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28.07.26 - 15:36
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From CXMT to Zhipu: How Alibaba′s investment pays off with a growing AI and chip portfolio (SCMP)
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ChangXin Memory Technologies (CXMT) and Zhipu AI have not only seen their share prices skyrocket, but they have also handed a windfall to their common backer: Alibaba Group Holding.
Before the listing of China's memory-chip giant on Monday, Alibaba owned nearly 5 per cent of CXMT, making it the chipmaker's largest industrial shareholder, according to the prospectus. Alibaba has invested about 7.6 billion yuan in CXMT since 2021. Based on Tuesday's closing market capitalisation of about 3.14......
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28.07.26 - 15:21
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Korea Barbeque′d: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower (ZeroHedge)
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Korea Barbeque'd: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower
South Korean stocks plunged on Tuesday as concerns over circular AI financing and China's expanding DUV lithography capabilities (read here) were top of mind among investors. Adding to the pressure, chipmakers may not have found a floor just yet because Silicon Data's LLM Token Expenditure Index continues to slide, suggesting that companies are shifting toward cheaper models, particularly open-source alternatives from China.
Top Overnight News
The Kospi index follows a weak US session lower, falling as much as 10.7% heading for the worst session since early March as both Samsung Electronics and SK Hynix slid more than 12%. Korea Exchange triggered a circuit breaker for the benchmark, marking its…
— zerohedge (@zerohedge) July 28, 2026
The Kospi tumbled nearly 11%, with Samsung Electronics and SK Hynix dropping more than 13% each, prompting the Korea Exchange to temporarily halt both cash and program tradin...
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