ics

The 18th BRICS Summit adopted the "New Delhi Declaration," supporting a payment framework that bypasses the Western financial system. The declaration commits to expanding trade and investment settled in member countries' local currencies, connecting national payment systems, and studying cross-border interoperability.BRICS Pay, as a decentralized payment framework, integrates India's UPI and Russia's SPFS into a shared layer to settle payments between member countries.

According to Catcher Predict monitoring, in the market prediction event "Seattle Mariners vs. Athletics" on Polymarket, the win probability for the option "Seattle Mariners" in the sub-market "Seattle Mariners vs. Athletics" has experienced significant fluctuations, soaring from 59.5% an hour ago to the current 75.5% (a fluctuation of 16%). Please note the impact of relevant breaking news.

The BRICS countries issued a joint statement expressing deep concern over the escalation of tensions in the Middle East, calling on countries in the region to exercise maximum restraint. The statement did not name specific countries involved in the Middle East conflict but urged avoiding actions that could exacerbate the situation and encouraged promoting long-term peace and stability through dialogue and diplomatic efforts.

According to Catcher Predict monitoring, in the Polymarket event "Seattle Mariners vs. Athletics," the sub-market "Seattle Mariners vs. Athletics" option for "Seattle Mariners" has experienced severe fluctuations in winning probability, dropping from 59.5% an hour ago to the current 32.5% (a fluctuation of 27%). Please note the impact of related breaking news.

According to The Bell, Samsung Electronics' foundry division has delayed its contract for application processor foundry production with Qualcomm due to differences in production unit prices, and both parties have failed to narrow the price gap, prolonging negotiations. There have been no significant technical issues, and the currently discussed 2-nanometer process has received a considerable degree of stabilization evaluation.Industry sources indicate that the Qualcomm AP foundry using Samsung's 2-nanometer process may be postponed until next year, and it is unclear whether production can commence within this year. Qualcomm had previously entrusted advanced AP production to Samsung before 2021, and Samsung has been continuously striving to regain this business in recent years, having secured clients such as Tesla and Broadcom.Informed sources state that the contract delay has made it difficult for Samsung to produce APs for Qualcomm this year, and both parties may turn to discuss the next generation of products. After acquiring strategic clients, Samsung is no longer willing to accept low-price orders as it did in the past.

The Kremlin stated that Russia will discuss trade settlements using digital currencies with BRICS+ partners at the summit in India.

On September 10, Kim Sang-hoon, the head of the packaging division at Samsung Electro-Mechanics, delivered a speech at the KPCA Show International Seminar INSIGHT 2026 held at the Incheon Songdo Conference Center, proposing a multilayer core (MLC) technology direction to address the large-scale and high-multilayer challenges of AI semiconductor packaging substrates.Kim Sang-hoon stated that in the past, the single-layer core (SLC) method, which increased the thickness of a single CCL, led to increased difficulty in processing internal vias and circuits as the core thickened, and the size of the vias became limited. The MLC approach shifts to a combination of CCL and PPG multilayers, or even a mixed structure of two CCLs, which can simultaneously enhance rigidity and wiring freedom, while also allowing for ground or signal wiring to be arranged in the PPG layer. A bonding layer added between the two CCLs can provide more stable support for the substrate, but the process is more complex.Currently, the commonly used bump pitch in mass production is above 90μm, with around 85μm being the turning point for printed fine solder ball processes. The difficulty significantly increases around 80μm, and the 55-45μm range may shift towards metal bumps. Glass cores are another option, offering higher rigidity and lower thermal expansion coefficients, which help reduce warping in large packages, but issues related to fragility and micro-hole plating technology need to be addressed. The substrate must meet signal integrity, power integrity, and mechanical integrity requirements simultaneously, with high-performance packaging substrate layers expected to evolve from about 20 layers at the 90mm level to 120mm and even more than 40 layers.

Flop Labs officially announced the updated FLOP token economics draft based on community feedback. The project emphasizes that the token has no venture capital shares and no pre-sale; all tokens must be obtained through network contributions.Core data and total supply model: The total supply in the 10th year is expected to reach 18.1 billion tokens. The long-term inflation rate is maintained at 0.5% per year. The halving mechanism adopts a fixed halving cycle, with a permanent tail inflation mechanism retained after halving to continuously incentivize network participants.Token distribution ratio in the 10th year: 8.8 billion tokens for miners (48.6%), the highest distribution share, reflecting the network orientation of Proof of Useful Inference. 4.4 billion tokens for airdrop (24.3%), including 1.2 billion tokens for miners (6.6%), 1.2 billion tokens for validators (6.6%), 1.2 billion tokens for agents (6.6%), and 800 million tokens for reserves/incentives (4.4%). 2 billion tokens for the team and foundation (10.8%). 1.2 billion tokens for validators (6.5%). 1.2 billion tokens for brokers/agents (6.5%). 600 million tokens for staking rewards (3.2%).

