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According to Nikkei Asia, storage chip manufacturer Kioxia Holdings plans to build new production facilities at its factory in northern Japan, with project investments expected to exceed 1 trillion yen (approximately 6.27 billion USD).Kioxia currently ranks third in the global NAND flash memory market, behind Samsung Electronics and SK Hynix. The company's move aims to follow its South Korean competitors in increasing production capacity to meet market demand.

NVIDIA CEO Jensen Huang stated that the future size of the non-hyperscale cloud computing market may exceed the current total capacity of cloud computing.

According to CoinDesk, Dallas Federal Reserve economists Rosie Levy and Srini Ramaswamy estimate that if depositors' sensitivity to interest rates increases by 10%, tokenized deposits could reduce U.S. banks' ability to bear long-term interest rate risk by about $700 billion; if tokenization leads to a 10% early outflow of deposits, banks would lose about $580 billion in risk absorption capacity.Tokenized deposits place commercial bank money on the blockchain, supporting programmable payments and real-time settlement, but smart contracts and AI agents could automate deposit transfers, weakening deposit stickiness. Banks can respond by raising deposit rates, increasing reserves and government bonds, or relying more on term debt, but this could drive up credit costs for consumers and businesses.Research from Brazil's instant payment network Pix shows that more frequent use of the system increases banks' holdings of liquid assets like government bonds while reducing credit intermediation. Currently, tokenized deposits are still in the early stages, with clearinghouses and U.S. banks such as Bank of America, Citibank, and Wells Fargo developing interoperable networks that support interbank clearing, automated workflows, and 24/7 settlement.

According to GMGN market data, the market capitalization of the Solana ecosystem meme coin PLSTACIO briefly surpassed $12 million, currently reported at about $11.9 million, with an intraday increase of over 300 times.In terms of narrative, PLSTACIO originates from a character newly created by artist Marcello. Marcello is a meme artist and content creator, whose X account @Marcello_695 has about 6,500 followers, and has long been creating meme-style characters like Pepo, noting works such as Swassie and Spepo in his personal profile.Meme coin prices are highly volatile and can be easily influenced by social media commentary and market sentiment; please be aware of trading risks.

U.S. President Trump stated that all mines in the Strait of Hormuz have been cleared or detonated. The U.S. has notified Iran that any new mining vessels will be destroyed.The U.S. Space Force is monitoring the strait and nuclear facilities, and a zero-tolerance mining policy has been implemented.

The blockchain network BNB Chain has enabled the Pasteur hard fork on the BNB Smart Chain (BSC) mainnet. The upgrade involves cross-chain bridge validation, validator authorization, staking, and governance security, while enhancing block capacity without changing the 450 milliseconds block time.This upgrade includes BEP-682, BEP-695, and BEP-675, which respectively involve duplicate validator entries, validator key rotation and penalty governance, and block submission processes. In the internal testing environment QANet, the new process increased throughput from 1,237 transactions per second to 2,324 transactions per second, but the related data comes from controlled tests and not mainnet measurement results.

Analysis indicates that China's major DRAM manufacturer CXMT's monthly wafer output has reached a peak of approximately 240,000 pieces by the end of 2025, and is expected to remain flat in 2026. Due to the tightening of U.S. export controls on advanced semiconductor equipment, especially EUV lithography machines, its capacity for expansion is limited, and substantial expansion will not occur until at least 2027, depending on the progress of the domestic equipment supply chain. According to Goldman Sachs data, CXMT's coverage of domestic DRAM demand is only about 41% in 2026 and about 50% in 2028, reflecting a structural bottleneck for many years.TrendForce data shows that traditional DRAM contract prices are expected to surge by 90%-95% quarter-on-quarter in the first quarter of 2026, followed by another increase of 58%-63% in the second quarter. Jefferies predicts that prices will continue to rise by 40%-50% and 30%-40% in the third and fourth quarters, respectively. The price increase for server DRAM is even steeper, with Samsung and SK Hynix proposing price hikes of 60%-70% to clients like Microsoft and Google in the first quarter. S&P Global expects Samsung's traditional DRAM revenue per bit to rise by 116% year-on-year to $0.79 in 2026, while Micron's ASP will increase by 54% to $1.06; Bernstein predicts that SK Hynix's DRAM gross margin could reach 92.7% in the fourth quarter of 2026.Multiple forecasts suggest that effective supply relief may not occur until the end of 2027 or even 2028.

