2026 Beginning of Winter Arrives!
As November 7, 2026, approaches, China is preparing to welcome Lidong (Beginning of Winter), the first solar term of winter and the 19th of the 24 traditional Chinese solar terms. While nature gradually enters a season of rest and renewal, the global technology industry is experiencing a different kind of activity, with major companies making strategic moves in artificial intelligence, memory chips and next-generation 5G networks.
About Beginning of Winter (Lidong)
In 2026, Lidong falls on November 7 at 5:52 PM Beijing time. Traditionally, it marks the beginning of winter, when temperatures gradually decline and nature enters a period of rest and conservation. The name comes from the ancient Chinese understanding of seasonal changes. In traditional agricultural society, winter marked the end of the harvest season, when crops were stored and people prepared for colder days ahead.
Lidong is also associated with the traditional saying, "Replenish in winter to prepare for the coming year." Food customs vary across China. In northern regions, families traditionally eat dumplings to welcome winter and symbolize reunion, while people in southern China often enjoy nourishing dishes such as mutton soup, sesame oil chicken and ginger duck. Some regions also celebrate with rice cakes, glutinous rice balls and seasonal wine. Beyond food, Lidong reflects the traditional philosophy of following nature's rhythms, conserving energy and preparing for the renewal of spring.
As winter approaches, the global semiconductor and technology industries are also seeing significant developments. On November 4, Qualcomm and SpaceX announced a multi-year partnership to support Starlink Mobile's planned nationwide 5G network in the United States. Qualcomm will provide radio equipment, baseband units and software, with deployment across tens of thousands of cell sites expected to begin in 2027. Meanwhile, Japan's Kioxia reported a 37-fold year-on-year increase in net profit for April–September 2026, driven by strong demand for AI data center storage and NAND flash memory. In another major AI-related development, OpenAI reportedly reduced its latest funding target by $10 billion to approximately $20 billion, while its targeted valuation fell to $1.25 trillion, reflecting growing investor caution amid concerns over AI spending.
Just as Lidong symbolizes the conservation of energy and preparation for future growth, the global semiconductor industry is entering a new phase of development through AI-driven demand, advanced memory technologies and next-generation connectivity. As winter begins, these strategic investments and technological collaborations may lay the groundwork for the industry's next wave of innovation and growth.
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