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TSMC's 2-nanometer N2 mass production marks the transition of advanced semiconductor processes from FinFET to GAA generation. Industry analysts point out that with the simultaneous increase in process complexity, CMP track counts, wafer monitoring frequency, and material specifications, the demand for equipment, CMP consumables, reclaimed wafers, and advanced materials is rising, providing growth opportunities for suppliers like Zhongsha, Shengyang Semiconductor, Xinying Materials, and Songsheng. TSMC's N2 adopts nanosheet GAA technology, which can improve performance by 10% to 15% at the same power consumption compared to N3E, or reduce power consumption by 25% to 30% at the same speed, with chip density increasing by over 15%.In Zhongsha's largest customer Diamond Disk business, advanced processes account for 63%, with N3 and N2 each accounting for 22%, and 1.4 nanometers already shipped in small quantities; after N3 enters N2, the value of CMP content increases by 10% to 15%. Shengyang Semiconductor's monthly production capacity for reclaimed wafers is adjusted to 1.1 to 1.2 million pieces by the end of 2026, with a capital expenditure budget of 4.82 billion yuan for 2026, and it is estimated that the compound annual growth rate for reclaimed wafer expansion from 2025 to 2029 will reach 25% to 30%. Xinying Materials' core products Rinse, BARC, and EBR are expected to see shipments rise seasonally as N2 capacity ramps up, while Songsheng's semiconductor revenue accounted for 66% in the first half of the year, with a year-on-year increase of about 25%, and TSMC-related revenue increased by about 170% year-on-year.

Global digital asset trading platform Websea will appear as a gold sponsor at TOKEN2049 Singapore 2026. This conference will be held in October at Marina Bay Sands in Singapore. Websea will focus on showcasing its latest explorations in the field of digital derivatives trading and innovative financial products.Public information shows that in the three years since its establishment, Websea has surpassed 1.5 million registered users globally, with a recent daily trading volume reaching 5 billion USD, and has built a comprehensive business system covering areas such as digital asset trading, risk management, and traditional financial asset trading.

On September 8, the cryptocurrency exchange WEEX announced that it will attend TOKEN2049 Singapore as a platinum sponsor for the third consecutive year. The event will be held from October 7 to 8 at Marina Bay Sands.WEEX will showcase new products and the latest developments in WEEX AI, with booths PB1-28 and PB1-23, aimed at traders, developers, partners, and community members.

According to the Industrial and Commercial Times, competition in advanced process technology for PC processors is heating up. Market news indicates that Intel's next-generation Nova Lake desktop processor will prioritize the introduction of bLLC large last-level cache to reduce access latency to system memory, competing with AMD's 3D V-Cache technology; the laptop version may be delayed until the subsequent Razor Lake-HX generation is released. The supply chain reveals that Nova Lake, set to debut early next year, will utilize a combination of Intel's 18A and TSMC's N2P processes, while the subsequent Razor Lake may further adopt TSMC's high-performance 2-nanometer N2X process.N2X is a high-performance extension of TSMC's N2 platform, targeting high-frequency CPUs, AI, and HPC applications, with transistor technology shifting from FinFET to nanosheets. If mass production is achieved, Intel's collaboration with TSMC on advanced processes is expected to extend to a broader 2-nanometer family, helping to reduce risks associated with a single proprietary process and optimize the timing and capacity configuration for high-end CPU launches.In addition to TSMC benefiting directly, related supply chains are also expected to welcome business opportunities. Sungsan is one of the few manufacturers in Taiwan capable of mass-producing its own CMP polishing pads, with a 25% year-on-year increase in consolidated semiconductor revenue in the first half of the year, rising to 66% of total revenue. Demand for Hard Pads and advanced packaging is strong, with a new Soft Pad line expected to begin trial production in the third quarter and gradually ramp up production in the fourth quarter, with products already applied in CoWoS and SoIC. Zhongsha holds CMP diamond discs and recycled wafers, reporting revenue of 2.49 billion yuan in the second quarter, a year-on-year increase of 17.9%, with gross margin rising to 40.1%, and shipments of 2-nanometer and 1.6-nanometer related diamond discs rapidly increasing.

The renowned crypto event TOKEN2049 will be held from October 7 to 8 at Marina Bay Sands in Singapore, expected to attract 25,000 attendees from over 7,000 companies across 160 countries, featuring 500 booths, 300 speakers, and over 1,000 side events.TOKEN2049 co-founder Alex Fiskum stated that this year's Dubai event has been postponed to 2027, and the team will fully focus on the Singapore event. In addition, a 36-hour hackathon TOKEN2049 Origins and the NEXUS startup competition will be held during the event week, with well-known venture capital firms such as Dragonfly, Multicoin, and Maelstrom serving as judges.

