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China's largest DRAM manufacturer Changxin Storage (CXMT) has recently launched a bidding for equipment from partners for its new factory in Shanghai and is advancing capacity expansion in multiple locations. CXMT is currently mass-producing DRAM in Hefei Phase II and Beijing Phase I, with an estimated capacity of about 200,000 wafers per month, which may exceed 300,000 wafers per month by the end of the year.CXMT plans to open the new factory in Shanghai in the fourth quarter of this year, and the related equipment bidding has already started. Semiconductor equipment industry insiders say that the factory is planned to be expanded in two phases, with capacity significantly exceeding 100,000 wafers per month. Subsequently, there are plans to open a new factory in Hefei in the first half of next year and the earliest new factory in Beijing in the second half of next year, with another new factory in Hefei opening in the first half of the year after next.Equipment industry insiders say that CXMT has communicated with multiple parties regarding the timing of building factories in various locations. If all plans are realized, CXMT could add at least 70,000 to 80,000 wafers of capacity per month each year from this year until 2028, with a long-term goal of exceeding 600,000 wafers per month. Samsung Electronics and SK Hynix's DRAM capacities are estimated at about 700,000 wafers and 600,000 wafers per month, respectively.

Fannie Mae stated that the U.S. mortgage rates have risen to 6.76%, the highest level since June 2025.

According to Fortune, the San Francisco-based cryptocurrency crime tracking company TRM Labs completed a $70 million Series C funding round in September 2025, achieving a valuation of $1 billion. Just six months later, it received additional investment from existing investors, doubling its valuation to $2 billion.CEO Esteban Castano stated that the company's mission has expanded from blockchain forensics to a broader mapping of cybercrime, with AI becoming a second growth engine rather than a transformation, while the core cryptocurrency business remains strong. The company is set to launch a new investigation platform specifically targeting AI-driven deepfake scams, extortion related to pornography, and child sexual abuse crimes.Castano noted that the widespread adoption of cryptocurrency has made it possible to comprehensively map crime networks, and the company is expected to reach a $100 million annual recurring revenue milestone in the coming weeks. Currently, it has about 500 employees and has offices in London, Singapore, and Washington.

According to CoinDesk, Alexander Blume, founder and CEO of the cryptocurrency asset management company Two Prime, stated that Bitcoin's recent rebound still has room to grow, mainly because institutional investors who have sold volatility are facing position pressure. If the price continues to rise, short sellers being forced to cover their positions will further fuel the upward trend. He pointed out that the current market structure is healthy, with funding rates not showing signs of overheating. The rebound is not driven by speculation, and the continuous inflow of spot ETFs and corporate buying provides substantial support.Although implied volatility has risen from 23%-24% to over 40, it remains low by historical standards. If call option sellers are forced to close their positions, it could accelerate the upward movement. Blume believes that if the macro environment stabilizes, BTC has already formed a bottom around $60,000, with the biggest risk coming from a complete collapse of risk assets. The generally pessimistic market sentiment means that even moderate positive news could have an outsized impact.On the mining front, MARA recently chose to collateralize its BTC holdings to obtain a $600 million loan from Coinbase and Two Prime, rather than selling directly, in order to retain upside potential. Mining companies are diversifying their AI transformation strategies, with Cipher Mining and TeraWulf actively shifting towards AI infrastructure, while CleanSpark and MARA explore AI and power sectors while maintaining their original businesses. Blume expects the Trump administration to push for interest rate cuts, and adjustments to the PCE index may lower inflation readings, which could improve interest rate prospects.

Hardware wallet manufacturer Trezor updated the progress of the data breach incident involving its logistics partner ShipMonk, stating that the previously disclosed scale of the breach was underestimated. Additionally, information of approximately 67,000 U.S. users who placed orders between November 2019 and August 2021 was fully exposed, including names, email addresses, phone numbers, shipping addresses, and order numbers.Trezor stated that it had previously confirmed multiple times with ShipMonk that the relevant data had been deleted according to the contract and data policy and had received written assurances, but the data was not actually deleted from the other party's system. Trezor claimed that its own system was not affected, and the hardware wallets remain secure, but affected users may face a higher risk of targeted phishing attacks. All affected users have been individually notified via email.This incident was first disclosed on August 13, affecting approximately 13,700 users. Trezor stated that it is accelerating the launch of an anonymous shipping service to reduce the risk of information exposure when users place orders.

