International Tech News:

1. Sumitomo Bakelite will acquire Kyocera's semiconductor materials business for 30 billion yen.

2. Intel and UMC have reached a collaboration agreement, in which Intel plans to license its key technology, the SuperMIM capacitors originally used exclusively for next-generation advanced processes and packaging, to UMC.

3. According to reports, Japanese automakers will share key automotive chip information with major semiconductor manufacturers to improve the industry's ability to withstand risks from geopolitical conflicts and natural disasters.

4. The European union has released a draft revision of the EU Cybersecurity Act, which plans to gradually phase out components and equipment from "high-risk suppliers" in 18 areas, including 5G communications, semiconductors, and autonomous driving.

5. It is reported that due to policy uncertainties, Nvidia's suppliers, including manufacturers of key H200 components such as printed circuit boards, have ceased production.

6. According to the latest data from Mercury Research, Apple’s self-developed Apple Silicon has nearly matched the market share of the long-established processor supplier AMD in the laptop market, achieving this milestone in about five years.

Domestic Tech News:

1. A Fudan University team has successfully created "fiber chips" by manufacturing large-scale integrated circuits within flexible polymer fibers, which are expected to provide strong technological support for emerging industries such as virtual reality.

2. Shandong Port has released the phase achievements of its National AI Application Pilot Base and the country's first port AI chip, the "Shangang Zhixin · Xingyu SA5200".

3. On January 25, Slkor and the Shared Procurement Alliance hosted two salon events at their Shenzhen headquarters: the "Electronic Components Training" and the "SPA (Longhua) International Seminar 2026 First Session".

4. After Bull Group signaled price hikes, dozens of LED companies, including Huike and Jingsheng Optoelectronics, also issued price increase notices, covering the entire supply chain from chips and packaging to modules and terminal applications.

5. Fujian Jingxu Semiconductor's high-frequency filter chip production project based on gallium oxide piezoelectric thin films has entered its final stage, with the first production line expected to achieve an annual capacity of 400k units.

6. Loongson Zhongke has released its 2025 performance forecast, expecting the company to achieve an annual revenue of approximately 635 million yuan in 2025, a 26% increase compared to the same period last year.

Colleagues and friends attending the event at Slkor's headquarters

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