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.

정치가 ‘트래픽’이 되고, 그 트래픽이 암호화폐 시장에 유입되면 결국 어떤 결과가 초래될까?

메타, 저커버그, AI 에이전트, 인공지능, 저커버그가 미국판 ‘자비스’ 개발에 ‘밤을 새우며’ 매진, 골든 파이낸스, 미국 내 18세 이상 사용자만 이용 가능.

비자는 전 세계 네트워크 전반에서 스테이블코인 결제가 급증함에 따라, 자사의 방대한 결제 정산 네트워크를 온체인 대출 인프라와 연결함으로써 블록체인 기반 신용 서비스를 전통적인 금융 분야에 더욱 깊이 침투시키고 있다.

우리가 업무와 창의성은 물론, 상업적·학문적 가치가 가장 높은 원초적인 아이디어까지 모두 AI 도구에 맡길 때, ‘데이터 주권’은 도대체 누구의 손에 있는 것일까?

비트코인은 단기적으로 명확한 상승 동력을 찾지 못하고 있으며, 에너지 충격, 금리 인상 기대감, 그리고 부진한 현물 수요가 하락 압력으로 작용하고 있는 반면, 파생상품 시장의 강세 구조와 기관 자금 유입은 바닥 지지력을 제공하고 있다.

진정으로 물어야 할 질문은 “Stock perp이 주식을 대체할 것인가”가 아니라, 어떤 종목에서 기존 주식 시장보다 더 큰 주변 금융 시스템이 먼저 등장할 것인가 하는 점이다.

VVV에서 HYPE까지, 암호화폐 시장은 다음 저평가 자산을 어떻게 찾아낼 것인가?

우즈베키스탄은 정부 채권을 새로운 형태의 디지털 화폐의 담보로 삼아, 국유 자산으로 뒷받침되는 스테이블코인이 블록체인을 통해 일상적인 결제 수단으로 활용될 수 있는지 테스트하기 위한 시범 사업을 시작했습니다.

이 시대에는 누가 먼저 해답을 찾아내느냐에 따라 승자가 결정되며, 무엇을 희생했는지는 아무도 신경 쓰지 않는다.

지난 몇 년간 스테이블코인의 가장 큰 화두는 줄곧 ‘결제’였습니다. 앞으로 주목해야 할 부분은 아마도 ‘신용’일 것입니다. 만약 이 단계가 실제로 성공적으로 이루어진다면, 스테이블코인의 다음 단계는 더 이상 단순한 결제에 그치지 않을 것입니다. 바로 대차대조표가 될 것입니다.