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TrendForce's latest research on the memory industry indicates that the NOR Flash market is experiencing the most significant supply-demand structural change in nearly a decade. AI-related products are absorbing a large amount of capacity, and suppliers find it difficult to significantly increase NOR Flash bit output even as demand for high-end applications continues to grow. Therefore, supply and demand are expected to remain imbalanced in the second half of 2026, with overall contract prices remaining high.Although suppliers in Taiwan and China have increased capital expenditures and expanded production, the new capacity cannot be immediately converted into market supply. New output must first go through process migration, yield ramp-up, product certification, and customer design integration, making it difficult to alleviate the short-term supply shortage in the mid-to-high capacity segment. Winbond expects the strongest bit growth in 2026, driven by the full-scale production of 45nm NOR and the migration to 25nm and 20nm. GigaDevice is upgrading the process for products of 32Mb and above, with effective output limited in the first half of the year. MXIC will prioritize additional 12-inch capacity for NAND and eMMC, limiting the growth of NOR wafer input.In 2026, AI and aerospace communication will become the main sources of new demand. The NOR usage in AI servers is 3-5 times that of traditional servers, with high-density demand driven by edge AI, AI PCs, robotics, and low Earth orbit satellites. In the first half of 2026, the average cumulative contract price is expected to rise by 100-120%. In the second half, the average price of products of 256Mb and above may increase by another 90-110%, while prices for products of 128Mb and below are expected to rise by 10-20% in Q4 2026.

According to the official announcement, Binance Pay has announced the expansion of its enterprise payment capabilities, launching a set of on-chain solutions aimed at wallets, trading platforms, dApps, payment service providers, merchants, and digital platforms, including On-ramp as a Service, Pay On-chain, and AgentPay based on x402.This service allows enterprises to leverage Binance's infrastructure to provide users with features such as cryptocurrency asset purchases, on-chain fund transfers, and programmatic payments.

According to Blockworks data, Solana dApp recorded nearly 8 million dollars in daily revenue on September 11, reaching the highest level since October 2025.

Jefferies global economist Mohit Kumar stated in a report that the Federal Reserve is expected to raise interest rates this week and believes that Waller's comments are crucial. He said, "We expect the Federal Reserve to raise interest rates, but Waller's comments on the future direction of policy will be key."Regarding further rate hikes, Jefferies believes that the actual actions of the Federal Reserve will be fewer than the 3.5 rate hikes anticipated by the forward market. Kumar said, "From a credibility standpoint, the first rate hike may be necessary, but subsequent hikes will depend on how long the war lasts and the trend of oil prices."

CryptoQuant certified analyst Axel Adler Jr. stated that in the past 24 hours, the price of Bitcoin has slightly increased by 0.4%, but selling pressure in the derivatives market has significantly intensified. The Bitcoin derivatives pressure index has dropped from -25.36 to -60.8, remaining below zero since September 6, indicating that sellers still dominate.Meanwhile, Coinbase continues to trade at a discount relative to Binance, with the latest Coinbase premium index at -0.0455%, a 48-hour average of -0.0323%, and further weakening in the past 24 hours.

In an article published in the official publication "China Cybersecurity" on Sunday, Chen Yixin, the Minister of the Ministry of State Security of China, stated that the rapid development of artificial intelligence may threaten political stability and critical infrastructure. The misuse of artificial intelligence by adversaries could "directly threaten China's political security, institutional security, and ideological security."Chen Yixin also mentioned that the ability of artificial intelligence to discover system vulnerabilities and subsequently create malware or exploit these vulnerabilities is increasing. The article has been cited by foreign media such as Reuters as one of the more detailed warnings regarding artificial intelligence risks from Beijing to date.

The Shanghai Financial Regulatory Bureau issued opinions on promoting the quality and efficiency of technology finance in Shanghai's banking and insurance industries. This includes leveraging new technologies such as artificial intelligence to innovate and empower technology finance, encouraging qualified financial institutions to build enterprise-level artificial intelligence platforms, and comprehensively utilizing digital technologies such as big data, blockchain, the Internet of Things, and quantum computing to empower product research and development, business decision-making, risk management, and other aspects, thereby enhancing the intelligent operation level of technology finance.Support financial institutions in strengthening the innovation of technology enterprise evaluation mechanisms, shifting from a traditional focus on financial indicators to an emphasis on innovation capabilities, relying on databases in the field of technology finance, making good use of "Shanghai Science Points," and constructing a dedicated evaluation system for technology finance to accurately portray technology talents and technology-based enterprises, accelerating the development of suitable technology finance products.

According to Onchain Lens monitoring, in the past week, a certain whale has withdrawn approximately 12,870 ZEC from Binance, OKX, Kraken, and Gate.This whale has now transferred 12,860 ZEC to a new wallet, worth about 13.65 million USD.

Stubborn high inflation has led Trump to confront Federal Reserve Chairman Waller this week, as the market prepares for the Fed to raise interest rates despite the president's demands.Economists warn that if the Fed does not support a rate hike on Wednesday, its "credibility" will be at risk. Trump reiterated that the U.S. should have the "lowest interest rates in the world" and may be dissatisfied with a rate increase.

