On October 23, Nexperia China Co., Ltd. released a bilingual "Letter to Customers," stating that the current management of Nexperia in the Netherlands is spreading information that is inconsistent with the facts, unjustifiably questioning the compliance, quality standards, and technical capabilities of the products, and attempting to confuse and interfere with customers' normal purchasing decisions. The company firmly opposes this and will take all measures to protect its rights legally. Meanwhile, Nexperia China Co., Ltd. promises that all products manufactured and delivered in China comply with Chinese laws and regulations and the requirements of relevant regulatory authorities, fully meet Nexperia's consistent technical standards, production processes, and quality requirements, comply with all contractual agreements with customers, and pass the company's strict quality inspection during the factory inspection stage. Should there be any changes or adjustments regarding product supply, production processes, or technical standards, the company will communicate with customers in advance according to normal procedures. Currently, the production and operations of Nexperia's Chinese entity are progressing in an orderly manner, and the company's board of directors, management, and all employees are making every effort to ensure the stability of the supply chain for our valued customers.

On October 16, TBEA announced that in order to enhance the market share of the company's medium and high-end cable products, such as those used in nuclear power and rail transit, its wholly-owned subsidiary, Electrical Equipment Group, signed a "Share Transfer Agreement" with Zheng Lianyuan and 49 other individuals, as well as Yangzhou Fumao Enterprise Management Partnership. The Electrical Equipment Group is acquiring 225 million shares of Shuguang Cable for 946 million yuan, which accounts for 74.1942% of its total equity. Shuguang Cable is a manufacturer of wires and cables, offering a full range of ultra-high voltage, medium, and low voltage power cables of up to 500kV. The company specializes in high-tech special cables such as 1E K1 and K3 cables used in nuclear power plants, wind energy cables, photovoltaic cables, and rail transit cables, with a product line covering more than 20 series.

The Russian Ministry of Industry and Trade is considering postponing the implementation of the new regulations on import automobile recycling fees from the originally planned date of November 1 to December 1. The new regulations will change the current calculation method, shifting from considering only engine displacement and vehicle age to including engine power as a key indicator, in response to the growth of high-power, small-displacement models, including electric vehicles. Personal imported vehicles will still benefit from preferential coefficients for models with power below 160 horsepower. The postponement aims to provide more sufficient customs clearance time for dealers who closed deals between August and October, to avoid trade disruptions due to sudden policy changes. The new regulations are expected to benefit official dealers but put pressure on parallel importers.

On October 9, TCL Technology (000100) announced that its controlling subsidiary, TCL China Star Optoelectronics Technology Co., Ltd., has completed the acquisition of 80% of the equity of LG Display (China) Co., Ltd. (referred to as "LGDCA") and 100% of the equity of LG Display (Guangzhou) Co., Ltd. (referred to as "LGDGZ") held by LG Display Co., Ltd. and its affiliates. According to the audit by the accountants and the negotiation with the counterparty, the final acquisition amount agreed upon in the transaction agreement is 11.088 billion yuan.

According to the China Trade Remedy Information Network, on September 29, 2025, the Indian Ministry of Commerce announced that it has initiated an anti-dumping investigation against mobile covers originating from or imported from China, based on a petition submitted by the All India Mobile Covers Manufacturers Association. The Indian customs codes for the products involved are 392690, 392610, 392640, 392620, 851779, 851769, and 851770. The period for the dumping investigation is from April 1, 2024, to March 31, 2025, while the injury investigation period covers April 1, 2021, to March 31, 2022, April 1, 2022, to March 31, 2023, April 1, 2023, to March 31, 2024, and April 1, 2024, to March 31, 2025.

On September 30th, IT Home reported that blogger @SmartPikachu posted that an "ultra-slim phone equipped with a new Kirin chip and eSIM" is currently being tested. The corresponding model will offer an "ultra-large" 2TB version, claiming to "fully benchmark" against others. It is expected that this device series... The products under the brand will be positioned against similarly ultra-thin competitors.  iPhone Air 。 IT Home noticed that Huawei's Tianji Tong Go The mini program has displayed support for eSIM services and can add eSIM devices. The official website shows that the "Tianjitong GO Mini Program eSIM Service" is a feature under development that will provide a better connectivity experience. It is currently in the testing phase and is expected to be officially launched in the third quarter of 2025. As a comparison, The iPhone Air was released on September 10, with a starting price of 7,999 yuan. However, its launch in China has been delayed due to eSIM issues. Previously, it was reported that the device would be sold next month in carrier stores as a contract phone. To avoid confusion among consumers regarding number portability, the iPhone Air may not have a fully unlocked version.

Taihe New Materials(002254.SZ) stated on the investor interaction platform that the company's aramid membranes have been applied in overseas computing centers.

NVIDIA plans to invest up to $100 billion in OpenAI to support the expansion of its AI Data Centers (AIDC). In addition to computing power, storage, and communication chips, power supply is also a significant component of AI data centers and is crucial for reducing energy consumption. To this end, NVIDIA is fully promoting the implementation of the 800V high-voltage direct current (HVDC) data center architecture in the Rubin next-generation processor plan, with full-scale production expected by 2027. In the backdrop of the rapid rise of AIDC, domestic manufacturers have also begun to enter the AIDC power market. Recently, Sungrow officially announced the establishment of an AIDC business unit and is accelerating research and development, with the aim of launching related products by 2026. Meanwhile, another major player in the photovoltaic inverter and energy storage industry, Deye, has also announced plans to enter the AIDC power market.

