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Japanese state-owned fund considers selling chip material manufacturer jsr
The Japan Industrial Innovation Investment Corporation (JIC), a government-backed fund, is considering selling the chip materials manufacturer JSR. Two years ago, the corporation privatized JSR in a $6 billion deal. Regulated by Japan’s Ministry of Economy, Trade and Industry, JIC was established in 2018 with the aim of enhancing Japan’s competitiveness through corporate investments. According to insiders, Fujifilm and Mitsubishi Chemical have both expressed interest in acquiring the company. Massive investments in the artificial intelligence sector have driven up valuations in the chip supply chain industry. Originally, JIC hoped to use JSR to promote consolidation in the materials sector, but it is now considering taking advantage of the favorable market environment to sell the company. Founded in 1957, JSR is a leading manufacturer in the photoresist field, which is used to transfer circuit patterns onto semiconductor wafers. In the fiscal year ending March this year, JSR posted a net profit of 60.7 billion yen and revenue of 400.7 billion yen.
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Wentai Technology: All Shares Held By Controlling Shareholder Frozen By Judicial Order
ST Wentai announced that its controlling shareholder, Wentianxia, has had 154 million shares of the company (accounting for 12.37% of the total share capital) judicially frozen, with the freezing period from May 22, 2026, to May 21, 2029. The current freeze is due to a property preservation application by Jiang Zhaobai arising from an arbitration case involving a contract dispute between Wentianxia and its actual controller Zhang Xuezheng. Wentianxia states that there is no record of overdue debts or breach of contract, and this freeze will not affect the company’s normal operations or control.
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Kingfa Sci. & Tech.: LCP Resin Has Achieved Mass Supply to Leading Customers in the AI Computing Power, New Energy, and Other Industries
Cailian PressMay 18th, electric news,Kingfa Sci. & Tech.(600143.SH) released an announcement on the record of investor relations activities. The company is a leading enterprise in special engineering plastics in China, with the most complete product portfolio and the largest industrialized scale. Its products have entered the supply chains of many leading industry customers, and the company’s LCP resin has achieved bulk supply to leading customers in AI computing power, new energy and other industries. By the end of 2025, the company had formed an annual production capacity of 39,000 tons of semi-aromatic polyamide, LCP and polyarylethersulfone synthetic resins. Among them, the first phase of the 5,000-ton/year facility of the 15,000-ton/year LCP synthetic resin project and the thousand-ton-scale polyimide project have both been successfully put into operation. At present, in the AI computing power sector, the company has launched ultra-thin halogen-free flame-retardant PPA and high-flow, low-warping LCP materials, meeting the stringent requirements of AI server high-speed connectors for dielectric performance and transmission efficiency. High-strength, low-noise halogen-free flame-retardant PPA, LCP, PES and PEI are widely used in ultra-high-speed cooling fans, providing key material support for the stable operation of AI servers. Transparent thin-wall flame-retardant PCR-PC and PPSU products meet the heat-resistance and environmental compliance requirements of high-temperature components in computing servers, and have already been applied in bulk in the industry.
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Smic, hua hong group establish international electronic materials supply chain center with registered capital of 200 million
Tianyancha AppIt shows that on May 20,Shanghai Electronic Materials International Supply Chain Center Co., Ltd.Established, the legal representative is Gu Chunlin, with a registered capital of 200 million RMB. The business scope includes internet sales, sales of electronic specialty materials, wholesale of electronic components, retail of electronic components, etc.Semiconductor Manufacturing International Corporation、Huahong Group Shanghai Huahong Investment Development Co., Ltd.、Shanghai Huayi Holding Group Co., Ltd.、Shanghai Hongming Digital Intelligence Technology Co., Ltd.、Shanghai Chemical Industry Park Enterprise Development Co., Ltd.Jointly held shares.
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Sumitomo bakelite: Fourth-Quarter High-Performance Plastics Revenue at ¥28.229 Billion, Accounting for 34.41%
住友电木In its Q4 FY2026 earnings report, the company disclosed that its main business revenues were led by high-performance plastics, semiconductor-related materials, and lifestyle-related businesses, amounting to ¥28.229 billion, ¥27.784 billion, and ¥25.779 billion, respectively, accounting for 34.41%, 33.87%, and 31.42% of total revenue.
