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The supply chain reveals that TSMC has disclosed its expansion targets for 2/3 nanometers for the first time next year. The 2-nanometer production is expected to increase from 90,000 wafers at the end of this year to 110,000 wafers by mid-next year, an increase of 22%; the 3-nanometer production is expected to rise from over 180,000 wafers at the end of this year to 210,000 wafers by mid-next year, an increase of over 16%. TSMC did not comment on market rumors yesterday and emphasized that capacity-related statements are based on the company's announcements.It is reported that TSMC's monthly capacity for 3 nanometers reached 120,000 to 130,000 wafers at the end of last year and is expected to expand to 180,000 wafers by the end of this year, with a target of over 210,000 wafers by mid-next year. The monthly capacity for 2 nanometers is expected to reach 90,000 wafers by the end of this year. TSMC previously stated that capital expenditures in 2026 will range from $60 billion to $64 billion, with approximately 70% to 80% allocated for advanced processes, and plans to add three 3-nanometer fabs located in Taiwan, Arizona in the United States, and Japan, while converting 5-nanometer equipment in Taiwan to support 3-nanometer capacity.

Elon Musk stated that he is confident that SpaceX will deploy the NVIDIA VR NLV72 artificial intelligence computer in space next year.

Zhiyu announced the completion of approximately 5 billion USD in financing, including 2 billion USD in equity placement and 3 billion USD in zero-interest convertible bonds. The funds will primarily be used for the next-generation GLM model, self-training systems, and computing power infrastructure construction.

The main securities exchange in South Korea will trial evening trading next Monday, extending the trading hours for almost all local stocks until 8 PM, up from the regular closing time of 3:30 PM.This adjustment is the first of its kind among major exchanges in Asia and is a step towards the Korea Exchange's goal of achieving 24-hour trading by December 2027. The new trading period will test whether the market can maintain sufficient liquidity after the extended trading hours and whether there is actual demand from investors for additional trading periods.Lee Young-jae, a senior investment manager at London-based Baillie Gifford, stated that a longer trading window can enhance investor flexibility and may attract more trading-oriented investors with higher turnover rates, as well as hedge fund participation. Edward Kim, head of Korean equity sales at Bank of America, noted that this is another step in the continuous development of South Korea's capital markets and enhancing accessibility for global investors.

BitMine Chairman Tom Lee stated that the cryptocurrency market will enter an extremely bullish phase in the next 12 months. He believes that the market experienced over $19 billion in leveraged position liquidations on October 10 last year due to the U.S. threatening to impose a 100% tariff on China, and a large amount of borrowed funds has been cleared, suggesting that the bottom of the cryptocurrency market's four-year cycle may appear next month.Tom Lee is also optimistic about the long-term opportunities brought by asset tokenization. He estimates that if $100 trillion in assets migrate on-chain in the future and generate 1% in revenue, it could produce about $1.1 trillion in annual revenue, corresponding to a market opportunity of about $20 trillion based on traditional business valuations.However, BitMine currently holds 5.93 million ETH, with related positions showing a paper loss of about $5 billion. Fundstrat has continuously advised clients to allocate 2% of their portfolios to cryptocurrency assets over the past decade; Tom Lee stated that in the accounts of clients who adopted this advice, cryptocurrency assets currently account for over 85% of their portfolios.

Tesla has announced that it will hold a launch event on October 1 to showcase its next-generation Roadster electric sports car. This event may spark speculation about a merger between Tesla and SpaceX. The phrase "Go for launch" used by Tesla officially echoes SpaceX's rocket launches.

CoinDesk cites the opinion of Tom Lee, co-founder and chief investment officer of Fundstrat Global Advisors, stating that the cryptocurrency market will be "very bullish" in the next 12 months.Tom Lee indicated that the excess leverage was cleared out last October, and the four-year cycle will bottom out next month.

According to Forbes, Patrick Witt, the executive director of the Digital Asset Advisory Committee of President Trump, told Semafor that the window of opportunity for the Clarity Act is closing, and if the procedural vote next week fails, "no one can say when the bill will have another chance."Witt stated that a failed motion vote will not yield the desired results for anyone and called for bipartisan support for the bill: "Join this bill, and let's continue the conversation." The bill is scheduled for a procedural vote on September 15.

SpaceX plans to launch the first batch of V3 Starlink satellites into orbit during the Starship test flight mission as early as next week. The successful operation of Starship is crucial for SpaceX, not only to revitalize the Starlink communication network but also to launch commercial satellites and futuristic orbital data centers, tapping into the $26.5 trillion artificial intelligence market.

Circle announced that it will stop supporting USDC and CCTP V1 on the Noble blockchain, and Noble will not connect to CCTP V2. Starting from October 13, 2026, Circle Mint will cease minting new USDC on Noble, while redemptions will remain open until January 12, 2027.Thereafter, the USDC contracts and CCTP routing on Noble will be fully suspended. Circle advises users to migrate their USDC on Noble to other supported networks before the deadline and will take a snapshot of the remaining balances at the time of suspension, initiating a manual redemption process on January 13, 2027.

