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CXMT Shares Surge 466% on Shanghai Debut, Becoming Mainland China's Most Valuable Onshore Listing

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Business·16 saat önceAI özeti

CXMT Shares Surge 466% on Shanghai Debut, Becoming Mainland China's Most Valuable Onshore Listing

ChangXin Memory Technologies (CXMT) debuts on Shanghai exchange with a 466% share price surge, achieving a market capitalisation of 3.28 trillion yuan, surpassing all mainland China onshore listings. The semiconductor firm's unprecedented trading volume exceeded 140 billion yuan, prompting regulatory meetings to address market stability concerns.

SCMP Tech

2 dk okuma

Shanghai-Based Company Targets IPO Amid China's Semiconductor Push

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Business·5 gün önceAI özeti

Shanghai-Based Company Targets IPO Amid China's Semiconductor Push

An unnamed Shanghai-based company aims for an IPO by year-end, driven by Beijing's semiconductor self-reliance initiative amidst ongoing US export controls.

SCMP Tech

1 dk okuma

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Business·6 gün önceAI özeti

China's Maxone Semiconductor sees 6 billion yuan asset split in high-profile divorce

Maxone Semiconductor Suzhou's president, Zhou Ming, transferred 6 billion yuan worth of company shares to his ex-wife as part of a divorce settlement, causing concern among retail investors about corporate governance and potential share price volatility for the A-share market company.

Three chip designers sold their company and started over to build India's commercial quantum computer

Three semiconductor veterans, Sujoy Chakravarty, Ravi Mehta, and Biman Chattopadhyay, founded Quanfluence in Bengaluru, India, to build one of the country's first commercial quantum computers after selling their previous company. They focused on photonic quantum computing, attracting experts and commercializing cloud access for enterprise customers.

Times of India

3 dk okuma

India's $13.2 billion push to become a global chipmaking powerhouse

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Business·22.07.2026AI özeti

India's $13.2 billion push to become a global chipmaking powerhouse

India has approved a $13.2 billion semiconductor program, Semicon 2.0, building on a previous $9 billion mission to develop a full chip ecosystem. The nation aims to become a major manufacturing hub by 2030, despite facing significant challenges in large-scale fabrication.

Satellite surveillance relies on rare mineral dominated by China, study finds

A new study reveals a satellite providing 24/7 Earth surveillance relies on gallium, a rare mineral. China dominates over 95% of global primary gallium production, posing a strategic challenge as the US has sought similar capabilities for decades.

SCMP News

1 dk okuma

Japan's Exports Surge 19.3% in June, Driven by Semiconductors and Weak Yen

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Business·22.07.2026AI özeti

Japan's Exports Surge 19.3% in June, Driven by Semiconductors and Weak Yen

Japan's exports grew 19.3% in June, the fastest pace since November 2022, fueled by semiconductor equipment shipments and a weak yen, surpassing expectations. Imports also soared 25.4%, largely due to increased petroleum costs linked to the Iran war, impacting the trade balance.

Non-Tech Japanese Firms See Soaring Growth From AI Semiconductor Boom

Japanese firms Toto (toilets), Nittobo (textiles), and Ajinomoto (MSG) are experiencing significant stock gains (78%, 63%, 61%) this year. They leverage core technologies to supply advanced materials like ceramic chucks, glass fiber, and insulating film for the AI semiconductor supply chain, driving sharp growth in their related businesses.

CNBC World

5 dk okuma

Japan's June Exports Surge 19.3% Driven by Semiconductor Demand and Weak Yen

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Business·22.07.2026AI özeti

Japan's June Exports Surge 19.3% Driven by Semiconductor Demand and Weak Yen

Japan's exports in June surged 19.3% year-on-year, marking the fastest growth since November 2022, fueled by strong semiconductor equipment shipments and a weak yen. However, imports also soared 25.4%, largely due to petroleum costs, resulting in a trade deficit.

CNBC

2 dk okuma

South Korean Stocks Surge on Semiconductor Gains Ahead of Big Tech Earnings

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Business·22.07.2026AI özeti

South Korean Stocks Surge on Semiconductor Gains Ahead of Big Tech Earnings

South Korean stocks opened sharply higher, with the KOSPI up 5.96%, driven by semiconductor gains from Samsung Electronics and SK hynix. Investors await upcoming earnings reports from major tech companies like Alphabet Inc., which will influence sustained market momentum.

Yonhap News

1 dk okuma

Chinese Brokerage Ends Market Making for S. Korea ETF Amid Volatility

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Business·22.07.2026AI özeti

Chinese Brokerage Ends Market Making for S. Korea ETF Amid Volatility

China Merchants Securities, a leading Chinese brokerage, ceased market making for the mainland's only South Korea-focused ETF and five other QDII products. This move, described as commercial, aligns with Beijing's efforts to stabilize capital markets amidst significant volatility in South Korea's KOSPI index.

SCMP Economy

1 dk okuma

US AI Policy at Crossroads Amid China's Rapid Advances

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Siyaset·22.07.2026AI özeti

US AI Policy at Crossroads Amid China's Rapid Advances

China's rapid advancements in AI, including new models from Moonshot AI and Alibaba, have significantly narrowed the lead of US models from months to weeks. This development has prompted Washington to critically re-evaluate its AI policy, focusing on controls for frontier US models, restrictions on Chinese models, and global adoption strategies.

