Coforge Ltd. chairman resigned after an internal audit raised concerns about a lack of transparency in how board directors were evaluated, according to Bloomberg. The departure marks another sudden leadership change at a major Indian company.

MangoBoost, backed by Samsung Electronics Co., is now profitable as demand for cost-effective AI data centers surges, according to Bloomberg. The startup’s chief executive officer said the company has benefited from the strong demand.

According to Jin10, DBS Group Research said China Unicom (00762.HK) reported net profit of 9.5 billion yuan in the first half of this year, down 34.6% year on year and 26% below market expectations, and cut its 2026-2028 earnings forecasts by about 6.2%, 8.9%, and 11.1%, respectively. The report said China Unicom's target price was lowered from HK$8.7 to HK$8, while the buy rating was maintained. It also said the company expects shareholder returns to normalize again, and kept its forecast that the payout ratio will stay above 65%, implying a dividend yield of about 7.9%. China Unicom management said the suspension of interim dividends was a one-off arrangement because capital expenditure was brought forward, while the full-year capex guidance remained unchanged at about 50 billion yuan. First-half capital expenditure was 24.1 billion yuan, accounting for about 48% of the full-year budget.

Link REIT (0823) said its Hong Kong retail occupancy rate was 97.5% for the first fiscal quarter ended June 30, down 0.3 percentage points from the previous quarter, according to Ming Pao. Average monthly rent was HK$59.8 per square foot, unchanged from the previous quarter.

According to Jin10, Beijing's home market new policy has been in place for one month, with nearby new projects using price cuts to boost sales, some offering 11% discounts, and some projects nearly fully subscribed before opening registration. Secondhand home transactions have accelerated, sellers' bargaining room has narrowed, and the overall market has shown a clear recovery trend. Hoso Institution data showed that in the month after the policy, Beijing's new-home and secondhand-home transaction volumes rose 8.5% and 2.3%, respectively, compared with the month before the policy. Centaline Property Research Center data showed that Beijing recorded 13,853 secondhand residential home registrations in August, down 1.3% from July but up about 4.1% year on year, marking the sixth straight month above the 13,000-unit threshold. At the end of August, secondhand home registrations rose sharply, reaching 852 on August 31. Industry participants interviewed said the policy's targeted effect on first-time buyers and upgraders is gradually being released, and Beijing's new-home and secondhand-home transaction volumes are expected to keep recovering during the September-October peak season, although the market is still likely to remain uneven.

SK Hynix said on the 9th that development of next-generation 3D DRAM semiconductors can use foundry processes. According to ChainCatcher, the company outlined key technical directions for 3D DRAM at its 2026 SK Hynix Future Forum held the previous day at the Supex Center in its Icheon campus. Vice Presidents Kim Kyung-hoon and Son Ho-young said the main priorities include using logic foundry processes for DRAM peripheral circuits, maximizing data bus bandwidth, and enabling ultra-short-distance transmission. They said 3D DRAM vertically stacks memory cells that were previously laid out on a flat plane to improve integration. They added that, beyond design and heat issues, the technology also requires solutions for fine interconnects, bonding, and process integration in packaging. As the boundaries between front-end and back-end packaging and between foundry and memory technologies narrow, they said joint optimization across existing fields will become more important. Son said 3D technology is changing the technical boundary between wafer fabs and packaging, and that new optimization and collaboration systems beyond existing fields are needed alongside advanced packaging innovation. Korea University professor Shin Chang-hwan said 3D DRAM is not only about vertically stacking chips, but also about breaking the boundary between memory and logic. He said a shift to 3D technology is inevitable as device miniaturization approaches its limit and data movement between systems and memory increases time and power consumption, and proposed an AI-linked 3D integrated design framework spanning materials, devices, packaging, and architecture. In remarks at the forum, SK Hynix President Kwak Noh-jung said the memory market used to resemble a straight road where companies competed to run faster, but now it is like a constantly changing curve, making it important to adapt flexibly to external changes in speed and direction as well as internal capabilities.