HyperliquidNews posted on platform X that in the next network upgrade, HIP-3 deployers will be able to configure funding rate limits.

NVIDIA co-founder and CEO Jensen Huang stated on Thursday at the Goldman Sachs Technology Conference in San Francisco that cybersecurity is likely to become the next major use case for artificial intelligence.Huang mentioned that cybersecurity is the next big market for artificial intelligence, and advancements in this technology will disrupt an industry aimed at protecting computer systems.

SpaceX stated that the next Starship flight will bring revenue.

According to Catcher Predict monitoring, in the event of "$LAPTOP FDV launching the next day breakthrough" on the Polymarket, the "is" option in the sub-market "$750M" experienced a sharp fluctuation in winning probability, dropping from 58% an hour ago to the current 42.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.

The Central Science Management Bureau confirmed on the 9th that TSMC's Central Science Phase II 1.4 nanometer factory expansion is fully accelerating. The first P1 factory has completed its steel structure and is expected to begin trial production in April next year, with mass production anticipated in the second half of next year, ahead of the originally scheduled mass production in 2028. TSMC has applied to the Central Science Management Bureau to set up two temporary offices at the site, which are expected to be completed in April next year, with the first batch of over 5,400 operational and outsourced personnel moving in.The advanced process new factory for TSMC's Central Science Phase II park broke ground last October, planning to build four 1.4 nanometer factories, with nearly 2,000 workers working day and night. The P1 factory is currently undergoing floor and exterior wall construction, with the factory building expected to be completed early next year. The P2 factory has begun basic construction and is scheduled to be completed in October next year, with both factories expected to start mass production successively next year. The P3 factory has obtained a construction permit, while the P4 factory is in the process of applying for a construction permit, planning to be built with a six-month gap. P3 is expected to be completed in the second quarter of 2028, and P4 is scheduled for completion in the fourth quarter of the same year. After the P2 factory is completed in the second half of next year, an additional 1,000 operational personnel will be added, with the total number of employees expected to be between 9,000 and 10,000 when all four new factories in Phase II are completed and put into production.

OpenAI's General Manager for South Korea, Harrison Kim, stated at a press conference in Seoul on Wednesday: "One of the areas where we have made the most significant progress and received the most recognition in our collaboration with Samsung Electronics is the joint production and research for the next-generation chips we are developing."Kim also mentioned that Samsung Electronics is "one of the largest enterprises globally applying ChatGPT at scale," and pointed out that employees in the company, both in Korea and overseas, are using ChatGPT in research and development, marketing, and sales. Kim stated that as the chip technology required for faster and more complex computations continues to upgrade, the demand for memory chips will also keep growing, making collaboration with Korean semiconductor suppliers a priority for OpenAI's local office.

Anthropic researcher Jacob Coxon announced his resignation and is preparing to leave the AI industry. He has conducted pre-training research at OpenAI and Anthropic over the past three years. He pointed out that neither company has responsibly advanced AI and are competing to create superintelligence that can continue to enhance its own capabilities, "betting our lives on it."He switched from OpenAI to Anthropic this year because the latter places more emphasis on model safety. Coxon acknowledged that Anthropic's safety work is serious, but believes that as long as companies are racing to be the first to create AGI (artificial general intelligence that surpasses humans in a wide range of tasks), safety compromises are unavoidable, and self-discipline from a single company cannot solve the problem. His assessment of the two companies is: many people inside OpenAI still do not truly realize how great this risk is; Anthropic knows the risks but believes others are unreliable, so they must create it themselves first.Coxon stated that some AI practitioners are much more pessimistic privately than they express publicly, and are even worried that AI could destroy humanity before the end of this decade. He personally judges that in the most radical scenario, AI could go out of control by the end of next year, so such decisions should not be made solely by the engineers of a few companies.

Minara officially released the next-generation universal financial intelligence tool Minara Harness, which is now available for download by users worldwide. Minara Harness covers multiple asset markets, allowing for investment research 24/7 and operating automated trading within the scope authorized by users. Users can query financial markets using natural language, generate research reports, develop quantitative strategies, and handle daily tasks such as programming, web searching, and document processing. The platform supports users in selecting their own underlying large models.On the investment research side, Minara Harness can simultaneously call multiple professional AI Agents to analyze the same investment opportunity from perspectives such as fundamentals, valuation, market trends, and potential risks. Users can view the information sources and different judgments of each Agent and decide whether to execute trades based on the research results. Minara Harness also supports writing trading strategies in natural language, automatically generating code, and completing backtesting. Users can also subscribe to other traders' strategies, view strategy codes, historical performance, and real-time operating metrics. Minara also offers an optional decision review mechanism, which can verify past judgments against subsequent market results and assess which experiences can be applied to future research. At the same time, Minara announced the benchmark test results of Harness, which outperformed OpenClaw, Hermes, and Claude Code in multiple tests and demonstrated leading performance in tasks such as financial reporting, web research, and spreadsheets.