SemiAnalysis reported that the Nvidia Rubin Ultra will feature 192GB of HBM4 8-hi memory. This is not only a significant reduction from the initially previewed 1TB HBM but is even lower than the 288GB capacity of the standard Rubin.The reasons for the HBM configuration being cut down to about one-fifth of the original include: the cancellation of the four-die Rubin Ultra scheme, reducing the number of cubes to 8; the stacking height being lowered from 16-hi to 8-hi; and the use of HBM4 with 24Gb dies instead of HBM4E with 32Gb dies. An upgraded version with 8-hi HBM4E may be released later.

According to Ai Yi's monitoring, the largest short position on the Hyperliquid platform for LIT urgently added $2.5 million in margin, with an unrealized loss of $5.605 million.This whale holds 2.528 million LIT (approximately $8.9 million), with an opening price of $1.3. After LIT was listed on Upbit, it briefly surged, and additional margin was added to reduce liquidation risk. Currently, the single-coin margin has reached $7.16 million, with a liquidation price of $5.78.

According to DIGITIMES, the NB supply chain has reported that brand manufacturers are significantly returning to production in China, with "returning to China for production" becoming a new trend. Brands such as HP, ASUS, and Acer have recently noticeably reduced their originally planned capacity shifts to Southeast Asia, with production focus returning to Chongqing or Kunshan in China, and increasing orders to Chinese ODM or EMS manufacturers and the proportion of private label products. This involves production lines at Quanta, Inventec's Thailand factories, and Compal, Wistron’s Vietnam factories, which may be affected by customer transfers. Lenovo, Dell, and Apple, on the other hand, remain relatively unchanged.The supply chain indicates that after the U.S. equivalent tariffs were ruled unconstitutional by the Supreme Court, the impact of substitute tariffs is smaller, and the production costs for NB in Southeast Asia are on average $9 higher per unit than in China. The gross profit margin for brand manufacturers per unit of NB is mostly between 3% to 10%. Based on a low-priced model with an average price of about $300, the $9 difference is close to or even exceeds their profit, resulting in unprofitable shipments. Local Chinese governments are also demanding increased production due to reduced tax revenues, or they will reclaim past subsidies, creating a pull for returning production.Relevant ODM personnel stated that they will respect customer decisions, and if they cannot take on a single product, they will shift production locally to servers and other product lines such as networking. Lenovo is more cautious due to its diversified layout, with limited relocation; Dell has not significantly returned due to the high proportion of U.S. government orders; Apple targets the high-end market and promotes automation, with the main reason for relocating MacBook production from Shanghai being the pandemic-related supply chain disruptions, and its plans in Vietnam remain unchanged to date.

On August 24, according to the Financial Times, Anthropic's U.S. corporate clients are reducing their use of its most powerful model, Fable5, opting instead for lower-priced alternative models, raising concerns about its high-investment business model. Anthropic is currently preparing for an IPO, with the market expecting its valuation to reach $2 trillion or more, potentially listing as early as September.Data from Ramp on spending by 70,000 companies shows that two months after the release of Fable5, corporate spending on this model accounted for only about 11% of Anthropic's total tool spending, and has recently stabilized. Analysts believe the main reason is that Fable5 is expensive, while older models can meet the needs of most companies; the Opus5 launched at the end of July is smaller and cheaper, with corporate spending already exceeding that of Fable5. Fable5 was withdrawn shortly after its release in early June due to intervention by the Trump administration on national security grounds, and was allowed to go back online on July 1, but demand and adoption rates remain lower than those of previous cutting-edge models.Anthropic's annualized revenue reached $65 billion last month, up from $47 billion in May, growing nearly sevenfold since the beginning of the year; the company achieved adjusted operating profit for the first time in the second quarter and has 6,000 clients with annual spending exceeding $100,000. Companies are controlling AI spending by choosing models with better cost-performance ratios, while OpenAI has seen a rebound, with annualized revenue growing 35% this quarter after the release of GPT5.6, exceeding $40 billion. The market is shifting from "chasing the strongest model" to placing greater emphasis on a comprehensive balance of model capability, price, and actual ROI.

