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CXMT was not affected by last night’s bloodshed in US markets for chipmakers. Supply chain companies of DUV surged at opening to price ceiling on reports that a Shanghai-based company is ready to small scale mass produce. Been talked about a lot in the industry but first news report. #EconSky

🔸 CXMT validates IPO hype with 465% surge in trading debut 🔸 SK Hynix shares drop below IPO price in New York 🔸 IMAX China profit falls in absence of Chinese film blockbusters 🔸 Luckin Coffee wins Thai trademark battle Read more here: www.linkedin.com/pulse/daily-...

Nio’s William Li showed up at CXMT's trading day gala yesterday. #Nio invested 158 million yuan in #CXMT stock, giving it a 0.27% ownership stake. Both companies are invested in by Hefei state-owned capital and will work together on automotive-grade memory chips, specifically LPDDR4X and LPDDR5X.

Totally shocked, is the price on the left right? Two hours of citi bike and US$54? Okay on the right is the sharing bike price in Shanghai, two hours abt US 70 cents and people are complaining, because it’s now 1.5X of metro tickets, more expensive than last year. Purchasing power parity!

AstraZeneca’s China math, Q2 2026: 📉 China revenue: -13% (VBP pricing pressure, generic competition) 📈 China dealmaking: $16B+ committed since 2025 (incl. $18.5B CSPC obesity pact) Not a retreat. AZ is de-weighting China as a sales market, re-weighting it as an R&D supply chain. That’s a new trend

🫐🍓#Driscoll's facing China backlash recently due to "cancer-causing PFAS issue," though the company labeled the claims "false and misleading." Retailers are reacting fast. Driscoll's blueberries are now unavailable on Sam’s Club online app, while Freshippo (Hema) pulled its strawberries.

Key takeaways: 👉The world's fourth-largest DRAM chipmaker becomes the most valuable listed company briefly in Chinese mainland. 👉 Shares in Changxin Memory Technologies surged in their debut on Monday to close 465 percent higher at 49 yuan. #EconSky #Tech www.citynewsservice.cn/articles/chi...

CXMT closed at 49, about the same as opening price, but what a rollercoaster day! It briefly became the most valuable company listed in Chinese mainland intraday. Watching if the zeal continues and whether Samsung/SK Hynix earnings this week give the memory-cycle thesis independent support.

Asian Markets Watch: Shanghai index post modest gains of 0.35%, #Nikkei edges up 0.36%. #CXMT, China's largest producer of DRAM, starts trading today. #Kospi the only index dragged lower today driven by intense selling pressure on semiconductor. #SKHynix is scheduled to report earnings on July 28.

CXMT IPO open at 49.5 yuan 471.59% of its IPO price Down to 35 in 10 min and now up in 45 again Investors are really split on this! This week also to watch Samsung and SK Hynix earnings

Pause in Iran war attacks. Musk says China could well lead in AI. Shein reports quarterly loss ahead of IPO. Read more. www.citynewsservice.cn/articles/chi...

A fully automated Chinese factory. Not a single human being. “If not for shooting this video, there won’t even be lights.”

Is US backing itself into the corner, again? Full analysis of the latest Silicon Valley open letter calling for open models. open.substack.com/pub/chinabet...

Key takeaways: 👉 All eyes now turn to memory-chip maker CXMT's US$8.6 billion IPO that begins trading on Monday. 👉 More tech companies are about to get listed, which will make it easier for investors to judge the sector based on a larger pool. www.citynewsservice.cn/articles/chi...

CATL first-half profit jumps on strong battery demand; China hits 14 EU entities with export controls; Volkswagen suffers profit slump, China sales plummet and many more... Check out today's buzz! www.linkedin.com/pulse/weeken...

Six days ago, I wrote that Kimi K3 wasn’t just a good model — it was proof China had figured out sth about AI diffusion that Silicon Valley was still arguing about internally. Six hours ago, the argument ended, sort of, by Jensen Huang’s first X post calling for open weight The original piece below

And of course there is a robotic Spider Man at the event

In fact, people from Mid-East may be more familiar with the brands as Semir is having dozens of stores there. One of its most popular brand is Balabala, a children's wear franchise.

A Chinese fashion brand just got an unexpected fortune! When promoting "Spider Man: Brand New Day" in Shanghai, Tom Holland went into a Semir store to buy a pair of shorts to replace his pants due to heat. The style was soon sold out.

Have you even been cut off from a US frontier model? “At twenty something, he had already learned a valuable lesson. When an AI company cuts you off from the other side of the word, the only remedy is to find another company, possibly in China.”