Huawei Debuts Full Lineup of Computing Modules for the First Time
On July 20, at the WAIC 2026 World Artificial Intelligence Conference, Huawei showcased its complete range of computing module products for the very first time. This lineup covers four major series: network cards, SSDs, DPUs, and RAID cards. Highlights include the industry’s first domestically launched 800GE AI network card, which supports ultra-large-scale networking with up to 100,000 nodes, along with the KVU solution. According to NUPIAO, these computing modules have already been widely adopted in top-tier internet, telecom, and financial sectors.
Samsung, SK Hynix, and Micron All Abandon In-House CXL Controller Development
On July 20, reports emerged that Samsung Electronics, SK Hynix, and Micron Technology have either scaled back or scrapped their plans to commercialize CXL expansion device controllers. Specialized chip design firms like Montage Technology, Astera Labs, and PrimeMass are stepping in to fill the gap.
This shift signals a reshaping of the CXL ecosystem’s division of labor. Memory manufacturers will now focus on production, while design leadership moves to independent chip designers.
Google Develops New ‘Frozen’ Chip to Supercharge Gemini AI Model Efficiency
On July 20, sources familiar with the matter told NUPIAO that Google is working on a new server chip that directly integrates the design blueprint of its Gemini AI model. This would allow the company to deliver AI model services to users more efficiently. Dubbed ‘Frozen v2’, this chip aims to ease the severe shortage of AI computing power. The crunch has not only sparked internal resource battles but also forced Google Cloud to turn down some external client collaborations.
According to insiders, Google employees involved in the project estimate that once launched, the chip’s efficiency—measured in tokens processed per unit of power—could be 6 to 10 times higher than Google’s latest generation of in-house AI chips. Engineers are still finalizing the chip’s key features and how its components will work together. Google plans to deploy the chip as early as 2028.
Goodix’s Flexible OLED Touch Chip GT9926 to Go Mass Market in the Second Half of the Year
On July 20, Goodix Technology announced that its flexible OLED touch control chip, the GT9926, will be mass-produced for flagship and gaming smartphones launching in the second half of the year.
Transsion Holdings: Net Profit Attributable to Parent Expected to Rise 45% in First Half
Transsion Holdings announced on July 19 that, based on preliminary calculations by its finance department, it expects revenue for the first half of 2026 to be around RMB 35.657 billion, an increase of about RMB 6.579 billion year-on-year, or roughly 22.63%. Net profit attributable to the parent company for the same period is expected to be around RMB 1.756 billion, up about RMB 544 million year-on-year, representing a growth of approximately 44.82%.
Beijing Ingenic: DRAM Prices to Keep Rising in Q3, Gross Margin Expected to Improve
On July 20, Beijing Ingenic stated on an interactive platform that some overseas clients began seeing price hikes in Q2. DRAM prices are expected to continue climbing in Q3, and the company anticipates further gross margin improvement in the third quarter.
‘Cathie Wood’ Dumps $11.7 Million Worth of AMD Stock
On July 20, according to daily trading data from ARK Invest, on July 17, several ARK funds managed by Cathie Wood sold a total of 23,573 shares of Advanced Micro Devices (AMD). Based on the closing price of $495.76 per share that day, the total value of this sale was approximately $11.7 million. Wood has been steadily reducing her AMD holdings in recent months, and the selling pace hasn’t slowed down in July. Including this latest sale, ARK Invest has sold 137,421 AMD shares in July, valued at roughly $68.1 million based on the most recent closing price. Despite the ongoing sell-off, AMD remains the eighth-largest holding in the ARK Innovation ETF.
BOE Technology Buys Back 8.49 Million Shares on July 20, Paying About RMB 49.9 Million
On July 20, BOE Technology announced that it repurchased 8,492,700 A-shares on July 20, 2026, for the first time through its dedicated securities repurchase account using a centralized竞价 method. This amount accounts for approximately 0.0234% of the company’s A-shares and about 0.0229% of its total share capital. The highest transaction price for this repurchase was RMB 5.90 per share, and the lowest was RMB 5.84 per share, with a total payment of RMB 49,900,906.00 (excluding transaction fees). The repurchase complies with relevant laws and regulations and aligns with the company’s established buyback plan.