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AkeLi: Coc Special Grade For Semiconductor Packaging Listed As Research & Development Project
According to news agency reports, on May 6, an investor submitted toAkoliQuestion: In the 2025 institutional research, the company stated, “COC specialty grades can be used for semiconductor packaging and will be included in R&D projects in the future.” What is the current R&D progress of this project? When is it expected to enter the sampling verification stage? Regarding this, translate the above content into English, output the translation directly, without any explanation.AkeleyOn May 6, the company stated on the investor interactive platform that the special grades of COC for semiconductor packaging have been included in the R&D project.
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Apple Announces Celebration of 50th Anniversary
Apple plans to celebrate its 50th anniversary on April 1. CEO Tim Cook released an open letter titled "Think Different: 50 Years," reflecting on the company's journey and thanking users and communities worldwide. Apple stated that celebratory events will take place in the coming weeks, though specific details have not yet been announced. -
Apple Responds to Reports of Customers Buying iPhones, Replacing Screens, and Returning for Profit: Repairs Detectable, All Official Stores Sell Brand-New Genuine Products
Recently, some lawbreakers have purchased...iPhoneReplacing the screen and returning the device to profit from the price difference. Apple responded that returns require inspection; disassembly and repair can detect tampering; products from the official website and Apple retail stores are brand-new and genuine; returned items are not resold. -
Samsung Receives 20 Million Panel Order for Apple's First Foldable Phone
On March 12, 2026, South Korean media reported, Already obtained The first foldable iPhone, the iPhone Fold, has a total order of 20 million OLED panels, with mass production expected to start in May 2026. The order has increased by about 20% from the initial 13 million. To ensure delivery, Reconstructing the core production lines at the Gyeonggi-do Iksan factory and enhancing the A3 line capacity, accelerating the commissioning of the 8.6th generation OLED production line. This move also aims to expand its...iPadand pave the way for the MacBook OLED market.
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Tesla AWE Shows Upcoming Third-Generation Robot
At AWE 2026, Caiyun News reporter saw Tesla showcasing the Cybertruck and the humanoid robot (Tesla Bot). According to the staff on site, the humanoid robot on display is the third-generation model, and the final version may have minor differences from the one on display. This will be Tesla's first mass-produced robot model, with production planned to start in late 2026, and a long-term production capacity of 1 million units.
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Applied Materials Partners With Micron Technology And SK Hynix
Applied Materials has established partnerships with Micron Technology and SK Hynix to jointly develop AI memory chips.
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Xiaomi Enters Vehicle Photovoltaics, May Collaborate With Former Executive Li Chuangqi's Startup Project
According to sources familiar with the matter, Li Chuangqi, former head of Xiaomi’s wearable devices business, has secretly launched a startup focused on vehicle-integrated photovoltaic (PV) technology, which will collaborate with Xiaomi. As for why he chose the vehicle-integrated PV sector, insiders cited two main reasons. First, it helps circumvent non-compete agreements—a precedent exists, such as Wang Teng, former General Manager of Xiaomi’s China Region Marketing Department and General Manager of the Redmi brand, who, after leaving Xiaomi, entered the health and sleep sector, an industry unrelated to smartphones. Second, Li Chuangqi personally sees substantial value and integration potential in the vehicle-integrated PV market. Industry expert Yan Jun stated: “Once the technology matures, the integration of photovoltaics into vehicle bodies will become a critical component of automotive engineering—characterized by high barriers to entry and difficulty in replication, thereby representing a significant incremental market.”
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Lenovo CEO: Lenovo Raises PC Prices Amid Surging Memory Chip Costs
Lenovo CEO: Overall PC market revenue will continue to grow in 2026. Memory supply shortages may present opportunities for Lenovo. PC demand is expected to shift toward high-end models by 2026. The infrastructure business is expected to achieve profitability in the fourth fiscal quarter. PC market shipments are projected to decline slightly in 2026, but unit prices will rise. Lenovo is pivoting toward the AI inference market as demand grows. Lenovo is raising PC prices to offset soaring memory chip costs.
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China's 2026 No. 1 Central Document: Supporting New Energy Vehicles, Smart Home Appliances, and Green Building Materials in Rural Areas
The 2026 "No. 1 Central Document"—the *Opinions of the CPC Central Committee and the State Council on Anchoring Agricultural and Rural Modernization and Solidly Promoting Comprehensive Rural Revitalization*—has been released. The document proposes taking multiple measures to expand rural consumption. Support will be provided to expand and upgrade rural consumption, improve consumption facilities and service levels, and cultivate new business formats, models, and scenarios such as harvest fairs, intangible cultural heritage workshops, and leisure camping. The document calls for supporting the construction and renovation of circulation infrastructure at the county, township, and village levels to reduce costs and increase efficiency for trade and logistics in rural and remote areas. It encourages bringing new energy vehicles, smart home appliances, and green building materials to the countryside, while improving the recycling system for renewable resources such as used household appliances and furniture in rural areas. Furthermore, the document emphasizes strictly cracking down on the production and sale of counterfeit and substandard goods in rural areas in accordance with the law.
