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Market sources: Venezuela's interim president Rodriguez met ENI CEO Descalzi.
2026-09-02
Market sources: Venezuela's interim president Rodriguez met ENI CEO Descalzi.
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2026-09-02
On Sept. 2 in Cairo, Egyptian President Sisi met with CHINA. CHINA said it supports building a new Middle East security architecture based on a common, comprehensive, cooperative and sustainable security concept, that long-term stability depends on d
On Sept. 2 in Cairo, Egyptian President Sisi met with CHINA. CHINA said it supports building a new Middle East security architecture based on a common, comprehensive, cooperative and sustainable security concept, that long-term stability depends on development, and that it is willing to work with regional countries to safeguard international shipping lanes, advance development cooperation, promote alignment of regional interests, and gradually build mutual trust to remove sources of conflict.
2026-09-02
CITIC Securities research note: CSEAC 2026 expanded with a larger presence of core components and materials exhibitors. Exhibitor WeChat posts (including Zhongwei and Kema Technology) point to further improvement in semiconductor-equipment order mome
CITIC Securities research note: CSEAC 2026 expanded with a larger presence of core components and materials exhibitors. Exhibitor WeChat posts (including Zhongwei and Kema Technology) point to further improvement in semiconductor-equipment order momentum in Q3 2026 and industry optimism for equipment demand over the next 2–3 years. Key medium- to long-term demand drivers cited are advanced-logic self-sufficiency, 3D NAND architecture upgrades, HBM and advanced packaging—expected to create new equipment categories and raise per-tool value. Upstream localization is moving into core process modules, midstream equipment demand remains robust, and downstream storage and packaging upgrades are generating incremental equipment needs. Increased participation from overseas vendors and customers suggests rising export interest in Chinese equipment, components and materials. CITIC continues to favor the domestic semiconductor equipment and core components chain.
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