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 9 of 16 · 152 events

Macro2

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: +16
Intensity: 40
Confidence: 50%
Horizon: Long term

Macro25 Jul, 12:35positive

South Korea Reaches $950 Billion Cooperation Deal with Global Tech Giants

South Korea has entered into cooperation agreements with global technology giants valued at approximately $950 billion. The deals focus on cutting-edge technology fields, representing a major collaboration between the country and leading international tech firms. The initiative aims to strengthen South Korea's position in advanced technology sectors. Further details on specific projects and companies remain undisclosed.

Effective: +16
Intensity: 90
Confidence: 70%
Horizon: Long term

Industries2

Industries27 Jul, 19:32positive

Pegatron, TCL Zhonghuan Invest Over 22 Billion Yuan in Shenzhen Semiconductor Projects

Shenzhen has added two multi-billion-yuan semiconductor projects with a combined planned investment of over 20 billion yuan. Pegatron (Shenzhen) Co. , Ltd. , a subsidiary of Zhen Ding Technology Group, held a groundbreaking ceremony on July 24 for its third industrial park in Bao'an, with a total investment of over 10 billion yuan. The project will build an AI advanced substrate-like PCB and flexible circuit board smart manufacturing base.

Effective: +18
Intensity: 70
Confidence: 80%
Horizon: Medium term

Industries28 Jul, 09:20positive

Electronic Fabric Sector Surges; Sinoma, Honghe Hit Daily Limit Up on Supply Constraints, AI Demand

On July 27, the A-share electronic fabric sector surged, with Sinoma Science & Technology and Honghe Technology hitting the daily limit up. The sector's supply is constrained by core equipment, as imported looms have long delivery times and domestic equipment still lags in stable mass production of qualified products, creating a hard bottleneck for capacity expansion. Manufacturers are shifting capacity toward high-margin specialty electronic fabrics, reducing supply of standard fabrics. On the demand side, AI server demand continues to rise, with downstream clients securing supply through deposits and advance orders.

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

Companies6

Companies27 Jul, 08:46positive

Jensen Huang Joins Meta and Others in Open Letter Supporting Open-Source AI, Opposing Washington Restrictions

Nvidia CEO Jensen Huang posted his first tweet on X on July 24, publicly supporting open-source AI. He co-signed an open letter with over 20 companies including Meta, a16z, Y Combinator, Hugging Face, Mistral AI, and Perplexity, opposing Washington's restrictive policies on open-source AI. The move comes as Chinese firms DeepSeek and Kimi K3 demonstrate that open-source models can match top closed-source models in efficiency. OpenAI, Anthropic, and Google did not join. The action signals a shift from technology-driven to rules-and-ecosystem competition, with Nvidia seeking to maintain its compute supplier position through an alliance moat.

Effective: +17
Intensity: 70
Confidence: 80%
Horizon: Short term

Companies26 Jul, 05:11positive

Samsung, Broadcom Sign Agreement to Expand Memory and Chip Manufacturing Cooperation

Samsung Electronics announced on Saturday a cooperation agreement with US chip designer Broadcom to expand collaboration in memory chips, contract manufacturing, and advanced packaging. Under the memorandum of understanding, Broadcom will use Samsung's sub-2-nanometer process for next-generation communication chips and jointly develop high-bandwidth memory. The five-year partnership aims to boost utilization of Samsung's advanced facilities and strengthen its foundry business against TSMC, as demand rises for custom AI accelerators.

Effective: +17
Intensity: 85
Confidence: 72%
Horizon: Medium term

Companies28 Jul, 13:03positive

Moonshot AI Open-Sources Kimi K3, Haiguang Information Completes DCU Platform Adaptation Same Day

On July 27, Moonshot AI released its open-source large language model Kimi K3. On the same day, Haiguang Information completed full-process adaptation, deployment, and performance verification of the model on its Haiguang DCU platform.

Effective: +17
Intensity: 60
Confidence: 75%
Horizon: Short term

Companies28 Jul, 18:39positive

ChangXin Memory Technologies to Join MSCI China All Shares Index After IPO, Effective August 10

MSCI Inc. will add ChangXin Memory Technologies to its MSCI China All Shares Index, effective August 10, following the memory chipmaker's initial public offering. The index provider announced the adjustment on July 28, reflecting the company's new stock listing.

Effective: +17
Intensity: 60
Confidence: 70%
Horizon: Immediate

Companies27 Jul, 21:09positive

SSI and NVIDIA Announce Strategic Partnership and Investment, to Use Next-Gen Vera Rubin Platform

Safe Superintelligence Inc. (SSI) and NVIDIA announced a long-term strategic partnership on July 27, with NVIDIA investing in SSI. SSI will use NVIDIA's next-generation Vera Rubin platform, which offers an order of magnitude increase in computing power. The companies will also collaborate on advancing NVIDIA's current and future computing platforms. SSI was founded in 2024 by former OpenAI chief scientist Ilya Sutskever.

Effective: +16
Intensity: 65
Confidence: 75%
Horizon: Medium term

Companies29 Jul, 07:53positive

Intel Nova Lake-S Desktop Processors to Launch Late 2026, Flagship PL2 Power at 474W

Intel's next-generation Nova Lake-S desktop processors, launching in late 2026, include models with high-power integrated graphics. A 16-core CPU with 12 Xe3P GPU cores has a 65W iGPU power draw and uses a 4+8+4 core configuration. The flagship 52-core dual-chiplet model reaches 474W PL2 power, requiring three 8-pin CPU power connectors on high-end Z990 motherboards. Base models launch first, with the 28-core DS version in Q1 2027 and K-series in March-April 2027.

Effective: +16
Intensity: 60
Confidence: 70%
Horizon: Long term