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According to South Korea's "JoongAng Ilbo," China's semiconductor industry is organized through collaboration among the central government, local governments, state-owned financial institutions, and enterprises, forming a system for fundraising, factory construction, and infrastructure support. The China National Integrated Circuit Industry Investment Fund has a first phase of 138.7 billion RMB, a second phase of 204 billion RMB, and a third phase of 344 billion RMB, totaling 686.7 billion RMB, with investments in companies such as SMIC, Hua Hong Semiconductor, and Yangtze Memory Technologies.Changxin Memory, established for 10 years, has risen to fourth in global DRAM market share, with a net loss of 21.13 billion RMB over the past three years, while R&D and equipment investments during the same period reached 185.2 billion RMB, with Hefei's state-owned capital providing about 80% of the funding for early projects. South Korea's Samsung Electronics and SK Hynix are responsible for investments, employment, technology development, and support for partners. The South Korean government plans to guide 622 trillion KRW in private investment by 2047 and provide 17 trillion KRW in low-interest loans and 1.1 trillion KRW in semiconductor ecosystem funds, but most of the burden will fall on enterprises.Park Kyung-soo, Executive Vice President of the Korea Semiconductor Industry Association: The semiconductor industry will fall behind in the next upturn if investment stops; even during downturns, R&D, equipment investment, and orders for materials and components must be maintained, requiring long-term policy, financial, and tax support. China is catching up with a national-level support system, and South Korea also needs a response system involving the government, political circles, financial institutions, and enterprises to act together.

According to Taiwan's "Commercial Times" report on September 14, as the computing power of GPUs and ASICs continues to rise, traditional copper interconnects are gradually approaching the limits of power consumption and signal transmission. TSMC is accelerating its layout for co-packaged optics (CPO). The industry is optimistic that if CPO bandwidth continues to double every two years, it may form the "CPO Moore's Law" of the AI era. Industry analysis indicates that the upgrade of CPO bandwidth mainly has three paths: including increasing single-channel speed from 200G to over 400G, expanding the number of optical channels from 16 to 32, 64 or more, and introducing wavelength division multiplexing (WDM). By 2040, the theoretical value could reach about 128 times the current level, with long-term potential for development towards hundreds of T based on the current level of about 3.2T.TSMC's role in optical interconnects has extended from wafer foundry to system integration, gradually integrating computing, HBM memory, and high-speed I/O from 3DFabric, CoWoS, SoIC to silicon photonics and CPO. When high-speed electrical signals exceed 200G, signal attenuation increases after passing through longer copper paths such as ABF substrates, PCBs, and connectors, leading the industry to develop shorter copper paths and longer optical paths. In terms of packaging architecture, the optical engine is currently laid out on the substrate, and the next step is expected to place CPO in the intermediary layer, with future possibilities of using SoIC technology to achieve 3D vertical integration of photonic integrated circuits (PIC) and ASICs. Industry players indicate that CPO still needs to overcome challenges in packaging, optical coupling, and testing before mass production can be achieved.

Anthropic, OpenAI, and Google are discussing the establishment of an AI industry standards organization. Anthropic CEO Dario Amodei has called for AI companies to coordinate on technical testing and audits. OpenAI founder Sam Altman expressed support for the establishment of testing and auditing organizations but believes that large AI labs should establish industry standards organizations on their own rather than relying on the U.S. government.

According to Forward Industries (NASDAQ: $FWDI) in a public letter, the company's General Counsel Georgia Quinn officially responded to SEC Commissioner Hester Peirce's statement on July 22, 2026, titled "Headstands and Summervaults," and proposed a three-tier vault regulatory framework centered on "management freedom" as a core variable:• Type I - Use: Developers provide out-of-the-box software, and users configure parameters themselves without registration;• Type II - Follow: Referencing the SEC's 2013 no-action letter regarding AngelList, Angels set strategies for others to follow, meeting conditions such as co-investment and information disclosure, without needing to register as investment advisors;• Type III - Advised: Involves active management, requiring registration or applicable exemptions, suggesting that the SEC and CFTC jointly regulate to avoid dual compliance conflicts.The article also presents five baseline requirements applicable to all vaults, including conflict of interest disclosure, code public audit, exclusion of disqualified persons, applicability of anti-fraud rules, and state law preemption. The article specifically notes that Peirce's statement did not mention the CFTC, and the inter-agency regulatory issues regarding mixed-asset vaults urgently need to be addressed by the SEC and CFTC.

