/index.html In-depth tech event tracking · Faithful summaries · Integrated timelines en /events/d4578918fa99.html /events/d4578918fa99.html Wed, 09 Sep 2026 08:00:00 +0800 From September 8 to 9, 2026, Qualcomm announced a deep strategic partnership with Amazon to jointly develop custom chips and infrastructure for artificial intelligence. As part of the core transaction, Qualcomm issued warrants to Amazon, allowing the latter to purchase up to 25 million shares at $161.26 per share, with a total investment of $4 billion. The cooperation focuses on leveraging each party’s strengths: using Amazon AWS ecosystem and Qualcomm’s leading capabilities in low-power processing, chip design, and system-level integration to jointly develop custom chips for AI inference and optical connection solutions with a capacity of up to 1.6T, to meet the exponentially growing demand for computing power and bandwidth. This cooperation will include Dragonfly C1000 data center CPU and SerDes optical DSP technologies. Qualcomm plans to commercialize related accelerators in 2026 and gradually increase the use of AWS cloud services. The warrants will expire in 2036, with shares being distributed in batches. After the announcement, affected by this partnership, Qualcomm… /events/70045fa6bd7a.html /events/70045fa6bd7a.html Wed, 09 Sep 2026 08:00:00 +0800 From September 8th to 9th, 2026, the artificial intelligence startup Cognition AI announced the completion of its E-round financing, with a total amount of $2 billion. As a result, the company’s valuation rose to $48 billion. This round of financing was led by a16z and Accel, with existing investors including Founders Fund, General Catalyst, and Avenir also participating. It is reported that Sequoia Capital and SoftBank Vision Fund also invested in the project. Cognition AI previously launched an AI programming assistance product called Devin or “Turing,” which gained widespread attention in the market. The funds raised will be used primarily to accelerate product development, expand the global team, and facilitate enterprise-level deployment. Investors believe that the AI programming market is far from a winner-takes-all scenario, and Cognition’s valuation is higher than the level before SpaceX acquired Cursor. The company plans to list on NASDAQ next year and aims to build… /events/824b65ee90f5.html /events/824b65ee90f5.html Wed, 09 Sep 2026 00:20:31 +0800 On September 8, 2026, Google Cloud and Accenture announced a strategic partnership to establish a dedicated department to address the challenges of enterprise-level artificial intelligence deployment. Both parties plan to deploy approximately 1,000 on-site AI engineers who will provide technical support and services directly at customer locations. This collaboration aims to overcome current bottlenecks in AI implementation through a forward-deployed team of engineers, thereby strengthening Google Cloud’s position and competitiveness in the field of enterprise AI. /events/27fad7230e1b.html /events/27fad7230e1b.html Wed, 09 Sep 2026 05:11:57 +0800 On September 8, 2026, the artificial intelligence company Mistral announced the completion of its D-round financing, raising 3 billion euros, with a post-funding valuation exceeding 21 billion euros. This financing aims to help Mistral establish itself as a leading player in AI technology with open-source weights. To adapt to the European market operating environment, Mistral has officially adjusted its strategic direction. Starting as an open-source weight startup, it now focuses on developing AI technologies that meet EU regulations and data sovereignty requirements. This shift ensures that its technology deployment strictly follows European legal frameworks, strengthens control over local data, and builds an independent ecosystem separate from global public cloud giants. /events/5907330f1e2e.html /events/5907330f1e2e.html Wed, 09 Sep 2026 08:43:47 +0800 Alibaba announced that it will merge and unify the B2B services of 1688 (domestic trade wholesale) and Alibaba International Site (cross-border wholesale). This business segment will be fully managed by Zhang Kuo, while Yu Yong, who was previously in charge of 1688, will take on a new role within the group. This adjustment aims to utilize artificial intelligence technology to integrate domestic supply chain advantages and connect domestic and international markets, thereby creating more business opportunities for merchants and improving global trade efficiency. Both 1688 and Alibaba International Site are two of Alibaba’s earliest established B2B platforms, each having been in operation for over 20 years. In the