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On August 11, TSMC held a board meeting and approved a capital budget of approximately $29.443 billion to expand advanced process and advanced packaging capacity to meet the strong demand brought by AI and high-performance computing. In May of this year, the board had already approved $31.283 billion, bringing the total approved capital budget for the year to $60.726 billion (approximately NT$1.96 trillion). TSMC Chairman C.C. Wei stated at the July earnings call that in the coming years, 13 advanced wafer fabs and advanced packaging plants will continue to be built in Taiwan, covering Kaohsiung, Hsinchu Baoshan, and Tainan, with the total investment scale in Arizona, USA also increasing to $26.5 billion.The board also approved the establishment of a joint venture with Sony Semiconductor Solutions Corporation, with TSMC's investment cap set at 282 billion yen. The joint venture will be located in Kumamoto Prefecture, Japan, aiming to mass-produce next-generation image sensors for smartphones by 2029. In addition, the board approved a cash dividend of NT$7 per share for the second quarter, with the ex-dividend date set for December 10. TSMC will provide eligible foreign shareholders with the option to receive cash dividends in US dollars.

Moore Threads announced that the company held a board meeting to review and approve the proposal for issuing H shares and listing on the main board of the Hong Kong Stock Exchange. The company plans to issue overseas listed foreign shares (H shares) and apply for listing on the main board of the Hong Kong Stock Exchange, and will choose an appropriate time and issuance window to complete this issuance and listing within the validity period of the shareholders' meeting resolution or other periods extended with shareholder consent.This issuance still requires review by the shareholders' meeting and must obtain relevant government and regulatory agency filings, approvals, and/or authorizations. Currently, specific details have not been determined, and there is significant uncertainty regarding its implementation.Moore Threads is a domestic semiconductor company in China, focusing on the independent research and development and design of full-featured GPUs (General-Purpose Graphics Processors).

The "whale" first set 10 major goals and shared market views on the X platform, stating "the last chance to get on board." Previously, it pointed out that the current market's short-selling cost-effectiveness is too low, and relatively speaking, it has already reached a phase bottom. It also has a premonition that the upcoming trend for Bitcoin should soon emerge, initiating a new round of increases. It fears missing the launch signal.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:HORSE (89gZ....ump): Net inflow of $4,000, increased by 211% in the past 24 hours, currently priced at $0.0008.Toast (DHKf....ump): Net inflow of $1,000, increased by 2780.7% in the past 24 hours, currently priced at $0.0001.URMOM (6zj2....r3A): Net inflow of $886, increased by 3808.8% in the past 24 hours, currently priced at $0.0003.ICM (DZch....ump): Net inflow of $715, increased by 30075.8% in the past 24 hours, currently priced at $0.0007.Mochi (HDgk....ump): Net inflow of $712, increased by 7232.9% in the past 24 hours, currently priced at $0.0002.

According to CCTV Finance, based on a previous announcement, the preliminary inquiry date for the IPO of Yushu Technology on the Sci-Tech Innovation Board is today. After the inquiry is completed, subscription will begin on August 10, with both online and offline subscription dates being August 10, and the payment deadline being August 12.The preliminary inquiry period is from 9:30 to 15:00, during which the sponsor (lead underwriter) will conduct verification of offline investors, and investors participating in the strategic placement will pay the subscription funds. On August 6, the issuance price will be determined, valid bidding investors and their subscription shares will be confirmed, and the final allocation quantity and ratio for investors participating in the strategic placement will be determined. This IPO of Yushu Technology aims to raise 4.202 billion yuan, publicly issuing 40.4464 million new shares, accounting for 10% of the total share capital after issuance, which will be 404 million shares. The market estimates that the IPO market value of Yushu Technology will exceed 40 billion yuan. Based on the new share subscription unit of 500 shares on the Sci-Tech Innovation Board and the estimated market value of the issuance, the IPO issuance price of Yushu Technology is approximately 104 yuan per share, with a single subscription requiring about 52,000 yuan, but the specific deviation of the IPO inquiry still needs to be determined by market participants.

According to Bitcoin News monitoring, a new real-time dashboard is mapping the ongoing exploitation of the COLDCARD vulnerability in real-time. @jamesob is deploying honeypot wallets and gradually increasing additional entropy, including dice rolls and mnemonic phrases, to measure the current brute-force cracking boundaries.The control wallet with an additional entropy value of 0 was emptied in 1 hour and 18 minutes. The project's goal is to determine the types of wallets that attackers can currently crack and how this capability changes over time.

