inventory

Apple's fiscal fourth-quarter results announced on Monday show that the company continues to stockpile inventory, particularly in computer memory. Inventory increased from $11.09 billion in the third quarter to $14.54 billion in the fourth quarter, a quarter-over-quarter increase of 31.1%; year-over-year, it grew 154.3% from $5.72 billion in the fourth quarter of 2025.Apple expects a gross margin of 45% to 46% for the December quarter, primarily affected by higher memory costs, compared to a gross margin of 47.9% in the September quarter. Apple CEO John Ternus stated during the analyst call that current memory pricing is unprecedented. He noted that memory costs in the September quarter were higher than in the June quarter, partially offset by inventory gains and a decrease in some non-memory component costs, and he anticipates that memory costs will rise further in the December quarter.Ternus mentioned that higher costs will be partially offset by price increases on products earlier this year, including price hikes for Mac and iPad at the end of June and for iPhone in September; memory costs will continue to rise after December, and inventory gains will decline over time. To improve supply, manufacturing procurement obligations increased by $33 billion from the June to September quarters. Chief Operating Officer Sabih Khan also attended the call, reiterating the increase in procurement obligations but did not rule out further price increases in the future. Apple attributed weak iPad sales this quarter to supply constraints, with iPad revenue at $6.2 billion, below analyst expectations of $6.7 billion, a year-over-year decline of 10%, while iPhone and Mac sales exceeded expectations.

Hardware wallet manufacturer Keystone's device verification keys were stolen, halting shipments and destroying 18,835 unsold devices, with 25,964 buyer records leaked.

Ledger Support released an update stating that it has confirmed the presence of unauthorized hardware implants in the device of one affected user. They are currently contacting the affected user and continuing to investigate the matter. Ledger is calling on anyone with information to provide leads and has stated that it is cooperating with relevant law enforcement agencies to hold those involved accountable. As a precaution, CryptoBilis has confirmed the suspension of sales of all hardware wallet inventory until the investigation is complete, and Ledger is actively communicating with them regarding follow-up measures.Ledger stated that there are currently no signs that its security infrastructure, systems, or services have been compromised. For users who purchased Ledger devices from this dealer, if the initialization setup has not yet been completed, it is advised not to start the setup; if the setup has been completed, they should consider transferring assets to a new Ledger signing device using new recovery phrases.Ledger emphasizes that security threats are constantly evolving, and the company is continuously improving security measures and advancing more sophisticated tamper-proof solutions. It also reminds users to be vigilant against scams that take advantage of this situation and to obtain the latest information only through official Ledger channels. Ledger will not ask users for their 24-word recovery phrase.

The Chairman of the SEC, Paul S. Atkins, announced the remarks from the roundtable meeting, commenting that the SEC is advancing preparations to expand 24-hour trading in the U.S. stock market. Extending trading hours is expected to allow investors to respond to market events more promptly, increase global market participation, and enhance liquidity.Paul S. Atkins pointed out that the DTCC has currently launched the "23×5" trading capture system to support clearing and settlement. The industry has also established overnight price ranges and related risk control requirements for trading centers. The Securities Information Processor (SIP) is also preparing to release overnight price information, while tokenization is expected to help the securities industry achieve real-time inventory management, improve efficiency, reduce settlement failures, and lower the risk of naked short selling.

The U.S. government oversight agency released a report acknowledging a shortage in the inventory of advanced weapons for the U.S. military, and disclosed the damage to military aircraft, military bases, and diplomatic facilities in the Middle East.The report pointed out that the war has led to a "strategic inventory shortage," exposing bottlenecks in the military-industrial capacity for ammunition replenishment. Experts estimate that it may take the U.S. military about three years to restore inventory to pre-war levels.

KB Securities warned that the inventory of memory semiconductors at Samsung Electronics and SK Hynix has fallen to less than 10 days of supply, and the available supply next year will be significantly insufficient. The agency reported on Monday that investment in artificial intelligence infrastructure is expanding at an unprecedented pace, leading to a severe supply shortage in the memory chip market. A key factor is the transition to HBM4, which requires about three times the wafers of traditional DRAM, and limited wafer capacity will reduce the available capacity of traditional DRAM.KB Securities expects that next year, the demand for DRAM and NAND will exceed supply by more than 10 percentage points. Research director Kim Dong-won stated that artificial intelligence servers will consume HBM, server DDR5, and enterprise-grade solid-state drives, potentially leading to a historic shortage. Global hyperscale data center operators have raised their expectations for artificial intelligence infrastructure investment next year to $1.3 trillion, a 60% increase from the previous year. The agency anticipates that memory semiconductors will account for 57% of total investment in artificial intelligence infrastructure next year, up from 14% last year, with TrendForce estimating this ratio could reach as high as 68%. Samsung Electronics' stock price has dropped nearly 28% from its peak, while SK Hynix has fallen nearly 40%.

Bitcoin News posted on the X platform that Coldcard is replenishing dealer inventory in batches as new devices are produced. About a month ago, Coldcard's entropy vulnerability led to the theft of over 100 million dollars worth of Bitcoin from users; the company stated that several dealers have applied for additional inventory, and the devices continue to sell.

