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 16 of 16 · 153 events

Macro0

No evidence on this page.

Industries2

Industries27 Jul, 18:47neutral

Samsung, SK Chairmen to Attend Google Camp in Sicily After San Francisco Visit

Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won will travel to Sicily, Italy, to attend Google Camp, a global tech CEO exchange event hosted by Google, after visiting San Francisco. The two South Korean business leaders will jointly participate in the gathering, which brings together chief executives from major technology companies worldwide for discussions and networking. The two chairmen, representing Samsung and SK Group, are among the top executives attending the exclusive event.

Effective: 0
Intensity: 20
Confidence: 30%
Horizon: Short term

Industries27 Jul, 11:01neutral

Nanjing Tianyi Hexin, Backed by Jiehua Te, Sets Up Shenxin Shichuang Microelectronics with 28M Yuan

Nanjing Tianyi Hexin Electronics Co. , Ltd. , a company held by Jiehua Te Microelectronics Co. , has wholly established Shenzhen Shenxin Shichuang Microelectronics Co. with a registered capital of 28 million yuan. The new entity, with legal representative Zou Dingkai, focuses on integrated circuit design, manufacturing, sales, chip design services, and chip product manufacturing.

Effective: 0
Intensity: 20
Confidence: 85%
Horizon: Medium term

Companies1

Companies28 Jul, 13:38neutral

Hainan Yuanzhi Tech Founded July 28, Backed by Huarong Yuanchuang, to Focus on AI, Robots, Chip Design

Hainan Yuanzhi Technology Co. , Ltd. was established on July 28, with Huarong Yuanchuang and other shareholders. Its business scope includes artificial intelligence application software development, AI infrastructure and technology platforms, intelligent robot research and development and sales, and integrated circuit chip design and services.

Effective: 0
Intensity: 20
Confidence: 60%
Horizon: Long term