Bitget launched the "Newcomer Gold Digging 2.0" contract event, which runs from September 14 to September 21. During the event, both new and existing users can complete specified net recharge, contract trading, and friend invitation tasks to receive tiered mystery box rewards, with a maximum of 18 mystery boxes available.The mystery box prize pool includes physical gold gifts such as XAUT airdrops and Lai Cai gold coins, with a winning rate of 100%. Users who meet the cumulative trading volume criteria can also receive an additional 5g gold ingot. For more details, please refer to the Bitget official platform.

According to Coinglass data, if ETH falls below $2,389, the cumulative long liquidation intensity on major CEXs will reach $889 million. Conversely, if ETH breaks above $2,626, the cumulative short liquidation intensity on major CEXs will reach $815 million.

According to Coinglass data, if BTC falls below $73,763, the cumulative long liquidation intensity on mainstream CEX will reach $1.319 billion. Conversely, if BTC breaks above $80,984, the cumulative short liquidation intensity on mainstream CEX will reach $1.057 billion.

Barclays economists stated that the uncertainty surrounding the Federal Reserve's interest rate decision makes this week's FOMC meeting the focus of the market. If the Federal Reserve unexpectedly keeps interest rates unchanged, or if the rate hike is lower than expected, it could lead to a short-term weakening of the dollar.

Tesla announced that the Cyber Autonomous Driving Vehicle Cybercab will be publicly showcased from September 17 to 27 in Beijing and Shanghai, with static displays at the Tesla Experience Store in Beijing Huamao and the North Hall on LG1 level of Shanghai Xinyetai Guohui.

According to "Du Jia," Huya is developing an AI emotional companion product "24:01," which has not yet been officially released or tested. This product focuses on multi-role and long-term relationship accumulation, integrating interaction forms such as rooms, dating, voice, and storyline instances, with four character settings launched initially.The product is based on Huya's self-developed VAM 1.0 digital human technology, and relationship progression does not rely on check-ins or paid unlocks, with system memory supporting viewing and deletion. Huya has not yet responded to this, and specific information will be based on official statements.

The founder of the meme coin issuance platform Long.xyz, Nate, stated in a post that this week there will be significant design space for perpetual contracts/synthetic assets, which will be combined with the platform's top trading pairs.Last week, Long.xyz launched a 1x long pool supporting tokenization for OpenAI and Anthropic, and the product was once highly hyped in the market.

JPMorgan expects the Federal Reserve to raise interest rates by 25 basis points in September and December 2026, up from the previous forecast of a single rate hike in December.

Micron announced today that it will distribute 2026 fiscal year bonuses to over 60,000 employees worldwide to acknowledge the company's achievements this year, marking the highest bonuses in Micron's history. Taiwan is a key hub for Micron's global technology leadership, with approximately 15,000 employees and a cumulative investment of over NT$1.6 trillion.In Taiwan, the 2026 fiscal year bonuses include a NT$1 million cash bonus for each employee who joins before August 29, 2025, with subsequent hires receiving bonuses proportionate to their duration of employment; an annual performance bonus that can reach up to 500% of the basic target; and additional stock awards. Production line employees in Taiwan will receive total compensation equivalent to 35 to 68 months of salary. The cash compensation for Micron's employees in Taiwan for the 2026 fiscal year will start at NT$1.7 million; entry-level engineers will have an average cash compensation of NT$2.9 million, with an average total compensation of NT$3.4 million after including stock awards calculated at grant value. The annual performance adjustment stock awards will cover 100%.Regarding Micron's announcement without reaching a consensus with the union, the union stated after collecting member opinions: grassroots members demand institutional reform and equal negotiation, calling for a change in the IPP profit-sharing system to a 15% profit-sharing system, stating that one-time bonuses cannot resolve the issue, and expressing the hope to establish a calculation basis directly linked to the company's actual profits. If there is no response, the union will continue to move towards a strike. The Ministry of Labor stated that it has fully grasped the relevant information and is maintaining close contact with the Taoyuan City Government, the Central Taiwan Science Park Administration, and the Taichung City Government.

The Standard Reserve, self-proclaimed as the "On-Chain Central Bank," will launch on September 14 and announce the genesis minting arrangements. The whitelist minting window for Genesis Charters is from 5:30 PM to 8:30 PM Eastern Time (from 5:30 AM to 10:30 AM Beijing Time on September 15), with a liquidity fee of 0.15 ETH; after this period, the remaining Genesis Charters will enter a 30-minute descending Dutch auction mode, starting at a price of 1.25 ETH, with a minimum price of 0.15 ETH. 100% of the minting proceeds will go into initial liquidity and the protocol treasury, with no profit-sharing for the team.After the minting ends, the official will inject liquidity and open trading for the STANDARD token, with a temporary anti-sniping tax set for the first hour, starting at 90% and decaying exponentially, with most of it decaying in the first 5 minutes, and the tax fees going into the protocol; after 1 hour, regular trading fees will resume. At the same time trading opens, Charter emissions will be initiated, and 100 branch licenses will be auctioned (paid in STANDARD, via Dutch auction).