The governance company of Cardano, Intersect, stated on the X platform that EMURGO is unable to allocate the necessary resources to execute the Token2049 event due to its recent focus on handling the SecondFi security incident. After discussions among three parties, the responsibility for the event has officially been transferred to the Cardano Foundation.EMURGO submitted a transfer request to Intersect, which received agreement from all parties after discussions with the Cardano Foundation. Intersect stated that this decision was based on the urgency of the event timeline and the need to avoid delivery uncertainties. The Cardano Foundation has agreed to deliver the event within the approved scope, and both EMURGO and Intersect recognize its past execution capabilities. The delivery work for Token2049 has now officially been handed over, and the event is still scheduled to take place in October.Previously, in June, it was reported that SecondFi disclosed a security incident affecting approximately 16 million ADA (around 2.42 million USD at the time); however, SlowMist indicated that user losses from SecondFi could exceed 20 million USD.

The organizers of the Dubai TOKEN2049 Summit plan to postpone the event to April 21-22, 2027. The conference was originally scheduled to take place from April 29 to April 30, 2026, but recent conflicts in the Middle East have spread to Dubai.

According to the official announcement, Gate will launch multiple perpetual contract spot trading (USDT settled) on January 27 at 16:00 (UTC+8), further enhancing the global multi-asset trading landscape.The newly launched perpetual contracts cover several core sectors including precious metals, indices, forex, and commodities, including:Precious Metals Zone: XAL (Aluminum), XCU (Copper), XNI (Nickel), XPB (Lead), supporting 1--10x leverage.Indices Zone: US30 (Dow Jones Industrial Average), HK50 (Hong Kong Hang Seng Index), JPN225 (Nikkei Index), supporting 1--10x leverage.Commodities Zone: XTI (WTI Crude Oil), XBR (Brent Crude Oil), supporting 1--10x leverage.Forex Zone: EURUSD (Euro/US Dollar), GBPUSD (British Pound/US Dollar), supporting 1--100x leverage.Currently, Gate has launched precious metals, stocks, forex, commodities market, and traditional financial trading zones, covering various contract trading targets including gold, silver, crude oil, euro, pound, Dow Jones Industrial, Hang Seng Index, etc., with a maximum support of 100x leverage, continuously providing users with a synergistic trading experience between crypto and traditional financial assets.

According to Arkham data, between 05:50 and 05:51, Ax6Yh73Y5exFQXepUcTdbvEErbzgRjun2xPBiJyDAQXU received four large SOL transfers, totaling 123,294.56 SOL (worth approximately $157 million), from different anonymous addresses.At 05:50, 35,572.93 SOL (worth approximately $45.26 million) was transferred in from an anonymous address (starting with HFjZJvFc...).At 05:51, 36,788.98 SOL (worth approximately $46.81 million) was transferred in from an anonymous address (starting with RwHPRhgB...).At 05:51, 28,831.6 SOL (worth approximately $36.68 million) was transferred in from an anonymous address (starting with 5x5JxYhc...).At 05:51, 22,101.04 SOL (worth approximately $28.12 million) was transferred in from an anonymous address (starting with 5LNbAiJc...).

ChainCatcher news, at the global Web3 event Token2049 in Singapore that concluded this week, AID participated in several important activities.AID delivered a keynote speech titled "AI × DeFi: From Experiment to Global Adoption" at the main venue, presented by Global Business Manager Mark Henry and Strategic Development Manager Sahin, showcasing AID's latest advancements in technological innovation and global strategic layout.Additionally, AID hosted the DeFi × AI Summit on October 2, inviting guests such as ROVE founder White Lie, DeFi Talks founder Alberto Cuculachi, and Core Builders Ecosystem Head Ankit Raj to discuss the development trends of AI technology and decentralized finance.Through the keynote speech and the thematic side event, AID demonstrated its exploration and practice in the intersection of AI and DeFi.

