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According to the Economic Daily, major companies such as Apple, NVIDIA, AMD, Qualcomm, and MediaTek are racing towards AI and high-performance computing, recently increasing their orders for TSMC's 2-nanometer family capacity by 10% to 20%. As a result, TSMC is accelerating the expansion of its 2-nanometer family, with progress exceeding expectations. TSMC has consistently refrained from commenting on customer information and market rumors.The market originally estimated that TSMC's monthly capacity for the 2-nanometer family would be around 90,000 to 100,000 wafers by the end of this year, with expectations for continued double-digit growth to reach 110,000 to 140,000 wafers by 2027. Industry sources indicate that due to strong customer demand, the monthly capacity is expected to surge to 120,000 wafers by the end of this year, achieving the originally set 2027 target ahead of schedule. Sources say that in response to the demands from Apple and non-Apple customers, the speed and scale of new capacity for the 2-nanometer family are setting new records, far exceeding the ramp-up speed of the 3-nanometer family in its first year.TSMC's Senior Vice President and Co-COO, Wei Chen-Hao, stated at this year's North America Technology Forum that in response to strong demand from AI and other sectors, there will be five 2-nanometer fabs ramping up simultaneously for the first time this year, including two in Hsinchu and three in Kaohsiung; the wafer output in the first year of 2-nanometer will increase by 45% compared to the first year of 3-nanometer in 2023; the compound annual growth rate of 2-nanometer capacity from 2026 to 2028 will reach 70%. TSMC's 3-nanometer capacity in the Southern Taiwan Science Park is expected to reach nearly 180,000 wafers per month in the fourth quarter of this year, and three new 3-nanometer fabs are being established in Taiwan, Arizona in the United States, and Japan. The second fab in the United States is planned to begin mass production in the second half of 2027.

According to Catcher Predict monitoring, in the predicted market event "Houston Astros vs. Athletics" on Polymarket, the "Over" option in the sub-market "O/U 8.5" has experienced a dramatic fluctuation in winning probability, soaring from 31% an hour ago to the current 64% (a fluctuation of 33%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Houston Astros vs. Athletics" on Polymarket, the "Houston Astros" option in the sub-market "Houston Astros vs. Athletics" experienced a sharp fluctuation in winning probability, dropping from 60.5% an hour ago to the current 45.5% (a fluctuation of 15%). Please note the impact of related breaking news.

According to Chainwire, the crypto travel booking platform Travala and AVA Foundation announced a matching buyback arrangement. Travala will fund the buyback independently and in addition to the existing rewards supplementary buyback from AVA Foundation, increasing the monthly open market buyback amount from 1 times the member rewards to 2 times. The matched AVA purchased will be transferred to a new Travala AVA strategic reserve wallet, which is multi-sig custodial, and Travala commits that the AVA in it will never be sold or transferred out.Under the existing mechanism, AVA Foundation repurchases an amount of AVA each month equivalent to the amount of AVA distributed to AVA Smart members in the previous month and transfers it back to the ecological incentive wallet, with a historical total of 4,824,722 AVA repurchased. The first matched buyback has been completed: the Foundation repurchased 369,881.04 AVA in September, corresponding to the member rewards in August; Travala independently matched and purchased another 369,881.04 AVA, totaling 739,762.08 AVA. The Travala portion has been transferred to address 0x7bed1889c21d9eb3560463c14cd74fe29f2d03b6, and both buybacks can be verified on-chain separately.The AVA transferred to this wallet is permanently locked, with the monthly portion removed from the circulating supply and excluded from the official circulating supply through the AVA circulating supply interface. Travala will submit the reserve wallet address to CoinMarketCap and CoinGecko, and both parties will publicly report the numbers of the two buybacks each month.

According to Catcher Predict monitoring, in the Polymarket event "Los Angeles Angels vs. Athletics," the sub-market "O/U 9.5" for the "Over" option has experienced a dramatic fluctuation in winning probability, soaring from 72% an hour ago to the current 94% (a fluctuation of 22%). Please note the impact of relevant breaking news.

