Shoppers and investors are noticing a dramatic rebound: Chinese electronics makers posted a 96.9% rise in profits in the first half of the year, driven by AI demand and booming chip and PC-peripheral sales, here’s what that growth means for prices, product choice and the wider tech market.
Watch the ripple from Shanghai to Silicon Valley: investors are re-pricing memory and AI-related chip makers after ChangXin Memory Technologies (CXMT) surged in its public debut, and the shock is being felt across US, South Korean and Japanese markets , here’s what changed, why it matters, and how to think about exposure to memory supply shifts.