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Today · 2026-08-02 · Sun

SCIENTIFIC TECHNOLOGY: THE SIGNIFICANT INCREASE IN CPU DEMAND FOR THE DELIVERY OF DLDD5 RDC CHIPS WILL CONTRIBUTE TO THE EXPANSION OF THE MEMORY INTERCONNECTIVITY CHIP MARKET

On 21 July, the S&T (68808.SH) published an announcement of a record of investor relations activities, in which the company benefited from trends in the AI industry during the first half of the year, strong demand in the industry, higher and continuous generational penetration of the DDR5 and a significant increase in the delivery of the company ' s DDR5RCD chips, with a further increase in the proportion of third and fourth-generation RCD chips. Revenues from the new interconnected chip products MRCD/MDB, PCIeRetimor, CKD and CXLMXC have risen significantly. The company plans to complete the third generation of MRRD/MDB chips this year, and the industry expects that MRDIM will gradually move into the permeation slope phase over the next two to three years, starting with scale applications. Increased demand for CPUs will drive increased use of memory modules, thus contributing to the expansion of the memory interconnected chip market. In addition, the increased importance of CPU in the AI system architecture will synchronize other CPU-related interconnectivity chip requirements, including PCIe interconnectivity, CXL interconnectivity chips, etc. CXL3.1MXC chips have been sent to key customers for sample testing and the rate of penetration in data centres is expected to increase rapidly in the coming years. The PCI6.x/CXL3.xRetimer chip is actively collaborating with the customer test validation and the industry expects to enter the scale application phase by 2027. The company plans to complete the flow of the Ethernet PHYRetimer chip this year。

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Coin Shares launched the UCITS platform's first mining ETF to start trading

On 21 July, the encrypted asset management company CoinShares launched the UCITS platform and synchronized its first fund under the flag of Coin Shares Bitco Mining UCITS ETF, which started trading on Tuesday at the German Exchange Xetra. CoinShares stated that the central obstacle to institutional entry previously lay in the product structure, that many institutions had investment authorizations to restrict their holdings of debt securities and that the introduction of the UCITS framework would effectively lift that restriction. The UCITS platform is a fund issuance and management platform based on the regulatory framework of the EU Portfolio of Negotiable Securities Scheme. Strict investment restrictions, risk dispersion, liquidity and information disclosure requirements for the Fund's products are in place to ensure investor protection, while the European Passport mechanism is granted to allow approved funds to be freely sold across the EU/EEA borders。

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National Supernet Kimi K3 API Service

In recent days, the State has overcalculated the access service for the Kimi K3 model API, and businesses and developers have been able to quickly access this 2.8 trillion-billion-parameter open-source model capability without the need for cumbersome environmental configurations. Currently, the API is compatible with OpenAI and Anthropic interfaces and supports fast-track, low-cost multi-purpose AI applications. Currently, overcalculated Internet-based API services have brought together open-source models such as MiniMax, DeepSeek, Qwen, GLM and Kimi, covering full-dimensional AI capabilities such as text generation, photo generation, video generation, voice synthesis, multi-modular. (Extraordinary Internet)

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BELED, GOURD, AND LAMARZIA ARE REPORTED TO BE THE CAPITAL INVESTORS OF HONG KONG

On 21 July, according to Bloomberg, informed sources revealed that Belet, Gourmet and Lamarzi would be the key investors in the potential eight billion-dollar Hong Kong listing scheme. These building block investors are expected to subscribe to a share of almost half the size of the issue in exchange for a guaranteed allocation to hold the stock for a fixed period (usually six months). At the earliest, on Wednesday, the Mid-Strategic Initiative began to accept an investor's offer, which is likely to be Hong Kong's largest stock issuer in seven years。

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THREE-STAR ELECTRONIC EXPANSION AND NAND SUPPLY COOPERATION WITH YOUNG WEIDAR ACCELERATE THE V9, V10 FLASH LAYOUT

