Asia Intelligence Brief August 3 — China’s factories contract for the first time in five months and the Bank of Japan signals a rate rise, while SK Hynix
SK Hynix surged 30% on $500-billion AI-memory deals, anchored by a high-bandwidth-memory pact with Nvidia and record profits. The milestone cements Korean chip dominance in AI infrastructure, directly reshaping enterprise GPU sourcing as AI spending scales.
Rio Times · Asia Intelligence Brief August 3
—China PMI China’s official manufacturing gauge fell to 49.2 in July, its first contraction in five months.
—BOJ signal The Bank of Japan held rates but Governor Ueda hinted at a September hike as inflation overshoots.
—SK Hynix surge SK Hynix shares jumped about 30% after revealing roughly US$500 billion in AI-memory supply deals.
—Scarborough Shoal China’s navy and air force staged combat drills near the disputed shoal on 1 August.
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