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2026-09-24

1. Report: TSMC's wafer foundry prices are confirmed to rise again, by approximately 3% to 6%. 2. Latest disclosure from a major short seller: Significantly increased short positions in Micron, Nebius, and other companies. 3. TrendForce data: DRAM

1. Report: TSMC's wafer foundry prices are confirmed to rise again, by approximately 3% to 6%. 2. Latest disclosure from a major short seller: Significantly increased short positions in Micron, Nebius, and other companies. 3. TrendForce data: DRAM memory module industry revenue is expected to surge 59% in 2025. 4. First substantial victory: Yangtze Memory wins 3D NAND patent battle in Germany, Micron faces sales ban. 5. Powerchip Memory: Orders for consumer-grade and industrial-grade DRAM continue to rise, with prices fluctuating according to market conditions. 6. JPMorgan: HBM specification downgrade does not change the underlying shortage; demand is projected to grow at a CAGR of 63% from 2026-2028. 7. Reports indicate that Samsung Electronics' first-generation sub-10nm DRAM will adopt a hybrid bonding structure. 8. Huawei and Zhongcheng Technology launch new professional storage services. 9. Samsung has completed 16GB LPDDR6 verification on the Snapdragon 8 Elite Extreme Gen 6. 10. Samsung Electric: A subsidiary signed a contract for a US data center energy storage oil-fired power conversion project worth approximately 885 million yuan. 11. Microsoft Surface Pro 12 and Laptop 13 upgraded to Qualcomm Snapdragon X2 Plus processors, with base memory increased from 8GB to 16GB, and prices significantly increased.
2026-09-24

ANTHROPIC said Claude led the discovery of a molecular machine that the company beliefs may represent a novel gene‑editing mechanism, but it cautioned the precise biological function remains unclear.

ANTHROPIC said Claude led the discovery of a molecular machine that the company beliefs may represent a novel gene‑editing mechanism, but it cautioned the precise biological function remains unclear.
2026-09-24

According to Fox News: Anthropic announced that Claude led the discovery of a molecular machine. Anthropic believes this discovery could represent a new gene-editing mechanism, but the company stated that its exact biological function is currently un

According to Fox News: Anthropic announced that Claude led the discovery of a molecular machine. Anthropic believes this discovery could represent a new gene-editing mechanism, but the company stated that its exact biological function is currently unclear.
2026-09-24

At a State Council Information Office press briefing, the Ministry of Culture and Tourism said China has become the largest source market and a primary destination for international tourism. In 2025 inbound tourist visits reached 154 million, up 17.1

At a State Council Information Office press briefing, the Ministry of Culture and Tourism said China has become the largest source market and a primary destination for international tourism. In 2025 inbound tourist visits reached 154 million, up 17.1% YoY; mainland residents' outbound trips totaled 148 million, up 20.8% YoY.
2026-09-24

Anthropic CEO told Fox News he expects AI to cure most major diseases within the next decade and said advanced AI will transform how scientists conduct biological and medical research.

Anthropic CEO told Fox News he expects AI to cure most major diseases within the next decade and said advanced AI will transform how scientists conduct biological and medical research.
2026-09-24

The US composite PMI hit a new high since July 2021 in September, indicating renewed inflationary pressures. Gold is showing strong sell signals, while sentiment towards crude oil is relatively balanced. Please visit and subscribe to the "Database -

The US composite PMI hit a new high since July 2021 in September, indicating renewed inflationary pressures. Gold is showing strong sell signals, while sentiment towards crude oil is relatively balanced. Please visit and subscribe to the "Database - Gain Capital Market Barometer" (data updated every 10 minutes).
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