Global Semiconductor Market: US, China, and East Asia's Shifting Dominance

The global semiconductor market shows the US leading in advanced AI chips, China dominating legacy integrated circuits, and East Asia controlling memory chips. China is also closing the gap in CPUs, intensifying competition and highlighting shifting regional specializations in the industry.

Global Semiconductor Equipment Market to Hit Record High by 2028, Driven by AI Investment

The global semiconductor manufacturing equipment market is projected to reach a record high of $229.5 billion by 2028, driven by increased investment in AI infrastructure, advanced logic chips, and next-generation memory products like HBM, according to a SEMI report.

Yonhap News

1 dk okuma

South Korea's Ruling Party, Government to Fund Future Investments with Semiconductor Tax Revenue

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Siyaset·21.07.2026AI özeti

South Korea's Ruling Party, Government to Fund Future Investments with Semiconductor Tax Revenue

South Korea's ruling Democratic Party and government agreed to use additional tax revenue from the semiconductor boom to create a future response fund, investing in young generations, regional development, and 'three megaprojects' including semiconductors and AI under next year's budget plan.

AI Innovators Gather in Hong Kong to Bridge Geopolitical Rifts Through Collaboration

AI innovators and entrepreneurs convened in Hong Kong to discuss fostering a global entrepreneurial ecosystem through collaboration and knowledge sharing, aiming to transcend geopolitical disagreements.

SCMP News

1 dk okuma

TSMC Reports Record Profit, Raises Outlook Amid Booming AI Chip Demand

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Business·20.07.2026AI özeti

TSMC Reports Record Profit, Raises Outlook Amid Booming AI Chip Demand

TSMC, the world's largest contract chipmaker, reported record quarterly profits and raised its revenue outlook, driven by robust demand for AI chips. The Taiwan-based company also announced an additional $100 billion investment to expand its advanced chip manufacturing capacity in the US.

Euronews Business

2 dk okuma

Moonshot AI's Kimi K3 Launch Triggers Global Semiconductor and AI Stock Drops

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Business·20.07.2026AI özeti

Moonshot AI's Kimi K3 Launch Triggers Global Semiconductor and AI Stock Drops

Moonshot AI launched its Kimi K3 model, outperforming major competitors in benchmarks at a fraction of the cost, leading to significant drops in semiconductor and AI stocks across Taiwan, Japan, and the Nasdaq, as analysts confirm China's closing gap in frontier AI.

Decrypt

2 dk okuma

TSMC Reports Strong June Revenue, Exceeds Q2 Forecast Amid AI Demand Surge

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Business·20.07.2026AI özeti

TSMC Reports Strong June Revenue, Exceeds Q2 Forecast Amid AI Demand Surge

TSMC announced June revenue surged 67.9% year-on-year to NT$398.27 billion, pushing first-half revenue to NT$2.4 trillion. Q2 revenue of NT$1.27 trillion surpassed analyst forecasts, driven by robust AI demand and global manufacturing expansion.

President Xi Jinping Addresses World AI Conference, Signaling Strategic Importance

President Xi Jinping opened China's 2026 World Artificial Intelligence Conference, elevating its status and signaling AI's role as a technological imperative and cornerstone of China's geopolitical strategy amid US tech restrictions.

SCMP Tech

1 dk okuma

TSMC Reclaims Top 10 Most Valuable Companies Spot Amid AI Boom

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Business·20.07.2026AI özeti

TSMC Reclaims Top 10 Most Valuable Companies Spot Amid AI Boom

Taiwan Semiconductor Manufacturing Company (TSMC) has re-entered the top 10 most valuable companies globally, driven by the artificial intelligence (AI) boom. Its stock rallied, pushing market capitalization to a record high, surpassing Broadcom, with analysts expecting further growth.

Biren Technology Unveils Supernode AI Solutions with Optical Data Transmission

Biren Technology launches next-gen 'supernode' AI solutions using optical data transmission to scale AI computing power, enabling up to 1,024 AI chips in a single cluster.

CXMT IPO Attracts Investors with Promising Allotment Rate Amid AI Boom

CXMT, China's memory chip champion, attracts heavy investment in its IPO, promising a high allotment rate and potential fourfold gain amid the AI-driven market boom.

SCMP Tech

2 dk okuma

Semiconductor Industrial Complex Creation Period Drastically Shortened… "Candidate Site Designated Within 1 Month Upon Request"

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Siyaset·13.07.2026AI özeti

Semiconductor Industrial Complex Creation Period Drastically Shortened… "Candidate Site Designated Within 1 Month Upon Request"

The Minister of Land, Infrastructure and Transport announced plans to drastically shorten the creation period for the semiconductor industrial complex in Gwangju, aiming to designate candidate sites within one month of a request and complete land compensation within the year. The goal is to create a 'corporate-type advanced city' with robust infrastructure and residential facilities, comparable to the Seoul metropolitan area.

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