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The CEO of Taiwan Semiconductor Manufacturing Company (TSM.N) stated that TSMC has discussed capacity cooperation with Terafab, a company under Elon Musk.

According to Catcher Predict monitoring on-chain data, it predicts significant capital movements in the market Polymarket. A large whale invested $98,000 in the event "Manchester City FC vs. Paris Saint-Germain FC," specifically targeting "Manchester City FC." Based on the current transaction price, the latest corresponding winning probability for this target is 49%.

On October 13, Tesla CEO Elon Musk stated on social media platform X: Once China masters the manufacturing methods for a certain type of product, its ability to scale production often exceeds that of the rest of the world combined. He cited lithium batteries and solar energy as examples, claiming that China has demonstrated this characteristic in these fields. This statement was in response to a discussion about memory manufacturer Changxin Storage.The poster Melvin believes that Changxin is already a competitor that cannot be ignored, but whether new technology can stably achieve large-scale mass production still depends on yield, cost, and reliability. He also noted that memory demand is still growing, and an increase in production capacity does not mean that the market will immediately experience oversupply. Regarding memory, Musk mentioned that about three years ago, memory was still a low-margin commodity, with LPDDR5 and LPDDR6 designed according to common standards, and China seems to be rapidly solving related technical issues.Musk also pointed out that the new generation of high-bandwidth memory architecture is more difficult to tackle. Another challenge is placing a layer of SRAM beneath the logic chip and stacking RAM in three dimensions above it while addressing the heat dissipation issues of the logic chip. Phoenix Technology cited public information stating that on September 7, Changxin Storage announced that LPDDR6 has entered mass production and was first commercially used in the Xiaomi 18 Fold, with a capacity of 16 GB, compliant with JEDEC's LPDDR6 standard. Subsequently, Changxin announced that its fifth-generation DRAM process platform has achieved mass production and launched two LPDDR5X products based on this platform, aimed at smartphones and portable consumer electronics, with a single bare chip capacity increased by 50% compared to the previous generation of similar products.

According to TheEnergyMag, Bitcoin mining company Bitdeer’s subsidiary Bitdeer AI has signed an 8-year agreement in Malaysia to build a 60 MW A103 AI cloud data center, expected to be powered on in the first quarter of 2028.The facility will join the existing A101 and A102 data centers to form the Cyberjaya campus, increasing the total capacity to approximately 71.5 MW. Bitdeer AI has secured 333.5 MW of its global capacity target of 350 MW, completing about 95%, with its AI cloud business projects exceeding $10 billion in scale.

According to the WeChat public account "Du Jia," ByteDance's AI assistant Doubao has added a utility payment feature. Users can initiate payment instructions for water, electricity, gas, and other services through voice or text in the Doubao app, with other life service scenarios also in development. Sources close to Doubao told "Du Jia" that Doubao is gradually building capabilities for handling tasks in life scenarios, including travel services and utility payments."Du Jia" claims to have tested that after issuing commands for paying electricity and water bills in the dialogue box, corresponding service cards pop up and redirect to the utility payment page. The interface is divided into electricity, water, and gas fees, with some regions showing that services are not yet available, while some cities have fully or partially opened them. The relevant framework has been established, and city coverage and service provider integration are still in progress, with actual payments requiring further permission to be granted.Currently, the dialogue only serves to invoke services; steps such as binding account numbers, confirmation, and payment will still be retained, and users will not be charged directly with a single command. Alibaba's Tongyi Qianwen integrated utility payments earlier and can complete payments within the dialogue; Doubao at this stage redirects to handle tasks after invoking the card, and capabilities like food delivery have not yet been launched. The above content comes from "Du Jia" reports and tests, not an official announcement from Doubao.

The semiconductor research organization SemiAnalysis released a survey on Chinese data centers, tracking over 1,000 facilities from more than 60 operators. The report estimates that by the end of 2026, China's data center capacity will exceed 24GW, second only to the United States' 56GW. ByteDance accounts for nearly one-fifth of this, making it the largest data center tenant in the country.ByteDance has leased over 4GW of data center capacity, with suppliers including Qinhuai Data, China United Network Communications, and Century Internet. The report states that by early 2026, ByteDance will still contribute about 90% of Qinhuai Data's revenue. ByteDance has also begun to accelerate its self-built data centers, constructing large facilities in Shanxi, Anhui, and Inner Mongolia to reduce reliance on external suppliers.The report also mentions that while Chinese data centers have long been considered to have a high vacancy rate, AI server rooms are still in short supply. This is due to many old server rooms lacking sufficient power supply and cooling capabilities, making it difficult to directly deploy high-power AI servers, while newly built large AI data centers are quickly being rented out. For example, a 100MW data center, excluding IT equipment such as servers, has a construction cost of about $300 million in China and about $1.5 billion in the United States, with Chinese facilities of the same scale typically delivered in about 12 months. Compared to the power supply and approval issues faced by the United States, the more prominent bottleneck for expanding AI data centers in China is the supply of advanced chips.

