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.

当政治成为流量，当流量进入Crypto，最后会变成什么？

meta,扎克伯格,AI Agent,人工智能,扎克伯格“爆肝”美国贾维斯 金色财经,仅限美国18+用户。

随着稳定币支付在其全球网络中激增，Visa正将基于区块链的信贷业务进一步推向传统金融领域，将其庞大的支付结算网络与链上借贷基础设施相连接。

当我们把工作、创意乃至最具商业和学术价值的原始构思都交给AI工具处理时，"数据主权"到底在谁手里？

比特币短期内缺乏明确的突破动力，能源冲击、加息预期与疲软的现货需求形成压制，而衍生品市场的看涨结构和机构流入则提供了底部支撑。

真正值得问的不是“Stock perp会不会取代股票”，而是哪一些ticker，会先出现一个比原股票市场更大的外围金融系统？

从VVV到HYPE，加密市场如何寻找下一批低估资产？

乌兹别克斯坦正以政府债券作为一种新型数字货币的抵押品，并启动了一项试点项目，以测试由主权资产背书的稳定币能否从区块链领域进入日常支付领域。

在这个时代，谁先跑出答案，谁就赢了，至于牺牲了什么，无人在意。

过去几年，stablecoin最大的故事一直是payment。接下来更值得看的，可能是credit。如果这一步真的走通，stablecoin的下半场就不再只是支付。而是资产负债表。