According to South Korean media Dealsite, citing sources in the semiconductor industry, Samsung Electronics has not yet received mass production orders for HBM4 chips from Nvidia. Currently, the revenue Samsung Electronics has generated from this AI chip manufacturer is limited to paid testing samples. Previously, it was reported that competitor SK Hynix has officially started mass production shipments of 12-layer HBM4 for Nvidia, with the product entering the capacity ramp-up phase. Starting in September this year, SK Hynix will officially expand its HBM4 shipment scale to fully meet Nvidia's demand for high-end computing power chips.
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Samsung's HBM4 Yet to Receive Orders from Nvidia as SK Hynix Moves Ahead
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Baidu Surges About 2% Pre-Market on Reports of AI Search Feature for Apple Devices
On July 15, Baidu (BIDU.US) surged about 2% in pre-market trading. Media sources citing insiders revealed that Apple and Baidu will collaborate to develop AI features for iPhone users in China. Baidu is focusing on developing an AI-based search function as part of Apple's intelligent feature suite, capable of processing images and text, and upgrading to a China-specific version of the Siri voice assistant. On June 23, overseas blogger One Jailbreak discovered "Baidu Visual Search" in the ExtensionKit while dissecting iOS 27 Beta 2 code. Today, the Cyberspace Administration of China released filing information for seven mobile-side generative AI services, with Apple Intelligent included. -
Masayoshi Son Predicts 100 Trillion AI Agents by 2040, AI to Become Largest Industry in Human History
On July 15, according to the Yomiuri Shimbun, Masayoshi Son, Chairman and CEO of SoftBank Group, stated at the annual meeting 'SoftBank World' held in Tokyo on Tuesday that he expects there will be 100 trillion AI agents and 1 billion humanoid robots by 2040, with AI becoming 'the largest industry in human history.' He noted that by 2040, AI is projected to contribute approximately 20% to global GDP, and remarked, 'With 100 trillion AI agents interacting, society will shift to being agent-centered rather than human-centered, fundamentally altering the global landscape.' Regarding the impact of humanoid robots, Son stated that robots can operate 24 hours a day, equivalent to 3 billion human workers, and will perform tasks faster, more accurately, and more meticulously, becoming the core of the workforce. He also emphasized that expanding data centers is key to achieving this vision, with electricity consumption expected to double by 2040, requiring an annual investment of about $5 trillion (800 trillion yen). In terms of future business strategy, Son asserted that the AI revolution should not be limited to Japan and must concentrate resources on the United States as the core battleground. -
Zhongji Xuchuang Nears Approval for Hong Kong IPO, Fundraising Target May Reach $7 Billion
On July 15, sources revealed that Zhongji Xuchuang is about to receive approval from Chinese securities regulators, with its Hong Kong listing plan expected to become one of the largest IPOs in Hong Kong in recent years. The sources indicated that once approved by the China Securities Regulatory Commission, Zhongji Xuchuang could begin applying for a hearing with the Hong Kong Stock Exchange, potentially as early as this week. The company, which produces optical transceiver modules for artificial intelligence and data centers, is considering raising approximately $7 billion in this stock issuance. This amount would significantly exceed previous market expectations. However, they noted that details, including the issuance scale and the timing of final regulatory approval, may still change. -
Apple's AI Features Approved for Chinese Market, Partnering with Alibaba
On July 15, the WeChat account of Cyberspace Administration of China announced that seven mobile-side generative artificial intelligence services have completed their registration. Among them, the 'Apple Smart' large model developed by Apple Technology Development (Shanghai) Co., Ltd. was registered on July 8, 2026, for use on Apple smartphones. This suggests that the AI features for the Chinese version of Apple phones are expected to be launched soon. It is reported that Alibaba is among the partners for this AI functionality. Previously, Alibaba Group Chairman Cai Chongxin stated that Apple had discussions with several companies in China before ultimately choosing Alibaba. -
Oman Official Crude Oil Price Today Reported at $80.14 per Barrel for September Delivery
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Bulk Carrier 'Luni' Sinks in the Strait of Hormuz, Breaks in Two
A video shows the bulk carrier 'Luni' (IMO number 9070711) experiencing a hull fracture near Abbas Port, ultimately breaking in two and sinking in shallow waters at the northern anchorage of the Strait of Hormuz. The 'Luni' is 32 years old, well beyond the normal service life for commercial vessels. There is currently no authoritative report on the sinking incident, but rumors suggest that it collided with another commercial ship a few days prior, causing damage that rapidly spread and led to a catastrophic accident. Additionally, the hull fracture may also be the result of a heavy torpedo attack or a rapid sinking attack, both of which involve detonating large explosive charges beneath the midsection of the hull, forcing it to rise and break apart. Although the U.S. military has been conducting intense strikes in the Abbas Port area, there have been no reports of the 'Luni' suffering any kinetic attacks. -
Announcement of 7 Mobile-Enabled Generative AI Services Registered with the Cyberspace Administration
On July 15, in order to promote the innovative development and standardized application of generative AI services, the Cyberspace Administration, in conjunction with relevant departments, has orderly carried out the registration of generative AI services in accordance with the requirements of the 'Interim Measures for the Management of Generative AI Services.' This announcement includes the registration information for seven newly added mobile-enabled generative AI services, such as 'Apple AI,' 'Huawei Xiaoyi,' 'vivo Lanhxin,' 'Xiaomi Pengpai,' and 'Nubia Doubao Large Model.' (Jinshi) -
Israeli Official: Prime Minister Netanyahu to Visit the U.S. on Saturday
On July 15, an Israeli official announced that Prime Minister Netanyahu will travel to the United States on Saturday. -
Central Bank: Slower and Higher-Quality Loan Growth May Become a New Normal in Macroeconomic Operations
On July 15, Xie Guangqi, Director of the Monetary Policy Department of the People's Bank of China, stated at a press conference held by the State Council Information Office that in the coming period, monetary credit will shift from extensive expansion to intensive development, and the slowdown and quality improvement of loans may become one of the new norms in macroeconomic operations. (Xinhua Finance)
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