2026-07-04

Fujian provincial government issued its 15th Five-Year Digital Fujian Plan, targeting a domestically leading level of digitalization by 2030 and positioning Digital Fujian as a benchmark for national digital development. The plan prioritizes market-based allocation of data, industrial digitalization, digital government and the digital development environment, and seeks to lift value added of core digital-economy industries by more than 8% annually over the next five years.

Fujian provincial government issued its 15th Five-Year Digital Fujian Plan, targeting a domestically leading level of digitalization by 2030 and positioning Digital Fujian as a benchmark for national digital development. The plan prioritizes market-based allocation of data, industrial digitalization, digital government and the digital development environment, and seeks to lift value added of core digital-economy industries by more than 8% annually over the next five years.

2026-07-04

China's State Administration for Market Regulation and MOFCOM opened a public consultation on draft amendments to the E-Commerce Law of the People's Republic of China.

China's State Administration for Market Regulation and MOFCOM opened a public consultation on draft amendments to the E-Commerce Law of the People's Republic of China.

2026-07-04

市場監管總局、商務部就《中華人民共和國電子商務法（修正草案徵求意見稿）》面向社會公開徵求意見。

市場監管總局、商務部就《中華人民共和國電子商務法（修正草案徵求意見稿）》面向社會公開徵求意見。

2026-07-04

Samsung Electronics intends to raise average DRAM selling prices by roughly 20% quarter-on-quarter in Q3, suppliers said. One consumer electronics OEM said Samsung discussed the move in June and has begun issuing verbal price notices to some customers. Suppliers warned higher upstream component costs will be passed into device prices and could temper demand, though they expect limited impact on consumer purchases given current low retail price levels. A separate industry source also confirmed Sa

Samsung Electronics intends to raise average DRAM selling prices by roughly 20% quarter-on-quarter in Q3, suppliers said. One consumer electronics OEM said Samsung discussed the move in June and has begun issuing verbal price notices to some customers. Suppliers warned higher upstream component costs will be passed into device prices and could temper demand, though they expect limited impact on consumer purchases given current low retail price levels. A separate industry source also confirmed Samsung has orally quoted select clients for a 20% Q3 DRAM increase.

2026-07-04

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.

SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.

2026-07-04

Claude is investigating anomalous errors appearing in multiple models.

Claude is investigating anomalous errors appearing in multiple models.