According to TechPowerUp, Chinese DRAM manufacturer Changxin Storage (CXMT) expects to reach a monthly production capacity of approximately 350,000 DRAM wafers by the end of 2026, while Micron estimates around 375,000 wafers during the same period. The cleanroom construction cycle for Changxin Storage is about 12 months, shorter than the industry norm of 21 to 24 months.Due to U.S. sanctions preventing access to EUV, Changxin Storage is using older DUV lithography and multi-patterning technology. The company has begun shipping 16 Gb DDR5 chips at a speed of 8000 MT/s, with a chip area of 67 mm² and a density of 0.239 Gb/mm², where the G4 unit is 20% smaller than the G3. The 24 Gb modules are being mass-produced at approximately 6000 MT/s, and LPDDR5X-10667 modules (12 Gb and 16 Gb) have also entered mass production. The Chinese government is encouraging Changxin Storage to transfer DRAM IP to domestic manufacturers such as JHICC, Swaysure, and Yangtze Memory Technologies (XMC).

Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered, stated that ARB is expected to reach $10 by the end of 2030. This prediction is based on a reference price of $0.14, which is approximately 48 times the current price of $0.21; its annual targets also include $0.5 in 2026, $1.5 in 2027, $3.5 in 2028, and $6.5 in 2029.Arbitrum's monthly revenue is expected to reach $5 million, more than five times the growth before the launch of Robinhood Chain. Robinhood Chain launched its public blockchain mainnet on July 1, based on the Arbitrum platform, targeting tokenized assets and decentralized finance applications; according to the Expansion Program, 10% of the protocol's net revenue is returned to the Arbitrum ecosystem, with 8% going to the ArbitrumDAO treasury and 2% supporting the Arbitrum Developer Guild.ARB is the ERC-20 governance token used for voting on ArbitrumDAO proposals, and currently does not represent ownership of on-chain assets, nor does it have a mechanism for directly capturing Arbitrum revenue. Standard Chartered pointed out that the slowdown in the tokenization process, competitive blockchains, and the lack of a direct value capture mechanism for ARB are the main risks facing this prediction.

On-chain analytics firm Glassnode stated that publicly listed companies have only increased their holdings by 5,900 bitcoins in the past three months, while in July 2025, the monthly increase reached 89,000 bitcoins.The spot price is slightly below its average cost basis of $80,500, and corporate buyers are facing moderate unrealized losses, while the new demand provided is limited.

According to Catcher Predict monitoring, in the Polymarket event "Athletics vs. Tampa Bay Rays," the option "Tampa Bay Rays" in the submarket "Spread -1.5" experienced a dramatic fluctuation in winning probability, dropping from 62.5% an hour ago to the current 16% (a fluctuation of 46.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Athletics vs. Tampa Bay Rays" on Polymarket, the "Over" option in the sub-market "O/U 6.5" has experienced a dramatic fluctuation in winning probability, plummeting from 49.5% an hour ago to the current 12.5% (a fluctuation of 37%). Please note the impact of related breaking news.

Ethlabs researcher Derek Chiang stated that the collaboration between Base and Ethereum regarding account abstraction around EIP-8130 and EIP-8141 (Frames) has broken down last week, with both parties advancing their respective AA standards.He pointed out that for a long time, the EVM has been a unifying force between L1 and L2, and sharing an AA standard could have ensured a consistent multi-chain experience for smart accounts, including future post-quantum accounts. However, as the industry evolves, L1 and L2 are beginning to differentiate in terms of value and use cases: L1 pursues censorship resistance and capture, open source, privacy, and security, while L2 focuses on scalability, customization, and compliance.Both sides agree on core use cases such as gasless transactions and passkey wallets, but there are significant differences in compliance requirements. Chiang believes that a lack of unified standards may not be a bad outcome, as both parties can maximize innovation according to their visions.He proposed two paths: establishing a governance mechanism for shared resources like the EVM that covers more stakeholders, or accepting that a lack of unified standards is inevitable and focusing on building wallets and applications that can mask differences, expressing greater optimism about the second path.

The supply chain reveals that TSMC has disclosed its expansion targets for 2/3 nanometers for the first time next year. The 2-nanometer production is expected to increase from 90,000 wafers at the end of this year to 110,000 wafers by mid-next year, an increase of 22%; the 3-nanometer production is expected to rise from over 180,000 wafers at the end of this year to 210,000 wafers by mid-next year, an increase of over 16%. TSMC did not comment on market rumors yesterday and emphasized that capacity-related statements are based on the company's announcements.It is reported that TSMC's monthly capacity for 3 nanometers reached 120,000 to 130,000 wafers at the end of last year and is expected to expand to 180,000 wafers by the end of this year, with a target of over 210,000 wafers by mid-next year. The monthly capacity for 2 nanometers is expected to reach 90,000 wafers by the end of this year. TSMC previously stated that capital expenditures in 2026 will range from $60 billion to $64 billion, with approximately 70% to 80% allocated for advanced processes, and plans to add three 3-nanometer fabs located in Taiwan, Arizona in the United States, and Japan, while converting 5-nanometer equipment in Taiwan to support 3-nanometer capacity.

