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According to the Industrial and Commercial Times, the supply chain reveals that TSMC's CoWoS pricing is brewing a new wave of increases, with an increase of up to 20%. Some packaging delivery times have already been extended, and the pressure from tight capacity continues to rise. The rush for capacity has spread to the equipment side, and customers have no time to negotiate prices; as long as they can promise delivery times, they place orders, with equipment delivery times extending to a maximum of 8 months.Chip manufacturers point out that the demand for advanced packaging has spread from AI GPUs to server CPUs and customized ASICs, with unfulfilled orders continuing to increase. The testing time for AI chips has lengthened, putting pressure on the synchronization of packaging and testing capacity. Wafer foundries and packaging testing companies are preparing to adjust CoWoS pricing, estimating an increase of 10% to 20%. Equipment manufacturers reveal that TSMC has not renegotiated prices this year, directly purchasing at original prices without any increase in equipment functionality, with equipment delivery times extending from the past 3 to 6 months to 6 to 8 months.TSMC Chairman C.C. Wei stated at the recent earnings call that CoWoS remains the first choice for customers, with five-fold photomask size packaging already in mass production, and the development of nine-fold and fourteen-fold photomask size solutions is ongoing, while advancing CoPoS technology. Analysts estimate that by 2026, CoWoS monthly production capacity will advance to over 130,000 pieces, aiming for 200,000 pieces by 2027; related layouts include Chiayi AP7, Tainan AP8, and AP6, with the advanced packaging plant in the U.S. AP1 planned to start production in 2028.

Anthropic announced that starting today, Claude Cowork and chat will merge into the same Claude. Users can ask brief questions or deliver deadline tasks, and Claude can continue processing even after the computer is turned off. This capability will be rolled out to Pro and Max plans in the coming weeks, followed by more plans.Claude Docs and Claude Slides will launch simultaneously, and Claude Design is now available for use in conversations. Users can co-write documents or draft slides with Claude, supporting direct editing, presenting in Claude, and downloading as PowerPoint or PDF. The three features are currently in testing for paid plans, and enterprise administrators can decide when to enable them; the standalone Claude Design can still be used as usual.Anthropic stated that previously, Cowork and Design belonged to different entrances, making task attribution and context connection inconvenient. Claude can now determine the capabilities required for tasks and call upon existing context, skills, and connectors in any conversation. Chat users do not need to change their operations; Cowork users can retain chats, projects, products, connectors, and skills. Team and Free plans will be launched subsequently, and enterprise administrators will be informed of organizational changes at least 30 days in advance.

As we enter the late third quarter of 2026, TSMC's 3nm and 2nm advanced process and CoWoS advanced packaging capacity continue to be in high demand. NVIDIA and Apple continue to dominate the resources for advanced processes and packaging; Amazon AWS's Annapurna has recently increased its AI self-developed chip production, securing more 3nm capacity. MediaTek, in addition to mobile chips, is also competing for 2/3nm process and CoWoS-S/L capacity with large orders related to Google TPU.There are reports that TSMC has recently readjusted its capacity allocation. After MediaTek secured a large order from Google TPU, the next-generation TPU v9 will simultaneously use TSMC's CoWoS-L and Intel's EMIB-T, which has slightly adjusted MediaTek's 3nm and 2nm capacity arrangements. Currently, TSMC's main customer for 3nm is NVIDIA, which is expected to surpass Apple to become the largest customer by 2025; the demand for 2nm is primarily from Apple and others. After AWS increased Annapurna's production, its 3nm and CoWoS configuration priority has improved.Starting in early 2026, TSMC will accelerate capacity expansion, with the 2nm monthly capacity of Hsinchu Baoshan Fab 20 and Kaohsiung Fab 22 reaching 50,000 wafers each by the end of October, totaling about 100,000 wafers; by the end of October, the monthly capacity for 3nm in Tainan Science Park is about 185,000 wafers. As of the end of September, the overall capacity utilization rate is about 96.2%, with 100% utilization for processes below 16/12nm down to 2nm. The shortage of CoWoS supply has driven advanced packaging orders to overflow, with the priority for orders going to ASE Group's Siliconware Precision Industries first, followed by Amkor, and Chipbond, among others. Chipbond's related testing and packaging capacity is fully loaded, with order visibility extending to 2028.

