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  1. FinanceDeepening Implementation of Technological Innovation, Accelerating Transformation of Productive ForcesLegend Holdings Corporation (“Legend Holdings” or the “Company”; Stock Code: 3396.HK) announced the unaudited condensed consolidated interim results for the six months ended June 30, 2026 (the “Reporting Period”). During the Reporting Period, the Company recorded revenue of RMB362.935 billion, representing a 29% year-on-year increase, primarily driven by the significant revenue growth of its subsidiaries Lenovo and Levima Advanced Materials; net profit attributable to equity holders of the Company was RMB2.230 billion, up 219% year-on-year, driven by the recovery in portfolio value of the industrial incubations and investments segment. Excluding the impact of a one-off item, net profit attributable to equity holders of Legend Holdings was RMB5.812 billion, a year-on-year increase of 834%. In the first half of 2026, Legend Holdings remained committed to technological innovation as the key driver for high-quality development and continued to enhance its distinctive technological innovation system. The Company actively drove the coordinated advancement of “anchoring diversified-industries operations in technology-focused core businesses, extending ecosystem coverage through technology innovation funds, and driving the very early-stage industrialization of forward-looking technologies.” This expedited the transformation from scientific and technological achievements into real productive forces, and drove a steady improvement in the Company's core competitiveness, with significant performance growth, laying a solid foundation for the Company’s sustainable development. RMB 10 Billion in R&D Investment, Together with a Solidified Technology Foundation During the Reporting Period, Legend Holdings’ total R&D investment exceeded RMB10 billion, a historical record high for its midyear report. Its portfolio companies continued to deliver steady growth with solid fundamentals. Lenovo capitalized on the surge in hybrid AI, with all three major business segments delivering double-digit revenue growth and reaching record highs for the same period. AI has become Lenovo’s core growth engine, with AI-related revenue increasing by 64% for the same period and accounted for 36% of Lenovo’s total revenue. Levima Advanced Materials posted significant performance growth and made breakthroughs in a number of major projects. Among them, the m-Xylylene Diisocyanate (XDI) project was listed under the National Key R&D Program. Built on Levima’s technical expertise and R&D experience, the PEEK project has entered the construction phase. Both projects are expected to be completed and put into operation in 2027, filling domestic technology gaps. Technology Ecosystem Bearing Fruit, and 12 Portfolio Companies Successfully Listed Leveraging years of dedicated efforts in technology innovation, Legend Holdings has cultivated a robust ecosystem spanning emerging and future industries. This ecosystem is now delivering tangible returns, not only driving significant performance growth for the Company, but also accumulating momentum for long-term development. During the Reporting Period, the industrial incubations and investments segment’s depth of technology asset pipeline and ability to realize value from these assets both improved. In the first half of 2026, the Legend Holdings Family Group supported the listing of 12 portfolio companies. These listed companies spanned sectors including artificial intelligence, semiconductors, advanced manufacturing, and healthcare. More than 30 additional portfolio companies are currently in the pre-listing pipeline. The Company invested in over 80 technology projects in the first half of the year across frontier fields such as artificial intelligence, quantum computing, optical interconnects, embodied artificial intelligence, chips and semiconductors, biopharmaceuticals, and commercial aerospace. To date, Legend Holdings has invested in over 300 AI-related companies. The Company has also established a systematic presence in other frontier fields, having invested in over 110 companies in pharmaceuticals and healthcare, over 60 companies in sustainable industries and future energy, and more than 50 companies in embodied artificial intelligence. Fostering Industry-Academia-Research Collaborative Innovation and Exploring New Pathways for Commercializing Original Technologies Responding to the call to “accelerate the translation from technological advances into productive forces”, Legend Holdings leverages its Forward-Looking Technology Research Institute to actively promote industry-academia-research