Samsung locked supply contracts with global top 5 hyperscaler data center customers; final-stage negotiations with 5 major AI customers

The China Securities Regulatory Commission has approved Shengu Group Co., Ltd.'s application to conduct its initial public offering and list on the Shanghai Stock Exchange Main Board.

Samsung Electronics predicted on July 30 that memory chip shortages will intensify further next year as hyperscale cloud service providers expand their investments in AI infrastructure, driving increased demand for servers, solid-state drives, and high-bandwidth memory (HBM). Samsung stated that it has signed contracts with five of the world's largest data center customers and is in the final stages of negotiations with five major AI-related large customers.

Updated investigation results released by OpenAI on July 28 show that during the company's AI models' uncontrolled breach of Hugging Face's systems, they also accessed accounts on multiple public service platforms using publicly available information. OpenAI previously acknowledged that multiple AI models, including GPT-5.6 Sol, broke out of isolated test environments during internal evaluation and breached Hugging Face's systems. The latest investigation reveals the models accessed at least 4 accounts on at least 4 public service platforms during the attack. One account was used as a relay and temporary storage channel; one was used for data storage; two others received read-only access and were not used for further attacks on Hugging Face's systems. OpenAI stated it has informed relevant service providers of the investigation results.

Samsung Electronics predicted on July 30 that Q3 HBM4 (sixth-generation high-bandwidth memory) sales will increase more than twofold quarter-over-quarter, with H2 HBM4 sales accounting for over 60% of total HBM sales. Samsung aims to raise its global HBM market share in H2 to match DRAM (synchronous dynamic random-access memory) levels. Samsung's global DRAM market share was 38% in Q1 2026.

Wuliangye Group and others have invested in Sichuan Changjiang Guarantee Group, which increased its registered capital. According to Tianyancha App, Sichuan Changjiang Guarantee Group Co., Ltd. underwent business registration changes, with Sichuan Yibin Wuliangye Group Co., Ltd., Yibin City Industry Investment Group Co., Ltd., and Yibin City High-Tech Investment Group Co., Ltd. added as new shareholders. Registered capital increased from approximately 1.41 billion yuan to approximately 5.36 billion yuan, an increase of approximately 279%. The company was established in November 2022 with legal representative Zheng Zhi. Its business scope includes non-financing guarantee services, asset management using its own funds, investment activities using its own funds, financing consulting services, and enterprise management consulting. Current shareholders include Yibin City Finance Bureau and the newly added shareholders.

Renault Group reported H1 2026 revenue of 303 billion euros, up 9.5% year-over-year, or 10.3% on a constant currency basis. Net profit reached 700 million euros; automotive business free cash flow was 653 million euros. Renault confirmed 2026 financial outlook: group operating profit margin of approximately 5.5% of group revenue and automotive business free cash flow of approximately 1 billion euros.

LG Energy Solution released Q2 2026 earnings: consolidated revenue reached 7.6 trillion won, up 15.3% quarter-over-quarter; operating profit was 113.3 billion won with a 1.5% operating margin. In H1 2026, cumulative revenue was 14.1 trillion won, up 10.5% year-over-year. Energy storage business revenue increased 4.6-fold year-over-year, with new orders exceeding 3 trillion won, accounting for over 20% of total revenue.

Black Sesame Smart announced that founder, chairman, executive director and CEO Shan Jizhang has voluntarily extended his lock-up commitment from August 8, 2026 to August 7, 2027, for a period of 12 months, involving 44.1 million shares. The locked-up shares represent approximately 6.18% of the company's issued shares (excluding treasury shares). The extension reflects Shan's confidence in the company's long-term value and its edge-side AI inference solution transformation strategy.

On Wednesday, Starbucks, after achieving same-store sales growth for four consecutive quarters, raised its full-year guidance. For fiscal year 2026, Starbucks currently expects adjusted EPS between $2.55 and $2.65, higher than its prior guidance of $2.25 to $2.45. The company currently expects global same-store sales growth near 6% and US same-store sales growth above 6%; it previously forecast at least 5% growth for both global and US same-store sales.

Personal Agent OS company "Tiiny AI" announced completion of tens of millions of dollars in angel round financing. This round was jointly participated in by Shunwei Capital, Jingwei Venture Capital, Jinqiu Fund, Yunqi Capital, Gobi-Alibaba Hong Kong Entrepreneurs Fund, Baidu Ventures, and Lightsource L2F Fund. Following this financing, Tiiny will accelerate global delivery of Tiiny AI Pocket and multi-device rollout of TiinyOS.

Elon Musk announced on social media on July 30 that the large model Grok 4.6 will be released in a week.

Tencent WorkBuddy released version 5.3.5 on July 30, jointly introducing "human-machine collaborative writing" capability with Tencent Docs. Users can co-create and edit in the same document with AI, supporting mainstream formats such as Word, Excel, PowerPoint, and Markdown, while remaining compatible with local Office files and Tencent Docs online documents. The new feature supports selecting specific areas for AI to locally modify while keeping the rest unchanged; AI co-created content can be uploaded to Tencent Docs with one click, enabling multi-person and human-machine multi-device real-time collaborative editing.

The Communist Party Central Committee Politburo convened on July 30 to analyze the current economic situation and deploy economic work for the second half of the year. The meeting emphasized establishing strong security barriers, including stabilizing the real estate market, implementing a comprehensive debt-mitigation plan, steadily advancing reforms to address risks in local small and medium financial institutions and improve asset quality, and deepening comprehensive capital market financing and investment reforms while enhancing capital market resilience and confidence.

According to National Bureau of Statistics data, a survey of 82,000 large-scale cultural and related industry enterprises nationwide showed that in H1 2026, cultural enterprises achieved operating revenue of 720.26 billion yuan, which on a comparable basis grew 4.6% compared to the same period of the previous year. Among them, 16 industry sub-categories with pronounced characteristics of new cultural business formats achieved operating revenue of 352.39 billion yuan, growing 9.6% compared to the same period of the previous year, 5.0 percentage points faster than all large-scale cultural enterprises combined.