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According to Catcher Predict monitoring, the predicted market on Polymarket for the event "China Open Qualifiers: Wang Jiaqi vs. Bai Zhuoxuan" has seen a dramatic fluctuation in the "Wang Jiaqi" option of the sub-market "China Open Qualifiers: Wang Jiaqi vs. Bai Zhuoxuan," rising from 26% an hour ago to the current 45.05% (a fluctuation of 19.05%). Please note the impact of related breaking news.

Wang Yi, a member of the Political Bureau of the Central Committee of the Communist Party of China and Minister of Foreign Affairs, stated that as the two largest economies in the world, China and the United States benefit from cooperation and suffer from conflict. The economic and trade teams of both sides have reached a new joint arrangement, including the establishment of a Trade and Investment Council, the formation of an Agricultural Working Group, and a reciprocal tax reduction of 30 billion dollars, which has stabilized the economic and trade relations and market confidence between the two countries.

The research report from Shenwan Hongyuan indicates that in the second half of the year, the core fluctuation range of the 10-year U.S. Treasury yield may be between 4.5% and 5%. The U.S. dollar index is positively correlated with oil prices in the short term, and the U.S.-Iran conflict may lead to upward pressure on the dollar index.Inflation expectations linked to oil prices are the core variable for short-term interest rates, potentially falling back to 4.3% in an optimistic scenario, while in a pessimistic scenario, it may exceed 5%.

Micron and the Taiwan Micron Memory Union held their first mediation meeting on September 18. Micron stated that both parties engaged in constructive discussions that helped advance communication and agreed to hold a second mediation meeting on October 22.Micron pointed out that representatives from both sides discussed several topics during the meeting, including the overall compensation and bonus system framework, No Free Rider, and Non-Retaliation issues. Regarding Non-Retaliation, Micron reiterated the company's commitment that according to the Micron Global Team Member Handbook, team members have the right to peacefully assemble, freely associate, form and join unions or labor organizations of their choice, and seek collective bargaining or other forms of representation without fear of retaliation.Micron expressed gratitude to the Central Science Park Administration and the mediation committee for their assistance and support during this mediation process. Moving forward, both parties will continue to uphold a spirit of mutual respect, support employees, serve customers, and jointly promote the company's ongoing success through positive and pragmatic communication.

Huawei's rotating chairman Wang Tao stated at the Huawei Connect Conference 2026 that the Ascend 960 chip is ready ahead of schedule, achieving a doubling of performance. Among them, the Ascend 960DT will be released in Q1 2027, three quarters earlier than originally planned; the Ascend 960PR will be released in Q3 2027, one quarter earlier than originally planned.Wang Tao mentioned that they will adhere to an annual evolution pace, with the Ascend 970 planned for release in 2028 and the Ascend 980 planned for release in 2029.

Micron announced today that it will distribute 2026 fiscal year bonuses to over 60,000 employees worldwide to acknowledge the company's achievements this year, marking the highest bonuses in Micron's history. Taiwan is a key hub for Micron's global technology leadership, with approximately 15,000 employees and a cumulative investment of over NT$1.6 trillion.In Taiwan, the 2026 fiscal year bonuses include a NT$1 million cash bonus for each employee who joins before August 29, 2025, with subsequent hires receiving bonuses proportionate to their duration of employment; an annual performance bonus that can reach up to 500% of the basic target; and additional stock awards. Production line employees in Taiwan will receive total compensation equivalent to 35 to 68 months of salary. The cash compensation for Micron's employees in Taiwan for the 2026 fiscal year will start at NT$1.7 million; entry-level engineers will have an average cash compensation of NT$2.9 million, with an average total compensation of NT$3.4 million after including stock awards calculated at grant value. The annual performance adjustment stock awards will cover 100%.Regarding Micron's announcement without reaching a consensus with the union, the union stated after collecting member opinions: grassroots members demand institutional reform and equal negotiation, calling for a change in the IPP profit-sharing system to a 15% profit-sharing system, stating that one-time bonuses cannot resolve the issue, and expressing the hope to establish a calculation basis directly linked to the company's actual profits. If there is no response, the union will continue to move towards a strike. The Ministry of Labor stated that it has fully grasped the relevant information and is maintaining close contact with the Taoyuan City Government, the Central Taiwan Science Park Administration, and the Taichung City Government.

F2Pool co-founder and stakefish founder Wang Chun tweeted that Oleksii Trofimchuk filed a lawsuit against Lido Finance and stakefish on September 8 in the Santa Clara County Superior Court, accusing them of allowing competing MEV bots to submit high-priority fee transactions to claim the ETH after his wallet was hacked.

Micron Technology announced on Friday that its direct labor employees in Taiwan will receive a total bonus for the fiscal year 2026 equivalent to 35 to 68 months of salary, with a minimum cash compensation of 1.7 million New Taiwan Dollars (approximately 53,809.39 USD).Employees in Taiwan who joined before August 29, 2025, will receive a cash bonus of 1 million New Taiwan Dollars (approximately 31,652.58 USD) for the fiscal year 2026. This announcement comes after union members representing about two-thirds of Micron's employees in Taiwan generally supported a strike.

