Shares of Chinese manufacturers of optical modules opened lower but recovered on August 5th. Analytical reports indicated that potential US restrictions on data center components produced in China could be perceived as a manageable, scenario-dependent shock.
Nomura modeled two possible scenarios. Under a narrow ban on data center components assembled in China, leading Chinese optical module manufacturers Innolight and Eoptolink are largely protected due to their existing high-performance overseas production bases. However, a complete ban on all next-generation optical modules from China would lead to a situation unfavorable to anyone: slowing down global AI data center construction and increasing implementation costs, as seven out of ten largest global optical module suppliers are Chinese and provide over half of the high-speed modules for American hyperscalers.
Citi ranked the risk exposure from lowest to highest: TFC, DSBJ, and then Eoptolink. TFC manufactures passive devices for module assemblers in Thailand and is expanding its Thai plant. Eoptolink derives about 88 percent of its revenue from its base in Thailand, and expansion is ongoing; the residual risk is that US regulations might consider third-country facilities owned by Chinese entities as subject to restrictions. DSBJ maintains 69.7 percent of its optical module capacity in mainland China, with the remainder in Taiwan, but its shipments to the US already pass through plants in Thailand and Taiwan, targeting 35 million 800G/1.6T units by 2027, two-thirds of which are in Thailand and one-third in Taiwan.
Regarding printed circuit boards (PCBs), shares of Victory Giant Technology showed growth during the day amid news flow. In the AI chip segment, Macquarie conducted an exclusive investor call with the management of Biren Technology and set a target price of 140 yuan against the current 31.44, implying a potential growth of 4.5 times. The main argument for growth is based on the fact that the BR10X GPU series won a contract with a major domestic cloud service provider, and the next generation, BR20X, is expected within a few months and will feature higher computing power, chiplet design, greater inter-die bandwidth, and advanced packaging.
Company management believes that due to import restrictions and growing demand in China, prices for domestic AI chips will rise in both the GPU and ASIC categories, with new high-computing power products having an average selling price above 100,000 yuan starting in 2027. Macquarie forecasts that Biren's revenue will grow from 1.035 billion yuan in 2025 to 16.555 billion by 2028, with the profitability inflection point occurring in 2027.
The Motorola Edge 70 Fusion Plus with 512 GB capacity has been launched on sale, reaching the lowest price recorded by Achados. Currently, the device can be purchased for R$ 2,699 using Pix and the coupon EDGE500 at Magazine Luiza, representing a 36% discount from the original price of R$ 4,199.
This smartphone features an Extreme AMOLED screen with a 144 Hz refresh rate and a maximum brightness of 5,200 nits. This advanced configuration ensures the display of images with accurate colors and great fluidity during transitions, maintaining visibility even in outdoor environments.
In terms of photography, the camera system includes a main wide lens equipped with a Sony LYTIA 710 sensor and OIS, an ultrawide for capturing landscapes, and a 50 MP front camera for selfies. Additionally, there is a 10 MP telephoto lens that offers 3x optical zoom for close-ups, while all video features record in 4K.
Performance is driven by the Qualcomm Snapdragon 7s Gen 4 chip, which allows up to 24 GB of virtual memory through RAM Boost, ensuring high performance in multitasking and Moto AI functionalities. It is mentioned that the Edge 70 Fusion model uses the Snapdragon 7s Gen 3 chip. The 512 GB internal storage offers ample space for media.
The construction of the Edge 70 Fusion incorporates Gorilla Glass 7i protection on the screen, protecting against scratches and abrasions. Furthermore, it has robust certifications, such as IP68/IP69 and MIL-STD810H, which guarantee resistance against intense dust, accidental immersion, and high temperatures.
The battery life is 5,200 mAh, supporting up to 39 hours of use. Charging is done via 68W TurboPower, allowing the device to reach a full charge in just 10 minutes, according to Motorola. The device operates on Android 16 and is expected to receive three operating system updates.
Other specifications include 5G connectivity, Wi-Fi 6E, Bluetooth 6.0, and NFC. The Motorola Edge 70 Fusion Plus 512 GB is available for R$ 2,699 via Pix with the coupon EDGE500.
India's presence among the fastest-growing companies in Asia is constantly strengthening. The latest confirmation of this is provided by the prestigious Forbes Asia 'Best Under A Billion 2026' list. This year, 27 Indian companies secured a spot among the 200 best small and medium-sized public companies in the Asia-Pacific region.
China leads India with 28 such companies. This demonstrates that India's role in the new story of Asian growth continues to strengthen. This achievement comes against a backdrop of global challenges, including geopolitical tensions, supply chain uncertainty, and energy market instability.