According to CryptoSlate, Nasdaq-listed company Zhibao Technology (a Chinese insurtech company) signed a PIPE (Private Investment in Public Equity) agreement worth approximately $154.7 million on July 31, with investors paying in 2,380 bitcoins (calculated at a fixed price of $65,000 per bitcoin).The agreement lists 10 investor entities, each allocated 44.2 million units, totaling $154.7 million, paid in 238 bitcoins. Investors will purchase 442 million units at $0.35 per unit, with each unit consisting of 1 share of Class A common stock and a 2-year warrant (to buy 1 additional share at an exercise price of $0.35), with a potential total issuance of up to 884 million shares.After the transaction is completed, investors will designate 4 out of 5 directors and choose a new CEO and CFO. The existing 4 directors and the current CEO and CFO will resign. This issuance will significantly dilute the shareholding ratio prior to the PIPE transaction. The 49,001,662 shares will account for approximately 9.98% of the share base after the transaction is completed, while Class B shareholders will lose their 20-to-1 voting advantage.If all new warrants are subsequently exercised, the share base will increase to at least 933,001,662 shares, while the shareholding ratio prior to the PIPE transaction will drop to about 5.25%. The agreement is intended to be settled within 12 business days after July 31, or on another date agreed upon in writing by both parties, but the required capital increase and approval issues remain unresolved.

According to Jinshi reports, Bank of Japan Policy Board member Takeda Hajime proposed raising the short-term interest rate target to 1.25%.

According to GMGN data, the top 5 tokens with net inflow from KOL in the past 24 hours are as follows:fin (5LLJ....ump): Net inflow of $2,000, with a 24-hour increase of 4004.6%, currently priced at $0.0002.BMC (AnJB....ump): Net inflow of $1,000, with a 24-hour increase of 238.8%, currently priced at $0.0001.TIT (5xhJ....ump): Net inflow of $1,000, with a 24-hour increase of 1764.5%, currently priced at $0.0002.pumpcat (DyKo....ump): Net inflow of $1,000, with a 24-hour increase of 26%, currently priced at $0.0003.CALLOUT (BSJP....qqC): Net inflow of $834, with a 24-hour decrease of -27.2%, currently priced at $0.0001.

According to Jinshi reports, Yushu Technology (688836.SH) announced that the company will conduct its initial public offering and list on the Sci-Tech Innovation Board. This issuance will adopt a combination of strategic placement, offline issuance, and online issuance. The proposed public offering will issue 40.446434 million shares, accounting for 10% of the total share capital after issuance, with a total share capital of 404.46434 million shares after issuance.The preliminary inquiry date is August 5, 2026, and the offline subscription date is August 10, 2026. The company has a special voting rights mechanism arrangement, and the actual controller Wang Xingxing controls a total of 68.78% of the voting rights under the voting rights differential arrangement.

The Ethereum Foundation stated on platform X that pcaversaccio (pc) has joined the board of the Ethereum Foundation. pc is a long-term contributor to the Ethereum ecosystem, co-founder and head of SEAL 911, and previously a member of the EF Silviculture Society, which provides informal advice to EF with the aim of maintaining core values such as anti-censorship, open source, privacy, and security.pc has joined the board on a voluntary basis for a term of one year. pcaversaccio authored the "Ethereum Cypherpunk Manifesto" (2024, adapted from Eric Hughes' "Cypherpunk Manifesto") and "Ethereum Privacy: The Path to Autonomy" (2025), and has promoted the development of security practices across the ecosystem through technical contributions and community advocacy.

Web3 asset data platform RootData announced the completion of the stock perpetual contract leaderboard feature upgrade. This upgrade significantly enhances the weight ratio of trading volume and position amount, and adds dimensions of leverage multiples and market share for each exchange, aiming to provide more refined data references for the market.The latest data shows that Binance, Hyperliquid, OKX, MEXC, and Bitget rank among the top five exchanges in the stock perpetual contract market share, collectively accounting for 74.8%. RootData stated that the leaderboard currently includes data from nearly 30 exchanges, welcoming listed exchanges to supplement and完善 information, and also inviting unlisted exchanges to proactively submit data for inclusion in the ranking system.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:Jimothy (Ge87....ump): Net inflow of $7,000, with a 24-hour change of -32.7%, currently priced at $0.0248.SAKURA (EWiV....ump): Net inflow of $1,000, with a 24-hour change of 49.2%, currently priced at $0.0003.Terp (ALvN....ump): Net inflow of $807, with a 24-hour change of -65.5%, currently priced at $0.0001.Terp (G2rk....ump): Net inflow of $399, with a 24-hour change of 12.1%, currently priced at $0.0001.Lambocheesi (7W2q....ump): Net inflow of $252, with a 24-hour change of 1065.7%, currently priced at $0.0001.

