SK Hynix shares rose about 2.5% intraday; Samsung Electronics gained more than 3%.

Zijin Gold International (02259.HK) expects 1H2026 profit attributable to owners of the parent of about USD 1.4 bln, up roughly USD 880 mln, or 169% YoY.

Peng Li, co-founder of Muxi, said China’s AI industry is in a demand-explosion, supply-catchup phase and that available AI firms and mature products remain far from sufficient. She flagged a significant supply–demand gap and said compute capacity, data storage and device interconnect/transmission must be coordinated and balanced to close industry-chain shortfalls and build a stable, efficient industrial base.