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

Events162same period

Confidence76%model average

Raw intensity65before weighting

Previous period+6net impact

Gross change+253%

Diffusion speed23.1 / day

Concentration1%

Direction disagreement15%

Source independence98%28 sources

IMPACT TREND

7-day effective impact

Positive 126 · 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, 0216 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate3%107 cumulative effective impact

Short term32%1075 cumulative effective impact

Medium term51%1729 cumulative effective impact

Long term14%492 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 12 of 16 · 153 events

Macro2

Macro30 Jul, 11:35positive

Hefei's State Capital Lost 36.6B Yuan to Nurture BOE, CXMT, NIO, Boosting IC Output to 151.4B

Hefei's state capital sustained a 36.6 billion yuan loss over a decade to nurture BOE, ChangXin Memory Technologies (CXMT), and NIO, driving the city's integrated circuit output value from 18 billion yuan to 151.4 billion yuan and fostering over 400 chip companies. The strategy exemplifies a three-layer innovation chain—basic research, market-driven tech iteration, and industrial scaling—that Hefei, Shenzhen, and Suzhou have leveraged, contrasting with cities like Xi'an and Wuhan that struggle with commercialization.

Effective: +7
Intensity: 30
Confidence: 55%
Horizon: Long term

Macro27 Jul, 08:31positive

Trump Suspends Air Strikes on Iran, Oil Prices Plunge Over 5%, Asian Stocks Rise

On July 27, Asian stock markets opened with gains. South Korea's KOSPI rose 0.44%, with Samsung Electronics up over 2% and SK Hynix up over 1%. Japan's Nikkei 225 gained over 300 points, or 0.47%. The moves followed President Trump's order to suspend air strikes on Iran, as the US military refrained from attacks for two consecutive nights and Iran paused retaliatory actions. International oil prices fell sharply, with WTI crude down 5.83% to $84.10 and Brent crude down 5.13% to $86.98.

Effective: +7
Intensity: 30
Confidence: 80%
Horizon: Short term

Industries0

No evidence on this page.

Companies8

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

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: +9
Intensity: 50
Confidence: 80%
Horizon: Medium term

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: +9
Intensity: 50
Confidence: 70%
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: -9
Intensity: 50
Confidence: 65%
Horizon: Medium term

Companies28 Jul, 11:06positive

Jiangfeng Electronics Sets Up Wholly Owned Subsidiary Shaoxing Jingfeng Xintuo Semiconductor Materials

Jiangfeng Electronics has established a wholly owned subsidiary, Shaoxing Jingfeng Xintuo Semiconductor Materials Co. , Ltd. , with a registered capital of 10 million yuan. The new company, with Bian Yijun as legal representative, will engage in the manufacturing, sales, and R&D of electronic special materials.

Effective: +8
Intensity: 40
Confidence: 80%
Horizon: Medium term

Companies27 Jul, 16:23positive

Goodix Releases Single-Chip Solution GR511x for Continuous Glucose Monitoring

Goodix released the GR511x single-chip solution for continuous glucose monitoring on July 27. It integrates low-power Bluetooth and an electrochemical sensor analog front-end, enabling smaller, more accurate, and lower-power CGM devices. The solution supports thinner designs and mass production for next-generation products.

Effective: +7
Intensity: 40
Confidence: 80%
Horizon: Short term

Companies28 Jul, 19:09positive

Core Scientific and AMD Announce Infrastructure Partnership on July 28

On July 28, Core Scientific and AMD announced a partnership in infrastructure. The collaboration involves both companies working together on infrastructure-related initiatives. The announcement was made jointly, marking a new cooperation in the technology sector. No further details or specific terms of the partnership were disclosed.

Effective: +7
Intensity: 40
Confidence: 60%
Horizon: Medium term

Companies27 Jul, 13:24positive

Baidu Q1 Revenue 32.1B Yuan, Net Profit Falls 55%, AI Share Hits 52%, Smart Cloud Up 79%

Baidu reported first-quarter 2026 revenue of 32.1 billion yuan, down 1.16% year-on-year, with net profit attributable to shareholders falling 55.36% to 3.445 billion yuan. AI business revenue accounted for 52% of general business revenue, up from 43% in the prior quarter. Smart cloud revenue surged 79% to 8.8 billion yuan, driven by a 184% jump in GPU cloud revenue. Online marketing revenue declined 22% to 12.6 billion yuan. Meanwhile, autonomous driving service Apollo Go provided 3.2 million fully driverless rides in the quarter, and Kunlun Chip filed for a STAR Market IPO on May 7, 2026.

Effective: +6
Intensity: 30
Confidence: 60%
Horizon: Long term