According to official news from Bitget, Bitget has completed a comprehensive upgrade of its U.S. stock product market data source, officially connecting to the Nasdaq official data source, becoming the first cryptocurrency trading platform in the industry to adopt this data standard. Compared to the previous data model, Nasdaq official data can provide users with more accurate and timely market data, and maintain better price stability and continuity during periods of significant market fluctuations.To further ensure data quality, after connecting to the official data, Bitget has established a multi-layered assurance mechanism based on the official metadata, including data processing, real-time monitoring, quality comparison, simulation validation, and anomaly data filtering. Nasdaq, as a core data service provider long adopted by global financial markets, has had its data standards validated over many years in the traditional financial sector.This upgrade also marks a further deepening of Bitget's global asset trading infrastructure development. As the trading categories gradually expand from digital assets to global assets such as U.S. stocks, the platform will continue to enhance its underlying data, liquidity, and risk management capabilities, and introduce more mature institutional-level market standards to provide individual investors and institutional clients with a more stable and efficient cross-market trading experience, continuously enhancing the comprehensive competitiveness of its Universal Exchange (UEX).

According to CoinGlass data, gold XAUT has returned above 4400 USD, currently reported at 4403.66 USD, with a 24-hour increase of approximately 0.62%.The total contract open interest for XAUT across the network has reached 673 million USD, with the Gate platform's open interest at approximately 125 million USD, ranking second in the entire network.

Coinbase CEO Brian Armstrong stated that regardless of the outcome of the U.S. Senate vote on the Clarity Act on September 15, the cryptocurrency industry will gain regulatory clarity. In an interview with CNBC, he mentioned that if the bill passes, the industry will receive legislative support; even if it does not pass, the SEC and CFTC have indicated their readiness to issue rules, and the industry will still gain regulatory clarity around the time of the vote.The Digital Asset Market Clarity Act aims to establish a federal regulatory framework for cryptocurrency exchanges, brokers, and stablecoins by dividing token regulatory authority between the SEC and CFTC. Armstrong noted that the bill has broad bipartisan and industry support, with law enforcement agencies, banks, and cryptocurrency companies all expressing their backing. Key issues previously raised by Coinbase have been resolved. The only outstanding matter is the ethical provisions concerning elected officials holding digital assets; the White House has proposed a plan that includes strong ethical clauses, while Democrats are pushing for further measures, including mandatory asset divestiture, with both sides nearing a resolution.In response to JPMorgan CEO Jamie Dimon's criticism regarding Coinbase's regulatory arbitrage using the bill's stablecoin provisions, Armstrong remarked that critics with large payment businesses are facing "competitive issues" and are "speaking for themselves." He also stated that Goldman Sachs, Bank of New York Mellon, and Fidelity all support the bill.

As the Mid-Autumn Festival approaches, the world's leading digital asset trading platform Gate has launched a limited edition gift box themed around the festival, specifically for global partners and VIP users. As an important traditional festival, the Mid-Autumn Festival carries cultural meanings of reunion, gathering, and good wishes. Gate also takes this opportunity to extend sincere greetings to global users and partners, further strengthening interactions with the community and ecological partners.The design of this gift box incorporates visual elements such as the moon and space travel, along with outdoor lifestyle products like picnic mats and inflatable sofas, extending the "moon viewing" imagery of the Mid-Autumn Festival into a more modern outdoor setting. It is worth mentioning that the lunar elements naturally resonate with the long-standing "To the Moon" culture in the cryptocurrency industry: on one end is the bright moon symbolizing reunion and good wishes in Mid-Autumn culture, while on the other end is the cryptocurrency industry's expression of exploration, breakthroughs, and future visions.From holiday gifts to brand cultural expression, Gate's Mid-Autumn gift box integrates the festival's meaning of reunion, outdoor lifestyle, and cryptocurrency culture into a single scene, conveying the spirit of the festival while also strengthening emotional connections with global users and partners in a more industry-specific manner.

