Citing The Information, Tom's Hardware and TrendForce reported on July 27-28 that an unnamed Chinese equipment maker has begun mass production of immersion deep-ultraviolet (DUV) lithography tools, a class of chipmaking machine that the Netherlands restricts from export to China; roughly five units are expected to be delivered to leading Chinese chipmakers SMIC, Hua Hong and CXMT in 2026, with about 20 planned for 2027

President Lee Jae-myung unveiled a 'triple axis' of chips, AI data centers, and physical AI on June 29 , with Samsung and SK Hynix committing 800 trillion won to a southwestern semiconductor cluster, and SK Group, GS Group, and Naver pledging 550 trillion won in data centers

Broadcom's AI networking revenue of $4.1bn missed the $4.8bn consensus by 14%, triggering a two-day selloff: Intel fell 11%, AMD 11%, Broadcom 14%; South Korea's Kospi briefly hit a circuit breaker; the Nasdaq dropped 2.2% and the S&P 500 1.4%