ON 21 JULY, SAMSUNG ELECTRONICS IS EXPANDING ITS COOPERATION WITH YOUNG WEIDAR IN THE NAND FLASH FIELD, BUILDING ON EARLIER COLLABORATIONS WITH DRAM, HIGH BANDWIDTH MEMORY (HBM) AND CRYSTAL CIRCLE INDUSTRIES TO FURTHER DEEPEN THE STORAGE CHIP SUPPLY RELATIONSHIP. ACCORDING TO THE SOURCE, SAMSUNG HAS BEGUN TO PRODUCE THE TENTH GENERATION OF V-NAND (V10) AND TO SUPPLY IT TO WEIDA, WHILE EXPANDING THE NINTH GENERATION OF V-NAND (V9) AND ADVANCING THE DEVELOPMENT OF THE ELEVENTH GENERATION OF 500-GRADE V-NAND (V11). IT IS KNOWN THAT SAMSUNG CURRENTLY HAS CAPACITY TO PRODUCE MORE THAN 100,000 V-NANDS PER MONTH, OF WHICH ABOUT 60 PER CENT IS DISTRIBUTED TO V9 PRODUCTS。

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Cursor had AI rewrite SQLite: 15 times different model combination costs

Cursor's experiment with AI to rewrite SQLite shows that the cost differences for different models can be 15 times higher. In the experiment, AI delegate consulted only 835 pages of the SQLite manual, rewriting the compatible database with Rust. All four official configurations of the new version of the system have passed unpublished SQL tests. The tests included gpt-5.5 and glog 4.5 for planning and execution, while the other two groups were planned by opus 4.8 or fable 5 and executed by cheap Composer 2.5. The four components, which were $10,565, $1928, $1339 and $2234 respectively, were for the minimum programme planned for opus 4.8 and implemented by Composer 2.5. The implementation of agent consumed most of the tokens, and the cost of using cheap models decreased significantly. Cursor also tested the programme for the full scope of the work of the opus 4.8 and Fable 5 missions at a cost of $5153 and 2005.7 respectively. If only cost, the maximum option would be about 15 times the minimum formal option. The use of strong models for planning and the implementation of cheap models may be more cost-effective than using the strongest models throughout the process。

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The biggest shareholder of Bitcoin Treasury Metaplanet changed to CRMC

On 21 July, Metaplanet Inc., Japan ' s largest Bitcoin Treasury Company, disclosed a change in its major shareholders and its first largest shareholders, with the United States investment consultant Capital Research Management Company (CRMC) becoming the largest shareholder by increasing its holdings, increasing its direct-held voting rights from 1.8865 million to 1.3606 million, and the share of voting rights for all shareholders from 9.32 per cent to 10.63 per cent。

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dsrv signed a contract with SBI VC Trade to provide digital asset pledge infrastructure support

According to etoday, the Korea Block Chain Infrastructure Technology Corporation dsrv signed a contract with the Digital Assets Exchange of the Japan SBI Group to serve as a service provider to provide infrastructure support for its digital asset pledge operations. SBI VC Trade has been registered with the Japan Financial Agency (FSA) for personal and institutional clients and provides Bitcoin transaction, hosting and operational support to Metaplanet. dsrv obtained the Korea Virtual Asset Provider (VASP) licence in 2024 and plans to further expand the Japanese compliance digital asset market。

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BIAN-ANN SHOWS YOU HOT COINS: BANK HEAT RISES AND DROPS BY 45.89% 24 HOURS

THE CURRENCY AGNOSTIC LINE SHOWS THAT HYPE IS AT THE TOP OF THE HEAT, AND BANK IS DOWN THE MOST. THERMAL FLOW IS AS FOLLOWS: 1 HYPE ($63.19,3.93 PER CENT) 2 BANK (0.1443, 45.89 PER CENT) 3 ACE (0.09883, 30.79 PER CENT) 4 ETH (1938.54, 4.03 PER CENT) 5 AKE (0.001707, 1.91 PER CENT). BANK HAS A WEAK CAPITAL BUY-IN, WITH A 24-HOUR NET INFLOW OF APPROXIMATELY $27,985.8 MILLION AND A 24-HOUR DEAL OF APPROXIMATELY $2,249 MILLION, OF WHICH THE MAIN NET INFLOW IS APPROXIMATELY $35.38 MILLION。