collaborative innovation and explore new pathways for the commercialization of pioneering technologies. In the first half of the year, Legend Holdings established the Advanced Photonic Integration Joint Laboratory with a National Key Laboratory at Peking University. Together with the research team, the Company published co-authored papers and filed joint patents, while making preparations to establish a dedicated operating entity. In addition, led by the Chinese Information Processing Society of China (CIPS), and jointly initiated by Legend Holdings and other organizations, the Industry University Research Working Committee of the Chinese Information Processing Society of China was established, focusing on frontier areas of artificial intelligence. The Committee translates real-world industry needs into concrete workstreams. The Company has built a “Covalent Innovation” model that brings real-world industry needs into the earliest stages of R&D, enabling businesses and researchers to jointly set priorities and develop solutions. It aims to create a replicable pathway for translating more creative innovation into new quality productive forces. ESG Practices Gaining Authoritative Recognition, Corporate Responsibility Underpinning the Foundation for Sustainability Legend Holdings prioritizes ecological conservation and green development. Lenovo has repeatedly received authoritative recognition both domestically and internationally in the ESG field. It has retained the highest global 3A rating in the MSCI ESG Ratings and received the EcoVadis Platinum Medal, its highest distinction, for two consecutive years. It was also included in the Fortune China ESG Impact List for five consecutive years. Its green operations continued to deliver strong results: over 90% of the electricity used in Lenovo’s global operations came from renewable energy sources. More than 360 million kilograms of end-of-life products have been recovered and reused. In photovoltaic materials, Levima Advanced Materials operates two major product lines for photovoltaic adhesive film materials, EVA and POE, with an annual production capacity exceeding 350,000 tons. In new energy battery materials, the company has built a comprehensive portfolio. In green investment, Legend Holdings has invested in more than 60 companies across new energy, energy decarbonization and so on. The Legend Star CEO Training Program has been running for over 18 years, nurturing up to 1,429 startup founders with 77 listed companies, 217 national-level specialized and innovative “Little Giant” enterprises, 930 High-and New-Technology Enterprises (HNTE), and more than 460,000 jobs created. Looking ahead, Legend Holdings will continue to closely align with national strategic needs, adhere to the main thread of technological innovation driving high-quality development, steadily improve its distinctive technological innovation system, deepen its focus on technology as its core business, and accelerate the promotion of the transformation of scientific achievements into real productive forces, making unremitting contributions to Chinese modernization and self-reliance and strength in science and technology.
  2. FinanceUPDATE -- Canada-Japan Support Advances Xanadu and Mitsubishi Chemical Partnership on Quantum Semiconductor ResearchCompanies: Mitsubishi Chemical GroupXanadu Quantum Technologies Limited ("Xanadu"; NASDAQ/TSX: XNDU), a leading photonic quantum computing company, has announced the next phase of its collaboration with Mitsubishi Chemical, a major Japanese chemical manufacturer, to advance semiconductor fabrication technologies using quantum computing algorithms. This next phase is supported by national innovation programs from both the Canadian and Japanese governments, aiming to scale Xanadu and Mitsubishi’s previous work in simulating a vital process in next-generation semiconductor fabrication: extreme ultraviolet (EUV) lithography. Bringing together both Canadian and Japanese expertise in quantum computing and materials science, this collaboration underscores a shared commitment to driving global innovation in the semiconductor industry through quantum technologies.
  3. SemiconductorsSK海力士在美国印第安纳州动工建设40亿美元存储器中心Companies: SK Hynix格隆汇8月27日|SK海力士(SKHynixInc.)为其位于美国印第安纳州的先进存储器封装工厂举行了奠基仪式,这标志着华盛顿重建国内供应链和制造业行动中的一个重要里程碑。该西拉斐特(WestLafayette)工厂将成为SK海力士在美国的首个高带宽存储器(HBM)封装基地,其洁净室预计将于2028年10月开放,量产计划于2029年下半年启动。印第安纳州项目获得了美国《芯片与科学法案》的支持,预计...
  4. AIAI Integration Reshapes the 5G Chipset Landscape as Global AI Spending Surpasses $300 Billion, Unlocking a New Era of Silicon Investment“AI and 5G are converging at the silicon level, creating new demand for faster, smarter and more energy-efficient chip architectures.”