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Global Bluetooth Device Shipments To Exceed 7 Billion Units In 2026
On January 19, 2026, the Bluetooth Special Interest Group (SIG) predicted that global annual shipments of Bluetooth devices would exceed 7 billion units by 2026, with Low Energy Bluetooth accounting for 95%. Location services, asset tracking, smart home, and IoT sectors are expected to drive this growth, with shipments of location-based devices projected to triple. New technological applications such as Channel Sounding, Auracast broadcast audio, and ambient IoT are accelerating their deployment. The SIG will also host the Bluetooth Asia Congress in Shenzhen in April 2026 to promote the localized development of the technology.
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High-End Trend Heats Up in India's Consumer Electronics Market by 2025, Tier 2 and 3 Cities Become Main Growth Drivers
Data shows that in 2025, the Indian consumer electronics market will exhibit a clear trend of upgrading, with not only a continuous expansion in sales scale but also characteristics of high-end development and regional balance. Amazon India points out that as consumers' purchasing power and awareness levels increase, second- and third-tier cities have become significant growth drivers for categories such as smartphones, laptops, large home appliances, and home entertainment devices. In 2025, high-end products will be one of the most prominent trends in the market. Ultra-high-end laptops (priced over 100,000 rupees) will see a year-on-year growth of over 30%, high-end tablets (priced over 30,000 rupees) will grow by 60%, with 75% of sales coming from first-time buyers; high-end smartwatches (priced over 10,000 rupees) will experience a year-on-year growth of 40%. -
United States Will Not Impose Additional Tariffs on China Chips for the Next 18 Months
On December 23, the U.S. government announced the termination of the China chip trade investigation initiated by the previous Biden administration and decided not to impose additional tariffs on Chinese chips within the next 18 months. The relevant tariffs will temporarily remain at 0%, with plans to increase specific rates starting in June 2027, with the extent of the increase to be announced 30 days in advance. The U.S. side stated that the practices of the Chinese chip industry "harm its interests," but Bloomberg interprets this temporary suspension of tariff increases as the latest signal from the U.S. to solidify the "truce" in China-U.S. economic and trade relations and stabilize bilateral relations.
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Double Star New Materials: Expanding Material Application Breadth and Depth in Optical Display, New Energy, and Consumer Electronics
According to a news agency report, on November 25, an investor approached...Shuangxing New MaterialCan you disclose which products are under development as mentioned in the company announcement? Regarding this,Shuangxing New MaterialsOn December 17, the company responded on the investor interaction platform, stating that it is focusing on optical display, new energy, consumer electronics, and continuously expanding the breadth and depth of material applications. In the future, the company will continue to pay attention to market development trends and actively leverage its technological and industrial foundation to layout emerging fields.
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Seven color chemistry: Huihong Technology EX Electronic Materials Domestically Unique and Globally Leading
According to Securities Star news, Qicai Chemical (300758) responded to questions from investors on the investor relations platform on December 16. Investor: Hello, Secretary of the Board. Question 1: Is it true that the EX electronic materials produced by Huihong Technology, a joint venture with Meilian New Materials, are in a unique position domestically and are leading globally in the market? Question 2: If the answer to question 1 is affirmative, could you please tell us which major domestic and international companies have verified and are supplied with Huihong Technology's EX electronic materials? Dear Secretary of Qicai Chemical: Hello, 1. The EX electronic materials of our invested company, Huihong Technology, hold a unique position in the domestic market and are globally leading, having developed multiple strategic customers. 2. Due to confidentiality obligations, Huihong Technology is unable to disclose this business information in detail. Thank you for your attention.
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China Railway Construction Heavy Industry Signs Smart Mining Cooperation Agreement With Huawei
China Railway Construction Heavy Industry Corporation Limited (CRCHI) and Huawei Technologies Co., Ltd. have signed a smart mining technology cooperation agreement. According to the agreement, both parties will focus on the deep integration of "high-end intelligent equipment + digital service scenarios" in the mining sector. They will jointly explore and create benchmark projects for the intelligent transformation of underground mines, providing replicable and promotable comprehensive intelligent mining solutions for the industry.
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