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Industry

Huawei may produce DRAM directly as vertical integration view resurfaces

Speculation has resurfaced that Huawei is building and operating DRAM production facilities in mainland China. TechRadar reported that Huawei is suspected of effectively controlling a DRAM plant through a joint structure with Shenzhen-based memory firm Qubulas, though Huawei has officially denied the claim. Analysts cite Chinese government support and U.S. export controls as factors behind the allegations. Industry watchers say in-house DRAM could bolster Huawei’s AI chip competitiveness.

Crypto

Stablecoin outflows extend to 35th day, drying up money to buy bitcoin

Net stablecoin outflows from exchanges have extended for 35 straight days, an analysis said, signalling weak demand for buying bitcoin. Analyst Axel Adler Jr. said two indicators tracking exchange fund flows are simultaneously pointing to soft demand. Bitcoin traded around $65,000 on July 21, but exchange supply and demand looked less resilient than the price. Stablecoin flows were weaker, with the 30-day moving average net flow falling below minus $100 million, he said.

AI & Enterprise

Ruling party science committee holds policy talks on second-half priorities, AI budget, power and network law

Ruling party lawmakers on the National Assembly’s science, ICT, broadcasting and communications committee held closed-door policy talks on July 22 with relevant government agencies. Participants reviewed progress on existing projects for the second half, including space launch vehicles and nuclear power safety issues. Lawmakers also discussed budget constraints for large AI projects such as AI data centres and physical AI, power demand linked to AI expansion and the need to strengthen SMR research and investment.