Following the successful debut of the Core Ultra 200 series Arrow Lake processors last year, Intel has consistently broadened its portfolio. Most recently, Intel has bolstered its Core Ultra 5 235 lineup with the addition of three new processors: the Core Ultra 5 235A, 235TA, and 235UA. Among these, two processors are tailored for the desktop market, while one is designed specifically for the mobile market. All three processors are positioned in the mid-to-low-end segment, emphasizing low power consumption and exceptional cost-effectiveness as their key attributes.

In the year 2025, Linus Torvalds, the renowned father of Linux, continues to employ the AMD RX 580 GPU, which debuted in 2017, as his primary desktop graphics solution. This graphics card, rooted in the Polaris architecture, has garnered immense popularity within the Linux community for its robust and well-maintained open-source drivers, a factor that has endeared it to Torvalds. When discussing this GPU, he emphasized that despite its vintage, the RX 580's reliability remains steadfast. Despite NVIDIA's partial openness with its driver source code and improved support for open-source kernels, Torvalds remains steadfast in his preference for the open AMD platform.

On July 31, China's Cyberspace Administration summoned NVIDIA, demanding clarifications on the security risks posed by vulnerabilities and potential backdoors in the H20 computing power chip sold to China, along with supporting documentation. NVIDIA promptly affirmed the paramount importance of network security and unequivocally stated that its chips, including the H20, do not contain any backdoors, ensuring they cannot be remotely accessed or controlled.

Intel confirmed on Thursday that three key executives within its manufacturing division will be retiring shortly. This announcement aligns with the strategic shift initiated by new CEO Pat Gelsinger, who is embarking on a comprehensive transformation aimed at revitalizing the struggling American chipmaker.

Innoscience has been included in NVIDIA's list of partners for its 800V DC power supply architecture, making it the sole Chinese chip company on the roster. In response, the company's share price saw an afternoon surge of over 60%. Innoscience confirmed that it has been collaborating with NVIDIA on its high-power gallium nitride technology for some time, but emphasized that the partnership is still in the testing phase and has not yet resulted in significant orders.

On August 1, all three major A-share indices closed in the red, with the Shanghai Composite Index slipping 0.37%, the Shenzhen Component Index declining 0.17%, and the ChiNext Index falling 0.24%. In the sectoral performance, the media, automotive, and power generation equipment sectors emerged as standouts. Specifically, Guomai Culture soared over 16%, BAIC BJEV climbed more than 8%, Rongfa Nuclear Power advanced over 6%, and Thalys gained over 1%. Conversely, sectors including energy, biotechnology, and semiconductors underperformed, with Sinopec shedding more than 5%, WuXi AppTec declining over 3%, and Cambrian Innovation dropping more than 2%.

Recently, the Chongqing Liangjiang Xinzhengcheng Semiconductor Private Equity Investment Fund Partnership was formally inaugurated, backed by Chongqing Chengyun Enterprise Management Co., Ltd. and Shanghai Xinzhengcheng Enterprise Management Partnership as managing partners. With a registered capital of RMB 1 billion, the fund is dedicated to equity investments through private equity funds. This venture is jointly financed by the Chongqing Liangjiang New Area High-quality Development Industry Private Equity Investment Fund Partnership and Nantong Wanye Technology Development Co., Ltd.

During the first half of 2025, the added value of electronic information manufacturing enterprises above a designated size surged by 11.1% year-on-year, outperforming the growth rates of both the industrial sector and high-tech manufacturing during the same period. Notably, smartphone production witnessed a modest increase of 0.5%, while production of microcomputer equipment and integrated circuits recorded growth rates of 5.6% and 8.7%, respectively. Exports remained resilient, with the value of shipments edging up by 3.6% year-on-year. Notably, integrated circuit exports soared by an impressive 20.6%. Overall, the industry generated a revenue of RMB 8.04 trillion, marking a 9.4% increase from the previous year, and a total profit of RMB 302.4 billion, up 3.5% year-on-year.

Intel announced on Thursday that three key executives within its manufacturing division are set to retire. Amidst these changes, new CEO Pat Gelsinger is undertaking a comprehensive transformation aimed at rejuvenating the struggling American chip giant. On Tuesday, Intel informed its employees that Mistry and Russell, both corporate vice presidents of the Technology Development Group, along with Gary Patton, corporate vice president of the Design Technology Platform Group and a former IBM executive, will be stepping down. According to industry insiders, Intel also intends to restructure the Technology Development Group, which is responsible for developing manufacturing processes. The specific actions involve reducing the size of the capacity planning team and implementing layoffs within the engineering team.

