Nvidia(US:NVDA) Zhong Guo Neng Yuan Wang·2025-09-16 07:45Core Insights - The electronic industry showed a strong performance this week, with the Shanghai Composite Index rising by 1.52%, the Shenzhen Component Index by 2.65%, and the CSI 300 Index by 1.38%. The Shenwan Electronics sector surged by 6.15%, ranking first among 31 sectors in terms of weekly performance [1][2][3]. Industry Performance - The components sector led the electronic industry with a significant weekly increase of 11.33%. Within this sector, the printed circuit board sub-sector achieved an impressive growth of 13.07, marking it as a key growth highlight for the entire electronic industry. The passive components sub-sector also saw a rise of 3.44% [3]. - The semiconductor sector recorded a weekly increase of 6.52%, with the digital chip design sub-sector standing out with a growth of 11.75%. The consumer electronics sector experienced a weekly rise of 5.17%, while the consumer electronics components and assembly sub-sector grew by 5.74% [3]. - Other electronic sectors achieved an overall weekly increase of 8.06%, demonstrating a collaborative performance with the consumer electronics sector. The optical and optoelectronic sector had a modest increase of 0.85%, but the optical components sub-sector contributed with a growth of 2.15%. The electronic chemicals sector showed a stable performance with a weekly increase of 2.10% [3]. Company News - Semiconductor company SMIC plans to acquire the remaining 49% stake in SMIC North [4]. - Oracle announced a significant increase in AI cloud revenue, leading to a post-market surge of 20% [4]. - Intel is set to launch the Arrow Lake update and Nova Lake in 2026 [4]. - Global shipments of display driver chips are expected to decline year-on-year in 2025, with a moderate recovery anticipated in 2026 [4]. - Huawei's Xu Zhijun has stepped down as chairman of HiSilicon Semiconductor [4].