Due to the disruption of capacity expansion plans in the Middle East caused by the war between the U.S. and Iran, OPEC+ has postponed the oil capacity assessment work. This assessment aims to determine the oil production quotas for 2027, which was originally scheduled to be completed by the end of September 2026, and is now expected to be completed by mid-November.

According to the Star newspaper, police in the central region of Perak, in collaboration with the National Energy Company (TNB), launched an operation in Seri Iskandar to dismantle an illegal cryptocurrency mining site and arrested two local men.The individuals involved are suspected of illegally connecting wires to power Bitcoin mining machines. Police seized 30 Bitcoin mining machines, routers, desktop switches, and a roll of wire at the scene. The case is being investigated under Section 427 of the Penal Code and Section 37(1) of the Electricity Supply Act 1990.Police emphasized that stealing electricity for mining is not only illegal but can also cause significant losses to the power company and pose a fire risk.

According to a report by the Financial Associated Press citing local media on September 29, Samsung Electronics Executive Vice President Kim Taewoo stated that HBM is expected to account for nearly 30% of the total wafer capacity of DRAM manufacturers next year, up from the current ratio of about 20%. He mentioned that HBM competes with traditional DRAM for the same batch of wafer capacity, and increasing HBM output may squeeze the supply of traditional DRAM.TrendForce previously predicted that by the end of 2027, the HBM wafer input from the three major global HBM suppliers will account for about 30% of the total DRAM wafer input, but in terms of storage capacity, it will only contribute about 13% of the total DRAM supply. Additionally, according to media reports on September 20, Samsung began mass production and shipment of HBM4 in February this year and provided 12-layer HBM4E samples to customers including NVIDIA in May; the industry expects Samsung's monthly wafer input for HBM to increase from about 180,000 wafers this year to about 250,000 wafers next year.On the same day, TrendForce stated that the demand for AI servers continues, and HBM and general DRAM will still share limited advanced process capacity. The storage supply will remain tight in 2027, and the price expectations for HBM in 2027 have been raised, with an expected year-on-year increase of 121% in the mixed average selling price. Due to limited supply and rising system costs, 8-layer HBM is expected to become a priority evaluation option for several manufacturers in 2027, with its price per Gb expected to be about 10% to 20% higher than that of 12-layer products.

Cindy Leow, co-founder of the Solana perpetual contract exchange Drift (now Velocity), stated thatVelocity has completed audits with OtterSec and Asymmetric Research this week and is fully open-sourced, with the exchange restarting today.At the same time, as the exchange restarts and enters the next phase, she will step down. Previously, ChainCatcher reported on April 1 that Velocity was hacked by North Korean hackers due to a security vulnerability, resulting in a theft of $295 million.

Taiwan Semiconductor Manufacturing Company (TSMC) has fully started production at its first wafer fab in Singapore, driven by demand for AI infrastructure.The factory is a joint venture with NXP and began trial production in June, achieving a yield rate of 99%. Mass production is planned for early 2027. TSMC holds approximately 19% of the shares.

The government of Kazakhstan is promoting the use of associated gas to power cryptocurrency mining, in order to restore the mining industry affected by power restrictions. President Kassym-Jomart Tokayev signed a decree in July requiring the establishment of mechanisms for enterprises to conduct digital mining using associated gas.Daniyar Mubarakov, head of the Blockchain and Digital Mining Association, stated that the total amount of associated gas in Kazakhstan can be converted into 1.2 to 1.3 terawatt-hours of electricity, sufficient to support medium or large data centers or Bitcoin mines in some oil fields. The Ministry of Energy of Kazakhstan estimates that there are up to 60 oil fields in the country producing associated gas. Oil companies can sell waste gas to miners, reducing disposal costs by millions of dollars, while miners can lock in electricity prices for years, reducing dependence on grid power.The government of Kazakhstan is developing a relevant legal framework to clarify the operational rules for enterprises and regulate the market. Gizzat Baitursynov, Deputy Minister of AI and Digital Development of Kazakhstan, stated that this mechanism will increase government tax revenue and improve the environment.

According to the Economic Daily, major companies such as Apple, NVIDIA, AMD, Qualcomm, and MediaTek are racing towards AI and high-performance computing, recently increasing their orders for TSMC's 2-nanometer family capacity by 10% to 20%. As a result, TSMC is accelerating the expansion of its 2-nanometer family, with progress exceeding expectations. TSMC has consistently refrained from commenting on customer information and market rumors.The market originally estimated that TSMC's monthly capacity for the 2-nanometer family would be around 90,000 to 100,000 wafers by the end of this year, with expectations for continued double-digit growth to reach 110,000 to 140,000 wafers by 2027. Industry sources indicate that due to strong customer demand, the monthly capacity is expected to surge to 120,000 wafers by the end of this year, achieving the originally set 2027 target ahead of schedule. Sources say that in response to the demands from Apple and non-Apple customers, the speed and scale of new capacity for the 2-nanometer family are setting new records, far exceeding the ramp-up speed of the 3-nanometer family in its first year.TSMC's Senior Vice President and Co-COO, Wei Chen-Hao, stated at this year's North America Technology Forum that in response to strong demand from AI and other sectors, there will be five 2-nanometer fabs ramping up simultaneously for the first time this year, including two in Hsinchu and three in Kaohsiung; the wafer output in the first year of 2-nanometer will increase by 45% compared to the first year of 3-nanometer in 2023; the compound annual growth rate of 2-nanometer capacity from 2026 to 2028 will reach 70%. TSMC's 3-nanometer capacity in the Southern Taiwan Science Park is expected to reach nearly 180,000 wafers per month in the fourth quarter of this year, and three new 3-nanometer fabs are being established in Taiwan, Arizona in the United States, and Japan. The second fab in the United States is planned to begin mass production in the second half of 2027.

