This week (August 10-August 16) saw frequent major events in the semiconductor industry. Firstly, Japan's Ajinomoto Co., Inc. reduced its supply of ABF film to China by 30%, exacerbating the global supply-demand tension for ABF film and forcing accelerated substitution with domestically produced CBF, NBF, GBF, and other laminated insulating films. Secondly, according to data from market research firm Counterpoint, Yangtze Memory Storage Technology ranked among the top three globally in the NAND flash memory market with a 14% share in the second quarter of 2026 for the first time. Additionally, Semiconductor Manufacturing International Corporation (SMIC) released its financial report for the second quarter of 2026, reporting revenue exceeding $3 billion for the first time, a 20% increase quarter-on-quarter, and a gross margin rising to 25.3%, reaching a new high in nearly a year.