According to Catcher Predict monitoring, in the market prediction event "Seattle Mariners vs. Athletics" on Polymarket, the win probability for the option "Seattle Mariners" in the sub-market "Seattle Mariners vs. Athletics" has experienced significant fluctuations, soaring from 59.5% an hour ago to the current 75.5% (a fluctuation of 16%). Please note the impact of relevant breaking news.

After meeting with Irish President Catherine Connolly in Dublin, when asked about the new concerns regarding Saudi Arabia and whether he could help with the traffic passage in the Strait of Hormuz, U.S. President Trump stated, "Everything will be resolved smoothly."

According to Catcher Predict monitoring, in the Polymarket event "Seattle Mariners vs. Athletics," the sub-market "Seattle Mariners vs. Athletics" option for "Seattle Mariners" has experienced severe fluctuations in winning probability, dropping from 59.5% an hour ago to the current 32.5% (a fluctuation of 27%). Please note the impact of related breaking news.

The seasonally unadjusted CPI in the United States for August recorded a monthly rate of 0.4%, the highest since June of this year, in line with expectations, with the previous value being 0.1%. The seasonally unadjusted CPI year-on-year for August recorded 3.4%, meeting expectations and unchanged from the previous value.

In August, the seasonally adjusted core CPI in the United States recorded a month-on-month increase of 0.3%, the highest since May of this year, exceeding market expectations of 0.2%, with the previous value being 0.2%. The year-on-year unadjusted core CPI in the United States for August fell to 2.4%, declining for three consecutive months, reaching the lowest level since April 2021, in line with expectations, with the previous value being 2.5%.

MediaTek announced a consolidated revenue of 64.183 billion NTD for August, a month-on-month increase of 32.4% and a year-on-year increase of 44%, setting a new monthly record. The combined performance for July and August reached 112.658 billion NTD, bringing the total consolidated revenue for the first eight months of this year to 413.991 billion NTD, a year-on-year increase of 5.7%. If September's performance exceeds 39.542 billion NTD, it will meet the lower end of the financial forecast for the third quarter.MediaTek expects growth in its smart device platform business this quarter to offset the impact of its mobile business. Based on an exchange rate of 1 USD to 32 NTD, revenue this quarter is expected to be between 152.2 billion and 159.8 billion NTD, remaining flat to growing by 5% compared to the previous quarter, and growing by 7% to 12% compared to the same period last year, with a gross margin estimated at 46% plus or minus 1.5 percentage points. The ramp-up of flagship system-on-chip products can largely offset weakness in other products, with mobile chip revenue expected to remain flat to decline in the single-digit percentage range, while revenue from the smart device platform is expected to grow in the mid to high single-digit percentage range.MediaTek's ASIC design services and other businesses are expected to contribute this year, with estimated dollar revenue expected to reach the high single-digit percentage range, achieving the upper end of the original target range. Data center chips, through close collaboration with major U.S. cloud service providers, have developed the first AI accelerator ASIC, which is expected to enter mass production in the fourth quarter, with data center revenue expected to exceed 2 billion USD this year. MediaTek has raised its market share target for the addressable market in the data center sector from 10% to 15% to 15% to 20% by 2027.

Ethlabs stated that it has reviewed over 60 EIPs proposed for the Ethereum Hegotá upgrade and updated its priority recommendations, focusing on four areas: censorship resistance, transaction confirmation speed, native account abstraction, and performance optimization.Specifically, Ethlabs supports FOCIL to enhance Ethereum's censorship resistance and neutrality; it recommends shortening time slots for the first time in the Hegotá upgrade through Quick Slots and creating conditions for further reductions in the future; it supports achieving native account abstraction through Frame Transactions, introducing passkey wallets, transaction delegation, using tokens to pay Gas, batch transactions, as well as better privacy and quantum security support. Additionally, Ethlabs emphasizes that client and protocol design should continuously prioritize performance, using optimization results to increase L1 capacity, shorten time slots, and reduce node operation requirements.