pc

The CEO of Lenovo stated that Lenovo will collaborate with NVIDIA (NVDA.O) and plans to launch AI PCs equipped with RTX chips later this year.

According to TradingBeats (formerly Hyperinsight), a whale starting with 0x519c initiated a large TWAP buy order during the pre-market period, planning to purchase 74,500 SPCX within 150 minutes, with a nominal amount of approximately $9.998 million based on the current price. As of the time of writing, 4,420.1 of this TWAP has been executed, with a transaction amount of approximately $593,000 and an average transaction price of $134.26, currently achieving about 5.9% completion.Including the executed portion, this whale is currently long on approximately 21,600 SPCX with a 10x full position, with a position value of about $2.9 million, an average entry price of $120.28, and an unrealized profit of about $301,000. If the remaining TWAP is fully executed, it will be completed just before the market opens, increasing their SPCX long position to approximately 91,700, with a position value of about $12.305 million based on the current price.

According to reports from Fast Technology, Changxin Memory's 17nm DDR5 chip yield has surpassed 90%, which is only about 2 percentage points lower than Samsung's same-generation products at 92% to 93%, marking a technical indicator that has entered the global first tier. Several major PC manufacturers have completed certification for Changxin DRAM chips around mid-year and have begun to incorporate them in small batches into certain laptops.The strategies adopted by different brands show significant differences: Dell has completely banned the use of Changxin chips; HP restricts their use to the mainland China market; Acer and ASUS have incorporated them into models aimed at the mainland China and emerging markets. Currently, the impact of Changxin products on the overall market prices of the three major memory giants remains limited, mainly because Samsung, SK Hynix, and Micron are currently more inclined to supply LPDDR5, while Changxin's current strategic focus is on expanding DDR5 shipments. Executives from PC companies have stated that the three major manufacturers hold over 90% of the global DRAM market share, and large-scale adoption must be approached with high caution. Currently, the number and usage of models using Changxin chips are quite limited.

According to Nikkei News, the largest shareholder of the Japanese NAND manufacturer Kioxia has changed from Toshiba to the special purpose company BCPE Pangea Cayman 2 (SPC2), which holds 14.19% of Kioxia's shares, slightly higher than Toshiba's reduced stake of 14.06%. SPC2 is the entity through which SK Hynix invested via convertible bonds (CB).From July 15 to August 3, Toshiba reduced its stake in Kioxia in seven transactions, decreasing its holding from 15.10% to 14.06%. In 2018, SK Hynix invested approximately 40 trillion won in Kioxia through two SPCs, one of which, SPC1, co-funded with Bain Capital, completed its share sale when Bain Capital exited in June this year, while SPC2, which was solely funded by SK Hynix with about 13 trillion won, continues to hold its shares. If the CB is converted into stock, SK Hynix will gain voting rights. However, industry assessments suggest that the actual impact on Kioxia's operations is likely low, as exercising voting rights requires approval from various countries' competition and antitrust authorities. The Japanese government may not easily approve this due to considerations for protecting its domestic semiconductor supply chain. Kioxia is currently the third-largest NAND manufacturer in the world, following Samsung Electronics and SK Hynix.

Sui posted on platform X, stating that institutions will not choose to settle on infrastructure where competitors can see pricing and trading volume. The public amounts on most blockchains have been a barrier to actual commercial settlements.Mysten launched a new prototype that addresses the issue of amount privacy. This prototype is built on Seal MPC and confidential transfers.

According to The Wall Street Journal, Apple is testing memory chips from the Chinese DRAM manufacturer Changxin Storage (CXMT), planning to apply them to product lines such as the iPhone and MacBook. The background of this move is the AI demand driving up global memory prices; Apple has previously lobbied the U.S. side, stating that the current pricing from Korean and American suppliers is "unsustainable." The report states that Apple is seeking approval from the White House to conduct business with Chinese chip suppliers. Currently, the U.S. allows the purchase of commercial off-the-shelf chips but restricts customized products.Changxin Storage has recently rapidly expanded its market share, with second-quarter revenue growing more than 8 times year-on-year, and its global DRAM market share rising to 7%, completing its IPO on the Science and Technology Innovation Board last month. Meanwhile, PC manufacturers such as HP and Acer have begun using Changxin Storage memory chips in some devices sold in non-U.S. markets to alleviate supply pressure. If Apple ultimately reaches a procurement agreement, it may face political resistance from Washington.

Hyperliquid Policy Center issued a statement, and HPC attended the CFTC Agricultural Advisory Committee meeting, submitting a formal statement. The statement revolves around three points: first, agricultural end users need diversified market choices, and the historical ban on agricultural options has proven to be overly restrictive; second, the CFTC's phased approach to perpetual contracts is the correct path, and end user demand should drive the adoption of new derivatives; third, public blockchains contribute to modernizing clearing and settlement infrastructure, while enhancing collateral liquidity and preserving the market integrity protection mechanisms of the Commodity Exchange Act.HPC stated that it will continue to collaborate with the agricultural community to promote the regulatory implementation of perpetual contracts in the U.S. market.

According to on-chain analyst Yu Jin's monitoring, a certain whale shifted from cutting losses on SPCX to MU, withdrawing 8,000 MUB (7.69 million USD) from Binance 20 minutes ago.