  5. Semiconductors铠侠、闪迪计划在日本投入310亿美元扩建存储芯片产能铠侠与 闪迪 计划投入超5万亿日元(折合314亿美元),提升日本本土整体产能,目标扩大当前供应紧张的人工智能数据中心关键零部件的产出。 铠侠首席执行官太田博雄周四表示,这家总部位于东京的NAND闪存厂商计划在六年内完成这笔规模的投资,仅北上的新晶圆厂就计划投入1.8万亿日元。不愿具名的知情人士透露,该工厂将生产企业最新一代高密度3D闪存芯片,这款芯片用于处理人工智能服务产生的海量运算任务,相关规划尚未对外公开。 铠侠将和制造合作伙伴闪迪共同落实本次投资,这也体现出全球头部存储芯片厂商面临越来越大的增产压力,以此缓解全球供应紧张局面——芯片短缺推高了各类电子产品成本。作为数据中心核心部件,内存与存储芯片的全球价格持续走高,压缩了英伟达、车企以及移动设备厂商等一众企业的利润。英伟达在财报后的沟通会上,管理层就提示过供应受限以及利润承压的风险。 知情人士称,铠侠与闪迪将向日本政府申请补贴。铠侠在一份声明中表示,为实现企业价值“稳健且可
  6. AI亚马逊云科技和英伟达扩大战略合作 新增部署200万颗GPU新浪科技讯 8月27日午间消息,亚马逊云科技与英伟达宣布大幅扩展双方战略合作。基于16年的联合创新,双方计划在亚马逊云科技的全球基础设施中新增部署200万颗英伟达GPU,并在AI工厂、CPU、网络、开放模型、数据处理和 机器人 技术等领域深化合作,通过提供联合设计的解决方案,助力客户以空前规模加速AI开发。 据介绍,此次合作扩展补充了亚马逊云科技的自研芯片产品线,让客户可根据特定工作负载灵活选择最优算力方案。近20年来,亚马逊云科技和英伟达为全球客户提供前沿AI能力。双方合作在亚马逊云科技上推出了全球首个云上GPU加速实例,如今亚马逊云科技为客户提供最广泛的英伟达GPU解决方案。 亚马逊云科技首席执行官Matt Garman表示:“客户希望能够自由选择最适合其AI工作负载的工具,并希望所有工具都能无缝协作。因此,我们与英伟达进行了深度合作,使亚马逊云科技成为运行英伟达AI技术的最佳场所,从网络、安全到部署,全面优化我们基础设施的
  7. AI百度港股大涨逾6%,双重主要上市9月1日落地引爆行情8月27日消息,百度港股高开高走,盘中拉升大涨超6%,报96.95港元,成交额逾7亿港元。 消息面上,百度公告,自愿将其于香港联交所的第二上市地位转换为主要上市,将于2026年9月1日正式生效。届时,百度将在港交所和纳斯达克双重主要上市,股份代号中的标记“S”将自当日起删除。 花旗指出,该转换不涉及新股发行,是“即将纳入南向港股通的积极进展”。按现行规则,百度最快有望于9月7日纳入港股通,内地投资者将可直接交易其港股。 此前公布的二季度财报显示,百度核心AI新业务单季收入达125亿元,同比增长25%,占一般性业务收入比例已提升至50%。其中,百度智能云GPU云收入同比增长283%,增速较上季度进一步加快。多家机构看好百度“芯—云—模”一体的全栈式AI布局及昆仑芯的商业化进展。 海量资讯、精准解读,尽在新浪财经APP 责任编辑:郝欣煜 新浪财经公众号 24小时滚动播报最新的财经资讯和视频,更多粉丝福利扫描二维码关注(sinafin
  8. AIEnablence Technologies Inc.Enablence Technologies and ShunYun Technology Complete Volume Production Readiness at Vietnam Fab Designed to Support AI Data Centers GrowthEnablence Technologies Inc. (TSXV: ENA) ("Enablence" or the "Company"), a leading supplier of planar lightwave circuit (PLC) optical chips for datacom, telecommunications, artificial intelligence (AI), and advanced vision applications, and semiconductor assembly (OSAT) leader ShunYun Technology ("SYT"), announced today the volume production launch of Enablence's advanced optical manufacturing facility in Vietnam with production samples...
  9. AIAmazonAWS and NVIDIA expand partnership for next-gen AI infrastructureCompanies: AmazonNvidiaAWS and NVIDIA will deploy 2 million additional GPUs and deepen collaboration across CPUs, networking, and robotics.
  10. FinanceNVIDIAAWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AICompanies: NvidiaAmazon Web Services (AWS), an Amazon.com, Inc. company (NASDAQ: AMZN), and NVIDIA (NASDAQ: NVDA) today announced a major expansion of their strategic collaboration to meet surging global demand for AI infrastructure as demand continues to accelerate.
  11. AIAWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AICompanies: NvidiaCompanies Deepen Integration Across the AI Stack, Bringing NVIDIA Vera CPUs, Advanced Networking, Nemotron Open Models and Physical AI Technologies to AWS as Customer Demand Accelerates
  12. SemiconductorsTema ETFsTema Launches First-Ever MLCC & Power Semiconductor ETF (PSOX)NEW YORK, August 26, 2026--Tema ETFs ("Tema"), a leader in actively managed exchange-traded funds, today announced the launch of the Tema MLCC & PowerSemi ETF (PSOX), the first ETF of its kind.