Licensing Watch China growth hits 3-year low, but AI boom drives semiconductor exports. See how economic trends impact global trade and private equity opportunities.
By Phoebe Dixon · Jul 28, 2026
Operator Ledger TSMC invests heavily in US chip plants with $100 billion for semiconductor production in Arizona, riding AI trend.
By Phoebe Dixon · Jul 28, 2026
Payout Notes CXMT tops China market in AI boom with a massive surge in shares, becoming the most valuable company in the mainland.
By Phoebe Dixon · Jul 27, 2026