According to the Science and Technology Innovation Board Daily, Samsung Electronics has begun developing its first AI glasses equipped with a display. This product not only provides audio functionality but also displays colorful visual information on the lenses, similar to the Meta Ray-Ban Display smart glasses.Industry insiders revealed that Samsung Electronics is considering developing an ultra-small screen with a size of only 0.2 inches or smaller for the AI glasses, and last month assigned this R&D task to Samsung Display, outlining requirements regarding product dimensions, information display area, color, and price. Samsung Electronics is currently evaluating candidate panel solutions such as OLEDoS or LEDoS, and the industry expects this product to be released in the second half of 2027 or the first half of 2028.Currently, the specific details of the glasses have not been finalized. In terms of color display, Samsung Electronics is expected to use a limited grayscale with 4-bit color instead of a high-definition screen, and it has not yet decided whether to adopt a binocular or monocular design. Industry insiders indicate that RGB OLEDoS faces challenges in terms of price and yield, and it is likely that a white OLEDoS panel will be launched. Samsung previously released AI glasses without a display, co-developed by Samsung Electronics, Google, Gentle Monster, and Warby Parker.

According to Sifted, the head of the robotics division of the French AI unicorn Mistral is seeking to raise 200 million euros for its new startup, planning to develop robotic AI models based on more comprehensive data training to surpass competitors in data quality.Mistral officially established its robotics division last year.

Physics AI simulation company Antioch announced the completion of a $32 million Series A funding round, led by Greylock, with participation from A* Capital, Category Ventures, BoxGroup, Icehouse Ventures, and angel investors.Antioch stated that AI has significantly accelerated software development, but physical autonomous systems are still limited by slow and expensive hardware development. The company provides simulation capabilities for physical AI teams to build, test, and validate systems. Its clients and partners include Amazon Ring, NVIDIA Robotics, and Nebius.Antioch claims to be rapidly expanding and is hiring for positions in simulation, infrastructure, machine learning, 3D graphics, marketing, and operations.

According to Gate market data, the Hong Kong stock market closed with the Hang Seng Index down 0.17% and the Tech Index down 0.76%. Youdi Robotics rose 153% on its first day of listing, Lenovo Group and Weichai Power rose over 6%, while Haidilao fell over 9%.

According to a report by ZDNet Korea on the 9th, Samsung Electro-Mechanics and LG Innotek are advancing into the Intel EMIB-T packaging substrate supply chain, with related product development and testing already underway. EMIB connects chips with small silicon bridges, which Intel previously used mainly for its own chips; the improved EMIB-T is expanding external sales. The next-generation AI accelerator TPU that Google plans to launch in the second half of next year will be the first to use EMIB-T. EMIB-T inserts silicon vias for power transmission within the silicon bridge.Insiders say that Samsung Electro-Mechanics has developed EMIB substrate samples over the years and is currently advancing EMIB-T supply based on the 2.1D packaging substrate concept. Recently, LG Innotek delivered EMIB-T packaging substrates to SK Hynix for sample testing, and both parties are installing HBM on the substrate to evaluate product characteristics.Currently, EMIB-T packaging substrates are supplied by Japan's Ibiden, Shinkawa Electric, Taiwan's Xinxing Electronics, and Austria's AT&S. Ibiden has decided to utilize idle factories to construct a dedicated production line for Intel's EMIB-T substrates, with an investment scale of about 20 trillion Korean won, and it is reported that they have already received advance payments from Google, Amazon, Intel, and others.

JD Logistics released five new products and technologies of the "Wolf Pack" robots at the JDD JD Global Technology Explorers Conference, including the "Mother Wolf," which operates a 24/7 unmanned pharmacy, the "Smart Wolf" low-temperature version designed for cold chain scenarios, and the brand new embodied picking robot "Warehouse Wolf."Also released were the "Lone Wolf" sixth-generation intelligent delivery vehicle Plus version, which features L4 level autonomous driving capabilities, the industry's first logistics drone "Flying Wolf" L05 that supports fully unmanned operations, and the embodied agile arm "Strange Wolf," which has been scaled for application in sorting scenarios. JD Logistics is committed to building the world's largest army of embodied robot applications.

According to Catcher Predict monitoring, in the market prediction event "Toronto Blue Jays vs. Athletics" on Polymarket, the "Toronto Blue Jays" option in the sub-market "Toronto Blue Jays vs. Athletics" has experienced a dramatic fluctuation in winning probability, soaring from 53.5% an hour ago to the current 89.5% (a fluctuation of 36%). Please note the impact of related breaking news.

French artificial intelligence company Mistral AI announced the completion of a €3 billion Series D funding round, with a post-investment valuation exceeding €21 billion. The company stated that this is the largest equity financing for a technology company in Europe to date. Samsung Electronics led the round, with the Scaleup Europe Fund managed by EQT and existing investor PSG Equity co-leading. New investors include Advent, funds and accounts managed by BlackRock, and the Grand Duchy of Luxembourg.Existing investors such as a16z, ASML, Belfius, BNP Paribas CIB, Bpifrance, Carmignac, DST Global, Eurazeo, General Catalyst, Headline, Hillspire, Index Ventures, Korelya Capital, Lightspeed, NVIDIA, Solar Fund under Phoenix Court (including LocalGlobe, Latitude, and Solar), and Salesforce Ventures continued to participate. The funds will be used for cutting-edge model research, computing power and infrastructure expansion, as well as commercialization and international market development. Mistral AI currently operates in 20 countries, serving over 125 companies, including Airbus, ASML, and HSBC.