Domestic DRAM storage IDM leader Changxin Technology will officially list on the Sci-Tech Innovation Board on July 27, with an issuance valuation of approximately 580 billion yuan and a total fundraising amount of 29.5 billion yuan, of which about 22.066 billion yuan is for equipment purchase and installation costs. Industry insiders believe that 2026-2027 is the golden window period for the introduction of domestic equipment.In terms of the supply chain, on the equipment side, North Huachuang has shipped a large volume of various categories such as etching and thin film deposition, Zhongwei Company continues to validate and mass-produce etching and thin film equipment, Huahai Qingshi CMP equipment has entered the core supply chain, and Jingce Electronics and Jingzhida testing equipment are benefiting simultaneously. On the materials side, Yake Technology precursor products cover advanced process needs, Guanggang Gas provides special gases and bulk gases, Jinhong Gas has a gas production order cycle of 15 years, Tongcheng New Materials ArF/KrF photoresists have entered mass production, Jingrui Electric Materials has a market share of over 40% in high-purity hydrogen peroxide, but high-end photoresists are still in the validation stage, and Debang Technology is in the sample testing stage. On the packaging and module side, Huatian Technology is a packaging supplier, Jiangbolong and Demingli have reached procurement agreements, while Maijie Technology is still in the introduction phase. On the distribution side, Shangluo Electronics has been authorized, and there are expectations for supply strategy adjustments after listing. Several listed companies hold shares indirectly through industrial funds, with Shangfeng Cement holding approximately 0.1517% of the equity before issuance.

According to Jinshi News, Changxin Technology stated that the company's stock will be listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on July 27, 2026.

OKX CEO Star posted on platform X that former New York Governor Andrew M. Cuomo (@andrewcuomo) has officially joined the OKX Board of Directors. Cuomo has been serving as an advisor to OKX since 2023, providing guidance for the platform's development, and this marks his formal promotion to board member.OKX Star stated that 2026 is a milestone year for the platform, and bringing in Cuomo's extensive leadership experience is an important step in continuing to build the world's most trusted large digital asset exchange.

OneKey founder Wang Yishi (@ohyishi) posted on the X platform to remind that, in addition to screenshots possibly being recorded, third-party input methods may also continuously read the user's clipboard content. These actions could lead to the leakage of sensitive information such as mnemonic phrases.Several netizens subsequently commented that after opening Pinduoduo without saving images or only copying relevant content, the platform's recommendation page displayed product information highly related to the previous screen content or clipboard content, raising doubts about the app's behavior of reading the screen or clipboard.However, the related claims currently mainly come from user tests and feedback on social platforms, and there has not yet been an official public response from Pinduoduo.

Vitalik posted on the X platform stating that he has developed a toy demonstration version of the idea of a "censored anonymous bulletin board" on Aztec. This idea comes from his previous article on using SNARKs, and it is still in the early stages, but it can already achieve interesting and non-trivial functionalities.

According to Gate's market data, on Friday, the three major U.S. stock indexes opened lower, with technology stocks declining across the board. The Philadelphia Semiconductor Index fell more than 20% from its historical closing high, likely confirming entry into a bear market.SK Hynix's ADR fell below the issuance price of $149 for the first time, and SpaceX's stock price dropped 38% from its peak, with a market value evaporating by about $1 trillion. AMD fell over 7%, Intel dropped over 6%, and TSMC declined over 5%. Analysts pointed out that the continued pullback in chip stocks is influenced by a shift in funding styles and a change in market preferences, while Federal Reserve Chairman Waller's dissatisfaction with inflation has increased market expectations for interest rate hikes.

According to GMGN data, the top 5 tokens with net inflow of KOL in the past 24 hours are as follows:ANSEM (9cRC....ump): Net inflow of $20,000, 24-hour price change -3.9%, currently priced at $0.169.ACCOUNT (5rnh....t1r): Net inflow of $1,000, 24-hour price change 697.8%, currently priced at $0.0001.Raj (5kD2....ump): Net inflow of $551, 24-hour price change 569.8%, currently priced at $0.0001.HODL (Hh3o....ump): Net inflow of $456, 24-hour price change -6.9%, currently priced at $0.0009.DUMP (9bmv....HDa): Net inflow of $383, 24-hour price change -10.7%, currently priced at $0.0008.