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8/10
01:49
Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) mass production yield has approached 80%, achieving its annual target approximately four months ahead of schedule, with the original year-end target set at 80%. This breakthrough will enable Samsung to accelerate its supply pace. The company has decided to more than triple its HBM4 sales in the third quarter compared to the previous quarter and plans to increase HBM4's share of overall HBM sales in the second half of the year to over 60%. Concurrently, Samsung has set a longer-term goal to raise its HBM market share to a level similar to its DRAM market share (approximately 38%) by year-end, aiming to provide more ample memory chip supply for the production of NVIDIA's AI accelerator "Vera Rubin."
01:42
GS Engineering & Construction (GS E&C) announced it is teaming up with LS Electric to strengthen the power infrastructure for its artificial intelligence data center projects. Under a memorandum of understanding, the two companies will establish a supply framework to ensure the timely delivery of key electrical equipment from LS Electric for AI data center projects under development or planned by GS E&C, and will also explore next-generation power solutions.
01:34
该团队截至周六已在比特币生态系统中发现1,288个关键和高级漏洞。
01:09
Donald Trump last week slammed US oil giants ExxonMobil and Chevron, saying they were "making too much money" from high oil prices during the Iran conflict and reiterated calls for lower oil prices. These oil giants achieved record-high profits of $48 billion and nearly $90 billion in cash flow in the second quarter. Analysis indicates that these companies primarily used the funds to hoard cash and repay debt to improve their balance sheets, rather than significantly increasing investment or returning money to shareholders. The Portuguese government last week approved a windfall tax on oil and refining companies, but the American Petroleum Institute warned that a windfall tax would not lower consumer prices and would instead hinder long-term investment.
01:08
Bae Choong-sik was inaugurated Monday as the 18th president of the Korea Advanced Institute of Science and Technology (KAIST). His vision includes AI-powered classrooms, autonomous laboratories, and research in robotics and other forms of physical AI.
00:55
Copper prices are currently trading in a narrow range after six consecutive weeks of gains. Tighter supply and easing concerns about U.S. interest rate hikes are jointly supporting metal prices.
00:41
Australia's financial watchdog has suspended Bitcoin ATM operator Cryptolink's registration for three months due to 'basic reporting' failures. This action follows a previous fine of $56,340 against the company.
00:40
Bitcoin's rise follows a weak US jobs report last Friday, which eased concerns about the Federal Reserve needing to raise interest rates. Other major cryptocurrencies also saw gains, with Ether up almost 3% on the week to trade near $1,919, and Solana rising nearly 5% over seven days to around $77. XRP was an outlier, slipping 4% on the week to $1.03. Global stocks are trading near record highs, while oil prices rose after Iran rejected talks with the US.
00:30
XRP的ETF资金流入量上周锐减93%至约100万美元,而比特币和以太坊基金则吸引了数亿美元。分析师认为,监管不确定性是XRP表现不佳的主要原因,参议院对《CLARITY法案》的审议已推迟至最早9月中旬。
8/9
23:54
Indonesian stocks advanced, putting the benchmark index once again near bull-market territory, as investor sentiment was buoyed by signs of a resilient economy and easing concerns over potential market downgrades.
23:45
John Flood, head of Americas equity execution services at Goldman Sachs, stated that despite widespread doubts in the market about whether record equity issuance can be absorbed, the firm expects total US equity issuance to reach a record $700 billion in 2026. This includes slightly over $225 billion in IPOs and approximately $450 billion in other offerings. However, this total represents only about 1% of the Russell 3000 index market capitalization, comparable to the 2015-2019 average. Goldman Sachs emphasized that it expects total US public market share buybacks to reach $1.4 trillion for the full year 2026, which would be sufficient to cover primary market issuance and offset potential supply from lock-up expirations. AI investment demand is the core driver of this wave of issuance, but Goldman Sachs believes that equity issuance is a "manageable headwind, not a market hurricane," and that corporate equity demand will continue to outweigh supply, with the S&P 500 index poised to surge to 8000 points.
23:43
Quantus founder states that malicious actors with access to cryptography-breaking quantum computers are unlikely to announce their capabilities by targeting high-profile Bitcoin wallets like Satoshi Nakamoto's.
23:35
The Korea Composite Stock Price Index (KOSPI) opened higher on Monday, surging over 2% during intraday trading before paring some gains. Chip stocks were in focus, with SK Hynix rising 1.5% after announcing an expansion plan worth over 54 trillion Korean Won (approximately 40 billion US dollars), and Samsung Electronics gaining about 2.3%. On the same day, the Korea Exchange activated the KOSDAQ SIDECAR mechanism, suspending programmatic buying.
23:15
The Palestinian Commission of Detainees and Ex-Detainees Affairs stated that Israel informed them on Sunday of the death of Ihab Mohammed Abdel Qader Diab, 36, who was detained on December 12, 2023, and is believed to have died around September 18, 2024. While Israeli authorities cited an underlying health condition, Diab's family rejected this, claiming he was healthy at the time of detention and alleging torture. Gaza’s Prisoners’ Ministry holds the Israeli government responsible, citing evidence of torture and medical neglect, and has called for an international investigation. According to the commission, Diab's death brings the total number of Palestinian detainees who have died in Israeli custody to 328 since 1967, including 91 since October 7, 2023.
23:13
JPMorgan Chase released a report on August 9, stating that SK Hynix's stock price fell by 15% last week, while the Kospi index fell by 5% and Samsung Electronics by 9% during the same period. This decline was driven by rumors of NVIDIA cutting HBM chip purchases, uncertainty regarding shareholder returns, and large-scale capital expenditures. Analyst Jay Kwon believes the market reaction is overdone, stating that "the worst is over" and expects stock sentiment to gradually improve in the medium term. He maintained an overweight rating on SK Hynix with a target price of 2.75 million Korean Won (for June 2027), still representing nearly 94% upside from last week's closing price. The report also explicitly stated that market rumors about SK Hynix pricing its 2027 HBM4 products at half the price of competitors are "inaccurate."

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