ChainCatcher live report, Consensys founder and CEO Joseph Lubin, Ethereum Foundation co-executive director Tomasz Stanczak, and EigenCloud founder and CEO Sreeram Kannan jointly attended the TOKEN 2049 conference to share insights in the roundtable discussion "Ten Years In: Ethereum's Next Frontier."Consensys CEO Joseph Lubin reminisced about the early days filled with crypto anarchism, when the slogan was "Kill the banks." However, Ethereum's greatest achievement lies in choosing evolution over revolution, successfully integrating both crypto anarchists and large banking institutions into the same ecosystem.He also shared that his L2 project Linea allocates 85% of tokens to the ecosystem, burning 20% of transaction fees to support the mainnet, demonstrating how L2 should give back to the main chain. Ethereum Foundation co-executive director Tomasz Stanczak revealed that the foundation aims for gas usage to reach 100 million by March next year, which will increase computing power by about three times. The focus for the coming year will be on finality, privacy, and security. He emphasized that L1 and L2 have a mutually reinforcing relationship and encouraged more customized L2s to develop for specific markets.EigenCloud founder Sreeram Kannan believes Ethereum is the "trust layer of humanity," which is especially important in the age of AI. When AI can perfectly mimic anyone, ensuring that AI agents fulfill their promises and establishing accountability become critical issues. He introduced EigenLayer, which can protect any decentralized network through ETH staking and launched a fully deterministic AI reasoning pipeline to implement accountability mechanisms.The three guests unanimously advised builders not to worry about which chain to choose but to focus on what truly matters. Kannan stated that the infrastructure is ready, and now more ambitious applications are needed to disrupt the entire economic system.

ChainCatcher live report, Tether CEO Paolo Ardoino, Tether USAT CEO Bo Hines, Cantor Fitzgerald President Brandon Lutnick, and Anchorage Digital Founder and CEO Nathan McCauley jointly attended the TOKEN 2049 conference to share insights on the "USA₮" roundtable.Paolo emphasized at the conference that USA₮ and USDT will achieve full interoperability, allowing for one-to-one exchanges through both decentralized finance and centralized channels, providing users with a seamless experience. He expressed confidence in predicting that USA₮ will exceed a market value of $100 billion within five years, noting that the AI economy will be a key driving force. Paolo also estimated that there will be 3 billion AI agents trading within five years, and these agents will undoubtedly use stablecoins. He admitted that existing Layer 2 solutions are completely inadequate to support this scale of growth, which is why Tether is making deep investments at the infrastructure level.As the CEO of USA₮, Bo Hines is extremely optimistic about the market prospects. He believes that the Treasury's prediction of "the global stablecoin market reaching $1 trillion in the coming years" is overly conservative, and the actual figure will far exceed this level. He emphasized that the unique value of USA₮ lies in it being the first fully compliant U.S. stablecoin product, capable of seamlessly integrating with existing banking technology.Brandon Lutnick provided valuable insights from the perspective of traditional finance. He recounted the painful experience of Cantor Fitzgerald losing 658 employees in the 9/11 attacks and how the company rebuilt and doubled its investment banking scale in the past 12-18 months. As one of the 25 primary dealers in the U.S., Cantor ranked first in U.S. stock IPOs in the first half of 2025, but Lutnick emphasized that the flexibility of being a private investment bank is what truly enabled them to enter the crypto space.Nathan McCauley shared his unique experiences from the perspective of a regulatory pioneer. When Anchorage was founded in 2017-2018, it focused on institutional clients and obtained a federal banking charter during Trump's first term, becoming a trailblazer in the crypto space. Nathan revealed that he had long foreseen Trump becoming a candidate supportive of crypto, as the first Trump administration demonstrated a pioneering spirit. Today, Tether is indeed one of the most critical strategic assets in the U.S.

ChainCatcher news, at the Token2049 conference in Singapore, CoinUp delivered a keynote speech titled "From Listing to Futures: Building a Comprehensive Trading Ecosystem." CoinUp stated that the platform is building a "crypto oasis" ecosystem with four pillars: spot trading, contract trading, financial services, and smart tools, while continuously exploring the future through its self-developed public chain CP Chain and AI risk control technology.CoinUp reviewed its four-year development journey: from establishing a foundation of security and compliance, to rapid expansion in the spot market, and then to innovative breakthroughs in derivatives. Today, the platform serves millions of users in over 200 countries worldwide, with a daily trading volume exceeding $3 billion. CoinUp emphasized that Listing (spot) serves as the starting point for projects entering the market, providing liquidity and a bridge for value discovery; Futures (contracts) empower users to achieve risk management and strategy innovation through flexible leverage and diversified derivative tools. With a one-stop trading ecosystem and insurance fund, CoinUp helps users seize market opportunities brought by the integration of Web3 and traditional finance.