Industry representatives at Semicon Network Summit 2026 said the silicon photonics industry’s bottlenecks have shifted from materials to packaging precision and heterogeneous integration. According to ChainCatcher, Marvell’s CTO said copper interconnects are nearing physical limits and that end-to-end optical interconnects are inevitable. TNO/Holst Centre said the main challenge for co-packaged optics is integrating optical materials such as LiNbO3 and InP with CMOS platforms. TSIA said packaging now requires micron-level fiber alignment precision, while Taiwan has a global advantage in chips and packaging. TNO also said panel-level packaging is a key opportunity for Taiwan because its experience with large glass substrates could support rising data center optical interconnect demand, although gaps remain in technologies such as chip-to-wafer bonding equipment. Marvell said its silicon photonics chips are becoming increasingly dependent on Taiwan’s supply chain.

Arthur Hayes said Maelstrom’s preferred crypto assets have not changed. According to Odaily, he said the firm’s long-term Bitcoin structural long position will remain the portfolio’s anchor, while its more speculative short-term bets through the end of 2026 are ETH at $10,000, ENA at $0.50, and ETHFI at $2. Hayes also joked about ZEC, saying he did not know where it went and suggesting it may have been stolen from the Orchard pool by AI. Odaily noted that Orchard is Zcash’s shielded pool and that Hayes was joking about no longer holding a Zcash position.

According to Jin10, Kuwait's military said Kuwait's air defense systems are responding to missile and drone attacks from Iran.

According to Jin10, SHEIN-W (00625.HK) fell more than 3% on its third day of trading in Hong Kong.

According to Yonhap, the Korea Herald and HKET, Asian equity benchmarks opened broadly higher on Thursday, tracking overnight Wall Street gains after U.S. President Donald Trump played down the prospect of a prolonged conflict with Iran and oil prices eased. Tokyo's Nikkei 225 opened little changed and held steady, trading at 64,393.12, up 0.10% or 67.48 points, as of 01:39 UTC. Chip-related names were mixed, with Tokyo Electron up 1.36% and Sony up 0.46%, while Advantest slipped 0.46%. Seoul's KOSPI opened 1.33% higher before paring gains, with the benchmark index opening at 6,650.33, up 87.61 points, according to Yonhap. The tech-heavy KOSDAQ opened at 814.31, up 10.33 points. Samsung Electronics rose 1.2% and SK hynix climbed 1.05%, while LG Energy Solution added 1.29%. The Korean won was quoted at 1,362.2 per dollar. Hong Kong stocks rebounded at the open, with the Hang Seng Index opening 171 points higher at 25,482 and the Hang Seng Tech Index up 0.7% at 4,549. Tencent rose more than 1% and Lenovo gained over 3%, while MINIMAX bucked the trend to fall nearly 3%. Taiwan's TAIEX opened up 160.76 points at 46,325.48, led by MediaTek, but soon reversed, trading at 46,125.85, down 0.08% or 38.87 points, as of 01:39 UTC. In mainland China, the Shanghai Composite opened up 0.29%, the Shenzhen Component gained 0.73% and the ChiNext Index rose 0.9%, with gold, semiconductor and server shares leading advancers.

Charles Schwab is imposing stricter limits on customers seeking to open tax-aware long-short accounts, according to a notice sent to clients. According to Sina Finance, the retail broker said clients must now have at least $10 million in assets to invest in certain separately managed accounts using long-short strategies, up from a previous threshold of $1 million. The company also said it will no longer solicit new clients or accept new money into portfolio margin accounts with higher leverage. The new policy will take effect on September 16.

Pakistan raised $3 billion from a two-part junk bond sale, according to Bloomberg. The government tapped investor demand after securing credit rating upgrades in the past couple of months.

Li Auto (02015) rose as much as 5% to HK$48 and was last up 4.2% at HK$47.8, according to ETNet. The stock traded 651,300 shares worth HK$30.72 million, with an active buy-sell ratio of 66:34 and net active buying of HK$6.4008 million. JPMorgan was the largest net passive buyer at HK$728,700, with a weighted average price of HK$47.47, while China Investment Information was the largest net passive seller at HK$1.641 million, with a weighted average price of HK$47.52. The Hang Seng Index was up 0.7%, the Hang Seng China Enterprises Index rose 0.7%, and the Hang Seng Tech Index gained 0.9%.

彭博策略师White指出，国库券因零折价率可在回购市场被反复质押，功能日益接近货币，形成类货币供给扩张效应，并与结构性通胀存在领先关系。这一趋势令美联储陷入两难。

投资者目前将黄金和比特币两类资产同时用于对冲货币贬值。比特币诞生后一直按照风险资产进行定价，如果这种与黄金相关性能延续，未来十五年其定价逻辑或将截然不同。

特朗普周三突然提出将霍尔木兹海峡改名为“特朗普海峡”，几个小时后又表示这只是“随口一提”。与此同时，他强调11月中期选举不会左右对伊朗的战争决策：“我不参选。”

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9月2日，《富爸爸穷爸爸》作者罗伯特·清崎（Robert Kiyosaki）在播客节目中自曝“负债12亿美元”的言论引发市场广泛关注。

修路的日子告一段落后，以太坊终于开始动手收拾那些让普通人发疯的链上体验了。

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Bitcoin Asia 散场，三大信号：比特币转向全球支付储备，RWA 持有人月增 440%，AI 代理靠 Crypto 自动结算。行业不再问何时涨，只看谁真在用。

与贝森特的「介入主义」不同，沃什表现得极为克制。面对长期收益率居高不下的挑战，贝森特手中的工具箱远未枯竭，一旦火力全开，其对市场的冲击力将不亚于货币政策。

对于Robinhood Chain而言，Meme造富效应和高APR可以成为吸引流量和资金的第一把火，但要让这把火持续燃烧，最终还需要真实的交易需求和可持续的生态价值。