Overview
- Avita filed for a Hong Kong IPO and disclosed 2025 revenue of ¥25.63 billion with Changan as the largest shareholder and CATL holding 9.17 percent.
- SK Hynix announced a ₩100 trillion local investment plan that includes an 80 trillion‑won M17 NAND fab in Cheongju planned to start construction in 2027 and aim for production in the first half of 2029.
- Reports say some SK Hynix long‑term supply agreements use contracts without a fixed price cap, a structure that could raise the vendor’s revenue in a price upswing but has not been confirmed by all parties.
- Media reports describe Meta’s plans to sell idle AI compute and offer hosted model access to external customers, a proposal that lifted its stock and prompted sharp analyst debate over whether this is monetization or a strategic shift.
- China’s new‑energy vehicle market shows clear recovery: industry data estimate June wholesale EV sales at 1.51 million units, a 22 percent year‑on‑year rise, and Changan reported 1.1956 million deliveries in the first half of 2026.