On September 28th, it was announced that the WPS PC version has been launched. iPadVersion testing, version number 12.9.0 Build 22444. The testing quota is currently full. According to reports, users who have experienced this version say that it has very comprehensive features, good font support, smooth operation, and normal touch controls, making it more user-friendly than the Android PC version. However, it currently does not support multi-window functionality, and the small window ratio cannot be adjusted.

On September 16, Counterpoint Research released its Q2 2025 report on the European smartphone market: after a sluggish first quarter, the market rebounded, with shipments up 4% year-on-year. Despite economic and geopolitical challenges compounded by pressure from new EU ecological regulations, manufacturers’ innovative products and promotional strategies effectively offset downside risks. In terms of brand competition, The biggest highlight is the year-on-year shipment surge of 42%, leading the TOP 5 manufacturers in growth and entering the top four in Europe. This growth is attributed to its foldable product lineup and technological innovation, with the Magic V series laying the foundation. The new Magic V5 is a hot seller thanks to its slim design and on-device AI features.

On September 12, the iPhone 17 series officially began pre-sales. With the official launch approaching, widespread discussion has arisen regarding rumors that metal phone cases may affect the signal of the iPhone 17 Pro. It is rumored that antennas are distributed around the camera module of the iPhone 17 Pro series, and if metal or other conductive materials are used to cover them, the phone's signal may be affected. In response to this, Customer service responded that they have not received any notification and will not comment on the online claims regarding the iPhone 17 Pro for the time being. However, customer service suggests that phone cases should avoid having metal accessories, especially near the camera. There have been cases where metal phone cases caused abnormal camera function on iPhones, but there is currently no claim that they affect the phone’s signal.

Panasonic Industrial, a leading company in copper clad laminates, has revealed some performance data of its 9th generation copper clad laminate, MEGTRON9, on its official website. The circuit loss of M9 copper clad laminate shows a significant reduction compared to the M8 copper clad laminate, and this performance gap becomes even more pronounced in high-frequency electrical signal environments. The high-frequency performance of the M9 copper clad laminate has seen a significant improvement over the M8, poised to lead a new revolution in high-speed bandwidth, with single-channel interface speeds rising to 224Gbps. The Df value of the M9 series copper clad laminate is lower than that of the M8 series, which means that the previously used PPO/PPE high-frequency high-speed resins are increasingly unable to meet the performance requirements of the M9 copper clad laminate. The breakthrough in dielectric performance has driven further upgrades in upstream resin materials. M9 copper clad laminates are likely to use more hydrocarbon resins and special hydrocarbon resins to meet the electrical performance demands.

Apple Inc. announced on September 11 local time that its hypertension detection system for the smartwatch has been approved by the U.S. Food and Drug Administration and will be officially launched next week. This feature will be compatible with Apple Watch Series 9, Series 10, Series 11, Ultra 2, and Ultra 3 models.

On September 11, it was rumored on social media that Wang Teng, former General Manager of Xiaomi's China Region Marketing Department and former General Manager of the REDMI brand, had joined JD.com to take on a Xiaomi procurement and sales position. There are differing claims about his level, with some saying P5 and others saying P7. A reporter contacted JD.com regarding this matter, and the company clearly stated, "We currently have no such arrangements or plans."

According to multiple sources, Xiaomi's founder Lei Jun is expected to deliver his annual speech in late September. As usual, the event will be accompanied by the launch of the new Xiaomi 16 series smartphones.

Recently, the Fujian Provincial Development and Reform Commission allocated the third batch of national 2025 ultra-long-term special government bonds to support the funds for the trade-in of consumer goods, with Quanzhou receiving 410.32 million yuan in government bond funds. It is reported that the third batch of ultra-long-term special government bonds will continue to support the scrapping and replacement of automobiles, as well as the renovation and replacement of home appliances and home furnishings, through funding for the trade-in of consumer goods. Promote trade-in programs in eight areas, including digital products, electric bicycles, old operational trucks, new energy city buses, and power batteries, to further unleash consumption potential.

On September 11th, according to marketing documents obtained by TechCrunch and information from two insiders, AI training startup Mercor is in talks with investors about its Series C funding round. Mercor is targeting a valuation of $10 billion or higher, an increase from the $8 billion discussed a few months ago, although the final terms of the deal may still change.

Gasgoo Auto News, September 3—Vishay Intertechnology announced the launch of a new DC-link metallized capacitor that complies with the AEC-Q200 standard.PolypropyleneThe film capacitor is specifically designed for harsh environments in automotive, energy, and industrial applications. The Vishay Roederstein MKP1848e can operate at high temperatures up to +125°C, provides ripple currents up to 44.5 A, and withstands Class III Temperature Humidity Bias (THB) as per IEC60384-16 ed.3—60°C / 93% relative humidity, operating continuously at rated voltage for 1344 hours.

According to Omdia's forecast, by 2032, the global shipment volume of foldable OLED screens will reach 124.6 million units, accounting for 8.6% of the overall OLED market, significantly higher than the 23.1 million units in 2024 and the projected 23.5 million units in 2025. Omdia believes that over the next eight years (from 2024 to 2032), the estimated shipment volume of foldable phones will surge fivefold.

Nanjing Julong (300644.SZ): Net profit for the mid-year report of 2025 is 57.3644 million yuan, an increase of 40.73% compared to the same period last year.