financial report released in August 2026, these two businesses were classified under the “Global Wholesale” segment. /events/adfe122ce98d.html /events/adfe122ce98d.html Wed, 09 Sep 2026 08:00:00 +0800 Austrian billionaire Andreas Kaufman refused to sell his approximately 55% stake in Leica Camera AG, leading to the termination of negotiations between Sequoia China (HSG) and the company. The two parties failed to reach an agreement due to differences in strategic approaches and pricing. Blackstone Group still holds the remaining 45% shares. The original valuation for this transaction was around 1 billion euros, and if it were completed, it would push Leica back into the stock market. On the same day, Leica announced its financial results for the 2025/2026 fiscal year, with revenue of 573 million euros, a decrease of 3.8% year-on-year. This was the first time there had been a decline worldwide, mainly due to geopolitical uncertainties, exchange rate effects, and tariffs. However, the company still achieved profitability overall. CEO Andreas Fohl said that the company will focus on innovative high-end products, global sales networks, and expand its reach among female, young, and new creative communities. /events/034170788263.html /events/034170788263.html Wed, 09 Sep 2026 01:29:24 +0800 On September 8, 2026, Amazon Web Services (AWS) and Qualcomm announced a strategic partnership to jointly develop custom silicon chips for artificial intelligence inference and 1.6 Tbps optical network equipment. The collaboration aims to utilize Qualcomm’s technology to move part of the computing workload to memory chips to increase bandwidth. The AI250 series of platforms are expected to be launched next year. This partnership includes combinations of custom silicon, chip modules, or data center accelerators. Qualcomm will provide Serializer-deserializers (SerDes) and optical digital signal processors (DSPs) to help AWS increase port speed to 1.6 Tbps, possibly involving optical pluggable components or near-copper/copper-enclosed optical supplies. In return, Qualcomm plans to use AWS Bedrock platform for electronic design automation workloads to shorten the chip design cycle. According to SEC documents, the total commercial commitment between the two parties could reach $60 billion, with payment scheduled until September 2036. /events/8fc21d793d02.html /events/8fc21d793d02.html Wed, 09 Sep 2026 00:30:00 +0800 California-based floating nuclear power station startup Bluecore Energy announced in September 2026 that it had completed a $50 million seed funding round led by Silverton Partners. This financing followed a $10 million pre-seed round two months prior, aiming to accelerate the development of compact floating nuclear reactor systems for ports and high-demand areas such as AI data centers. Bluecore plans to use the funds to develop non-fuel heating prototype modules to test monitoring and control systems, as well as to advance regulatory approvals and maritime classification efforts. The company has ordered its first barge, with target markets including coastal infrastructure, with some deployments possibly occurring in offshore areas. Although there are still several years before commercial operation, and the reactor has not yet been built and put into operation, the team includes former naval nuclear submarine officers and experts from organizations such as SpaceX and Northrop Grumman. This financing follows the ATLAS initiative launched by the International Atomic Energy Agency (IAEA) last month. /events/f5818316d88b.html /events/f5818316d88b.html Wed, 09 Sep 2026 10:11:44 +0800 In the first half of 2026, Shadow Innovation achieved revenue of 5.517 billion yuan, a year-on-year increase of 50.29%. However, its net profit attributable to the parent company plummeted by 94.15% to 30.4073 million yuan, marking its first loss. According to the financial report, the decline in net profit was mainly due to rising costs of core raw materials and investments in new panoramic drone products. After DJI launched the Osmo 360 panoramic camera, the two companies entered a regular competitive phase. Shadow’s gross profit margin decreased by about 12% year-on-year to 38.33%, and its selling expenses increased by about 2.6% year-on-year. Due to DJI’s price wars and competition in distribution channels, Shadow’s market share in panoramic camera sales dropped from 91% in the first half to 53% in the second half. Additionally, the four subsidiaries involved in its panoramic drone business incurred a total loss of about 367 million yuan, and they faced increased competition from more players and lower technical