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Federal Reserve Chairman Waller stated that business investment may grow at a double-digit rate.

RBC Capital Markets released a research report stating that the demand for artificial intelligence continues to exceed supply, and the rise in high bandwidth memory (HBM) prices is expected to support the overall average selling price of DRAM. Memory chip manufacturer SK Hynix will continue to benefit from the memory chip upcycle. The report indicates that HBM prices could rise by 80% to 100% by 2027. RBC believes that the DRAM upcycle, which has already lasted for 14 quarters, will continue for another five quarters, with supply tightness expected to persist until 2027.RBC expects SK Hynix's third-quarter performance to slightly exceed market consensus, with revenue projected to reach 101.2 trillion Korean won and adjusted earnings per American Depositary Share to be 8,917 won (approximately $6.72). The DRAM contract price is expected to increase by 20% quarter-on-quarter in the third quarter, with a potential further increase of 15% in the fourth quarter. RBC reiterated its "Outperform" rating with a target price of $200, about 40% higher than the latest closing price. In the U.S. stock market, SK Hynix's stock price surged over 4% on Monday, closing at $142.62.Nomura Securities recently stated that the shortage of memory chips will continue until 2028, maintaining "Buy" ratings for Samsung Electronics and SK Hynix, with target prices of 670,000 won and 4.7 million won, respectively. KB Securities in Korea stated on Monday that the price-to-earnings ratios of both companies have dropped to about 3 times. This Wednesday, SK Hynix will release its third-quarter financial report, and according to a FnGuide survey, analysts expect revenue of 98.2 trillion won and operating profit of 77 trillion won. According to media reports, the company is considering distributing a special dividend of about 16 trillion won.

According to the latest episode of the Gatecast podcast, Gate founder and CEO Dr. Han shared the product philosophy and future plans of Gate Money. He stated that Gate is extending years of accumulated experience into the fields of asset management and daily payments, reaching a broader user base, with the goal of doubling the user scale of Gate Money in the next one to two years.Leveraging the technical systems, institutional clients, and market-making liquidity accumulated from years of trading operations, Gate supports the exchange between various types of assets; relying on a global licensing layout and partnerships with banks and payment networks, Gate Money creates conditions for users' fund collection, payment, and consumption applications. These capabilities collectively form the operational foundation of Gate Money, enabling the platform to reduce exchange and fund circulation costs in different usage scenarios.Through various capabilities such as holding, exchanging, appreciating, and paying, Gate Money connects multiple types of assets with life needs. Dr. Han illustrated the consumption use of assets beyond investment by using the example of "buying coffee with stocks." In eligible regions, users can open bank accounts in their own names, using familiar payment methods, with transfers processed by underlying blockchain technology; idle funds can also participate in appreciation through yield products.Looking ahead, Dr. Han also shared the application prospects of AI Agent providing round-the-clock assistance in asset allocation and fund management. With the integration of investment, wealth management, and daily payments, Gate Money will continue to expand the application boundaries of various assets, promoting Gate's services deeper into more everyday life scenarios.

According to the "X Layer Q3 2026 Fundamental Report" released by Principia Labs, the Ethereum Layer 2 network X Layer saw growth in on-chain activity and the scale of the DeFi ecosystem in the third quarter. Among them, TradeZone processed approximately 287 million transactions, which is 2.6 times the EVM transaction volume during the same period; the daily average number of EVM transactions increased by 262% month-over-month to 1.22 million.The report also shows that the total locked value in DeFi increased by 100% month-over-month to 173.4 million USD, and the revenue from ecological application transaction fees increased by 490% month-over-month to 1.86 million USD. The market capitalization of OKB increased by 53.8% month-over-month to 2.54 billion USD. Principia Labs believes that with the development of Exchange OS, X Layer is gradually forming a full-stack trading system covering on-chain transactions and DeFi applications.

According to monitoring by Lookonchain, MAGMA has increased by over 70% today, currently priced at $0.51411.During this period, 2 wallet addresses established 2x long positions on 1.5 million $MAGMA (approximately $775,000) on Aster_DEX, with unrealized profits currently reaching $340,000 and a maximum return on investment of 105.84%.