According to DIGITIMES, the IC design and semiconductor industry generally believes that the duration of the current tight supply and demand for mature process chips will be longer. Most industry opinions suggest that the industry will need to actively compete for capacity at least until 2028, and price increases may become the norm in the industry. Some even believe that by 2030, the supply and demand relationship for mature process chips may not be able to stabilize.Industry insiders in IC design admit that the overall market situation for end products is not particularly hot; it is just that the demand related to cloud AI is excessively large and continues to expand.

The official listing account of Kraken announced that TCS will soon be launched. TCS Blockchain is a blockchain-as-a-service platform aimed at the transportation industry, using ERC-20 tokens on Polygon to settle freight invoices without the need for traditional factoring intermediaries. The token trading will begin on September 9.

According to Bitget market data, the stock price of CEA Industries (BNC) has surged over 90% in pre-market trading, later retracting to a 60% increase, with the current stock price around 6 dollars.Today, the BNB Chain's Launchpad Four.meme launched the pre-bStock tokenized stock product 4Stock. Each 4Stock is backed 1:1 by real stocks. The first one to go live is BNC4, corresponding to the US stock CEA Industries (ticker BNC), supported by its underlying stock assets 1:1. The market capitalization of the similarly named meme coin 4Stock (paired with BNC4) currently reaches 55 million dollars.

The Ministry of Industry and Information Technology of China released the "14th Five-Year Plan for the Development of the Information and Communication Industry," setting the national intelligent computing power target at 9800 EFLOPS by 2030. According to data from the National Bureau of Statistics, as of the end of July, the national intelligent computing scale was approximately 2450 EFLOPS (FP16), indicating that it needs to expand by about 4 times in the next four years based on this standard.The plan proposes an orderly deployment of intelligent computing clusters with tens of thousands and hundreds of thousands of cards, building inference computing power for different scenarios, and increasing the adaptation of domestic computing power chips. Currently, 52 intelligent computing facilities with more than ten thousand cards have been established nationwide. The Ministry of Industry and Information Technology disclosed that the intelligent computing power scale at the end of June was 2185 EFLOPS, a year-on-year increase of 177%. The plan uses 1590 EFLOPS in 2025 as a benchmark, aiming to reach 9800 EFLOPS by 2030, which is an expansion of about 6.2 times. During the same period, the cumulative investment target for information infrastructure in the information and communication industry is 3.8 trillion yuan, which also includes communication networks and is not all allocated for AI computing power.

According to Yahoo Finance, Zhihu announced that its wholly-owned subsidiary has entered into a subscription agreement with general partners and fund managers to subscribe for 1.5 billion RMB of limited partnership interests using its own funds.Following the completion of the subscription, Zhihu expects to hold no more than 30% of the fund's interests. The fund has a duration of 7 years (extendable for up to two additional years), with an investment period of 4 years, and will primarily invest in early to mid-stage non-listed companies in the fields of artificial intelligence and cutting-edge technology in mainland China, covering areas such as foundational models, AI infrastructure, robotics, and AI applications.

According to TrendForce's latest research on the memory industry, in the second quarter of 2026, due to a significant increase in the contract price of Conventional DRAM, the overall revenue of the DRAM industry is expected to grow by 59.5% quarter-on-quarter, reaching nearly 154.73 billion USD.With the training of LLM models and AI inference stimulating the demand for AI Servers, shipments of HBM3e, LPDDR5X, and high-capacity RDIMMs are growing simultaneously, while Agentic AI applications are driving the demand for RDIMMs of various capacities. On the supply side, manufacturers' inventories are at a low point, and new supply is prioritized for Server applications, leading to a slight growth in overall DRAM bit shipments in the second quarter.

BNB Chain Chief Growth Officer Nina Rong commented on "the debate between Arbitrum founder Steven Goldfeder and Solana co-founder Toly regarding the Robinhood Chain fee model": "Continuing to push Gas fees lower is no longer the highest priority for the blockchain industry. The real priority for all public chains today is to find sustainable business models and reinvest the profits into technology and growth. This business model can be based on Gas fees, revenue sharing, or other forms of business collaboration. Over the past five years, the impression of blockchain foundations has mostly been two things: one is issuing grants and making investments; the other is reducing Gas fees. If we want to continue for another five years, blockchain companies must have a solid business structure."