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first_img The foldable iPhone sold out immediately upon launch, and it is reported that Apple has increased orders by 30%

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

first_img Analysis: China may have stockpiled 343 immersion deep ultraviolet lithography machines

According to the South China Morning Post, former U.S. officials stated that Chinese semiconductor factories have stockpiled hundreds of immersion lithography machines worth billions of dollars in recent years and urged Washington and its allies to stop further exports. The Centre for Technology & Statecraft, established in August 2026, released a report in late September estimating that by early 2026, Chinese wafer fabs had acquired approximately 343 immersion deep ultraviolet lithography systems. The report was co-authored by former U.S. export control official Nicholas Brown and former White House and Department of Commerce technology policy advisor Saif Khan.The report estimates that about 270 of these are ASML Twinscan NXT:1980i. The authors claim that although these devices lag behind extreme ultraviolet lithography machines, they can be modified for the production of 7-nanometer logic chips and advanced memory required for artificial intelligence processors (including Huawei's Ascend series). Chinese wafer fabs spent over $13 billion in 2024 to purchase about 90 NXT:1980i units, and acquired another 89 units in 2025. ASML disclosed that, by destination, China accounted for 41% of its net system sales in 2024, 33% in 2025, dropping to 19% in the first quarter of 2026 and 14% in the second quarter.Since September 2023, the Netherlands has required export licenses for the NXT:2000i and more advanced immersion deep ultraviolet equipment, effectively banning these models from being shipped to China; a year later, the licensing requirements were extended to the NXT:1980i, but this model can still be approved for shipment on a case-by-case basis.

first_img Core Lightning warns that old version nodes are under attack and urges operators to upgrade immediately

The Core Lightning team, which develops the open-source Bitcoin Lightning Network node software, has issued an urgent alert stating that reports indicate attackers are targeting nodes that have not installed patches, urging operators still running old versions to upgrade immediately. The team stated: "Emergency security update: If you are using version 26.06.7 or earlier, please upgrade to the latest release as soon as possible."Prior to this, Core Lightning began investigating a potential issue that could affect its experimental features and, in turn, impact user funds on September 16, and approximately six days later, version 26.06.8 was released. This update not only fixed several defects but also provided patches for security vulnerabilities reported responsibly by multiple parties, thanking the Bitcoin Red Team and 12 other individuals and organizations in the release notes, while also acknowledging anonymous reporters.According to the changelog, this round of fixes covers a bug that could cause sender nodes to crash, requests that could exhaust REST interface memory, and a vulnerability that could result in user funds facing confiscation losses when closing payment channels. To provide operators with ample upgrade windows and prevent attackers from taking advantage of reverse engineering and exploitation, this version intentionally obscured some testing content. Additionally, in August of this year, the project initiated a collaborative fixing process after reviewing a large number of AI-generated general vulnerability disclosure reports, and two days later released version 26.06.7 to close confirmed vulnerabilities.

The U.S. Treasury Secretary urges the Senate to vote on the Clarity Act immediately and cites Satoshi Nakamoto

U.S. Treasury Secretary Scott Bessent urged the Senate on Thursday to pass the Clarity Act, stating that the House of Representatives passed the bill over a year ago, and staff from the Senate Banking and Agriculture Committees have since engaged in thousands of hours of bipartisan negotiations on the revisions. Bessent stated that the bill will strengthen consumer protections and anti-money laundering requirements, and provide regulatory certainty for digital assets. He also mentioned that the Blockchain Regulatory Certainty Act provisions in the Clarity Act will protect decentralized software developers, clarifying that they are not subject to the registration requirements of the Bank Secrecy Act.Bessent criticized Senate Democrats for delaying the vote for political reasons, stating that the relevant vote will determine whether the U.S. continues to maintain its global leadership in digital assets. At the end of his post, he quoted Bitcoin creator Satoshi Nakamoto: "If you don't believe me or don't understand, I don't have time to try to convince you, sorry." The Clarity Act aims to establish a federal framework for the U.S. digital asset market and allocate regulatory responsibilities for digital assets to the SEC and CFTC, with most crypto assets typically falling under CFTC jurisdiction. Senate Majority Leader John Thune recently stated that the bill is not expected to pass the Senate before the August recess.
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