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Today · 2026-08-04 · Tue

AMD released the AI hanger system Helios challenging Weeda, Microsoft, Meta and others to join the deployment camp

The AMD officially launched the first-intelligence-oriented AI system, Helios, which is considered to be an important AMD product for British Grace Blackwell and Vera Rubin AI systems, and has been adopted by such business clients as Microsoft, Meta, OpenAi, Oracle, in an attempt to compete more directly in the AI infrastructure market. Microsoft announced that it would deploy the AMD Helios system to the Azure data centre as the latest client to adopt the platform. AMD states that Helios is expected to start delivering to clients later this year and to support forward AI model reasoning, Azure AI services and enterprise-level AI applications。

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Morgan Chase: The recent drop in chip stocks is not the beginning of a long decline, but the resilience of the next round

ACCORDING TO MORGAN CHASE, THE GAP BETWEEN THE PRICE OF THE CHIPS AND THE FUNDAMENTALS IS WIDENING WITH THE DOUBLE-DIGIT DROP IN MANY OF THE AI CHIPS' TAPS - THIS IS PARTICULARLY EVIDENT IN THE EUROPEAN SEMICONDUCTOR STOCK: EVEN THOUGH EUROPE’S SEMICONDUCTOR STOCK IS EXPECTED TO CONTINUE TO GROW IN THE NEXT 12 MONTHS, ITS SHARE PRICE IS EVEN BEHIND THE LARGE AVERAGE. THE BANK EXPECTS THAT THE SUPPLY AND DEMAND STRESS OF AI-DRIVEN DRAM WILL CONTINUE INTO 2028, AND THAT THE Q2 FINANCIAL SEASON WILL BE A CATALYST FOR THE NEXT ROUND。

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Mask buys the mobile power company APR Energy, with over $1 billion in value

According to TechRepublic, Mask acquired the mobile power company APR Energy, with a trading valuation of over $1 billion. According to regulatory documents, Duos Technology sells New APR Energy 5 per cent of its non-voting shares, with a net gain of $5.4 million, which is calculated as over $1 billion in the corporate valuation. APR Energy, based in Jacksonville, Florida, United States, has a rapidly deployable gas and diesel fleet, which provides temporary or supplemental power for such scenarios as data centres, with a total power capacity exceeding 1 GW and a partial project deployment within 15 to 30 days。

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Morgan Stanley: U.S. memory stock sold for health replacement, not a turn-off

MORGAN STANLEY ANALYST DESCRIBED THE RECENT SALE OF THE UNITED STATES MEMORY STOCK AS A “HEALTH REPLACEMENT” AND DID NOT CONSIDER THIS TO BE A TURNING POINT IN THE MEMORY CYCLE. MORGAN STANLEY EXPECTED THAT DRAM PRICES WOULD CONTINUE TO RISE BY 20-30 PER CENT OR MORE IN THE THIRD QUARTER OF 2026, A JUDGEMENT THAT POINTED TO SOME CHANNELS AND CLASS CALIBRES AND COULD NOT SIMPLY BE EQUATED WITH THE OFFICIAL DRAM CONTRACT PRICE FOR AN INDUSTRY-WIDE SERVER。

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Shanghai: further deepening of the whole-of-the-mix of artificial intelligence and upgrading of the system ' s capacity for self-innovation across the chain

The Shanghai Commission Standing Committee held an expanded session today, 20 July. The meeting noted the need to accelerate the construction of artificially intelligent development and innovative highlands of governance. The system enhances the capacity for self-innovation throughout the chain by deepening the entire system of artificial intelligence. Promotion of the iterative upgrading of basic models, the acceleration of the construction of high-performance smart-calculations and high-value language production systems, the further implementation of the “Shin City for Models” initiative and the “hundreds of 100” project, and the promotion of a comprehensive intellectual transformation。

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The offer of securities was terminated to provide lead market services to six funds such as the Chinese-Korean semi-conductor

