BTC $83,117.91 -0.37%
ETH $2,663.85 +0.25%
BNB $757.73 -1.84%
XRP $1.49 -0.71%
SOL $117.65 -1.95%
TRX $0.3341 +0.03%
DOGE $0.0931 -1.19%
ADA $0.2432 -2.23%
BCH $305.39 -3.53%
LINK $14.75 +6.03%
HYPE $87.34 -3.05%
AAVE $149.10 -0.67%
SUI $1.11 -9.17%
XLM $0.2258 +6.77%
ZEC $1,379.49 -11.86%
AAPL $337.78 -0.73%
AMZN $246.05 -1.15%
GOOGL $341.97 -0.09%
MSFT $507.41 -1.90%
META $712.04 -2.86%
NVDA $228.42 +1.96%
TSLA $356.84 -3.67%
SNDK $1,696.77 -2.27%
INTC $113.99 -4.44%
SPCX $145.82 -2.13%
MU $1,050.83 -1.51%
AMD $604.54 -2.19%
BTC $83,117.91 -0.37%
ETH $2,663.85 +0.25%
BNB $757.73 -1.84%
XRP $1.49 -0.71%
SOL $117.65 -1.95%
TRX $0.3341 +0.03%
DOGE $0.0931 -1.19%
ADA $0.2432 -2.23%
BCH $305.39 -3.53%
LINK $14.75 +6.03%
HYPE $87.34 -3.05%
AAVE $149.10 -0.67%
SUI $1.11 -9.17%
XLM $0.2258 +6.77%
ZEC $1,379.49 -11.86%
AAPL $337.78 -0.73%
AMZN $246.05 -1.15%
GOOGL $341.97 -0.09%
MSFT $507.41 -1.90%
META $712.04 -2.86%
NVDA $228.42 +1.96%
TSLA $356.84 -3.67%
SNDK $1,696.77 -2.27%
INTC $113.99 -4.44%
SPCX $145.82 -2.13%
MU $1,050.83 -1.51%
AMD $604.54 -2.19%

module

All
Article
Flash

first_img Winbond Electronics has initiated the expansion of its Kaohsiung Luzhu plant, with Module B expected to start construction in 2027

According to the Industrial and Commercial Times, driven by the long-term growth in demand for memory and advanced packaging due to AI, Winbond Electronics has proactively initiated expansion plans for its Kaohsiung Luzhu plant, merging the originally planned phases two and three into Module B for simultaneous development. Construction of the cleanroom is expected to start in 2027, with equipment installation beginning as early as the beginning of 2029, and equipment will be phased in according to customer demand forecasts and LTA. Currently, there are already customers negotiating for capacity in 2029 and 2030.Industry sources indicate that Winbond's niche DRAM and SLC NAND are in short supply in the third quarter, with a quarterly price increase estimated at about 50%; NOR Flash benefits from large cloud service provider customers stocking up, with a quarterly price increase estimated at about 30%. The price increase for memory in the fourth quarter is expected to converge to 2% to 5%, but thanks to increased DRAM capacity and growing shipment volumes, revenue and profits can still maintain a quarterly increase. Winbond's consolidated revenue in the second quarter was NT$59.843 billion, a quarterly increase of 56.4% and a year-on-year increase of 184.7%. DRAM prices increased by about 100% quarter-on-quarter, while Flash rose by about 43%, with consolidated gross margin rising to 66.2% and after-tax earnings per share of NT$5.40.The Module B product plan includes Standard DRAM, CUBE DRAM, Wafer-on-Wafer (WoW), and silicon capacitors (Si-Cap), which will support 14-nanometer and future 12-nanometer DRAM processes, with plans to introduce EUV equipment in the future.

hot_img Counterpoint: If the United States bans imports of Chinese optical modules, it will backfire on domestic cloud vendors rather than just Chinese suppliers

According to Counterpoint Research analysis, if the proposed import ban on Chinese optical modules by the Federal Communications Commission (FCC) in the United States is implemented, it will primarily impact American cloud providers rather than Chinese suppliers. InnoLight leads the global data center optical module revenue with approximately 27% market share, while Coherent ranks second with about 17%. Chinese manufacturers collectively account for about two-thirds of the global unit supply and approximately 60% of the optical communication module revenue.The analysis points out that Western suppliers like Coherent and Lumentum lack sufficient cleanroom capacity, automated packaging infrastructure, and yield scale in the short term, making it impossible to fill the capacity gap left by Chinese manufacturers within 12-24 months. This could lead to delays in AI cluster deployments by several quarters and increase material costs for cloud providers. At the same time, Chinese module manufacturers rely on high-end 800G/1.6T module revenue from North American hyperscale customers for over 90%, but have achieved partial capacity relocation by establishing factories in Thailand.Counterpoint emphasizes that the optical module supply chain is a highly interdependent system. Chinese manufacturers heavily procure DSP chips from Broadcom and Marvell, as well as lasers and optical chips from Lumentum, Coherent, and Mitsubishi Electric. A forced separation would disrupt the entire ecosystem.

The msUSD of MetronomeDAO once deviated from its peg by 11% due to insufficient collateral issues in the synthetic asset module

According to Blockaid monitoring, the trading price of MetronomeDAO's Synth USD (msUSD) on Ethereum, Base, and Optimism once dropped about 11% below the pegged value. Subsequently, MetronomeDAO released a post-mortem report stating that its synthetic asset swap module had insufficient collateral issues, resulting in a lack of adequate asset backing for approximately 6,367 msETH and 4.57 million msUSD, with the impact primarily concentrated on that module.The report pointed out that the problem stemmed from delays in the Chainlink price oracle during swap execution, and Metronome's fee design failed to adequately account for this variable, particularly on the Base chain where the situation was more severe. The team has deployed over $34 million in defensive positions and about $6.5 million in "last exit" liquidity, which could be used to repurchase and destroy sufficient assets to eliminate the gap if the peg deviates by about 30%. The team has increased the transaction fees for all synthetic trading pairs and upgraded the protocol to support a directionally isolated fee mechanism. Priority will be given to ensuring the treasury repurchases and destroys synthetic assets to restore 100% adequate collateral, while not affecting the rights of MET token holders, and the MET repurchase and distribution plan will proceed as usual.

Bitget CFD copy trading feature upgrade, new popular trading experts and copy trading position module added

According to the official announcement, Bitget has made multiple optimizations to its CFD copy trading feature. This upgrade focuses on two main scenarios: "Expert Discovery" and "Position Management," aiming to help users efficiently filter high-quality trading experts and manage copy trading positions more clearly. Users can upgrade the Bitget App to version 2.87.0 to experience the related features.In terms of Expert Discovery, the copy trading tab on the market K-line page has added a "Popular Trading Experts" module. Users can view the popular trading experts with the best performance over the past 30 days for the current asset. The expert card will display information such as nickname, 30-day return rate, and the number of copy traders. Users can directly enter the expert's homepage to view strategy details or initiate copy trading with one click, reducing the cost of switching between the market page and the copy trading center.Regarding Position Management, the CFD trading area has added a "Copy Trading Position" module, allowing users to directly view the copy trading positions under the current asset in the position column. If following multiple trading experts simultaneously, the positions of each expert will be displayed independently in separate lines and can be sorted by position value, unrealized profit and loss, and other dimensions, helping users manage their copy trading accounts and risk exposure more precisely.
app_icon
ChainCatcher Building the Web3 world with innovations.