The report "Eye on the Market" by Michael Cembalest from JPMorgan Private Bank was released on September 10, 2026, stating that Anthropic has committed to approximately 15 GW of additional power access, estimating the costs for cloud, chips, and data center leasing at around $500 billion, up from 1-2 GW previously. OpenAI aims to reach 30 GW by 2030, with data center spending of about $750 billion. Most of the power comes from grid or behind-the-meter natural gas generation, with nearly all of the on-site 75 GW being gas equipment, including deals like the $100 billion / 5000 MW agreement with Amazon AWS.The report also mentioned that OpenAI has not released a model claiming to provide a proof for the Navier-Stokes Millennium Prize Problem, which is under mathematical review, and there are rumors of progress on the Hodge Conjecture, while Anthropic has made progress on the Birch and Swinnerton-Dyer Conjecture. GPT-6 Astra scored 62% on the ARC-AGI-3 standard harness and 99% on the Provider Adapter. Francois Chollet pointed out that AGI progress is faster than expected.

According to TechPowerUp, Chinese DRAM manufacturer Changxin Storage (CXMT) expects to reach a monthly production capacity of approximately 350,000 DRAM wafers by the end of 2026, while Micron estimates around 375,000 wafers during the same period. The cleanroom construction cycle for Changxin Storage is about 12 months, shorter than the industry norm of 21 to 24 months.Due to U.S. sanctions preventing access to EUV, Changxin Storage is using older DUV lithography and multi-patterning technology. The company has begun shipping 16 Gb DDR5 chips at a speed of 8000 MT/s, with a chip area of 67 mm² and a density of 0.239 Gb/mm², where the G4 unit is 20% smaller than the G3. The 24 Gb modules are being mass-produced at approximately 6000 MT/s, and LPDDR5X-10667 modules (12 Gb and 16 Gb) have also entered mass production. The Chinese government is encouraging Changxin Storage to transfer DRAM IP to domestic manufacturers such as JHICC, Swaysure, and Yangtze Memory Technologies (XMC).

According to Catcher Predict monitoring, in the predicted market Polymarket for the event "Kansas City Royals vs. Pittsburgh Pirates," the win probability for the option "Kansas City Royals" in the sub-market "Kansas City Royals vs. Pittsburgh Pirates" has experienced significant fluctuations, dropping from 49.5% an hour ago to the current 33.5% (a fluctuation of 16%). Please note the impact of related breaking news.

On Friday, Solana shortened the target slot time from 300 milliseconds to 250 milliseconds, increasing the network clock speed by nearly 17%. A slot is a short window designated for validators to add blocks. After the adjustment, Solana aims to produce about 4 blocks per second, up from about 3.3 blocks previously, allowing wallets, exchanges, and trading applications to obtain a more real-time network status.Validators will still lead for 4 consecutive slots, so each leader's control window has been reduced from 1.2 seconds to 1 second, and the transaction ordering rights will be handed over to the next validator earlier. For applications such as oracle-driven markets and automated market makers, stale prices or hundreds of milliseconds of uncertainty can affect trade execution, and a faster clock is expected to reduce failed transactions and price deviations. However, the speed increase did not result in a 17% increase in original capacity; according to SIMD-0525, the allowed computation and data volume per slot has decreased by the same proportion, and the overall processing limit of the network remains basically unchanged.This adjustment is the third phase of Solana's gradual reduction from 400 milliseconds to 350 and then to 300 milliseconds. Since the epoch is still fixed at 432,000 slots, its expected duration has decreased from about 36 hours to about 30 hours, leaving less time for offline signing and delayed approvals. There is currently no timeline for the proposed further reduction to 200 milliseconds to go live on the mainnet, and the network will advance only if the block skip rate remains acceptable at the 250 milliseconds stage.

According to Catcher Predict monitoring, in the market prediction event "Kansas City Royals vs. Houston Astros" on Polymarket, the option "Houston Astros" in the sub-market "Spread -1.5" experienced a dramatic fluctuation in winning probability, soaring from 47% an hour ago to the current 96.5% (a fluctuation of 49.5%). Please note the impact of related breaking news.