According to on-chain analyst Yu Jin's monitoring, the TRUMP token team address transferred 11.01 million TRUMP two days ago, worth 26.65 million USD; this morning, another 800,000 TRUMP, worth 1.74 million USD, was transferred to Binance.Currently, this address has transferred a total of 2.8 million TRUMP to centralized exchanges in one day, worth 6.52 million USD.

Cryptocurrency exchange Backpack announced that users can now use Micron and SanDisk stocks as collateral to deposit into a unified investment portfolio margin account that covers stocks, cryptocurrencies, and other assets. Stock holdings can be used for USD lending, contract trading, and spot margin.Backpack had previously provided 24/7 trading services for some U.S. stocks to international investors, who have complete ownership of the traded U.S. stocks and can perform 1:1 bridging between traditional securities and tokenized assets on Solana. The newly added collateral is limited to the two stocks mentioned above, and Backpack has also launched perpetual contracts for MU, SNDK, SPY, and QQQ. Backpack stated that more assets will be launched in the future, but did not disclose a specific timeline.

U.S. Secretary of Commerce Gina Raimondo said on Wednesday that the Trump administration is considering a new round of import tariffs on semiconductors, which could further increase taxes on foreign chips to attract more semiconductor manufacturing to the United States.However, these tariffs may be implemented alongside tax relief measures for investments in domestic manufacturing companies, following the approach previously taken by the Trump administration in the pharmaceutical industry.Raimondo stated, "This is the principle that the semiconductor industry should follow: If you produce in the U.S., we will give you tariff relief; if you do not produce in the U.S., you will pay tariffs. This is a very wise approach and it works."Trump had previously imposed a 25% tariff on some advanced semiconductors and ordered additional import tariffs on these chips in January of this year after the U.S. Department of Commerce completed relevant trade investigations. However, the scope of the new round of tariffs may expand from semiconductors themselves to products containing chips, thereby affecting imports of data center servers and consumer electronics.

According to sources cited by The Wall Street Journal, Donald Trump Jr.'s 1789 Capital plans to invest an additional approximately $300 million in the prediction market platform Polymarket, as part of a $1 billion financing round led by 1789 Capital. If completed, Polymarket's valuation will reach approximately $21 billion.1789 Capital has previously invested about $200 million in Polymarket, and after this round, it will become one of its largest investors. The largest investor in Polymarket currently is the Intercontinental Exchange (ICE), which previously disclosed holding Polymarket shares valued at $1.6 billion, accounting for about 22% of the company's outstanding shares.

According to Businesswire, the cryptocurrency asset investment fund C1 Fund announced its performance for the second quarter of 2026, revealing that as of the second quarter of this year, its portfolio has expanded to 11 cryptocurrency companies, covering areas such as cryptocurrency payments, custody, compliance, staking, exchanges, infrastructure development, and prediction markets. Its two major investment exposures are Ripple (accounting for 17.5% of net assets) and Kraken's parent company Payward (16.9%), and it has also made a new investment in the prediction market platform Polymarket, although the specific investment amount has not been disclosed.C1 Fund also stated that as of July 31, it has repurchased and canceled 249,300 shares of the company's stock, with a total cost of approximately $824,000, and it is currently authorized to repurchase up to $3 million in stock.

According to Bloomberg, the European Commission has classified OpenAI's ChatGPT as a "very large online search engine," and listed Reddit and Roblox as "very large online platforms," citing that their monthly active user count in the EU has exceeded 45 million.These platforms are required to enhance their handling of illegal and harmful content under the Digital Services Act (DSA), submit transparency reports, risk mitigation plans, and pay annual fees to the EU, with violations potentially incurring fines of up to 6% of global annual revenue. The DSA also mandates platforms to strengthen protections for minors and advertising transparency, and EU regulatory authorities have initiated over a dozen investigations into various online platforms based on this law.

According to a report by the Economic Daily, ASE Technology Holding benefited from the increased capacity of Google TPU, significantly adding advanced packaging and testing orders. Intel is accelerating the promotion of its EMIB advanced packaging platform while simultaneously expanding its outsourcing orders to ASE Technology Holding, with the previously raised testing quotes showing benefits. Google continues to increase its AI capital expenditures to expand data centers, using TPU to support the Gemini large model, AI agents, and Google Cloud services. The market estimates that Google TPU will enter a large-scale production phase by 2028, with shipments expected to reach 12 to 15 million units. ASE Technology Holding has mastered 2.5D, 3D advanced packaging, and high-end testing technologies, and Google is also expanding its use of TSMC's advanced processes and CoWoS capacity.Intel is racing to advance its EMIB packaging platform, with major cloud companies like Meta and Google successively adopting the EMIB and EMIB-T platforms. ASE Technology Holding, positioned as a pure testing and packaging foundry, can directly procure organic embedded silicon bridge substrates to undertake backend wafer-level assembly and high-end testing services. Wu Tianyu, the Chief Operating Officer of ASE Technology Holding, believes that Intel's EMIB and TSMC's CoWoS are not zero-sum competitors. As the testing time for AI chips lengthens, the costs of equipment, materials, and labor are rising, and high-end packaging and testing capacity is becoming increasingly tight. Major testing and packaging factories have gradually raised prices based on products, capacity, and customer conditions, with increases of about 5% to 10%.