AMD said at Citi's 2026 Global TMT Conference on September 8, 2026, that AI-related opportunities could reach $2 trillion by 2030. According to ChainCatcher, the company expects its data center business to double in 2027 to about $70 billion in sales, with AI GPUs contributing about $40 billion and the rest coming from server CPUs. AMD raised its server CPU market estimate for 2030 to $220 billion from a prior estimate of $60 billion. The company said it has secured $29 billion to $30 billion in purchase commitments and received the largest capacity allocation increase among all TSMC customers, though it still faces tight supply of wafers, HBM memory, advanced packaging, and substrates. MI450 is scheduled to begin mass production shipments in the third quarter of 2026 and ramp further in the fourth quarter. AMD guided third-quarter gross margin at 56%, and said gross margin in the fourth quarter of 2026 and in 2027 is expected to decline slightly as MI450 ramps. Chief Financial Officer Jean Hu said the speed, scale, and rise of AI are unprecedented. AMD said it has announced three major anchor customers: Meta, OpenAI, and Anthropic, each involving multi-gigawatt deployments and multi-generation partnerships. Helios is ramping at the rack level. The company also said it has completed its acquisition of Taalas and is working with Cerebras to integrate Helios systems with its wafer-scale engine technology. AMD expects server CPU revenue to rise more than 80% year over year in the second half of 2026 and more than 70% in 2027, while enterprise server revenue grew more than 70% in the second quarter of 2026.

Samsung Electro-Mechanics and LG Innotek are advancing efforts to enter Intel's EMIB-T packaging substrate supply chain, with product development and testing already underway. According to ChainCatcher, the upgraded EMIB-T packaging technology is being expanded for external sales, and Google's next-generation AI accelerator TPU, planned for release in the second half of next year, will be the first to use EMIB-T. EMIB connects chips with a small silicon bridge, while EMIB-T adds through-silicon vias in the bridge for power transmission. A source said Samsung Electro-Mechanics has developed EMIB substrate samples for years and is now moving ahead with EMIB-T supply based on a 2.1D packaging substrate concept. LG Innotek recently delivered EMIB-T packaging substrates to SK Hynix for sample testing, and the two companies are evaluating product characteristics by mounting HBM on the substrates. Current EMIB-T substrate suppliers include Japan's Ibiden, Shinko Electric Industries, Taiwan's Unimicron, and Austria's AT&S. Ibiden has decided to build a mass-production line dedicated to Intel's EMIB-T substrates at an idle factory and plans to invest about 2 trillion won. It is also reported to have received advance payments from Google, Amazon, and Intel.

政治が「アクセス数」となり、そのアクセス数が暗号資産の世界に流入したとき、最終的にはどのような結果になるのだろうか？

meta、ザッカーバーグ、AIエージェント、人工知能、ザッカーバーグが「徹夜で開発」した米国のジャヴィス、金財、米国在住の18歳以上のユーザー限定。

Visaは、ブロックチェーンを基盤としたクレジットサービスを従来の金融分野にさらに浸透させようとしており、同社の巨大な決済ネットワークとオンチェーンの融資インフラを連携させている。これは、同社のグローバルネットワーク全体でステーブルコインによる決済が急増していることを受けた動きである。

仕事や創造性、さらには商業的・学術的に最も価値のある独創的なアイデアまでもがAIツールに委ねられるようになった今、「データの主権」は一体誰の手にあるのだろうか？

ビットコインは短期的には明確な上昇の勢いを欠いており、エネルギー価格の高騰、利上げへの期待、および現物市場の需要低迷が上値を抑えている一方で、デリバティブ市場における強気なポジション構成や機関投資家の資金流入が底値を支えている。

本当に問うべきなのは、「Stock perpが株式に取って代わるかどうか」ではなく、どの銘柄において、従来の株式市場よりも大規模な周辺金融システムが先に現れるか、ということである。

VVVからHYPEへ――暗号資産市場は、次に過小評価されている資産をどのように見出すのか？

ウズベキスタンは、政府証券を裏付けとした新しい種類のデジタル通貨を導入し、国家資産を裏付けとするステーブルコインがブロックチェーンから日常の決済へと移行できるかどうかを検証するためのパイロット事業を開始した。

この時代、誰が一番早く答えを見つけ出せば、その者が勝者となる。何を犠牲にしたかなど、誰も気にしない。

ここ数年、ステーブルコインにおける最大の話題は常に「決済」でした。今後、さらに注目すべきは「信用」かもしれません。もしこの一歩が本当に実現すれば、ステーブルコインの「後半戦」はもはや単なる決済にとどまらず、バランスシートそのものとなるでしょう。