NVIDIA expects that with the support of capacity expansion in the United States, Taiwan, and Singapore, the total semiconductor testing capacity in 2027 will double compared to 2026.

According to the Wall Street Journal, the Nvidia-backed startup doubleAI has launched a new model aimed at reducing computing costs.

Market research firms Counterpoint Research and TrendForce stated on the 18th that China's DRAM manufacturer Changxin Storage's monthly wafer production capacity is expected to expand from the current approximately 320,000 wafers to 420,000 wafers by 2027, adding about 100,000 wafers in just over a year, an increase of 31.3%.The industry expects that Changxin Storage's monthly DRAM wafer production capacity will reach 500,000 to 600,000 wafers by the end of 2028. If calculated at the upper limit of 600,000 wafers, this would be an increase of 280,000 wafers compared to the current level, an increase of approximately 87.5%.

According to Gate quotes, the Hong Kong stock storage concept has declined, with Southern Double Long SK Hynix (07709.HK) dropping over 17%, and Southern Double Long Samsung Electronics (07747.HK) falling over 14%.

Dutch semiconductor equipment manufacturer ASML is expected to announce its Q3 financial report on October 14. Driven by demand for AI chips, the market anticipates significant growth in revenue and profits compared to the same period in 2025. Wall Street analysts estimate Q3 revenue at 11.73 billion euros, a year-on-year increase of 55%; earnings per share are projected to be 10.76 euros, nearly doubling from 5.49 euros in Q3 2025.ASML's Q2 revenue was 9.3 billion euros, higher than 7.7 billion euros in the same period of 2025, with net profit increasing from 2.3 billion euros to 2.9 billion euros. The company estimates Q3 revenue to be between 11 billion and 12 billion euros, with a gross margin of 55% to 57%, and has raised its full-year revenue outlook to between 43 billion and 45 billion euros.ASML is the only manufacturer in the world that commercializes extreme ultraviolet lithography equipment. Foundries such as TSMC, Intel, and Samsung rely on its equipment to manufacture advanced AI processors, and the company is also developing the next generation of High-NA EUV. Intel has processed over 1 million wafers using this equipment in research, testing, and manufacturing, while Samsung plans to introduce it into advanced DRAM mass production by 2028. The market expects ASML to increase the capacity of its existing EUV systems by about 30% by 2027.

According to Crowdfund Insider, Grayscale's research director Zach Pandl pointed out in the latest research report that by September 2026, the AI-related cryptocurrency asset sector will rise by 54%, significantly outperforming the overall cryptocurrency market, which is expected to rise by 24% during the same period, making it the strongest category among the six cryptocurrency asset sectors defined by Grayscale.

According to TheStreet citing Reuters, although Musk publicly called Anthropic "evil" on the X platform in February this year, the scale of cooperation between his company SpaceX and Anthropic in computing power is still expanding.

Noah Shinn, founder of Personal AI Agent Instinct, stated that the company's user base has been growing by about 10% to 11% daily in recent weeks, leading to a corresponding demand for computing power that is close to doubling each week. He now spends about 40% of his time considering how much computing power to purchase in advance.Shinn indicated that computing power cannot be procured in sync with user growth. Purchasing only double the current computing power would be exhausted in about a week; buying five times would run out in less than three weeks; directly purchasing ten times would mean a significant upfront investment. Many resources need to be booked months in advance, and the price for temporarily supplementing computing power could be three to four times higher. He mentioned that purchasing too little makes it difficult to support growth, while purchasing too much would amplify costs when growth slows down.He estimates that even if the daily growth rate drops from 10% to 5% to 8%, after continuous growth for 3 to 4 months, it may still be necessary to prepare computing power for a scale of 100 million users, and the waiting time for new computing power to come online would be roughly the same. He believes that this is more challenging than scaling consumer internet products like Instagram and Facebook, because each new user of the personal agent continuously consumes a large amount of model inference. He stated that Instinct's current scaling speed is even faster than similar situations encountered by Claude Code and Codex in the past.