Recently, the CEC Haihe Smart Phase II Emerging Industry Investment Fund (Tianjin) Partnership has been established, with CEC Smart Fund Management Co., Ltd. serving as the managing partner and boasting a registered capital of 1.5 billion yuan. This fund is primarily focused on private equity activities, including equity investment, investment management, and asset management. The equity structure reveals that the fund is a collaborative effort between CEC Capital Holding Co., Ltd., a wholly-owned subsidiary of CEC, Tianjin Binhai High-tech Industry Investment Fund, and Shenwan Hongyuan Group Co., Ltd.

On July 31, the United States Court of Appeals for the 9th Circuit upheld the decision of the district court, dismissing Google's appeal and ordering the tech giant to revise its Play Store management policies to permit the normal operation of alternative app stores. Prior to this, Epic Games had sued Google for its restrictive practices, preventing other app stores from operating within the Play Store. The jury found Google guilty of violating antitrust laws, a ruling that was subsequently upheld by the 9th Circuit Court of Appeals, which denied Google's appeal.

During its latest earnings conference call, Samsung Electronics disclosed that the rapid growth in supply of HBM3E products, outpacing demand, is anticipated to alter market supply-demand dynamics, resulting in short-term fluctuations in market prices. The company forecasts a significant narrowing of the profit margin gap between HBM3E and traditional DRAM following the anticipated price surge of DRAM in the second half of the year. Consequently, in the pursuit of profit optimization, adopting a balanced product mix strategy in the near term becomes increasingly critical.

Neuralink is set to embark on a clinical study in the United Kingdom, aiming to evaluate the efficacy of its brain-machine interface chips in enabling severely paralyzed patients to control digital and physical tools through mere thoughts. Collaborating with University College London Hospitals NHS Foundation Trust and Newcastle Hospitals, the company will recruit patients suffering from paralysis due to spinal cord injuries or Amyotrophic Lateral Sclerosis (ALS) for this groundbreaking research. Currently, five patients are already utilizing this revolutionary device.

Prior to this, Neuralink secured $650 million in funding and commenced human trials in 2024, following the resolution of safety concerns raised by the US Food and Drug Administration. The company now boasts an estimated valuation of approximately $9 billion.

HikNa Technology proudly announces the successful completion of mandatory testing for the world's pioneering sodium-ion battery pack designed for commercial vehicles. Conducted at the National Quality Inspection and Testing Center for Motor Vehicles (Chongqing) laboratory, the testing adhered to the national standard GB38031-2020 "Safety Requirements for Traction Batteries for Electric Vehicles." The battery pack has triumphantly obtained compliance certification, paving the way for its imminent commercial deployment.

Michael Saylor remains undeterred. The co-founder of Strategy has announced plans to issue an additional $4.2 billion in preferred stock, aiming to amplify investments in Bitcoin. To instill confidence in shareholders, Strategy has pledged not to issue new common stock at a price lower than 2.5 times the net asset value, except in cases where the proceeds are used to service debt interest or preferred stock dividends. Furthermore, Saylor intends to raise funds at a substantial premium and will continue to allocate these funds towards acquiring more Bitcoin.

At the midday break, the Hang Seng Index slipped slightly by 0.18%, mirroring a 0.12% decline in the Hang Seng TECH Index. The consumer, oil and petrochemical, and media sectors fared poorly, with notable declines: Sunshine Oil Sands plunged over 13%, Power Sky Pictures tumbled more than 8%, and Brucko fell by more than 3%. In stark contrast, the paper, retail, and transportation sectors shone brightly, with RDI trip surging by more than 11% and Nine Dragons Paper gaining over 4%. Alibaba and Meituan climbed by more than 2%, while JD.com advanced by over 1%. Notably, Innoscience soared by over 30%, emerging as the sole chip company selected for NVIDIA's latest list of 800V architecture suppliers. Southbound funds recorded net purchases of HK$4.257 billion.

In the wake of its defeat in the Epic lawsuit, Google will be compelled to open up its Google Play app store, enabling the entry of third-party app stores.

On August 1, Nvidia's official website announced an update to its list of partners for the 800V DC power architecture, revealing Innoscience as the sole Chinese chip company chosen for this prestigious collaboration. This partnership underscores a joint commitment to advancing the adoption of the 800V DC power architecture in AI data centers. Together, they aim to elevate the computing power density of individual data centers by over tenfold, pushing the power density of a single cabinet to surpass 300kW. This groundbreaking initiative heralds the dawn of the megawatt-level power supply era for the global AI data center industry.

On July 31, Wells Fargo & Company announced its intention to appoint current Chief Executive Officer Charlie Scharf as Chairman of the Board, alongside a one-time special equity award comprising $30 million in restricted stock rights and 1,046,000 stock options.

On August 1st, Loongson Technology and CNEC jointly announced the establishment of a comprehensive strategic partnership. Together, they will undertake the testing and development of a comprehensive suite of information innovation products, with the aim of bolstering the information security standards within the nuclear industry and safeguarding its digital defenses.