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Claude and Codex went back and forth, and AI started cleaning up the math

Claude and Codex went back and forth, and AI started cleaning up the math. Anthropic mathematician Levent Alpöge uses Claude Fable to find a three-dimensional reversal of the Acacia hypothesis, an issue that has been pending since 1939 and is on the list of major mathematical dilemmas of the twenty-first century. The multiple maps given by Fable, with a constant range of two in the range of Acacia, send three different inputs to the same output, so that it is not reversible and three-dimensional and higher versions are perjury. Aaron Lou, an OpenAI researcher, then left Codex on its own, and the model found the same cross-reference in the absence of a network and wrote the extrapolation process. In the future, mathematicians may hand over a large number of open questions to different models, and AI can try repeatedly and wrongly, looking for reverse examples and new ideas, and then authenticate the tool with a symbol or formalization. The model is also likely to create the wrong proof that the academic world may move from "no answers found" to "no answers tested". The greater risk arises from a real breakthrough, with AI finding new algorithms that could result in the failure of public key systems such as web encryption and digital signatures, requiring an urgent global change of password standards。

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United States shares today: Nasdark rises, placards rise 500 futures

The increase in United States stock futures on Tuesday, and the 1.3 per cent increase in NASDAQ 100 futures and the recovery of chip units were the focus. The Dow Jones industry averaged an increase of 0.3 per cent in futures and a 0.5 per cent increase in standard 500 futures. Investors are preparing for a series of financial reports, influenced by the tense situation in the Middle East and the new United States tariff policy towards Canada. South Korea ' s KOSPI composite index rose by more than 2 per cent, driven by strong performance of semiconductor units. The Nvidia stock price rose slightly before the opening of the opening, as it was announced that it had acquired the shares of Nebius, a cloud service provider。

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Selini Capital released 504,000 hypes valued at $31.7 million

On 21 July, following monitoring by Markets Alpha, Selini Capital just requested the cancellation of 504,000 HYPEs, valued at $31.7 million. The HIP-3 Dreamcash market was deployed at that address. Following the announcement of the closure of the market, Selini was in the process of releasing the HYPE pledge necessary for the deployment and maintenance of the market, which had benefited almost $20 million from this "investment"。

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Irihua: Bitcoin is expected to exceed $68,000 for certainty in the next round. High

On 21 July, the founder of Liquid Capital (formerly LD Capital) said that he hoped that the last drop would not be too low (about $55,000?), with the hope that the next round would lead to higher returns. After this time of effort in the AI field, our AI Foundation, Axiom Investment, is about to launch an AI-United States research paper, which, in addition to the Star-Front Enterprise, has many Black Horses Enterprises, with huge opportunities for explosion。

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The fifth issue of the Hall of Fire Money will begin tonight:

On 21 July, according to official media sources, the head and chief analyst of HTX Research and Andy Liu will be making the fifth issue of the guest-money lecture today at 1900 hours (UTC+8). With the theme “Beforeing 2026 Q3: defining a secure market for liquidity”, Andy will conduct an in-depth analysis of changes in global macroliquidity, the core transaction logic of the Q3 encrypted market, the orientation of institutional funding and focused track opportunities to help investors capture key variables in the new market cycle。

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Bitget adjusts the financial rates of the DEXEUSDT contract for sustainability

Bitget announced that it would adjust the time and floor of the financial rates of the DEXEUSDT contract for renewal. The adjustment would be made at 18:00 (UTC + 8) on 21 July 2026, and the floor/ceiling of the funding rate would be adjusted from +1.800/-1.800 per cent to +20.000 / 2.000 per cent. The fund rate settlement cycle will be adjusted to one hour every four hours. Details of the adjustments are as follows: the maximum funding rate of 18:00 (UTC+8) as at 21 July 2026 is +20,000 per / 20.000 per cent. The platform will be notified further if, inter alia, high fluctuations in the flow of business lead to time adjustments。

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