barriers. /events/c75fc0a5eb8d.html /events/c75fc0a5eb8d.html Wed, 09 Sep 2026 08:00:00 +0800 On September 9, 2026, Tencent announced that Tian Yonglong, a former researcher at OpenAI, had joined Tencent’s CEO/President’s office as the head of Hunyuan Multimodal, reporting directly to Yao Shunyu, the head of large models. Tian Yonglong previously announced his joining Tencent’s Large Language Model Department on July 8, participating in the development of visual language models. He had worked on computer vision and generative model research at Google and OpenAI, and had collaborated with Yao Shunyu during his time at OpenAI. Background information shows that Tencent established organizations such as AIInfra last December and appointed Yao Shunyu as Chief AI Scientist. According to public data, last week China accounted for the highest proportion of global large model calls, with Tencent’s Hunyuan Hy4 preview ranking first globally, with a 379% increase in weekly calls compared to the previous week. On July 24 this year, Tencent announced the merger of the Hunyuan Multimodal Model Department and the Large Language Model Department to form the Basic Model Department, managed by Yao Shunyu, to improve research collaboration efficiency and explore the intelligent limits of full-modal models. Tian Yonglong was responsible for this structural adjustment… /events/7267f2c59610.html /events/7267f2c59610.html Wed, 09 Sep 2026 08:52:35 +0800 In September 2026, prices of smartphones and computers have been rising steadily for nearly a year, covering all price ranges from affordable models to high-end flagship devices. From March to August this year, leading manufacturers such as OPPO, OnePlus, Huawei, Xiaomi, and Honor increased prices multiple times, with increases ranging from 300 to 1,500 yuan. The main reason for the price hikes is the large-scale procurement of storage products for AI data centers, which has led to a shift in production capacity towards servers and high-bandwidth memory, resulting in shortages in smartphone and computer supply and increased costs. As a result, industry inventory has remained tight, and some manufacturers, such as Meizu, have suspended their own hardware development or reduced their low-price product lines, compressing profit margins. Consumers face higher barriers to replacing their devices, those with limited budgets are forced to reduce configurations, turn to second-hand products, or wait for promotions, and young people generally feel the increased hidden costs brought about by AI technology. /events/900f5173e04a.html /events/900f5173e04a.html Wed, 09 Sep 2026 08:00:00 +0800 In September 2026, Beijing PHYMI completed a seed financing of nearly 100 million US dollars. This round of financing was led by IDG Capital, with participation from Yunqi Capital, Didi Chuxing, Fosun Rui Zheng, Yao Tu Capital, and Hesai Technology. PHYMI focuses on the development of Physical Agents, aiming to break through the limitations of traditional fixed workstations and preset processes, and to create intelligent agents for an open, dynamic real-world environment. These agents will enable cross-scenario mobility, real-time perception, autonomous operation, and continuous task execution. The funds raised will be used primarily for the research and development of core algorithms, hardware collaboration, and the implementation and verification in industrial and logistics scenarios. /events/724f986c185d.html /events/724f986c185d.html Wed, 09 Sep 2026 08:00:00 +0800 On September 9, 2026, UDI Robotics went public on the Hong Kong Stock Exchange, with a listing price of HK$14.45 per H-share. On its first day of trading, the stock price rose by 142.21%, reaching HK$35.00. Founded in 2013, the company is one of the leading commercial service robotics enterprises in China, dedicated to promoting the application of driverless and embodied intelligence technologies in indoor and outdoor scenarios such as delivery and cleaning. Financial data shows that the company’s total revenue in fiscal year 2025 increased to 317.7 million yuan, while the net loss narrowed to 110.8 million yuan. Despite growing revenue and reduced losses, industry experts point out that the company still faces profitability challenges and call for establishing standards for robot performances and accident traceability mechanisms. Currently, the focus of the industry is shifting from hardware technology to the intelligence level of the “brain” of embodied intelligence, aiming to drive the iteration of robots in real scenarios and create a closed-loop application. /events/0efa0349a13c.html /events/0efa0349a13c.html