Exclusive-China’s CXMT wins $3 billion memory supply deal with Tencent, sources say

CXMT and Tencent reportedly reach $2.94 billion DRAM supply agreement

According to a Reuters report, Chinese DRAM maker CXMT (ChangXin Memory Technologies) has signed a long-term supply agreement worth more than RMB 20 billion (2.94 billion) with Chinese internet giant Tencent Holdings, ahead of CXMT’s planned listing on Shanghai’s STAR Market. Citing three people familiar with the matter, the multi-year agreement will secure the supply []

China’s CXMT wins a reported $3bn memory deal with Tencent

ChangXin Memory Technologies has agreed to supply Tencent with roughly 3bn of memory chips, two people familiar with the matter told Reuters, in a deal that would bind one of China’s largest cloud operators to its largest homegrown DRAM maker. Neither company has confirmed the agreement publicly, and the figure comes from sourcing rather than [] This story continues at The Next Web

Better Chip Stock: Intel Versus Taiwan Semiconductor

Intel has a lot of ground to make up on Taiwan Semiconductor.

The Nvidia Vs. Intel Pair Trade

The Nvidia Vs. Intel Pair Trade

Apple seeks U.S. approval to buy chips from blacklisted CXMT: FT

ChangXin Memory Technologies is on the Pentagon’s 1260H list of companies with alleged connections to the Chinese military.

Chinese AI Biotech Licensing Surges to $75 Billion While US Scrutiny Mounts

Chinese biotech firms struck 75 billion in out-licensing deals in the first five months of 2026, an 87 percent year-on-year increase in deal volume. The Metis TechBio and Boulevard Bio deal, worth up to 1.6 billion in milestone payments, shows the market moving faster than US regulators.

Over 40 Analysts Back Advanced Micro Devices (NASDAQ: AMD) As A Buy With $586 Price Target In Sight

Advanced Micro Devices (NASDAQ: AMD) has emerged as one of the defining trades of 2026, with shares surging 330.15 over the past year from a starting price of 128.24. The stock currently trades at 551.63, sitting roughly 13 below its 52-week high of 562.99, yet analysts remain overwhelmingly bullish on the name. A proprietary 24/7 [] The post Over 40 Analysts Back Advanced Micro Devices (NASDAQ: AMD) As A Buy With 586 Price Target In Sight appeared first on Foreign Policy Journal.

[Photo] NEW - U.S.

NEW - U.S. overtakes China and becomes Taiwan's largest trading partner for the first time in 25 years, with Taiwan's overall exports +47 for the first six months of 2026 v LY.Source: https://www.mof.gov.tw/eng/singlehtml/f48d641f159a4866b1d31c0916fbcc71?cntId=fc3b187b9f744dbeb322e7760473ab01@disclosetv

Inside CXMT’s US$4.3b IPO: soaring profits meet US export threat and high-stakes HBM race

As China’s leading DRAM maker ChangXin Memory Technologies (CXMT) prepares for its expected 29.5 billion yuan (US4.3 billion) Shanghai Star Market listing, the critical question facing investors is whether the firm can convert its cyclical windfall into permanent industry leadership. The Hefei-based chipmaker enters the market at a uniquely lucrative moment: a global memory shortage driven by surging artificial intelligence computing demand has triggered a massive upcycle in pricing, delivering...

SK Hynix Seeks Access to AI Investors in $29 Billion US Listing

This week’s 29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.

BW LNG lines up FSRU newbuild at HD Hyundai

BW LNG has been named as the contractor behind a new floating storage and regasification unit at HD Hyundai Heavy Industries in South Korea. Brokers report the Singapore-based gas shipping player has signed up for a 174,000 cu m FSRU, costing roughly 320m, for delivery in the second quarter of 2029. The vessel is tied

Why is Shanghai Iluvatar CoreX SemiCon stock surging today?

Why is Shanghai Iluvatar CoreX SemiCon stock surging today?

China a ‘great centre of technology, industry’: Nvidia CEO

China a ‘great centre of technology, industry’: Nvidia CEO

SK Hynix is set for the biggest foreign listing in U.S. history as it debuts on the Nasdaq

The South Korean memory chipmaker priced 177.9 million ADRs at 149 each, topping Alibaba's 2014 U.S. offering

Taiwan Pushes Domestic Drone Industry Expansion With Dedicated Military Procurement Act

Taiwan’s Executive Yuan originally proposed a US39.6 billion (NT1.25 trillion) special defense budget, but in May the Legislative Yuan reduced it to US24.7 billion (NT780 billion). The approved package did not include funding for the commercial procurement or commissioned production of unmanned systems, CNA reported. To continue developing Taiwan’s uncrewed capabilities, the Executive Yuan on []

TSMC's June sales smash previous monthly record

Taipei, July 13 (CNA) Taiwan Semiconductor Manufacturing Co. (TSMC) on Monday reported its highest monthly sales in June in the wake of strong global demand for AI applications.

Dell Coupon Codes: 20% Off for July 2026

Get 20 off with verified Dell promo code, plus today’s coupons for up to 600 off laptops, Alienware monitors, and all things tech.

North Korea shifts China ventures toward learning

North Korea-China joint ventures are shifting in focus, with Pyongyang moving beyond simply attracting Chinese capital and equipment to absorb Chinese production methods and management know-how. The shift suggests North Korea-China economic cooperation is evolving in 2026 from one-dimensional resource supply toward the study of China’s production and management systems. North Korea has been actively []

SK hynix seals record $26.5b Nasdaq ADR listing

SK hynix has priced its Nasdaq offering of American depositary receipts at 149 apiece, setting the deal at about 26.5 billion. The South Korean memory chipmaker said Friday it would offer 177.9 million ADRs, with each receipt representing one-tenth of a common share traded in Seoul. The offer price translates into a roughly 2.9 percent premium to SK hynix’s closing price of 2.19 million won (1,450) on the Korean stock market Thursday. Large equity offerings are typically priced at a discount