inspection, logistics sorting, and automobile manufacturing. Humanoid robots have initially acquired the capability to be integrated into industrial production lines. (Reporter Li Mingming, Science and Technology Innovation Board Daily)
Citrini analyst Jukan: MediaTek reportedly has secured Meta as an ASIC customer, following its TPU offerings.
According to a post on the X platform by Citrini analyst Jukan, Odaily Odaily, supply chain sources indicate that MediaTek has essentially secured a second ASIC customer besides Google. If all goes as planned, this customer will be Meta, previously rumored. MediaTek, as is customary, does not publicly comment on individual products, customer situations, or market rumors. While Qualcomm currently appears to have key customers such as Meta, Microsoft, and ByteDance, industry insiders believe that MediaTek's continued deepening of its cooperation with Google and its potential to secure a second customer puts it at a disadvantage. Semiconductor supply chain sources state that, considering the order prospects and generational transition pace of major cloud service providers for AI data centers and ASIC products, Google remains the most aggressive and proactive major customer. MediaTek not only has two products codenamed Zebrafish and Humufish, but according to market information and confirmation from industry insiders familiar with ASICs, its participation in the v9 generation Triggerfish is almost certain. This means that from the end of 2026 to 2028, and even into 2029, MediaTek can reliably receive revenue contributions from TPU mass production. Compared to Qualcomm's $15 billion cloud AI revenue target for 2029, it's only a matter of time before MediaTek, holding multiple TPU ASIC orders, reaches the $10 billion level. The industry is also focused on whether MediaTek can successfully secure its second major cloud service provider client. Based on earlier market information and recent supply chain confirmations, MediaTek is still actively collaborating with Meta on ASIC products, likely focusing on AI acceleration chips. Meta recently partnered with Arm and Qualcomm, but the products are all CPU-oriented, with no further concrete news regarding its self-developed AI acceleration chips. IC design industry insiders say that Meta's recent cloud AI development strategy has indeed been rather chaotic and unclear, with multiple adjustments to its internal chip development plans, seeking multiple partners and adopting different solutions in the CPU field alone. Regarding AI acceleration chips, although Meta has officially announced its collaboration with Broadcom, supply chain sources indicate that this has not interrupted the ongoing collaboration between MediaTek and Meta. IC design industry professionals also emphasized that MediaTek and Qualcomm's cloud AI development blueprints are still significantly different. MediaTek is concentrating all its resources on ASIC business, while Qualcomm plans to simultaneously promote customization and standardization, while also covering AI acceleration chips and CPU products.
ECB seeks online merchants for 2027 digital euro pilot
Euro-area online and mobile merchants can apply until Oct. 27 to test beta digital euro payments in a 12-month pilot.
Citrini analyst Jukan: Samsung Foundry achieved monthly profitability in June, its first since 2023.
According to a post on the X platform by Citrini analyst Jukan, as reported by Odaily Korean media, Samsung Foundry achieved monthly profitability in June, its first such month since 2023. With this positive profit in June, Samsung internally believes the likelihood of a profit turnaround starting in the third quarter has increased. The use of Samsung's 4nm process for HBM4 base dies is considered a key factor driving this turnaround, while improved yield rates are also seen as a major factor supporting the positive monthly profit. Industry sources estimate that Samsung's 4nm process yield has improved to approximately 80%.
Sihui Fusheng: MSAP production line has become standard for high-density PCBs; production expected to begin by the end of this year.
According to Mars Finance, Sihui Fusheng recently announced the groundbreaking ceremony for the second phase of its Thai subsidiary, Yipin Circuit Co., Ltd. This expansion introduces an MSAP (Modified Semi-Additive Process) production line, targeting the AI market. High-end applications such as orthogonal backplanes for AI servers, 1.6T/3.2T high-speed optical modules, and HBM storage modules have stringent requirements for fine-line, high-density wiring. In the optical module field, the MSAP-related market size is projected to reach 12 billion to 13 billion yuan by 2026, with the future growth rate potentially reaching 150% annually as NPO/CPO technologies ramp up production. MSAP production lines have become standard for high-density PCBs and are essential for keeping up with industry development. With the continued expansion in AI servers, high-speed optical modules, and advanced packaging, the MSAP production line is expected to help the company open up new growth opportunities. The company anticipates the MSAP production line going into operation by the end of this year. (Cailian Press)