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The GoPlus security team disclosed that a high-risk fraudulent Meme factory was recently discovered on the Robinhood Chain, with a transaction volume exceeding 9 million dollars in the past 30 days, involving hundreds of fraudulent Memes. The asset aggregation address is 0x8c3Bad30cc7563A2D0357F49509FFd063666bb00. As of September 28, 2026, the address balance is approximately 56.0635 ETH, equivalent to about 148,000 dollars; the address has a total of about 1,385 transactions, with the latest 400 transactions generating approximately 1,728.02 ETH in income and transferring out approximately 1,861.12 ETH; the two-way transaction volume is about 3,589.14 ETH, equivalent to about 9.49 million dollars.Direct evidence of "authorizing or selling tokens ---> liquidating ETH ---> transferring to the same aggregation address" was found in the high-risk associated Memes. The amount is the gross amount transferred into the aggregation system from the same project batch and does not represent net profit. The fraudulent Meme factory model mainly includes "new accounts shipping out ---> layered aggregation ---> fund recycling: 1. Creating Tokens based on industry hotspots; 2. Allocating Tokens to a large number of new EOAs with only 4 to 11 transactions; 3. Selling in segments through PonsV2Helper / UniversalRouter; 4. Emptying ETH to local aggregators or the main aggregation address (0x8c3bad); 5. Providing funds for the next round of projects, new wallets, and trading operations. The key to this fraud model is: 1. Using a large number of new wallets to hide the actual concentration of chips; 2. Segmentally selling by these wallets to create the illusion of multiple independent traders; 3. After the shipment is completed, funds flow into the same aggregation system; 4. Reinvesting the profits from old projects into the next round.On-chain researcher Wazz recently disclosed that a suspected continuous Rug gang initiated at least 53 Robinhood Chain Memes within about two months and extracted approximately 18.43 million dollars from them. Their main tactic is to control most of the token supply using 70 to 200 wallets, then reinvest the profits from the previous round into the next round. This case is similar to the fraudulent model in this case, but there is currently no evidence to indicate that it is the same gang.

Taiwan Semiconductor Manufacturing Company (TSMC) has fully started production at its first wafer fab in Singapore, driven by demand for AI infrastructure.The factory is a joint venture with NXP and began trial production in June, achieving a yield rate of 99%. Mass production is planned for early 2027. TSMC holds approximately 19% of the shares.

According to a report by South Korea's Small and Medium Business News on September 28, industry insiders stated that SK Hynix has initiated the foundational engineering required for establishing a semiconductor factory in the Tohoku region of Japan. One insider mentioned that it is still unclear whether the project will be an independent factory or a joint venture with Kioxia, but local groundwork is underway, and SK Hynix has also requested domestic component suppliers in South Korea to expand their supply.The report noted that as of a month ago, SK Hynix's stance on building a memory semiconductor factory in Japan was still "under research," and they stated that "there are no specific decisions." In response to this news, SK Hynix indicated that the Japanese memory semiconductor factory is still in the research phase, with no further advancements at this time.The report also mentioned that SK Group Chairman Chey Tae-won stated in August this year that they are studying the establishment of a joint venture memory semiconductor factory in Japan, with the Tohoku region subsequently seen as a strong candidate. The Tohoku region of Japan and Iwate Prefecture have gathered semiconductor and material component companies such as Kioxia's Kitakami factory, Japan Semiconductor, Ancor Technology, Denso, and Tokyo Electron.

According to the Economic Daily, the shipment of optical CPO related equipment for joint packaging is increasing. Suppliers such as ZhiDe, GaoMingTie, and DongYouDa have stated that orders from Europe, America, and Asia are flooding in, with order visibility extending to the second quarter of next year, and they are simultaneously starting factory expansions. Customers' demand for high-precision motion platforms and automated optical coupling equipment is increasing, with a noticeable rise in clients from Southeast Asia, including Singapore and Malaysia, in addition to major manufacturers in Europe and America.ZhiDe stated that after receiving thousands of orders for international CPO equipment, they have recently made new gains and are negotiating cooperation on CPO alignment modules with domestic and major manufacturers in Europe and America, with overall orders initially looking at a thousand units. The company is expanding production in the Shugu Garden and Nanke Park in response to demand, expecting to launch new capacity in the fourth quarter and continue to ramp up production next year.GaoMingTie has been certified by the world's top ten optical communication brands and has secured orders for 800G and 1.6T optical module coupling alignment modules, with optical communication product revenue accounting for 79% in the first half of the year. The company has acquired about 60% equity in an optical and medical factory in Taichung, and after establishing a production assembly line, the estimated capacity can be expanded by more than double, with the Dongguan subsidiary expected to ramp up production after mid-next year. DongYouDa is collaborating with the Japanese company Junhe on CPO optical coupling equipment, with order visibility extending to the second quarter of next year, and has already initiated plans to establish factories in Vietnam, India, and Mexico, increasing capacity utilization from 70% by the end of 2025 to 80%.