Wed, 09 Sep 2026 04:47:34 +0800 On September 8, 2026, European Exploration Company (TEC) announced the completion of a Series C financing round, raising $450 million. The company stated that this financing marked the largest Series C investment in the history of European Space Agency. The funds will be used for the development and construction of reusable spacecraft, with the core goal of challenging SpaceX through technological innovation. /events/5c200540cf28.html /events/5c200540cf28.html Wed, 09 Sep 2026 07:13:56 +0800 In the second quarter of 2026, global smartphone production reached 275 million units, a 8% decline from previous years, which was better than market expectations. IC Insights raised its annual production forecast to 1.07 billion units, with the year-over-year decline narrowing from 16% to 14%. Samsung ranked first globally with 62 million units produced, a year-on-year increase of about 7%, mainly due to the later release time of new flagship models and the increased proportion of mid-range ODM production; Apple came in second with 52 million units, a year-on-year increase of about 14%, attributed to the pricing strategy of the iPhone 17 series. OPPO, Xiaomi, and vivo produced approximately 30 million units, 29 million units, and 21 million units respectively, ranking third to fifth. These three manufacturers focused on maintaining their basic market share and prioritizing stable profits. /events/750beae46bc7.html /events/750beae46bc7.html Wed, 09 Sep 2026 04:06:44 +0800 The National Institutes of Health (NIH) has reached an agreement with the Department of Defense to use part of NIH funding to support related research by the Department of Defense. The agreement was signed last month, and confirmation was released by the Department of Defense before the holidays. The funds will come from the NIH’s National Institute of Allergy and Infectious Diseases (NIAID), which received $6.6 billion in congressional funding in 2026. The agreement is valid for ten years. The funds will be used to support research projects related to pandemic influenza, chemical, biological, radiological, and nuclear (CBRN) threats, as well as emerging infectious diseases. Some of these projects have been explicitly rejected by the current NIH leadership. According to Nature, the Department of Defense initially sought about one-third of its total budget, but was ultimately given around 10%; the 2026 defense budget is approximately $1 trillion, and it is under pressure due to conflicts with Iran. Additionally, NIH is facing difficulties in obtaining sufficient funding to use congressional-funded resources. /events/924f7607bffb.html /events/924f7607bffb.html Wed, 09 Sep 2026 08:11:23 +0800 Amazon has been accused of systematic discrimination against thousands of pregnant employees and is currently facing a nationwide class action lawsuit. Four former warehouse workers filed a lawsuit in the Brooklyn Federal Court in New York, accusing the company of violating the Fair Treatment of Pregnant Workers Act and New York State labor laws by refusing to provide basic facilities such as chairs and restrooms, and firing some pregnant employees on the grounds of excessive leave. The plaintiff, Wilamina Barclay, stated that she was fired just five days after being hospitalized due to pregnancy in June 2025. Amazon argued that her unpaid leave exceeded the limit and that working hours were deducted. According to the non-profit organization A Better Balance, about 200 employees have reported similar experiences since early 2026. An Amazon spokesperson responded that the company approves more than 99.9% of applications for pregnancy-related accommodations each year, and said that the plaintiff’s statements contained inaccuracies. The lawsuit aims to seek compensation for lost wages and benefits, payment of punitive damages, and a ban on discrimination. /events/383a2ec59671.html /events/383a2ec59671.html Wed, 09 Sep 2026 09:33:57 +0800 Amkor, the world’s second-largest OSAT company, announced the launch of its second-phase project at its advanced packaging testing campus in Arizona. Due to insufficient capacity in the first phase’s 33,000-square-meter cleanroom, the second phase will add another 60,000 square meters of cleanrooms. The project covers an area of 170 acres and will create approximately 3,500 jobs. The campus has the potential for further expansion according to customer requirements. Construction is scheduled to begin by the end of 2027 and be completed by the end of 2029. The total investment for both phases is estimated at about $12 billion. /events/f2161aaefdb4.html /events/f2161aaefdb4.html Wed, 