supplier

According to Jinshi reports, Nvidia is urgently seeking AI base station suppliers in China to develop 6G AI-RAN base stations, which are responsible for both communication connections and AI computing. Nvidia hopes to enter the trial network in 2027 or 2028, and Shenzhen Jiaxian Communication is one of its partners. The two parties have been collaborating on the development of 6G AI-RAN base stations based on Nvidia's CUDA ecosystem for more than six months.

According to Counterpoint Research analysis, if the proposed import ban on Chinese optical modules by the Federal Communications Commission (FCC) in the United States is implemented, it will primarily impact American cloud providers rather than Chinese suppliers. InnoLight leads the global data center optical module revenue with approximately 27% market share, while Coherent ranks second with about 17%. Chinese manufacturers collectively account for about two-thirds of the global unit supply and approximately 60% of the optical communication module revenue.The analysis points out that Western suppliers like Coherent and Lumentum lack sufficient cleanroom capacity, automated packaging infrastructure, and yield scale in the short term, making it impossible to fill the capacity gap left by Chinese manufacturers within 12-24 months. This could lead to delays in AI cluster deployments by several quarters and increase material costs for cloud providers. At the same time, Chinese module manufacturers rely on high-end 800G/1.6T module revenue from North American hyperscale customers for over 90%, but have achieved partial capacity relocation by establishing factories in Thailand.Counterpoint emphasizes that the optical module supply chain is a highly interdependent system. Chinese manufacturers heavily procure DSP chips from Broadcom and Marvell, as well as lasers and optical chips from Lumentum, Coherent, and Mitsubishi Electric. A forced separation would disrupt the entire ecosystem.

According to the latest survey by TrendForce, in June, the top three MLCC suppliers in Japan and South Korea (Murata, Samsung Electro-Mechanics, Taiyo Yuden) achieved a monthly shipment volume that reached a nearly five-year high, with 140 billion, 98 billion, and 40 billion units respectively, and the growth momentum continued into July. AI applications are the main driving force, with CSP manufacturers maintaining strong procurement demand for self-developed ASIC platforms such as Google TPU and AWS Trainium, driving continuous growth in demand for high-capacity, low-voltage, small-sized MLCCs.At the same time, Japanese and South Korean suppliers are accelerating the shift of production capacity from consumer-grade X5R to high-end X6S/X7R specifications, resulting in a severe squeeze on the production capacity of mid-to-high capacity (1µF-22µF) consumer-grade MLCCs, with mainstream inventory days generally falling below 30 days. The overflow effect of production capacity has led channels, agents, and second- and third-tier customers to urgently pull goods, significantly increasing order visibility for Taiwanese and mainland suppliers, leading to rising prices, with agents raising prices by an average of 20-25%, and spot market prices have soared to 2-3 times the original price. TrendForce pointed out that the consumer-grade MLCC market currently shows a structural mismatch of "weak end demand, strong channel pricing."

According to Bloomberg, Principal Mineral is acquiring Isola Group, which is supported by Cerberus Capital Management. Isola primarily produces key materials needed for printed circuit boards (PCBs), which are widely used in electronic products such as automobiles, airplanes, and AI servers. Based in Dallas, USA, Principal Mineral is committed to building a localized PCB supply chain system. The company did not disclose the specific transaction amount for the acquisition of Isola Group.Meanwhile, Principal Mineral also announced that it has secured approximately $280 million in new financing to expand its operations. This round of financing was led by Overmatch Ventures and The New Industrial Corp.

According to The Block, blockchain analytics company Chainalysis has released a latest report indicating that as the gray market peptide industry scales surpasses an annualized $100 million, leading suppliers are accelerating the adoption of Bitcoin and stablecoins as primary settlement tools.In Q1 2026, cryptocurrency inflows into the industry reached $32 million, a month-on-month surge of 159%. Due to traditional banks and credit card payment channels generally imposing bans on prescription-grade compounds and unregulated substances, a large number of Chinese chemical manufacturers are turning to cryptocurrency to complete transactions, with high-value orders particularly favoring stablecoins to avoid price volatility risks.

According to CoinDesk, the French Lightning Securities Exchange (Lise) plans to list aerospace parts supplier ST Group on its platform, which is expected to become Europe's first fully on-chain initial public offering (IPO).Lise was authorized last year under the EU's Distributed Ledger Technology (DLT) Pilot Regime and is the first institution in Europe approved to operate a fully tokenized equity exchange. Headquartered in Paris, it has the support of French financial institutions such as BNP Paribas, CACEIS (a subsidiary of the Agricultural Credit Group), and Bpifrance. ST Group primarily produces composite material components for aerospace, defense, and space projects, with potential project revenues estimated at around €59 million (approximately $68 million) over the next decade.Lise aims to provide a lower-cost and more efficient listing path for small and medium-sized enterprises, replacing the lengthy and expensive IPO process in traditional capital markets. Tokenization technology enables faster trade settlement and more efficient ownership tracking, and Nasdaq and NYSE have previously disclosed plans for tokenized securities trading.