Japanese NAND manufacturer Kioxia is accelerating its layout in the AI NAND market. This year, it has launched mass production of the 10th generation (BiCS 10) 332-layer 3D NAND and based on this, introduced the PCIe 6.0 supported data center eSSD "CM10," which has improved sequential read performance by up to 92% compared to the previous generation. In addition, Kioxia plans to start mass production of UFS 5.0 embedded storage by the end of this year, with data transfer speeds approximately doubling compared to UFS 4.1, primarily targeting the AI mobile device market. According to TrendForce data, Kioxia's global NAND market share in the first quarter of this year was 13.9%, ranking third, following Samsung Electronics (31.6%) and SK Hynix (17.6%).Korean manufacturers are also quickening their pace. Samsung has begun mass production of the PCIe 6.0 eSSD "PM1763" last month, equipped with the 9th generation V-NAND and a 4nm controller, with plans to mass produce UFS 5.0 in the fourth quarter. Samsung also announced that it will start mass production of the 10th generation V-NAND (approximately 430 layers) this month, applying hybrid bonding and triple stacking technology for the first time. Industry analysts believe that Kioxia is quite competitive in terms of the speed of technological iteration, but its production capacity still lags behind Korean manufacturers, and competition in the AI storage market will become even more intense in the future.

According to Yu Jin monitoring, a certain whale withdrew 20,100 SPCXB (SPCX stock tokens) from Binance in early July, and this morning it transferred all 20,100 SPCXB (approximately 2.3 million USD) back to Binance, incurring an unrealized loss of 720,000 USD.

According to TradingBeats (formerly Hyperinsight) monitoring, SPCX continued its rebound today, currently reported at $114.69, up 5.5% in 24 hours, and rebounding 9.5% from its low. From yesterday to today, all 7 million-dollar addresses have established long positions in SPCX, currently holding a total of 238,800 shares, with a position value of approximately $27.386 million, a weighted average entry price of about $112, and a total floating profit of approximately $636,000. Among them, the address starting with 0xb37 contributed the largest single entry.This whale has cumulatively bought 147,500 shares of SPCX through 83 transactions since early this morning, with a transaction amount of approximately $16.958 million and a weighted transaction price of about $114.96; currently holding a long position of approximately $16.918 million with 20x leverage, which is its only current position. As of the time of writing, this position has a floating loss of about $40,000 (-5.1%), accounting for 61.8% of the total long positions of the aforementioned 7 addresses. Its liquidation price is $105.43, only about 8.1% away from the current price, close to SPCX's low of $105 last night; if the price falls back to last night's low, this whale will face liquidation risk first.Funding records show that this address received 1.449 million USDC yesterday morning and began establishing long positions in SPCX about 20 hours later. During the position building period this morning, the source address transferred an additional 350,000 USDC to it; the two recent transfers totaled approximately $1.799 million. This address first transferred in about 1 million USDC on July 10 and began trading. Since then, it has traded 21 assets, covering semiconductors, US stock indices, crude oil, and cryptocurrencies, with a cumulative profit of approximately $572,000.

According to on-chain analyst Onchain Lens, a trader who has accumulated approximately $6.46 million in profits on the Hyperliquid platform established a short position with a total scale of about $8.14 million after depositing 1.5 million USDC.Their main short positions include: SPCX approximately $2.37 million, DRAM approximately $1.3 million, MU approximately $1.11 million, with leverage of 2 times. In addition, the trader has allocated additional short positions across multiple assets.

According to Jinshi, the core PCE price index in the United States for June was 0.1%, lower than the market expectation of 0.2%, and the previous value was 0.3%.

According to Jinshi reports, the annualized quarterly core PCE price index for the second quarter in the United States is 3.4%, lower than the market expectation of 3.5%, and the previous value was 4.4%.

According to Jinshi, the annual rate of the U.S. June PCE price index is 3.7%, in line with market expectations, and the previous value was 4.1%.

Solana Optimistic Network (SOON) announced that the security incident discovered on July 12 has been investigated and resolved. The incident did not involve vulnerabilities in the SOON protocol, sequencer, or user-facing smart contracts, and no user funds were lost. SOON stated that this incident originated from security issues in the off-chain operational environment.According to an investigation by the third-party security company BlockSec, external attackers gained unauthorized access through misconfigured services and further entered part of the internal environment due to insufficient access controls. The impact of the incident was limited to certain operational infrastructure and related processes, and did not involve on-chain user assets, user smart contracts, or SOON network security. After the incident, SOON suspended the sequencer and some services, and initiated a comprehensive security review. During this period, functions such as NFT minting, token claiming, and on-chain withdrawals were temporarily shut down. Currently, SOON has restored NFT minting and token claiming functions, and has resumed mainnet RPC services and block production. The network is now operating normally.

According to on-chain analyst Onchain Lens (@OnchainLens), SpaceX ($SPCX) fell 9.36% today. The previous whale address on Hyperliquid (0x3527...1e16) holds a long position of 122,000 $SPCX, valued at approximately $13.58 million, with the current entry average price at $126.04. The market price has dropped to $111.29, currently resulting in an unrealized loss of about $1.8 million, with a liquidation price of $22.27.