According to Catcher Predict monitoring, in the market prediction for the "Toronto Blue Jays vs. Athletics" event on Polymarket, the "Toronto Blue Jays" option in the sub-market "Toronto Blue Jays vs. Athletics" has experienced a dramatic fluctuation in winning probability, plummeting from 64.5% an hour ago to the current 40.5% (a fluctuation of 24%). Please note the impact of related breaking news.

Xiaopeng Robotics production line officially launched today. The world's first advanced general-purpose humanoid robot completed automated assembly and autonomously walked off the production line, marking a key leap for Xiaopeng Robotics from research and development to production manufacturing.This production line is independently designed and developed by Xiaopeng, deeply integrating the mature quality systems of the automotive industry with the precision manufacturing of humanoid robots, achieving an automation rate of over 80% in core processes. The Xiaopeng robot has 76 degrees of freedom and is equipped with three Turing AI chips, with an effective computing power of 2250 TOPS.The Xiaopeng robot will officially enter large-scale production by the end of this year and will be launched and delivered in 2027.

Licheng, Jingyuan Electronics, and Silergy all reported year-on-year and month-on-month revenue growth in August, with Licheng and Silergy setting new historical highs for two consecutive months. Licheng's consolidated revenue in August was 8.558 billion New Taiwan Dollars, a month-on-month increase of 3.48% and a year-on-year increase of 24.46%. After breaking the 8 billion mark for the first time in July and setting a historical high, August saw another record. The cumulative revenue for the first eight months reached 61.258 billion New Taiwan Dollars, a year-on-year increase of 30.83%. Jingyuan Electronics reported revenue of 4.08 billion New Taiwan Dollars in August, a month-on-month increase of 2.23% and a year-on-year increase of 31.58%. The cumulative revenue for the first eight months was 29.404 billion New Taiwan Dollars, a year-on-year increase of 35.53%. Silergy's revenue in August was 2.07 billion New Taiwan Dollars, with a month-on-month increase of nearly 3% and a year-on-year increase of nearly 29%. The cumulative revenue for the first eight months reached 15.26 billion New Taiwan Dollars, a year-on-year increase of over 20%.Licheng's main source of growth this year remains the rebound in demand for memory packaging and testing. Licheng previously anticipated that revenue in the third quarter would show single-digit quarter-on-quarter growth, with the fourth quarter having the potential to exceed the third quarter. The momentum for memory orders is expected to continue until the end of the year, with a positive market outlook at the beginning of next year. In addition to its core memory business, advanced packaging has become a key focus for the next phase of development. The panel-level packaging has already been adopted by American clients, and the production capacity of the P11 plant has been secured by clients, with plans to enter the mass production phase of integrated ASIC and HBM AI chips by mid-2027.Jingyuan Electronics has been actively expanding its high-end testing capacity in recent years, with AI-related products becoming an important driving force for its operations. The testing demand for AI GPUs, ASICs, and high-performance computing chips remains its main source of growth. Silergy pointed out that the demand for AI and high-speed interconnects is strong, including an increase in demand for high-performance computing chips such as CPUs, GPUs, ASICs, and AI accelerators. After completing the cleanroom construction at the newly acquired Hukou plant in February, Silergy began mass production in July, currently achieving 40% of the total capacity of the plant and gradually taking on new demand from overseas clients.

ASUS and Gigabyte, among other graphics card manufacturers, plan to raise product prices in the mainland Chinese market again in September, by up to 500 yuan (approximately 2,300 New Taiwan dollars). The price increase effect will also boost the performance of ASUS, Gigabyte, MSI, Leadtek, and Chengqi.According to reports from mainland Chinese media IT Home, ASUS will raise the net cost price of the NVIDIA RTX 5070 series by 150 to 300 yuan in September, while prices for other series models will remain unchanged. Gigabyte will increase the price of all models in the NVIDIA RTX 5060TI 16G series by 200 yuan in September, while other models will remain the same. AMD's RX 9070 XT series will increase by 200 yuan; the RX 9060 XT 16G/8G series will increase by 200 to 250 yuan; and the RX 7650 GRE series will increase by 400 yuan.The main reason for the price increase is the shortage of memory, and production capacity has also shifted towards manufacturing AI computing power GPUs. NVIDIA has again lowered the overall shipment volume of consumer GPUs by 15% to 20% for the third quarter, and the estimated supply for various brands in September is similar to that in August, with supply still tight. The high-end models such as the NVIDIA RTX 5080 and 5070 TI remain among the most out-of-stock models. This year, NVIDIA has raised graphics card prices multiple times, and September marks another increase.