IN RECENT DAYS, IT HAS BEEN ANNOUNCED THAT, WITH THE FILING OF AN APPLICATION BY S.E.L.L., AS OF 20 JULY 2026, THE OFFER OF SECURITIES CEASED TO BE THE MAIN MARKET SERVICE FOR SIX QDII FUNDS. IN RESPONSE, ON 20 MARCH, THE SOLICITOR RESPONDED TO THE JOURNALIST THAT IT WAS A MERE BUSINESS ACT AND DID NOT INVOLVE A JUDGEMENT ABOUT THE DIRECTION OF THE MARKET。

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SAMSUNG, SK HERCULES, MIZUOKA AND THE CXL CONTROLLER

On 20 July, according to the Korean technology media ZDNet Korea, Samsung electronics, SK Hercules and American light technology reduced or abandoned the commercialization of CXL extension controllers. Specialized chip design companies such as Montage Technology (Montectech), Astera Labs and Primemass are filling this gap. This change means that the division of labour in the CXL ecosystem is being reshaped, with memory manufacturers focusing on manufacturing, and design ownership shifting to independent chip design companies. For capital markets, not only does it benefit the relevant chip designer, but it also means that in the short term the three major memory producers will not be able to enter into new competition around a complete CXL solution, and their core profit model will continue to be around traditional DIM memory products。

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Bitmine had 7430 extra ETHs last week and bought back about 5.5 million shares. Unit

As at 19 July of Eastern United States time, BitMine's encrypted currency + total cash holdings + the Moontop Plan totalled $11.5 billion. Bitmine holds 5,777,468 ETH (7430 more than last week), and Bitmine holds 4.8 per cent of the total supply of the ethods (120.7 million). In addition, 207 BTCs, 180 million Best Industries shares, 58 million dollars in Eightco Holdings (Nasdac code: ORBS) and $385 million in uncollateralized cash were held. As at 19 July 2026, the total number of ETH pledged by Bitmine was 4,917,189 (with a total value of $9.2 billion per ETH 1,879. Mr. Tom Lee, Chairman of Bitmine, stated that “Bitmine bought back approximately 5.5 million regular shares last week at an average of $15.6156. We believe that the repurchase of common shares will enhance the value of shareholders.”

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FORECASTING THE PRICE OF THE HOTEL: A BREAKTHROUGH COULD PUSH ETH TO $2500

ACCORDING TO ANALYSTS, IF THE VALUE OF THE TAIFUNG (ETH) REMAINED CONSTANT AT OVER $1825, IT COULD EXCEED $2,500 AND BOOST THE FLOW OF ADDITIONAL FUNDS TO THE SHENFENG-RELATED BANKNOTES. ETH HAS EXCEEDED ITS RESISTANCE POSITION OF $1825 AND HAS ATTEMPTED TO CONVERT IT INTO A SUPPORT POSITION, WHICH, IF SUSTAINED, WOULD CONTRIBUTE TO FURTHER RECOVERY, WITH TARGET AREAS RANGING FROM $2465 TO $2620. ETH/BTC TRANSACTION PAIRS ARE ALSO TESTING LONG-TERM SUPPORT POSITIONS, AND CONTINUED BREAKTHROUGHS WILL MARK THE FIRST SIGNIFICANT CHANGE IN RELATIVE STRENGTH AND SUPPORT THE WIDER RECOVERY OF COINS WITHIN THE TAIFOW ECOSYSTEM。

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The Al-Houthi forces have indicated that a ban on maritime navigation will be imposed on Saudi Arabia on Monday

On 20 July, Yemeni Al-Houthi forces issued an official statement on 20 July, local time, announcing a ban on maritime navigation against Saudi Arabia in response to what they termed the Saudi “unjust and brutal blockade and aggression”. The declaration was issued by the Yemeni armed forces and entered into force from the time it was issued. It refers to the religious classics and refers to the total blockade of Yemen's ports, airports and land ports imposed by Saudi Arabia for nearly 12 years, claiming that they “have no rights or humanitarian grounds” and causing “unaffordable suffering” to the Yemeni people. The statement also alleged that the recent Saudi attack on Sana'a International Airport was “a flagrant act of aggression in flagrant breach of trust”. Kim Xian

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