The European Commission has announced that it will launch a new mobile satellite spectrum allocation system next year.

Samsung Electronics (South Korea) to invest VND39 trillion (about $1.5 bln) to build a semiconductor test plant in an industrial park 60 km north of Hanoi; construction under way and plant due to start production in Nov 2027. It will be Samsung's first chip test plant in Vietnam, focusing on mature chips; planned annual capacity 153.3 bln Gb DRAM and 255.6 bln Gb NAND. Investment was approved by Vietnamese authorities in March; Samsung may allocate up to $2.5 bln of project profits toward a potential second plant. Over 200 Samsung engineers and staff have worked on the site since April.

Key News 1. Ministry of Industry and Information Technology: Accelerating the development and iteration of standards in areas such as driving automation, automotive data, and vehicle-road-cloud integration. 2. Mainland funds are circumventing regulations by investing in Hong Kong's high-end casinos for overseas options; high returns mask hidden risks. 3. China Academy of Information and Communications Technology (CAICT): Domestic mobile phone shipments reached 25.733 million units in April, a year-on-year increase of 2.8%. 4. Guinea will restrict bauxite exports; the Ministry of Foreign Affairs responds. Individual Stock News 1. GigaDevice: The company holds only 1.8% of Changxin Technology's current total share capital, a relatively small stake. 2. Tinci Materials: Conducting preliminary work on a 160,000-ton/year high-pressure lithium iron phosphate project, with an estimated investment of no more than 2.1 billion yuan. 3. Shanghai Electric Group: With the continued release of overall PCB industry capacity, market competition is expected to intensify in the future. 4. Lotus Holdings: Plans to increase its investment in Jieyue Xingchen by no more than 300 million yuan. 5. Shenzhen Technology: Its subsidiary plans to expand its high-end memory chip packaging and testing capacity by investing 1.47 billion yuan. 6. Jiarong Technology: Plans to acquire 100% equity of Hangzhou Lanran for approximately RMB 1.35 billion. 7. Yongxi Electronics: Its 2.5D packaging product line is currently undergoing sample verification with customers and has not yet achieved mass production. 8. Shijia Photonics: Terminated the acquisition of Foko-Xima Communications. 9. Shengshi Technology: Its wholly-owned subsidiary signed a RMB 6 billion computing power industry cooperation agreement. 10. Linzhou Heavy Machinery: The China Securities Regulatory Commission (CSRC) has decided to launch an investigation into the company for suspected violations of information disclosure regulations.