Bank of China has launched the nation’s first computing power “Token Loan,” marking the entry of computing power finance into the application-layer enterprise sector, with upstream and downstream integration emerging as the future direction.

1. The primary target clients are small and medium-sized enterprises (SMEs). Compute finance has expanded from hardware-based compute loans to credit products tailored for AI application-oriented enterprises. 2. As local governments introduce policy incentives for AI application scenarios, innovative enterprises are experiencing increased demand for working capital. 3. The core of compute loans remains the authenticity and accessibility of data. Industry stakeholders are calling for unified, auditable standards and platforms for tokenized data evidence.

cls.cnAug 14 20:19

Express News | Samsung Electronics' R&D spending in the first half of the year reached a record 27 trillion won.

Regulatory filings disclosed on Friday showed that Samsung Electronics' R&D spending hit a new high in the first half of 2026, reaching 27.3 trillion won (approximately $19 billion). The South Korean tech giant's R&D expenses for January through June rose by 51.5% from 18.06 trillion won in the same period last year, setting a historical semi-annual record. Samsung Electronics' equipment investment in the first half also broke its semi-annual record, reaching 28 trillion won, an increase of nearly 5 trillion won year-on-year.

BreakingsAug 14 19:40

Sandisk Leads Institutional Order Flow Activity As Capital Expands Across Market Sectors

Source: TradePulse | August 13, 2026Market OverviewRecent aggregate flow data reflects continued participation across several key market segments, with semiconductors, technology, healthcare,

BenzingaAug 14 19:33

Moving Beyond "Not Ruling Out": SK Hynix Conducts On-Site Selection for Front-End Wafer Fab in the U.S. as Pressure from AI Giants Forces Restructuring of Memory Supply Chain

Over the past month, SK Hynix has intensively surveyed potential sites for front-end memory wafer fabrication plants in the United States, directly responding to urgent demands and pressure from U.S. AI chip customers for supply chain localization. Previously, while advancing its plan to issue American Depositary Receipts (ADRs) in the U.S., SK Hynix stated that it "did not rule out establishing a memory chip manufacturing base in the United States." This vague intention has now evolved into concrete business action.

wallstreetcnAug 14 19:06

South Korean stocks rose 11% this week, ending a seven-week losing streak, but with major institutional positions yet to be established, is a short squeeze imminent?

The KOSPI ended its seven-week losing streak this week, led by gains in chip stocks. However, hedge funds had previously significantly reduced their positions, leaving institutional holdings notably lagging behind the index's rise. As foreign capital flows back and technology stocks continue to strengthen, institutions with low exposure face performance pressure and may be forced to chase the rally, creating a positive feedback loop of "rising prices followed by position building." If the index continues to advance, this rebound could evolve into a short squeeze.

wallstreetcnAug 14 17:44

SK Hynix’s Chey Tae-won: Next Year to See Most Severe “Memory Shortage” as AI Customer Demand Nearly Doubles

① On Thursday, SK hynix Chairman Chey Tae-won described the competition for memory chips as “akin to a war” in an interview, warning that the most severe “memory shortage” will occur next year; ② He also affirmed the importance of its partner NVIDIA in the AI infrastructure boom and refuted external concerns about SK hynix’s excessive reliance on NVIDIA.

cls.cnAug 14 13:08