The Web3 asset data platform RootData released a network map of Visa's business partners in the cryptocurrency field on X, systematically outlining its complete ecological layout from underlying infrastructure to end applications.Structurally, Visa has formed a "three-layer synergy" model: the upstream is provided by stablecoin issuers like Circle, offering settlement infrastructure, along with risk control and compliance service providers like TRM Labs; the middle layer connects on-chain and traditional finance through bridges and banking institutions; the downstream is handled by wallet and card issuing platforms, including MetaMask, Wirex, etc., facilitating actual payment scenarios for users.This layout reflects that the cryptocurrency industry is accelerating its integration into the traditional payment system, with the combination of "stablecoin settlement + compliance risk control + card network" becoming the mainstream path. 【View Visa Crypto Partner Network Compilation (continuously updated)】RootData stated that it will continue to track and open more project business relationship disclosure channels. For cryptocurrency projects, actively showcasing partners and business networks is becoming an important way to enhance transparency and market trust. Web3 project parties are welcome to claim data and join the RootData Alliances Hub TG group to maintain business alliance data, match BD partners, and explore ecological cooperation together!

ChainCatcher news, according to Decrypt, the U.S. Department of Justice has filed a civil forfeiture lawsuit aimed at recovering $584,741 USDT from an Iranian citizen.According to the DOJ, Mohammad Abedini is the founder of an Iranian company called SDRA, which provides technical support for Iran's "Shahed" military drones.It is alleged that these tokens are held in a non-custodial cryptocurrency wallet, but authorities did not provide further details.

ChainCatcher news, according to TASS, Russia's largest energy supplier Rosseti plans to launch a cryptocurrency mining business, allowing specific power supply centers to collaborate with Bitcoin mining companies.Rosseti stated that the company will act as "the operator coordinating the deployment of crypto mining infrastructure," focusing on "low-utilization power supply centers." Cryptocurrency mining can not only improve the utilization of idle capacity but also increase grid load and tariff revenue, thereby promoting the development of the Russian economy and tax growth. Rosseti is exploring various tools to incentivize low-load power centers to participate in mining, including adopting special electricity pricing policies while leveraging the grid's load management capabilities to ensure the reliability of power supply.

ChainCatcher news, according to a statement from the U.S. Department of Justice, Indian national Anurag Pramod Murarka has been sentenced to 121 months in prison for conspiracy to commit money laundering. The 30-year-old Murarka is an international virtual currency vendor operating under the aliases "elonmuskwhm" and "la2nyc." From April 2021 to September 29, 2023, Murarka promoted his money laundering services on dark web markets.Customers negotiated exchange rates with him via encrypted messages and then sent cryptocurrency to a designated address. Murarka subsequently arranged for cash to be delivered to employees in the U.S. through Indian hawala operations, who then concealed the cash in books or envelopes to send back to the customers.Murarka charged service fees and used part of the funds to bribe employees. He was aware that many of his customers were involved in criminal activities such as computer hacking and drug trafficking, facilitating money laundering exceeding $20 million for these criminal activities.

ChainCatcher news, the decentralized AI project Phoenix announced a partnership with the largest Helium hardware supplier Bobber to launch the AI computing miner PhoenixNode, a lightweight next-generation AI computing node that enables Phoenix users to own and contribute GPU computing power through PhoenixNode, earning rewards from the SkyNet platform and various AI models and applications.The initial version of PhoenixNode is scheduled to be released in the first quarter of 2024, with an expected price of around $1,000. The total reward payout combines mining rewards and variable fees based on the tasks assigned to each machine.

ChainCatcher news, hardware and chip technology supplier ARM Research has introduced confidential computing for encrypted data into IoTeX's DePIN stack in collaboration with the Web3 platform IoTeX.It is reported that DePIN stands for Decentralized Physical Infrastructure Network, designed to allow contributors to build decentralized infrastructure for use by any individual or company in exchange for economic compensation. The latest feature added to the DePIN stack is confidential computing, which allows developers to compute encrypted data. This new framework is written in Rust.In addition, Dr. Xinxin Fan, co-founder and blockchain lead of IoTeX, stated that confidential computing is a hardware-supported security and privacy enhancement technology specifically designed to protect data during use.

ChainCatcher news, blockchain analysis company Elliptic disclosed that several Chinese chemical suppliers selling synthetic opioid fentanyl precursors have received millions in cryptocurrency payments. Among them, 90% of the companies accept cryptocurrency payments, and identified wallets belonging to these chemical suppliers have received over $27 million in cryptocurrency, with the number of transactions in these wallets increasing by an astonishing 450% year-on-year.According to Elliptic, most suppliers accept Bitcoin (BTC) and USDT. (source link)

ChainCatcher news, after the local regulatory authority in Hong Kong announced that it would open the door to such products, trading platform exchange-traded fund (ETF) providers are busy submitting applications to launch cryptocurrency futures ETFs aimed at retail investors. Experts say that given the narrow range of permissible underlying assets listed in the Hong Kong Securities and Futures Commission's announcement, being one of the first companies to list a retail-accessible cryptocurrency futures ETF on a local trading platform will be particularly crucial for the product's success.