According to the Industrial and Commercial Times, TSMC is advancing the 1.4 nanometer (A14) advanced process and accelerating the construction of the Central Science Park's fourth factory. As of early September 2026, the construction progress of the Central Science Park Phase II P1 factory is smooth, with completion expected in April 2027, followed by equipment installation and trial production; the P2 factory is being advanced simultaneously, with completion expected by the end of 2027 for equipment adjustment with the P1 factory and readiness for mass production.The report states that all four 1.4 nanometer wafer fabs in the Central Science Park are expected to be completed and enter large-scale mass production by the second quarter of 2028. Major customers for A14 include Apple, NVIDIA, AMD, Qualcomm, MediaTek, Broadcom, and cloud service providers, with an estimated monthly capacity of 120,000 to 160,000 12-inch wafers, contributing an estimated annual revenue of $45 billion to $52 billion for TSMC.

Samsung Electronics has started prototype production of AI5 chips for Tesla at its foundry in Taylor, Texas. Due to the surge in demand for AI chips, Samsung has accelerated prototype output for yield verification, planning to complete mass production validation by the end of this year and to supply fully next year.

The Tesla team arrived in Ningbo on September 16 and launched a new round of mass production audit for the robotics business on September 17. This audit aims to review the exclusivity and consistency of the mass production of the Optimus robot, with plans to roll out approximately 50,000 Optimus robots by 2026.

The enterprise-level self-improvement software development company Factory announced the completion of a $200 million financing round, with a valuation reaching $5 billion; the company's total financing has exceeded $400 million, more than doubling its valuation from $1.5 billion in April this year.This round of funding will be used to accelerate research and development, product expansion, and global market development. Factory stated that institutions such as Blackstone, Khosla Ventures, Sequoia Capital, Insight Partners, Evantic Capital, Sound Ventures, New Enterprise Associates (NEA), Mantis VC, and Clearlake, as well as individuals like Nico Rosberg, Brad Gerstner, and Marc Benioff, support its development. Factory claims that hundreds of thousands of developers are using its products, including teams from NVIDIA, Blackstone, Royal Bank of Canada (RBC), Palo Alto Networks, and Adobe.

According to Electronic News on September 15, China's largest NAND flash memory manufacturer Yangtze Memory Technologies Corp (YMTC) has begun the connection work for production equipment at its third factory (FAB3) in Wuhan, with initial production expected to gradually become visible by the end of the year.China Electronics System Engineering Second Construction Co., Ltd. recently selected a construction company for the "Gas Segment 3" of the "Wuhan YMTC FAB3 Secondary Piping Segment B General Contracting Project." This project will connect the factory's existing gas, water, and other utility supply networks to various production equipment. The bidding conditions require experience in construction projects related to YMTC or Changxin Memory Technologies, or equivalent scale 12-inch semiconductor factories.YMTC's Wuhan Factory 3 is expected to begin initial production by the end of this year, with a capacity of approximately 100,000 12-inch wafers per month when fully operational. According to Counterpoint Research, YMTC's global NAND bit shipment share in the second quarter of this year reached 14%, rising to third in the world, with Samsung Electronics at 25% in first place and SK Hynix at 22% in second.

StoneX analyst Mark Palmer pointed out in a report to clients that the rapid growth of Robinhood Chain is driven by four main factors, including the strong brand effect of the brokerage, the permissionless design, subsidized gas fees, and the continuously strengthening flywheel effect between meme coins and tokenized stocks. Since its launch on July 1, the TVL of Robinhood Chain has approached $1 billion, with a single-day DEX trading volume reaching $1.88 billion on Sunday, accounting for more than half of Uniswap's total trading volume.Palmer stated that the appeal of Robinhood Chain is "impressive by any standard." First is the brand effect of Robinhood, including the viral marketing effect brought by CEO Vlad Tenev's attention to the CASHCAT token account; second is the permissionless design, which allows developers to freely issue tokens, with Pons reportedly facilitating about 10,000 token issuances daily, and approximately 25,000 on September 2; third is the incentive economy, where Robinhood subsidizes gas fees for wallet exchanges over $5.Finally, there is the flywheel effect between meme coins and tokenized stocks, with a typical example being the token issuance platform Long.xyz built on the chain, which allows community tokens to be paired with Robinhood's tokenized stocks for issuance.

CoinShares Research Director James Butterfill stated that Bitcoin is currently facing an "unusual combination"—short-term bearish and medium-term bullish factors are present at the same time.In the short term, the U.S. core CPI rose 0.3% month-on-month in August, higher than market expectations. Butterfill said, "The CPI data is marginally negative, increasing the probability of monetary policy tightening, which may limit Bitcoin's immediate upside potential." CME FedWatch data showed that market bets on the Federal Reserve's next rate hike reached as high as 85%.In the medium term, he pointed out that the U.S. Treasury's expanded bond buyback program has failed to effectively lower long-term yields. If this situation continues, it may force authorities to implement larger intervention measures, raising concerns about currency depreciation, which would instead benefit Bitcoin and gold valuations. CoinShares believes that Bitcoin's short-term upside may be limited to below $80,000.