Samsung Electronics has launched the passport-type foldable smartphone Galaxy Z Fold8 this year, and the supply of display driver chips (DDI) is tight. The demand for Z Fold8 has exceeded expectations, and Samsung is increasing component orders. However, this DDI is designed by Samsung's System LSI Division and produced by Taiwan's foundry UMC using a 22-nanometer process, which has reached its production capacity limit, making it difficult to advance the production schedule.Industry insiders say that UMC's 22-nanometer production line is also manufacturing other chips, and Samsung's request for super urgent service was rejected. Samsung plans to prioritize the DDI quantity originally reserved for development next year for mass production this year. The typical time from wafer to finished product takes about 4 months, and the finished product is then assembled after being bonded with Samsung's OLED. Samsung is also increasing orders for hinges and ultra-thin glass (UTG). The demand for Z Flip8 is in line with lower expectations, and Apple also plans to launch a passport-type foldable product in the second half of this year.

Bloomberg ETF analyst Eric Balchunas posted on the X platform that Fidelity is now selling customer order flow, overturning a previous decision that was contrary to many peers, generating an additional monthly income of $10 million.

The Ministry of Commerce responds to the U.S. considering an additional 7.5% tariff on China.

Bitget has launched a net deposit interest rate increase event, which runs from August 27 to September 10. During the event, VIP users who meet the specified USDT net deposit requirements and subscribe to the corresponding Simple Earn products can enjoy an additional interest rate of up to 7%; all users who meet the specified U net deposit requirements and subscribe to the corresponding Simple Earn products can enjoy an additional interest rate of up to 10%.In addition, from September 3 to September 10, users who meet the average financial holding requirements for the past 7 days and subscribe to the corresponding USDT or U Simple Earn products can enjoy an additional interest rate of up to 7.5%. No manual registration is required for the event; the system will automatically verify participation eligibility. For more details, please refer to the official Bitget platform.

According to TechCrunch, the robotics startup Generalist has secured nearly $200 million in additional funding led by 8VC, bringing its post-money valuation to approximately $3 billion. This funding is an extension of the $400 million Series B round led by Radical Ventures in June, increasing the total amount raised in this round to $600 million.Founded in 2024, Generalist's founding team includes former Google DeepMind researcher Pete Florence, Andy Zeng, and former Boston Dynamics engineer Andrew Barry. The company is developing AI foundational models adaptable to various robots; its latest Gen 1.5 model claims to enable robots to learn and complete new tasks through video demonstrations lasting only 3 to 12 seconds.

According to a report by Nikkei Chinese Network citing Bloomberg on August 24, the Trump administration is considering imposing an additional 7.5% tariff on goods imported from China, a move seen as a countermeasure against China's overcapacity. If this tariff is implemented, combined with previously imposed tariffs, the total tax rate will reach 20%, returning to the level before the U.S. Supreme Court ruled the Trump tariffs invalid in February of this year.The report states that in July, the Trump administration imposed additional tariffs of 10% or 12.5% on China and 59 other countries and regions based on Article 301 of the Trade Act, citing their inadequate response to forced labor issues; at the same time, it had also considered imposing tariffs on China, Japan, and 14 other countries and regions regarding the issue of overcapacity. The U.S. claims that China's surplus products are eroding the American market, to which China has rebutted.

According to TradingBeats monitoring, after Bitcoin returned to $80,000 after 101 days, Huang Licheng opened a long position roll-over, adding another $12 million long position in nearly 10 minutes. His current positions are as follows:BTC long position approximately $87.44 million, floating profit approximately $50,000, opening price $79,449.30, liquidation price $72,419.26;ETH long position approximately $57.40 million, floating profit approximately $2.49 million, opening price $2,392.66, liquidation price $2,159.41;HYPE long position approximately $19.39 million, floating loss approximately $80,000, opening price $79.46, liquidation price $46.14;PUMP long position approximately $14.69 million, floating loss approximately $740,000.