DoubleZero co-founder Austin Federa posted on the X platform, stating that he recently saw some "boring FUD" from "big names" in private chats, and clarified that DoubleZero firmly supports Solana.Currently, DoubleZero has provided free high-speed connections for over 60% of Solana staking, with about 75% of validators using DoubleZero.

The global fiber optic network project DoubleZero announced the launch of a dedicated market data source for the decentralized derivatives exchange Hyperliquid, allowing professional trading institutions to access its complete order book via fiber optics instead of public APIs. This data source covers the native perpetual contract market of Hyperliquid, as well as the markets operated by trade[XYZ] that run on its infrastructure, which offers perpetual contracts linked to assets such as crude oil, gold, and silver. This data source was co-developed by DoubleZero, validator node operators, and ecosystem partners Hyperion DeFi, MAVAN, and Kinetiq.DoubleZero stated that this service provides continuous and orderly market data streams for market makers, quantitative trading institutions, and proprietary trading firms, meeting their demand for faster and more stable order book updates. Previously, institutions wishing to obtain a complete view of Hyperliquid's order book had to integrate the data returned by public APIs themselves or run their own Hyperliquid nodes. DoubleZero noted that adjustments to Hyperliquid's public API have reduced the frequency and depth of available updates.Hyperliquid is the third trading venue to access the DoubleZero Edge market data service, following Solana and the prediction market Kalshi.

According to a report by The Information cited by Dongcha, two individuals with direct knowledge stated that the artificial intelligence company DeepSeek has an annual revenue of approximately $1 billion, up from less than $500 million a few months ago. The revenue primarily comes from model APIs, and the free chat application currently has no advertising or subscription revenue.The report indicated that part of the revenue growth is due to price increases, with some API prices raised by about 2.3 to 4.5 times. Liang Wenfeng recently told investors that the number of customers did not decline after the price increase, and demand remains strong. Previously disclosed financial data showed that the gross margin for the API business in the first seven months of this year was 82.9%.DeepSeek's second round of financing plans to raise approximately 50 billion yuan, with a valuation of about 500 billion. The company hopes to complete this by the end of October and is also preparing for an IPO on the Shanghai Stock Exchange's Sci-Tech Innovation Board. Liang Wenfeng stated that over 70% of the computing power is used for training new models, leaving less than 30% for inference; the company is trying to run more small models directly on gaming graphics cards, reserving high-end chips for training.

SpaceXAI launched Grok 4.7, which is twice as fast as similar products and priced at only half of theirs.The input tokens for Grok 4.7 are $2 per million, and the output tokens are $6 per million.

According to a report by Seoul Economic Daily, Samsung Electronics plans to increase the production of the sixth-generation high bandwidth memory HBM4 and the seventh-generation HBM4E, among other HBM4 series, by at least more than double compared to this year. The company intends to outsource the cleaning volume of glass substrates required for thinning HBM DRAM from 20,000 pieces per month this year to 50,000 pieces per month next year, an increase of 2.5 times compared to this year. Last year, the monthly demand for these substrates was about 10,000 pieces, which has already doubled this year compared to last year.The HBM4 and HBM4E that Samsung Electronics is focusing on expanding production are primarily high-stacking products with 12 layers or more. The company began mass production and shipment of HBM4 using sixth-generation 10nm (1c) DRAM and 4nm process-based chips in February this year, and provided 12-layer samples of HBM4E to customers such as Nvidia in May. The industry expects that, based on monthly wafer input, Samsung Electronics' HBM production capacity will increase from about 180,000 pieces this year to about 250,000 pieces next year, an increase of nearly 40%; the shipment proportion of the HBM4 series may rise from about 40% this year to about 80% next year.

Ethereum co-founder Vitalik Buterin responded to Paradigm Chief Technology Officer Georgios Konstantopoulos's question, "What room is there for the development of privacy from now on?" by stating that only by giving up can privacy truly be considered to be on the path to extinction. I will not give up on privacy; instead, I will further strengthen it.Earlier reports indicated that Vitalik updated the Ethereum roadmap in August, with quantum security, privacy protection, and native Rollups becoming future focuses.