09 Sep 2026 07:07:22 +0800 The stock price of Marvell Technology Inc. has increased by 241% in the past year. CEO Matt Murphy said that market trust in the company is a key factor driving this significant growth. Murphy noted that this trust provides important impetus for the chip manufacturer’s strong performance. /events/a1e9ecc3ae6b.html /events/a1e9ecc3ae6b.html Wed, 09 Sep 2026 08:00:00 +0800 On September 9, 2026, the U.S. Department of Energy announced a loan of $1.9 billion for NextEra to restart the Duane Arnold nuclear power plant, which had been shut down. The plant has a capacity of 615 megawatts. This loan is intended to support its reopening project, and specific technical details and subsequent plans will be determined based on relevant arrangements. /events/b83189e59934.html /events/b83189e59934.html Wed, 09 Sep 2026 08:00:00 +0800 In September 2026, Google plans to launch a $1.9 billion project aimed at reviving a abandoned nuclear power plant. This project will utilize artificial intelligence technology to reconstruct and optimize the energy system in order to address the challenges faced in the transition to traditional energy sources. This move is seen as a major breakthrough in the application of AI technology in the nuclear energy sector, with the potential to reshape global energy production rules. Currently, the project is still in the preliminary planning stage, and specific implementation details and timelines have not been fully announced. /events/c5fd2cffbee0.html /events/c5fd2cffbee0.html Wed, 09 Sep 2026 08:00:00 +0800 On September 8, New York-based artificial intelligence startup Runway announced that its annual recurring revenue (ARR) exceeded 200 million US dollars. This milestone marks a shift in the company’s strategy from being merely a provider of video generation tools to an infrastructure provider offering underlying “world model” technologies. Runway no longer sells only text-to-video clips but also offers simulation technologies that can simulate physical laws and assist in training robots and autonomous vehicles. Despite competition from large-scale cloud providers offering free services, Runway believes that long-term corporate contracts are more sustainable than炒作 cycles. Currently, the company’s valuation reaches 5.3 billion US dollars, with a price-to-book ratio of approximately 26.5 times. Its customer base has diversified to include film studios, advertising agencies, and large enterprise teams such as Chime, Robinhood, and Siemens. Its growth stems from structural factors rather than cyclical fluctuations. The tools have been deeply integrated into production pipelines like “The Whole Universe” and are used in partnerships with Lionsgate and AMC Networks, evolving into model routers… /events/83d6dcc06ff5.html /events/83d6dcc06ff5.html Wed, 09 Sep 2026 08:19:18 +0800 2026 年 9 月 9 日，腾讯游戏完成对一家 AI 娱乐公司的收购，交易金额为 210.58 亿美元（约合人民币 1493.67 亿元）。此次交易完成后，该公司的投后估值超过 210 亿欧元。腾讯游戏首席执行官梁琛奇在相关报道中表示，AI 娱乐产品的核心方向是让消费过程能够实时使用算力。 /events/76bc5a97bc12.html /events/76bc5a97bc12.html Wed, 09 Sep 2026 08:19:18 +0800 2026 年 9 月 9 日，AI 公司 Mistral 宣布完成 30 亿欧元的 D 轮融资。本轮融资由 SoftBank Vision Fund 领投，Oura、NVIDIA、Microsoft、Meta、Palantir 等知名机构参与投资。该轮融资将用于加速 AI 大模型研发及全球市场拓展。 /events/40256daf2040.html /events/40256daf2040.html Wed, 09 Sep 2026 08:00:00 +0800 销量下滑却赚得更多！PC厂商依靠高价实现增收 /events/4c7e5569f39e.html /events/4c7e5569f39e.html Wed, 09 Sep 2026 08:00:00 +0800 根据中国物流与采购联合会发布的《中国供应链发展报告（2025-2026）》，2025 年我国供应链人工智能应用显著加速。采用智能采购的企业相比传统模式，采购效率提升超过 30%，采购周期缩短 50% 以上。在物流领域，人工智能渗透率已超 37%，其中运输环节达 78%，安全合规与智能仓储分别达到 52.73% 和 47.27%。报告指出，我国供应链出海正从“产品输出”阶段迈入“产业链供应链系统性出海”新阶段，加速向“全球供应链枢纽”演进。 /events/9c18b46d54d1.html /events/9c18b46d54d1.html Wed, 09 Sep 2026 08:00:00 +0800 Jiqi Education Technology Q2: AI transformation achieved significant results, achieving simultaneous profitability under the dual criteria /events/5f95edb3b696.html /events/5f95edb3b696.html Wed, 09 Sep 2026 08:00:00 +0800 受存储产品出货波动影响，2026 年 7 月全球芯片销售额环比下降 9.8%，其中存储类销售额降幅达 16.3%。尽管供应短缺导致 DRAM 和 NAND 平均售价分别上涨 8.3% 和 9.8%，但剔除存储器后的集成电路销售额仍实现 0.9% 增长。瑞银预测，2026 年全球半导体收入将达到 1.63 万亿美元，较 2025 年增长 118%，该高增长周期预计将持续至 2028 年。摩根大通也将 2026 年全球半导体销售额预测上调至 1.73 万亿美元，认为全行业长期扩张趋势未变，但后续增长取决于存储出货能否回升并稳住价格。 /events/10a2efa1c93f.html /events/10a2efa1c93f.html Wed, 09 Sep 2026 08:00:00 +0800 2026 年 9 月，上海纵苇科技完成 2 亿元人民币 Pre-C++轮融资，由经纬创投领投，昇葆筌真投资、蓝驰创投、顺为资本跟投。该公司专注于自动化柔性化技术研发，拥有自主知识产权的直线运动控制器、驱动器及反馈系统，产品已应用于半导体、新能源、3C 电子等高端制造领域，服务多家世界工业巨头及上市公司。本轮融资将用于核心技术迭代、产能扩建及全球化市场拓展。 /events/121190e52204.html /events/121190e52204.html Wed, 09 Sep 2026 09:44:20 +0800 2026 年 9 月 9 日，荷兰半导体设备制造商 ASML 宣布其位于荷兰布雷恩波特（Bremen）的新工业园区正式动工。该园区最终占地面积约为 35 万平方米。