According to Jin10, a research report by Taihaitong Securities on May 15 states that the current AI-driven price surge across the entire industry chain is reshaping the value distribution in the semiconductor sector. The report suggests that upstream segments with core barriers will benefit the most, recommending attention to major memory companies and advanced process foundries. Additionally, it highlights the importance of focusing on core material segments with expanding supply-demand gaps and equipment manufacturers accelerating domestic substitution. Lastly, it advises prioritizing leading cloud providers with premium computing power capabilities. The inflation in the AI industry chain has spread from upstream core hardware to the entire midstream and downstream industry chain, forming a systemic cost transmission. The evolution of AI Agents from 'chatting' to 'acting' is expected to initiate the next round of industry chain inflation cycle. The implementation of Agents is projected to exponentially increase Token consumption (growing over 300 times from 2024 to 2025), with the backend computation triggered by a single user command being several times higher than ordinary chatting. This task-oriented continuous invocation will significantly increase inference load, leading to an exponential growth in demand for AI accelerators for HBM. However, the expansion of HBM capacity is constrained by the 'one-to-three' wafer consumption and low yield bottlenecks, with supply release expected only by 2027-2028. The supply-demand contradiction is anticipated to intensify, likely triggering a new round of resource competition and price increases across the entire industry chain.

Polish lawmakers have passed a cryptocurrency bill to implement the European Union's Markets in Crypto-Assets Regulation (MiCA). According to NS3.AI, this move comes as prosecutors estimate Zondacrypto user losses to exceed 350 million zlotys ($95.93 million). The legislation, which Poland is required to approve by July, follows a period of financial turmoil for Zondacrypto users who faced difficulties in withdrawing their funds. The bill's adoption occurred after President Karol Nawrocki vetoed two previous versions due to concerns over regulatory burdens and penalties.

PANews posted on X (formerly Twitter). The CLARITY Act has successfully passed through a Senate committee, marking a significant step in regulatory clarity for digital assets. Meanwhile, major Wall Street firms such as BlackRock and JPMorgan are rapidly advancing their tokenized financial products. This week, the total market value of Real World Assets (RWA) on the blockchain reached $31.4 billion, with the number of holders increasing by 6.75%. However, the market value of stablecoins experienced a slight decline, and monthly transfer volumes dropped by over 30%, indicating a notable decrease in demand for large-scale settlements.

PeckShieldAlert posted on X that THORChain's native token, RUNE, has experienced a significant drop of 11%. The decline in value has raised concerns among investors and market analysts, prompting discussions about the potential causes and implications for the cryptocurrency market. The sudden decrease in RUNE's value highlights the volatility often associated with digital currencies and the need for investors to stay informed about market trends and developments.

Ant International is focusing on small and medium-sized enterprises (SMEs) in the cross-border payments sector. According to NS3.AI, Juniper Research forecasts that global business-to-business (B2B) transaction volumes will surpass $111 trillion by 2027. Clara Shi highlighted that WorldFirst, a part of Ant International, currently serves 1.6 million SMEs. The company utilizes single-onboarding, multi-currency accounts, and tokenized real-time settlement rails to facilitate cross-border trade.

Regulators are currently navigating a decision between bearer-style stablecoins and bank-issued tokenized deposits as the stablecoin market hits $323.4 billion. According to NS3.AI, the European Union's E-Money Token rules and the U.S. GENIUS Act are emerging as frameworks that emphasize strict reserves, insolvency protection, and compliance, aiming to facilitate institutional adoption.

Binance announced on X that its app has undergone a comprehensive upgrade, offering users enhanced customization options for a more personalized experience. The latest update allows users to tailor the app's interface with simple gestures, aiming to improve navigation and accessibility. The new features include a long-press function on the bottom navigation bar, enabling users to customize the home page layout according to their preferences. This update is designed to provide a seamless and intuitive user experience, allowing for quick access to frequently used features and tools. Additionally, users can now swipe right to directly access the user center, where they can manage activity rewards efficiently. This feature aims to streamline the process of tracking and claiming rewards, enhancing user engagement with the platform. Moreover, the update introduces a left-swipe function that takes users directly to the Binance chat room. This feature facilitates easy communication and interaction within the Binance community, promoting a more connected and interactive environment for users. By upgrading to the latest version of the app, users can enjoy a smoother and more efficient experience, reflecting Binance's commitment to continuous improvement and user satisfaction.

WTI crude oil prices have surpassed $105 per barrel, marking the highest level since May 5, according to Odaily. The price increased by 2.92% during the day. Meanwhile, Brent crude oil is currently up by 2.47%, trading at $106.44 per barrel.

OpenAI는 ChatGPT에 대한 대대적인 새로운 안전성 개선 기능을 적용했는데, 이를 통해 챗봇은 대화의 전반적인 맥락을 분석하여 정서적 고통의 징후, 자해 위험 및 위험한 행동을 감지할 수 있게 되었습니다.

코인원은 OKX 및 한국투자증권과 각각 약 20% 규모의 전략적 투자 가능성에 대해 협의 중이지만, 아직 합의에 이르지는 않았다.

Cerebras 이해하기: 연산 능력이 AI의 사고를 이끌고, 기억이 에이전트의 행동에 힘을 실어준다

OpenAI는 ChatGPT가 시리(Siri)에 통합되었음에도 불구하고 회사가 기대했던 사용자 증가와 구독자 확보가 이루어지지 않자, 애플을 상대로 법적 조치를 취하는 방안을 검토하고 있다. 애플이 구글 제미니(Gemini)와 앤트로픽 클로드(Anthropic Claude)와 같은 경쟁 AI 모델에 대한 지원을 확대함에 따라 양사의 협력 관계는 점점 더 팽팽해지고 있다.

JPEG은 고속 솔루션이지만, 당시에는 존재하지도 않았던 문제를 해결한 것이었습니다.

유럽연합(EU) 관계자들은 도널드 트럼프 미국 대통령과 시진핑 중국 국가주석이 중국에서 갖는 중대한 회담을 점점 더 큰 우려를 안고 지켜보고 있다. 이들은 무역, 기술, 핵심 자원에 관한 미중 간 새로운 전략적 합의의 ‘부수적 피해’가 유럽이 될까 봐 우려하고 있다.

미국 주식 온라인 매수 방법 한눈에 보기: 플랫폼, KYC, 절차 및 유의사항.

스페이스X는 6월로 예정된 로드쇼에 앞서 기업공개(IPO) 투자설명서를 공개할 준비를 하고 있으며, 사상 최대 규모의 주식 시장 상장을 목표로 하고 있다.

AI의 궁극적인 형태는 더 똑똑한 도구가 아니라, 스스로 기술 트리를 연구할 수 있는 종이다.

CLARITY 법안, 규제, 스테이블코인, SEC, CFTC, 암호화폐 업계가 10년 동안 기다려온 그 법안이 서명까지 단 한 걸음만을 남겨두고 있다. 골든파이낸스, 암호화폐 업계의 ‘법 집행 및 규제’ 시대가 7월 4일에 도래할지도 모른다.