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LINK $12.63 -4.29%
HYPE $84.05 -2.65%
AAVE $130.94 -2.23%
SUI $0.8193 +2.70%
XLM $0.1898 -0.12%
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Flash

first_img The market expects TSMC's foundry prices to be raised by 10% to 15% across the board

According to a report by Juheng.com, after Samsung Electronics took the lead in raising prices for some advanced and mature processes, the market expects TSMC to follow suit, with prices for its various processes likely to increase by 10% to 15% across the board. According to reports from TrendForce and Nomura Securities, TSMC has completed a new round of price negotiations with customers in mid-year, raising prices for the tight supply of some 3-nanometer N3 processes by up to 15% for the second half of the year. The market further anticipates that by early 2027 at the latest, prices for TSMC's advanced processes such as N2, N3, and N5 may increase by another 5% to 10%.TSMC's N2 and N3 capacities have almost been fully booked by Apple and NVIDIA. The prices for mature processes such as N12, N16, and N28, which have not been adjusted for three consecutive years, may also see a simultaneous increase, with a maximum rise of about 10%. According to estimates from Citi Securities, TSMC's capital expenditure will reach $80 billion in 2027, further increasing to $90 billion in 2028, with this year's capital expenditure already raised to between $52 billion and $56 billion. TSMC announced in July that it would expand its investment in the United States to $265 billion. According to Reuters, Samsung raised prices for some new orders of advanced processes in July, with the 4-nanometer SF4 seeing increases of 10% to 15% for customers in China and the United States.

first_img Solana Treasury Company launches State of Solana data dashboard

DeFi Development Corp, a publicly traded company in the United States, announced the launch of State of Solana, a free public data dashboard that aggregates market, network, staking, and ecosystem metrics for Solana. The company is the first publicly traded firm in the U.S. to establish a treasury strategy around accumulating SOL, currently holding 2,294,576 SOL, valued at approximately $208 million, making it the second-largest holder of Solana treasury after Forward Industries.Pete Humiston, Chief Marketing Officer of DeFi Development Corp, stated that the company has spent considerable time explaining why they believe Solana is one of the most important networks in the crypto space, but this argument goes far beyond the price of SOL. State of Solana allows investors and ecosystem participants to view the underlying data themselves. The dashboard tracks SOL returns over five time windows, rainbow chart price history, real-time epoch progress and block times, transactions per second throughput, estimated staking yield and inflation rate, top yields in Solana DeFi, cross-chain activity comparisons, and validator staking distribution (including the Nakamoto coefficient).The company's stock, DFDV, is currently trading at approximately $4.50, with a market capitalization of about $140 million, down about 16% since the beginning of the year and down about 72% from $16 a year ago.

Yangtze Memory Technologies' parent company is expected to raise 33 billion yuan through its IPO on the Sci-Tech Innovation Board

On August 24, according to Reuters, China's largest flash memory chip manufacturer Yangtze Memory Technologies Co., Ltd. (YMTC) and its parent company Yangtze Memory Technologies Holdings (CCSH Corporation) have had their listing application accepted by the Shanghai Stock Exchange's Science and Technology Innovation Board, with the market expecting the company to go public next year. This IPO is expected to raise 33 billion yuan (approximately 4.9 billion USD). CCSH plans to issue between 1.98 billion and 2.43 billion new shares.The prospectus shows that the company's revenue in the first quarter of 2026 (January to March) reached 47 billion yuan, nearly a fivefold increase year-on-year; net profit was 33.38 billion yuan, more than double the net profit of 14.21 billion yuan for the entire year of 2025. YMTC's factories are currently operating at near full capacity and are continuously expanding sales in the tightening NAND flash memory market. The average selling price of NAND flash memory in the first quarter of 2026 reached 2.73 times the average level of 2025, and the gross profit margin also significantly increased from 35.3% in 2025 to 76.8%.CCSH plans to use 20.8 billion yuan of the funds raised from this listing to expand production lines, and an additional 12.2 billion yuan for research and development of the next generation of NAND flash memory and high-speed storage products.
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