Technology · 10.1

Semiconductor Value Chain

Quantified news impact based on deduplicated, quality-reviewed events in a single 60-day window.

Average net impact+27weighted per event

Average gross impact33absolute weighted average

Events151same period

Confidence77%model average

Raw intensity64before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed2.5 / day

Concentration1%

Direction disagreement17%

Source independence97%28 sources

IMPACT TREND

60-day effective impact

Positive 118 · Negative 11 · Mixed 22

+280-28

1 Jun0 events

6 Jun0 events

11 Jun0 events

16 Jun0 events

21 Jun0 events

26 Jun0 events

1 Jul0 events

6 Jul0 events

+16

11 Jul1 event

+10

16 Jul1 event

+28

21 Jul4 events

+27

26 Jul145 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate4%181 cumulative effective impact

Short term34%1708 cumulative effective impact

Medium term48%2391 cumulative effective impact

Long term14%695 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 11 of 15 · 148 events

Macro1

Macro31 Jul, 10:07positive

China's Trade with BRI Partners Hits RMB 12.97 Trillion in H1 2026, Up 14.8%

China's National Development and Reform Commission reported that in the first half of 2026, goods trade with Belt and Road partner countries reached RMB 12.97 trillion, up 14.8% year on year, accounting for 50.9% of total foreign trade. Investment cooperation expanded into high-tech and green sectors. Infrastructure projects advanced, including the Hungary-Serbia Railway's freight service launch, full construction of the China-Kyrgyzstan-Uzbekistan Railway, and 11,186 China-Europe freight train trips, a 20.2% increase.

Effective: +17
Intensity: 40
Confidence: 50%
Horizon: Long term

Industries1

Industries31 Jul, 19:05positive

Beijing Satellite Town Lit, Strategic Agreement Signed; Shanghai 'Star Hub Plan' Debuts Three Satellites

Beijing and Shanghai are accelerating the development of space-based data centers. Beijing's satellite town was officially lit on July 24, with 10 companies signing strategic agreements, as part of a 'south rockets, north satellites' layout that includes over 300 commercial space firms. Shanghai's 'Star Hub Plan' launched a three-satellite cluster using laser interlinks, with a phased expansion to 2,000 satellites. The initiatives aim to overcome technical challenges in space computing, including energy and heat dissipation, while exploring commercial applications.

Effective: +23
Intensity: 50
Confidence: 65%
Horizon: Medium term

Companies8

Companies27 Jul, 18:56positive

Nvidia and Broadcom Begin Small-Volume Shipments of CPO Switches

Nvidia and Broadcom have started shipping small quantities of co-packaged optics (CPO) switches. The ramp-up is constrained by the yield of optical engines and the availability of advanced packaging capacity, both of which are critical factors determining the pace of volume growth. The companies are working to improve these areas to boost shipments in the near term.

Effective: +23
Intensity: 60
Confidence: 70%
Horizon: Short term

Companies20 Jul, 16:09positive

Chinese Embodied AI Tactile Sensing Firm Yimu Tech Raises Over 1 Billion Yuan in Series E

Yimu Tech, a Chinese developer of tactile sensing hardware and software for embodied intelligent systems, has raised over 1 billion yuan in a Series E funding round, valuing the company at over 10 billion yuan. The company develops tactile sensing materials, chips, algorithms, and models for robotic applications. The new capital will support further research and development, as well as mass production and order fulfillment.

Effective: +23
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies30 Jul, 19:50positive

Hikvision H1 2026 Net Profit Surges 39.6% to Record RMB 7.9 Billion, Innovation Business 32.4%

Hikvision reported record first-half results for 2026, with revenue of RMB 46.823 billion, up 11.97% year-on-year, and net profit of RMB 7.896 billion, up 39.57%. Innovation business revenue reached RMB 15.17 billion, accounting for 32.4% of total revenue, a new high. The company's stock rose over 4% on the first trading day after the release. Operating cash flow fell to RMB 3.231 billion, while inventory rose 44% to RMB 29.488 billion. The company plans interim dividends of RMB 5.041 billion, equivalent to 63.84% of net profit.

Effective: +22
Intensity: 45
Confidence: 65%
Horizon: Immediate

Companies27 Jul, 10:56positive

Changxin Technology Strategic Placement List Drives Mixed Stock Moves

Changxin Technology released its strategic placement list, allocating shares to large enterprises with strategic ties, including several listed companies. As of 10:45, Shanghai Silex rose over 2%, while Yitang Co. and Anji Technology each gained over 1%, and Xi'an Yicai-U edged up. Conversely, Precision Technology, Tongfu Microelectronics, and Huaqin Technology each fell over 2%, and ZTE and TCL Technology edged down.

Effective: +19
Intensity: 50
Confidence: 70%
Horizon: Medium term

Companies27 Jul, 21:30positive

Pudong Jinqiao Commits 100M Yuan to Shanghai Zhiwei Lingfeng VC for Semiconductors & Strategic Industries

Pudong Jinqiao, through its subsidiary Shanghai Jinqiao Capital Management Co. , Ltd. , has committed 100 million yuan as a limited partner to the newly established Shanghai Zhiwei Lingfeng Venture Capital Partnership. The fund will focus on semiconductors and strategic emerging industries. This investment marks Jinqiao Capital's first participation in a regional leading corporate venture capital (CVC) industry fund.

Effective: +18
Intensity: 50
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 15:44negative

Eoptolink Issues Positive Interim Profit Alert as Shares Halve; Cites Imported Chip Cost Risks

Eoptolink Technology released a positive half-year earnings forecast, showing profit growth. However, its stock price has fallen about 50% from a record high. The company warned that its high-end optical chips, particularly EML chips for 1.6T optical modules, depend on imports, subjecting costs to uncontrollable volatility.

Effective: -18
Intensity: 50
Confidence: 65%
Horizon: Medium term

Companies31 Jul, 16:30positive

AMEC Establishes Wholly-Owned Subsidiary for Semiconductor Device Equipment

Advanced Micro-Fabrication Equipment Inc. (AMEC) has recently established a wholly-owned subsidiary, Zhongwei Semiconductor Equipment (Wuhan) Co. , Ltd. The new company's business scope covers manufacturing and sales of specialized equipment for semiconductor devices and discrete semiconductor devices, expanding AMEC's footprint in the semiconductor equipment market.

Effective: +17
Intensity: 40
Confidence: 70%
Horizon: Medium term

Companies28 Jul, 14:49positive

Anji Technology's Electroplating Solutions and Additives Business Partially Deployed, Low Domestic

Anji Technology announced that its electroplating solution and additive business has achieved partial deployment but remains limited in scope. The company plans gradual growth in the near term, leveraging benchmark project outcomes to expand customer base and applications. The industry for advanced process electroplating solutions and additives is still dominated by foreign suppliers, with low domestic substitution, presenting a market opportunity.

Effective: +17
Intensity: 50
Confidence: 60%
Horizon: Medium term