According to the Economic Daily, TSMC's advanced packaging CoWoS capacity is in short supply, and it has been reported that some backend orders have overflowed to Intel's factory in Malaysia, where Intel is assisting with packaging using part of its capacity to serve common major customers, breaking the past ecosystem competition norms. TSMC Chairman Wei Zhejia previously stated at a conference call that TSMC focuses on advanced packaging in the frontend and welcomes "more manufacturers to supply capacity" for the shortage in the backend, providing flexible alternatives for common customers.The report points out that the bottleneck in advanced packaging capacity mainly lies in the backend ramp-up speed being lower than that of the frontend process, and the widening gap in CoWoS capacity has forced orders to overflow. SemiAnalysis Chipbook data shows that approximately $1.3 billion worth of HBM has been shipped to Malaysia, and industry analysis indicates that Intel's local factory should already have the capability for large-scale HBM integration. Intel CEO Pat Gelsinger stated that the EMIB-T technology is ensuring reliable yield, and in the context of insufficient CoWoS capacity, "Intel is in a unique position to provide support." Companies with overlapping supply chains such as Unimicron, ASE Technology Holding, and Jiadeng are expected to benefit simultaneously, with Unimicron's stock price rising over 7% on that day. Intel's EMIB-T related applications are targeted for mass production by 2027.

Jiang Zhuoer, the founder of the Liebit mining pool, stated that MicroStrategy's preferred stock STRC has significantly decoupled, dropping to a low of 73, reflecting the panic sentiment in the U.S. stock market towards Bitcoin.He pointed out that MSTR has raised funds through the issuance of common stock for three consecutive weeks, with half of the funds raised in the first two weeks used to purchase 1,500 BTC, while in the third week, the amount of shares sold doubled, but the amount of BTC purchased decreased to 520 BTC, and most of the funds were retained for paying STRC dividends. He believes this is a clear signal of the company's pessimistic attitude towards the subsequent market.Jiang Zhuoer indicated that the amount of BTC purchased by MSTR is expected to decline significantly in the coming months, and it may even stop purchasing BTC altogether, instead using the funds to pay STRC dividends. He also emphasized that STRC is a preferred stock rather than debt, meaning the company only needs to pay dividends without repaying the principal. Currently, MSTR's debt ratio is only about 10%, and unless the Bitcoin bear market lasts for ten years, there is no "explosion" risk for MSTR.

ChainCatcher news, Binance will launch products related to Holoworld AI (HOLO) on September 11, 2025, at 20:00, including Binance Earn, leveraged trading, and contracts. Users can participate in the subscription of HOLO principal-protected earning products through Binance Earn, and HOLO will be available for trading on the one-click buy and swap trading platform after the launch. Binance contracts will launch HOLO 1-75 times U-based perpetual contracts, with a maximum leverage of up to 75 times.

ChainCatcher message, UPBIT will start supporting deposits for Holoworld AI (HOLO) on September 11, 2025, at 20:00, and trading support will begin on the same day at 21:00. HOLO will be deposited and withdrawn via the Solana network, and users are advised to pay attention to the relevant network information.

ChainCatcher news, according to the announcement from Huobi HTX, Huobi HTX has opened the deposit service for HOLOWORLD at 16:00 (GMT+8) on September 11. The HOLOWORLD / USDT spot trading will open at 20:00 (GMT+8) on September 11. The withdrawal service for HOLOWORLD will open at 20:00 (GMT+8) on September 12. Meanwhile, Huobi leverage will add HOLOWORLD / USDT (10X) isolated margin trading at 20:00 (GMT+8) on September 11.It is reported that Holoworld AI is a decentralized application center designed for AI agents, applications, and digital intellectual property (IP). The project was launched in Silicon Valley in 2022, aiming to provide an infrastructure that allows developers, creators, and organizations to publish, distribute, and commercialize AI-driven experiences in an open and composable environment.

ChainCatcher message, Binance will launch the Holoworld AI (HOLO) HODLer airdrop event on September 10, 2025. Users can obtain airdrop allocations by using BNB to purchase principal-protected earning products. HOLO will be listed on September 11, 2025, at 20:00, and trading pairs against USDT, USDC, BNB, FDUSD, and TRY will be available, subject to seed tag trading rules.

ChainCatcher message, Binance Alpha will open trading for Holoworld AI (HOLO) on September 11 at 18:00. Users who participated in the Holoworld Pre-TGE can trade HOLO tokens on Binance Alpha after the start time.Winners of the Phase 1 Holo Booster event can claim and trade HOLO tokens within 8 hours after the token circulation begins.

ChainCatcher news, according to official information, the decentralized non-profit organization Holoworld Foundation, which promotes the development of AI-native application ecosystems, has been officially established and has launched the HOLO governance and incentive token.The total supply of HOLO is 2.048 billion tokens, with the distribution ratio being 13.11% for ecosystem and marketing, 20.93% for community growth, 18.4% for the foundation, 15.6% for the team, 3.5% for advisors, 13.46% for investors, 5% for liquidity, and 10% for airdrops. The initial circulation is approximately 16.96%, which is 347 million tokens.

