China Leadshine Technology Co Ltd002979
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Revenue and profit growth accelerated, with net profit up 62.79% YoY.
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Monolithic Power Signs Long-Term GlobalFoundries Deal for Singapore 300mm Production
Monolithic Power Systems has entered a new long-term agreement with GlobalFoundries to expand production capacity for its advanced power management technologies. Under the deal, Monolithic Power will deploy its proprietary process technology at GlobalFoundries' advanced 300mm manufacturing facility in Singapore, with volume production expected to begin in early 2027. The added capacity is intended to serve rising demand across artificial intelligence, automotive, industrial and data center markets, including automotive platforms, industrial robotics and automation, and smart power stages for AI and cloud infrastructure. Monolithic Power faces competition from Analog Devices and Microchip Technology, both of which are also expanding manufacturing capacity. Monolithic Power shares have risen 43.3% over the past year versus 40% growth for the industry, and 2026 earnings estimates have increased 12.7% to $27.11 over the past 60 days while 2027 estimates have risen 18.5% to $34.73.
Panasonic Energy Develops Prismatic All-Solid-State Battery, Supports Up to 150 Degrees
Panasonic Energy announced that it has developed a prismatic all-solid-state battery that can be used in high-temperature environments up to 150 degrees Celsius. Chief Technology Officer Shoichiro Watanabe revealed this at the International Rechargeable Battery Expo held in Chiba City on the 9th. Previously, only coin-shaped batteries were available, with a maximum temperature of 125 degrees, but the addition of the prismatic type raises the supported temperature. Sample shipments will begin in the October-December quarter of fiscal 2026, with mass production targeted one to two years later. The company also indicated it will accelerate development of cylindrical batteries for humanoid robots.
Sanhua Intelligent Controls: Development of Bionic Robot Electromechanical Actuators Achieves Results
Sanhua Intelligent Controls stated at its earnings briefing on August 27 that in the first half of 2026, the bionic robot industry continued to advance from technology validation toward industrial scenario deployment. Technologies such as embodied intelligence kept improving, driving pilot applications of robots in manufacturing, logistics, and inspection. As robot intelligence levels continue to rise and application scenarios gradually expand, the industry has put forward higher requirements for key technologies including perception, actuation, and thermal management. At present, the company's bionic robot electromechanical actuator products have received positive feedback from customers, product development has achieved results, core products are steadily advancing batch delivery and production line ramp-up, and new product development and market promotion are being carried out simultaneously.