Despite these difficulties, Indian companies managed to gain global recognition due to strong financial performance, steadily growing revenue, and improved profitability.
This year's list clearly indicates that the story of Asian growth is now closely linked to new technologies. Companies related to artificial intelligence (AI), software, semiconductors, and electronic components account for about 25% of the total selected companies. Furthermore, high results were demonstrated by companies operating in data centers, electric vehicles, renewable energy, industrial technology, and advanced manufacturing. This suggests that the focus of investment and growth is shifting towards future-oriented sectors.
India's placement in second place with 27 companies is not just a ranking. It is a signal that Indian small and medium-cap companies are no longer limiting themselves to the domestic market but are confidently taking their place in global competition. The growth potential of Indian firms in digital transformation, engineering, manufacturing, healthcare, specialty chemicals, and high-value industries is evident in these results. Experts believe that the share of Indian companies globally could increase in the coming years.
Among countries, China took first place with 28 companies, while India is in second place with 27. Malaysia also showed impressive results, including 19 companies in the list. According to Forbes, one reason for Malaysia's success is the country's rapidly developing AI infrastructure. Of the 200 companies on the list, 60 companies maintained their position for the second consecutive year, which is regarded as a sign of a sustainable business approach and consistently strong performance.
Forbes Asia analyzed over 19,000 public companies in the Asia-Pacific region. Only firms with an annual turnover between $1 million and $1 billion were considered. Selection criteria included debt level, revenue, and earnings per share (EPS) growth over three years, as well as average return on equity (ROE) over five years. Profitability, financial stability, and long-term performance were also assessed. This evaluation was based on publicly available financial data up to July 10, 2026.
This Forbes Asia list is more than just a ranking. It shows that Indian companies are forging a unique identity on the world stage through quality, innovation, and financial performance. The fact that they trail China by only one company indicates that India is rapidly becoming a powerful engine of growth in the new economic landscape of Asia. If the pace continues in the coming years, it cannot be ruled out that India will take the leading position on this list.
The Vice-President of the Portugal-Cuba Friendship Association, João Terreiro, reported that a group of Portuguese people transported over 150 kilograms of medicines from Portugal to the Calixto Garcia Hospital.
Speaking to Lusa from Havana, João Terreiro detailed that he and six other Portuguese citizens managed this medical support while more than seven thousand containers of humanitarian aid awaited unloading in Cuba.
According to Terreiro, the blockade imposed by the United States prevents shippers from unloading these containers at Cuban ports. He emphasized that although this maritime blockade is not militarized like in the Strait of Hormuz, it is part of a 'war' that has been ongoing for many years.
The association's vice-president mentioned that the blockade against Cuba has persisted for over 66 years, preventing anyone linked to the United States from negotiating with the island.
When questioned about the fear of armed conflict by Cubans, João Terreiro praised the resilience of the inhabitants, stating that for them the war is already underway. He clarified that the war is not limited only to weapons and missiles but also manifests in other forms.
Terreiro, who is a doctor, highlighted that the Health sector is one of the most affected. He pointed out that since the imposition of the oil embargo by Washington, the infant mortality rate in Cuba has doubled compared to the previous year, according to UN data.
He made a comparison with the situation in Gaza, arguing that while bombs are dropped on children there, in Cuba they are suffocated in another way.
The US blockade of the island began after the capture of former Venezuelan President Nicolás Maduro and resulted in the complete interruption of oil deliveries from Caracas to Havana. Although Cuba can extract oil domestically, this production covers only 40% of the island's needs, and the power plants themselves do not receive parts for maintenance due to US sanctions.
João Terreiro described that this constant lack of energy subjects the population to a 'psychological war.' He exemplified that people cannot even keep a refrigerator running, causing food to spoil easily, and the heat prevents them from cooling down or sleeping peacefully.
In addition to the US energy blockade, pre-existing economic sanctions and recent sanctions imposed by the administration of US President Donald Trump are added, affecting companies in the energy sector and hindering Cuba's acquisition of fuel, even for humanitarian purposes.
United Nations Human Rights experts condemned these sanctions and called on the international community and civil society to 'act quickly to prevent Cuba from becoming a 'silent Gaza'.'
For João Terreiro, the purpose of the United States became evident under the Trump administration: to destroy 'the capital of world communism.' He stated that the goal is to end the socialist dream, which he considers a 'danger to American imperialism.'
The island recorded its sixth general blackout this year on Monday, and the power supply was only restored a day later. Cuba has faced a serious economic crisis for years, characterized by shortages of fuel, food, and medicine, inflation, and frequent power cuts, a situation that the Cuban government attributes mainly to US sanctions. Washington justifies the pressure on Havana by citing the human rights situation and the lack of political reforms on the island.
