ربطت حفلتان عشاء في تايبيه بين هوانغ رينكسون وهوانغ لي وشركة ميغاسبيد. زعمت شركة إنفيديا أن كل شيء كان طبيعياً، لكن بعد عشرة أيام اعترف أمام الشركة بأكملها بخيانته لزوجته.

بعد اعتراف جنسن هوانغ بعلاقة خارج نطاق الزواج، انخفضت القيمة السوقية لشركة إنفيديا بمقدار 180 مليار دولار بين ليلة وضحاها. وفي حال الطلاق بموجب نظام الملكية المشتركة في كاليفورنيا، يُمكن لزوجته نظرياً الحصول على ما يصل إلى 62.6 مليار دولار من الأسهم.

من العبارات التذكيرية المكتوبة على الورق إلى محافظ تسجيل الدخول عبر مواقع التواصل الاجتماعي، كلما تراجعت إجراءات الأمان، قلّ الخطر الذي يدركه المستخدمون. إن انتشار الثقة والاعتماد المفرط هو السبب الجذري للسرقة.

بعد انتخابات التجديد النصفي، دخل ترامب فترة انتقالية قبل الموعد المحدد، وتوقفت فوائد سياسات العملات المشفرة مؤقتًا، واشتدت المنافسة المتجانسة في هذا القطاع. ومع ذلك، قد تظل فرصة سانحة لتحقيق طفرة محتملة كامنة حتى نهاية عام 2026.

SpaceX disclosed in a regulatory filing submitted Friday that longtime board member Donald Harrison had resigned. According to Sina Finance, Harrison submitted notice of his resignation on November 4; the filing said he did not resign because of any disagreement with the company over its operations, policies, or business practices. Harrison was Google's president of corporate development. Google invested nearly $1 billion in SpaceX in 2015, and still holds a substantial stake in the company. Harrison was one of SpaceX's independent directors, a group responsible for evaluating a possible merger between SpaceX and Tesla, which CEO Elon Musk is pursuing. SpaceX's board now has five independent directors remaining.

According to ChainCatcher citing The Block, stablecoin payments startup Raycash, spun out of privacy protocol Zama, has launched on Ethereum mainnet and entered private beta. Raycash said more than 75,000 people joined its waitlist before launch; access will open in batches during the beta before a broader release. Built on Zama’s protocol, Raycash uses fully homomorphic encryption to conceal on-chain balances and transaction amounts. Users can wrap stablecoins 1:1 into confidential tokens under the ERC-7984 standard for payments and transfers, and earn yield through Morpho. The underlying stablecoins can be permissionlessly unwrapped. The app initially supports USDC, with deposits available via bank transfer, bank card, or stablecoin and withdrawals to bank accounts. Raycash handles Ethereum gas fees in the background, so users do not need to hold ETH. Raycash said its wallet is self-custodial and that confidential tokens cannot be frozen or seized at the token level. Users can grant selected parties, such as accountants and auditors, access to view transaction information. A Raycard for private spending is in development.

Hedge funds sold global technology stocks last week at one of the fastest paces on record, according to Bloomberg. Concerns that political opposition could derail the data-center buildout prompted an aggressive reassessment of the artificial intelligence trade.

بالنظر إلى الأدوار الخاصة التي تلعبها شركتا Nvidia وMegaspeed في صناعة الرقائق، فإن هذه الفضيحة الخاصة التي تورط فيها رئيس شركة عالمية عملاقة في مجال رقائق الذكاء الاصطناعي هي أكثر بكثير من مجرد فضيحة شخصية...

European stocks rose, led by banks, while technology shares also advanced, according to Bloomberg. Italy’s UniCredit SpA had better-than-expected earnings, and a merger proposal for Banco BPM SpA was reported.