China's largest DRAM manufacturer Changxin Storage (CXMT) has recently launched a bidding for equipment from partners for its new factory in Shanghai and is advancing capacity expansion in multiple locations. CXMT is currently mass-producing DRAM in Hefei Phase II and Beijing Phase I, with an estimated capacity of about 200,000 wafers per month, which may exceed 300,000 wafers per month by the end of the year.CXMT plans to open the new factory in Shanghai in the fourth quarter of this year, and the related equipment bidding has already started. Semiconductor equipment industry insiders say that the factory is planned to be expanded in two phases, with capacity significantly exceeding 100,000 wafers per month. Subsequently, there are plans to open a new factory in Hefei in the first half of next year and the earliest new factory in Beijing in the second half of next year, with another new factory in Hefei opening in the first half of the year after next.Equipment industry insiders say that CXMT has communicated with multiple parties regarding the timing of building factories in various locations. If all plans are realized, CXMT could add at least 70,000 to 80,000 wafers of capacity per month each year from this year until 2028, with a long-term goal of exceeding 600,000 wafers per month. Samsung Electronics and SK Hynix's DRAM capacities are estimated at about 700,000 wafers and 600,000 wafers per month, respectively.

Cisco announced a collaboration with Palantir and NVIDIA to establish a secure artificial intelligence factory to streamline the deployment of artificial intelligence.

The Central Science Management Bureau confirmed on the 9th that TSMC's Central Science Phase II 1.4 nanometer factory expansion is fully accelerating. The first P1 factory has completed its steel structure and is expected to begin trial production in April next year, with mass production anticipated in the second half of next year, ahead of the originally scheduled mass production in 2028. TSMC has applied to the Central Science Management Bureau to set up two temporary offices at the site, which are expected to be completed in April next year, with the first batch of over 5,400 operational and outsourced personnel moving in.The advanced process new factory for TSMC's Central Science Phase II park broke ground last October, planning to build four 1.4 nanometer factories, with nearly 2,000 workers working day and night. The P1 factory is currently undergoing floor and exterior wall construction, with the factory building expected to be completed early next year. The P2 factory has begun basic construction and is scheduled to be completed in October next year, with both factories expected to start mass production successively next year. The P3 factory has obtained a construction permit, while the P4 factory is in the process of applying for a construction permit, planning to be built with a six-month gap. P3 is expected to be completed in the second quarter of 2028, and P4 is scheduled for completion in the fourth quarter of the same year. After the P2 factory is completed in the second half of next year, an additional 1,000 operational personnel will be added, with the total number of employees expected to be between 9,000 and 10,000 when all four new factories in Phase II are completed and put into production.

As the bond market experiences significant fluctuations recently, investors are awaiting two sets of key U.S. data that may influence the Federal Reserve's decision: the non-farm payroll report for August to be released this Friday, and the August CPI data to be published on September 11.However, according to Bank of America, these two pieces of data carry different weights in the Federal Reserve's meeting on September 15-16. The bank believes that the non-farm payroll report is more like an "appetizer," while the "main course" that will truly determine whether the Federal Reserve raises interest rates is the CPI.Bank of America analysts stated on Wednesday: "The non-farm payroll is unlikely to be the decisive factor for a rate hike in September. A significantly weak report may reduce the likelihood of a rate hike, but the CPI remains the key data in determining whether the Federal Reserve will follow through with a rate increase. We maintain our judgment for a rate hike in September." Unless there is a significant downside surprise in the non-farm data released on Friday, the employment report is unlikely to become the final deciding factor in the discussions at the September FOMC meeting. The bank particularly emphasized that inflation remains the primary concern for the current Federal Reserve.

Cisco and NVIDIA collaborate to expand secure artificial intelligence factories to embrace the era of rack-scale.

According to the Chosun Ilbo, in the context of the U.S. government increasing pressure on investment in South Korea, the U.S. has recently made demands to the South Korean government and companies to build storage semiconductor production facilities in the U.S. and ensure a stable supply of storage chips. In response to South Korea's promotion of a 800 trillion won semiconductor cluster plan, the U.S. has also informally expressed dissatisfaction, believing that South Korea is actively supporting domestic semiconductor investments while showing a negative attitude towards investing in the U.S. This is the first time the U.S. has mentioned the South Korean government's "super project" while pressuring for investment.Minister of Trade, Industry and Energy Lee Chang-yang also discussed related matters during his recent visit to the U.S. for investment negotiations. The South Korean government believes that the U.S. semiconductor investment demands are independent of the previously agreed $350 billion investment arrangement with the U.S., and plans to announce its first investment project in the U.S. in September. Domestic semiconductor companies are concerned that if they formally accept the U.S. request to establish factories while promoting the Hunan cluster, it may create a dual burden. Additionally, it is reported that Foreign Minister Park Jin spoke with U.S. Secretary of State Rubio that evening to exchange views on investments in the U.S. and bilateral relations.

Data center developer Lancium announced a partnership with NVIDIA (NVDA.O) to advance the development of gigawatt-level AI factories in its portfolio of over 15 GW.