Technology · 10.1

Semiconductor Value Chain

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+18weighted per event

Average gross impact21absolute weighted average

Events161same period

Confidence76%model average

Raw intensity65before weighting

Previous period+6net impact

Gross change+251%

Diffusion speed23.0 / day

Concentration1%

Direction disagreement15%

Source independence99%28 sources

IMPACT TREND

7-day effective impact

Positive 125 · Negative 11 · Mixed 25

+400-40

24 Jul, 160 events

+12

25 Jul, 062 events

25 Jul, 201 event

-6

26 Jul, 101 event

+16

27 Jul, 0027 events

+15

27 Jul, 1432 events

+11

28 Jul, 0430 events

+26

28 Jul, 1817 events

+13

29 Jul, 0819 events

+12

29 Jul, 229 events

+24

30 Jul, 128 events

+40

31 Jul, 0215 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate3%107 cumulative effective impact

Short term32%1075 cumulative effective impact

Medium term50%1686 cumulative effective impact

Long term15%492 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 11 of 16 · 152 events

Macro0

No evidence on this page.

Industries2

Industries28 Jul, 10:49positive

Dongguan Issues AI Server Policy, Targets 500 Billion Yuan by 2030

Dongguan released its first AI server industry policy and the 'Computing Power Industry Island' plan, targeting a server industry chain output value exceeding 500 billion yuan by 2030. The plan aims to cultivate 1-2 hundred-billion-yuan chain leaders and 3-5 ten-billion-yuan backbone firms. Over five years, 100 billion yuan will be invested to develop the island's 9,000 mu. In 2025, server output approached 600,000 units, with chain value near 100 billion yuan. One in ten servers nationwide is made in Dongguan, and 95% of components are sourced within a one-hour industrial circle.

Effective: +13
Intensity: 55
Confidence: 65%
Horizon: Medium term

Industries27 Jul, 23:27positive

Cadence AI-Driven Design Tools Certified for Intel Foundry 18A-P and 14A Nodes

Intel Foundry and Cadence announced certification of Cadence's full AI-driven digital and custom reference flows and design tools on Intel 18A-P and 14A process nodes. The certification leverages Intel's latest PDK with RibbonFET and second-generation backside power delivery technologies. The companies also jointly developed an advanced packaging reference flow for Intel's EMIB technology and completed silicon verification of interface and memory IP on Intel 18A.

Effective: +12
Intensity: 60
Confidence: 70%
Horizon: Long term

Companies8

Companies30 Jul, 18:42positive

Yongyi Electronics Chairman Proposes Share Buyback of RMB 100-150 Million for Employee Incentives

Yongyi Electronics (688362) announced on July 30 that its actual controller, chairman, and general manager Wang Shunbo proposed a share buyback of A-shares using own or self-raised funds. The total repurchase amount is set at no less than RMB 100 million and no more than RMB 150 million. The repurchased shares will be used for employee stock ownership plans or equity incentives.

Effective: +13
Intensity: 40
Confidence: 80%
Horizon: Short term

Companies29 Jul, 21:39positive

Several Companies Post H1 2026 Results: Western Mining Net Profit Up 123%, Kaimeite Gas Down 60.75%

Several Chinese companies announced first-half 2026 results. Western Mining net profit surged 123% to 4.169 billion yuan, while Shengdu Mining rose 71.37% to 1.804 billion yuan. Other gainers included Mebon (41.32%), Lujiazui (35.91%), Hongfa (19.89%), Zhongke Environmental (16.03%), Hanbell (8.95%), and Fuman Microelectronics (turned profitable). However, Kaimeite Gas net profit fell 60.75% to 21.92 million yuan.

Effective: +12
Intensity: 40
Confidence: 70%
Horizon: Short term

Companies27 Jul, 09:24positive

Intel and Lens Technology Partner to Explore Glass Substrate Packaging Solutions

Intel and Lens Technology have announced a partnership to jointly explore glass substrate-based packaging solutions. The collaboration aims to develop advanced packaging technologies that leverage glass substrates for improved performance in semiconductor applications.

Effective: +12
Intensity: 60
Confidence: 70%
Horizon: Medium term

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: +12
Intensity: 60
Confidence: 70%
Horizon: Short term

Companies28 Jul, 16:52negative

TSMC Japan Confirms Kumamoto Factory Status: First Factory Producing, Second on Track for 2028

TSMC's Japan subsidiary is confirming the status of its factory in Kikuyo-cho, Kumamoto Prefecture, after a magnitude 7 earthquake. Employees were evacuated outdoors and remain on standby pending safety checks. The first factory began mass production in December 2024, while the adjacent second factory is under construction with a planned start in 2028. Kikuyo-cho recorded a maximum seismic intensity of upper 5.

Effective: -11
Intensity: 50
Confidence: 60%
Horizon: Short term

Companies27 Jul, 15:56positive

Samsung Evaluates Using CXMT DRAM in Galaxy A Series to Cut Costs

Samsung Electronics is evaluating the use of DRAM chips from China's CXMT (ChangXin Memory Technologies) in its Galaxy A series smartphones to reduce production costs. The plan remains under consideration with no final decision made yet. CXMT is a major Chinese DRAM manufacturer whose products offer a price advantage over competitors.

Effective: +10
Intensity: 60
Confidence: 70%
Horizon: Medium term

Companies29 Jul, 20:11positive

GigaDevice Chairman Proposes 1-2 Billion Yuan Share Buyback for Cancellation, Pledges No Reduction

GigaDevice chairman Zhu Yiming proposed a share buyback of between 1 billion yuan and 2 billion yuan through centralized bidding, with all repurchased shares to be cancelled to reduce registered capital. Zhu also pledged not to reduce his holdings in the company for the next 12 months and plans to increase his stake by at least 1 billion yuan between Dec 13, 2026 and Jul 29, 2027.

Effective: +10
Intensity: 30
Confidence: 80%
Horizon: Short term

Companies28 Jul, 14:49positive

Anji Technology Plating Solutions and Additives See Some Deployment, Low Localization Rate Offers Opportunity

Anji Technology said during an institutional survey on July 28 that its electroplating solutions and additives business has achieved some deployment progress but with limited coverage. Near-term growth will be gradual, relying on benchmark projects to expand customers. The industry sees advanced-process electroplating solutions dominated by foreign suppliers, with low domestic substitution, presenting market opportunities.

Effective: +10
Intensity: 50
Confidence: 60%
Horizon: Medium term