NVIDIA (NVDA.O) accrued a charge of $400 million in the first half of the year due to excess inventory of H200.

According to PR Newswire, Cypherpunk Technologies (Nasdaq: CYPH) announced its Q2 2026 financial report, with a net income of $39.4 million (approximately $0.18 diluted earnings per share), compared to a net loss of $16.6 million in the same period last year. The turnaround to profitability was mainly due to an unrealized gain of $46 million from the fair value of ZEC holdings (ZEC price rose from $243.35 to $400.09).As of August 11, 2026, the company's Zcash inventory increased to 323,394.38 coins, with an average price of $341.83, accounting for approximately 1.92% of the total circulating supply of ZEC, valued at about $129.4 million at current prices.

In response to the doubts regarding a large number of users being unable to withdraw funds after the shutdown, BitMart founder Sheldon stated on the X platform: "1. We have not run away, nor will we. 2. Many rumors and so-called revelations from former employees and current employees, screenshots, etc., please do not believe in rumors. 3. The core team is still conducting asset inventory, asset collection, and system maintenance work; orderly refunds are our goal, please wait for announcements and notifications. 4. We have not misappropriated assets, nor have we engaged in early withdrawals or evacuations; we have considered the involvement of courts and third-party auditing agencies to provide a transparent report."

The Nasdaq-listed financial services company Marex Group has invested in the institutional-grade crypto infrastructure provider Digital Prime Technologies, with the amount undisclosed. This investment will support Digital Prime's development of the digital asset lending platform Tokenet in collaboration with EquiLend and will be used by Marex to expand its institutional digital asset business.Digital Prime disclosed last week that the lending inventory from launch partners for Tokenet has exceeded $1 billion, with borrowing demand also exceeding $1 billion. The relevant data indicates the scale of digital assets available for lending and the borrowing intentions expressed by participating institutions, rather than completed loans. Launch partners for Tokenet include Galaxy Digital and Ripple Prime, among others. Marex's investment is part of its initiative to expand its digital asset business through investments in crypto market infrastructure.

TKResearch Trading cited Nansen data on social media, indicating that there appears to be an attempt to control the supply of CHZ on-chain ahead of the World Cup.Data shows that the current circulating supply of CHZ is 10.15 billion, with 5.63 billion stored in Chiliz wallets and cross-chain bridges, and 1.37 billion remaining on trading platforms, resulting in a net circulating supply of approximately 3.15 billion. Since December 11, trading platforms have seen a cumulative net outflow of 150 million CHZ (from 1.52 billion down to 1.37 billion).During the period from December 11 to 14, 9 newly created addresses cumulatively purchased 384 million CHZ from Coinbase at an average price of about $0.033. Subsequently, the price of CHZ doubled to $0.06, and these addresses did not distribute during the rise; instead, they continued to accumulate approximately 100 million more. Currently, this group of large holders collectively holds 384 million CHZ, accounting for about 28% of the total reserves on trading platforms and 13% of the net circulating supply.

Liquid Capital founder Yi Lihua posted on platform X: "Investing and trading are actually the most difficult psychological games. Nothing is certain, everything is ambiguous, it can change direction at any time, it never truly ends. It's a bit like poker, where the game never really ends, no one can always win, and there is no absolute meaning unless you actively choose to end the game.In the market of investing and trading, our job is to respond promptly to what happens at every moment, just like we buy the dip - liquidate - and then buy the dip again, all based on the changes in the market."

ChainCatcher message, according to data from CryptoQuant, since peaking at around 28.8 million in 2022, the ETH exchange platform reserves have decreased by nearly 10.7 million coins. The current reserve is approximately 17.4 million ETH, with about 2.5 million ETH withdrawn from exchanges in just the past three months.Data shows that the spot ETH ETF launched in July 2024 has attracted over $13 billion in net inflows to date. During the period from June to August, these funds saw net inflows exceeding $10 billion, with a record $5.4 billion in July alone. Corporate bonds are also driving demand. In recent months, several publicly traded companies have announced the issuance of ETH bonds, and the regular purchases by corporations have impacted the supply of ETH on exchanges, with 17 known publicly traded companies holding a total of over 3.6 million ETH on their balance sheets.An analyst from Bitfinex stated that one of the main attractions of ETH as a reserve asset is its yield potential. "Unlike Bitcoin, ETH is both a macro asset and a productivity asset; it generates returns through staking and has over $100 billion in tokenized assets in the L2 and DeFi sectors."

ChainCatcher news, according to Jinshi reports, today's key economic data and events to focus on include: 14:00 Germany's July CPI month-on-month final value, 16:00 IEA releases monthly oil market report, 22:30 U.S. EIA crude oil inventory and Cushing crude oil inventory for the week ending August 8, 22:30 U.S. EIA strategic petroleum reserve inventory for the week ending August 8, the next day at 01:00 Federal Reserve's Goolsbee speaks on monetary policy, the next day at 01:30 Federal Reserve's Bostic speaks on the U.S. economic outlook, and at 01:30 the next day, the Bank of Canada releases the monetary policy meeting minutes.