SK Hynix (SKHY.O) stated in a document that it has not yet decided whether to build semiconductor manufacturing facilities in Japan. The company responded to media reports regarding its potential factory construction in Japan.SK Hynix stated: "To enhance the competitiveness of the memory chip business, the company is evaluating various options, including the establishment of additional production bases, but no decisions have been made as of now." The company said it would further disclose relevant information when specific details are confirmed, or within one month after the release of this report.

According to a report by Reuters, Tether has ceased its Bitcoin mining operations in Uruguay as of 2025. Documents and sources indicate that the project was ultimately abandoned due to a misunderstanding between Tether and the Uruguayan national electricity company UTE regarding the terms of power supply.Tether believed the contract stipulated a minimum power supply that could be adjusted, while UTE viewed it as a maximum quota that could not be exceeded.

A senior Iranian official stated that Tehran plans to attack oil export facilities in the Gulf region, targeting the Saudi Yanbu pipeline and the UAE Fujairah oil terminal, with the aim of driving up gasoline prices in the U.S. and influencing the midterm elections in November.The two facilities together handle about 5.5 million barrels of oil per day.

According to Reuters, citing informed sources, Samsung Electronics has raised prices for some new advanced foundry service orders by up to 15%, due to a surge in demand for AI chips leading to tight capacity. The company has long lagged behind TSMC in the foundry sector. Demand from Chinese customers is particularly strong, but Samsung must prioritize serving U.S. customers and reserve some capacity to support its own chip production, making it unable to take on all orders. Affected by U.S. export restrictions on advanced chip equipment to China, Chinese companies are increasingly reliant on overseas foundries, with some Chinese customers accepting the maximum price increase.Informed sources stated that Samsung raised the prices for the 4nm (SF4) process in July, with price increases of 10% to 15% for Chinese and U.S. customers, and 5% to 10% for Taiwanese customers; the price for 5nm (SF5) wafers increased by 10% to 15%, nearly 10% higher than the older 8nm process. The SF4 production line at the Pyeongtaek factory has been operating at full capacity since the end of last year, producing logic chips for customers like Qualcomm and providing basic bare chips for Samsung's own HBM. Analysts point out that after TSMC's advanced capacity was fully booked, customers turned to Samsung and Intel, giving Samsung room to raise prices.Samsung's foundry business has been continuously losing money since 2022, but the company expects to quickly turn a profit driven by improved utilization rates, yield improvements, and rising prices. Foundry revenue in the second half of the year is expected to grow by double digits year-on-year, with advanced processes accounting for more than half, and AI and high-performance computing applications accounting for over 30%. Companies like Tesla, Apple, Broadcom, and NVIDIA have already reached relevant cooperation agreements with Samsung, and Google is also in talks to use the SF4 process.

According to monitoring by Lookonchain, a certain whale (0x6910...feda) deposited 2 million USDC into Hyperliquid and placed a limit order to buy 55,556 UNITREE at a price of 90 dollars, with a nominal value of approximately 5 million dollars.

EtherFi announced that the existing lending infrastructure of EtherFi Cash can no longer meet development needs. A dedicated Aave V4 instance is currently being deployed on the Optimism chain to support the credit card backend.EtherFi Cash currently has an active loan amount of 22 million USD, and it is expected that the lending capacity will reach 500 million USD by 2027. There are already 70,000 cardholders using cryptocurrency for consumption without the need to sell their cryptocurrency.

On August 12, institutional digital asset lending technology provider Digital Prime Technologies announced a strategic investment from global institutional digital asset prime broker LTP. LTP will become its chief strategic partner in the Asia-Pacific region, helping the Tokenet platform expand institutional participation in the Asia-Pacific market.Tokenet is Digital Prime Technologies' institutional-grade digital asset and tokenized asset lending platform. Following this investment, LTP will work alongside previously joined EquiLend, Galaxy Digital, and Marex to promote the global institutional infrastructure development of Tokenet. LTP stated that it will leverage its network of institutional clients, prime brokerage capabilities, and financing expertise to accelerate the adoption of Tokenet among financial institutions in the Asia-Pacific region.