ChainCatcher news, according to the official announcement, Binance Wallet's new exclusive Pre-TGE event HOLO will take place from September 2, 2025, 08:00 - 10:00 (UTC).Users with 240 Alpha points can participate in this Pre-TGE event by clicking on the Pre-TGE event banner in the wallet. Participating in this event requires spending 10 points.

ChainCatcher message, CertiK Alert posted that the Hologram team has confirmed that the Holoworld AI X account has been compromised. Users are advised to be cautious about security and not to interact with this account.

ChainCatcher message, Holoworld AI founder @tong0x posted a warning that the official Holoworld AI Twitter account has been hacked. Please do not interact with this account. The hacker has released false $AVA token airdrop information, and users should remain vigilant to avoid connecting to suspicious websites.

ChainCatcher news, since the launch of the mobile application for the Web3 social application forum SoMon on June 19, there have been over 300,000 on-chain transactions within 14 days, and the number of registered users has reached 87,000.It is reported that SoMon utilizes NFT technology and the "Megaphone" tool to achieve content monetization and profit distribution. The platform is set to conclude its first season on July 31, 2024, and plans to airdrop its community token $OwO to the community on August 1. SoMon aims to lower the entry barriers through Web3 technology, activate the community economy, and empower users to independently establish and manage communities.

ChainCatcher news, Story Protocol announces a partnership with Holoworld AI to launch royalty-earning virtual characters using artificial intelligence, creativity, and programmable IP. Users will be able to create fully customizable characters, from personality to appearance, and turn them into virtual stars. The programmable IP will support users in registering, owning, and earning royalties.

ChainCatcher news, the Web3 AI social platform Holoworld officially launched on January 30, 2024. Holoworld combines AI and content creation capabilities with blockchain to provide users with an educational, entertaining, and integrated AI social platform. After the launch, users can create their own AI BOT by linking to Twitter, and can also participate in the creation and training of AI Bots through the HOLO AI Store; these BOTs will be applied in scenarios such as video conferencing and game live streaming. Holoworld will soon build the first Chain focused on AI development to provide users with richer features and experiences. The platform has already established deep strategic partnerships with Arbitrum, BNB Chain, L' Oreal, Bilibili, Pudgy Penguins, and Milady.It is reported that Holoworld completed a round of $6.5 million financing in 2022, with participating investors including Polychain, Nascent, Inflection, Domo, Arthur Hayes, Srinivas Narayanan, and others.

ChainCatcher news, cryptocurrency solutions company Cryptoworth announced that it has successfully completed a strategic investment, with the specific financing amount unknown. CMT Digital led the round, with participation from Kyber Ventures, Saison Capital, ODA Capital, and Polygon Ventures. This round of financing will be used to accelerate the market expansion of Cryptoworth's enterprise digital asset accounting solutions.Cryptoworth has obtained SOC 2 Type 2 certification and currently provides product services to over 100 blockchain companies, including Axie Infinity, Solana Foundation, Celo Foundation, Avara Labs (Aave), Kava Labs, Big Brain Holdings, and The Moonbeam Foundation, to ensure their Web3 enterprise financial compliance and audit readiness.

ChainCatcher news, according to Decrypt, Gitcoin co-founder Kevin Owocki has launched the ReFi incubator Supermodular. Supermodular will focus on regenerative finance projects, aiming to help developers advance Web3 technology while protecting critical resources and global public goods.As Gitcoin transitions from a ConsenSys-funded startup to a DAO managed by token holders, its remaining business, Gitcoin Holdings, is being renamed Supermodular. Supermodular has a service agreement with Gitcoin that allows the former to maintain a normal relationship with the latter. Owocki himself completely left Gitcoin in 2022, delegating a large amount of governance tokens he held to managers to support its decentralized work.The company is also incubating Owocki's own buidlbox, an application for launching hackathons, as well as the Gitcoin Grants Stack, a tool for funding managers. (source link)

ChainCatcher message, the registration channel for Bitget Launchpad Phase II HALO is now closed. A total of 52,410 users participated this time, an increase of 12.17% compared to the last phase. We are now entering a 24-hour random snapshot period.The official team will conduct a random snapshot. The snapshot assets will include both spot and contract accounts. The snapshot period is from March 2nd, 19:01 to March 3rd, 19:01 Beijing time. During the snapshot period, you will see "Estimated Signatures." After the Launchpad page update is completed, "Snapshot Signatures" and the actual snapshot time will be displayed. After that, the assets in the account may change, which will no longer affect the snapshot and the issuance of lottery tickets. The final results will be announced on March 3rd at 20:00.