Samsung Electronics and SK Hynix are competing to secure EUV lithography equipment deliveries as they expand advanced DRAM production, with each planning investment in the range of 10 trillion to 20 trillion won. According to Sina Finance, ASML has identified a shortfall in EUV supply for 2027–2028, and the two companies plan to take delivery of equipment in batches starting next year. SK Hynix disclosed in March that it would purchase EUV equipment worth about 11.95 trillion won, with delivery due by December 31, 2027. Equipment lead times have doubled from their previous maximum amid tight supply, prompting both companies to consider placing orders earlier and potentially adding orders later. Samsung is also increasing orders in line with its investment schedule at its Pyeongtaek site. Last November, it announced a five-year, 450 trillion won domestic investment plan that includes the P5 production line, which is targeted to begin production in 2028. Investment in a single P5 fab is reportedly more than 60 trillion won. The first-phase cleanroom work is expected to finish in the first half of next year, with equipment moving in afterward; Samsung has ordered lithography equipment for the line. EUV lithography uses a 13.5-nanometer wavelength light source to etch circuits and can reduce the need for multiple patterning, which splits patterns across repeated exposures. As circuit spacing narrows in advanced DRAM, including 10-nanometer-class sixth-generation 1c products, the number of process layers using EUV is increasing. TrendForce said SK Hynix plans to use EUV in more than five process layers for 1c DRAM, two more than in the previous generation. ASML said in its third-quarter report this year that, under current plans, EUV supply in 2027–2028 will not meet customer demand. It expects to ship about 65 EUV units this year, up nearly 50% from 44 last year. Supply would still fall short even if capacity rises 30% in 2027 and is planned to expand by another 30% in 2028. The effect of price increases for core products is expected to emerge gradually next year and be fully apparent in 2028. Storage customers accounted for 46% of ASML system sales in the third quarter this year. Samsung shipped the industry’s first EUV-based DRAM module in March 2020 and has since built up process experience; it currently has more EUV equipment than any other company in the memory sector. SK Hynix installed its first EUV machine at its M16 plant in Icheon in February 2021 and introduced the industry’s first High-NA EUV production machine last September. On September 8, Samsung announced an expanded partnership with ASML and plans to introduce High-NA EUV into DRAM production in 2028. Orders for back-end equipment makers are booked out two to three years, according to industry sources. HANMI Semiconductor and Amkor have largely filled their order books and are expanding production of key equipment for AI data centers, including thermal-compression bonders. An industry source said back-end processes for multidimensional chip packaging and interconnection are becoming more valuable alongside advanced front-end processes, and that HANMI Semiconductor and Amkor are increasingly tied to the cycle of major front-end manufacturers.

According to Jin10, Nikkei reported that Toyota will launch the U.S.-made Camry in Japan in late November, importing it in a specification for the Japanese market.

Elysium, the first Layer 2 ecosystem project on Hyperliquid, is scheduled to launch its mainnet on the evening of November 9, but interest has cooled ahead of the launch. According to PANews, only six tokens have market capitalizations of at least $1 million, with no notable wealth-creation effect reported; controversy has also arisen over allegations that an MEV bot received privileged trading access, and the team’s responses were inconsistent.

فشلت مبادرة وول ستريت في دعم الضجة الإعلامية: فقد تسبب مزيج الأرباح المسعرة مسبقًا، وتخصيص الرموز، وعدم اليقين في السياسات في ارتفاع السعر ثم انخفاضه.

أدت فضيحة هوانغ رينكسون إلى تسليط الضوء على شركة ميغاسبيد، مزود الطاقة الحاسوبية السنغافورية: لا يتم تصدير الرقائق، ويتم تأجير الطاقة الحاسوبية إلى الصين عبر مراكز البيانات في جنوب شرق آسيا، فإلى متى يمكن استغلال الثغرات في ضوابط التصدير؟

من حظر MEXC والتسوية بين Binance و OKX إلى إدخال ICE، تستخدم الولايات المتحدة ثلاثة خطوط - إنفاذ القانون والاستثمار والعملات المستقرة المقومة بالدولار - لدمج البورصات العالمية في شبكتها المالية.

ديب سيك، والوكيل الذكي، وهارنس - لم تكن هذه سوى "منتجات تجريبية" ساهمت في إنجاح فكرة الوكيل الخارق ديب سيك. جولدن فاينانس: يمكن نسخ وظيفة واحدة في عشرة أيام، لكن لا يمكن نسخ آلاف الشكاوى.

عندما يتورط مسؤول تنفيذي في قطاع التكنولوجيا في فضيحة خاصة، يكون لدى السوق بالفعل سيناريو راسخ لكيفية الرد.