TSMC announced the latest monthly data, with revenue in August reaching 514.8 billion New Taiwan Dollars, a year-on-year increase of 53.3%.From January to August 2026, TSMC's consolidated revenue was approximately 3 trillion 386.87 billion New Taiwan Dollars, an increase of 39.3% compared to about 2 trillion 432 billion New Taiwan Dollars in the same period of 2025. In absolute terms, revenue in the first eight months increased by over 95 billion New Taiwan Dollars compared to the same period last year.

Bonk Guy fiercely criticized the token project related to Hunter Biden's "LAPTOP," stating that after further observation of the situation following the token's launch, he believes the project clearly exhibits speculative behavior of "wanting to extract profits while knowing very little about the crypto industry."Bonk Guy particularly questioned the fully diluted valuation (FDV) of up to $100 billion after the token's launch, bluntly stating that this valuation is "absurd to the extreme," and questioned why Hunter Biden himself would become the narrative core of the crypto market. He pointed out that the public's attention on Hunter Biden largely stems from the numerous controversies he sparked during his father Joe Biden's presidency, while the Biden administration has generally taken a relatively tough regulatory stance on the crypto industry.Finally, Bonk Guy warned that investors buying the token at the current valuation face extremely high risks, stating that "anyone who buys it deserves to lose 100% of their funds."

F2Pool co-founder Wang Chun (@satofishi) stated that six years ago, he banned all members of the Zcash team due to their continuous confusion between EST and EDT time zones, believing that the team lacked basic principles of understanding. He mentioned that this decision remains one of his most correct choices to this day.Wang Chun cited the BlockFi incident as an analogy—BlockFi mistakenly sent 701.4 BTC instead of the 701.4 USD that should have been sent to users, pointing out that "those who can't even distinguish between EDT and EST are likely to confuse BTC and USD."

In response to netizens' claims on Threads that Google Taiwan's layoffs are at least 30% to 50%, with all senior executives being let go, Google Taiwan officially denied that the rumors are exaggerated. The official statement indicated that to make operations more efficient, reduce organizational levels, and prepare for the company's long-term development, the team has been continuously making adjustments to its workforce. As resources focus on core objectives and significant future opportunities, related adjustments will continue.Google has established its largest hardware R&D base outside the United States in Banqiao, New Taipei City. The official job vacancy website shows that there are 49 positions open in Banqiao and 32 positions in Taipei City. Recently, the AI infrastructure R&D center located in the Shilin District of Taipei City has expanded, with office space set to increase by 60%.

The Ministry of Economic Affairs of Taiwan has confirmed that Taiwanese companies will invest an additional 20 billion USD in the United States. Minister of Economic Affairs Wang Mei-hua stated that in response to order demands, in addition to the main production bases in Taiwan, capacity will also be increased in the United States, primarily focusing on semiconductor manufacturers, supply chains, and AI server manufacturers.U.S. Secretary of Commerce Gina Raimondo previously stated that Taiwan would announce investments of 20 to 30 billion USD in the U.S. next week. The Ministry of Economic Affairs responded that this investment is the 20 billion USD announced by Wang Mei-hua during the opening of the SEMICON TAIWAN 2026 U.S. Pavilion on the 2nd. Wang Mei-hua pointed out that global orders for AI and semiconductors are booming, and the global president of SEMI has raised the forecast for global semiconductor revenue in 2030 from 1 trillion USD to 2 trillion USD.The Ministry of Economic Affairs' review shows that as of May this year, 20 semiconductor and AI server-related companies have announced investments of 35 billion USD in the United States, with an additional 20 billion USD added in the following months. Future cooperation will also extend to industries such as biotechnology and natural gas.

Taiwanese DRAM manufacturer Nanya Technology (stock code: 2408) announced on September 2 that its unaudited consolidated net sales for August 2026 were NT$44.690268 billion, a month-on-month increase of 1.88% compared to NT$43.867609 billion in July, and a year-on-year increase of 560.85% compared to NT$6.762501 billion in August 2025.The company also disclosed that its consolidated sales from the beginning of 2026 to date were NT$220.194 billion, a year-on-year increase of 638.19%. Detailed data can be found in the investor relations section of the company's official website or on the Taiwan Stock Exchange website.

Taiwan's Financial Supervisory Commission Chairman Peng Jinlong stated that the "Virtual Asset Service Act" was passed on June 30 of this year after three readings. The Financial Supervisory Commission is currently formulating nine subsidiary regulations, covering stablecoin-related specifications, which are expected to be announced and implemented in the first quarter of next year.With the development of technologies such as AI and blockchain, Taiwan and global financial markets are moving towards a parallel track of traditional finance, digital finance, and blockchain finance. The demand for cross-border payments, trade financing, and capital allocation in the semiconductor supply chain is heating up, and stablecoins, blockchain, and financial technology are seen as new infrastructure supporting cross-border capital flows.

According to DIGITIMES, at the Semicon Network Summit 2026, industry representatives pointed out that the bottleneck in the silicon photonics industry has shifted from materials to packaging precision and heterogeneous integration. Marvell's CTO stated that copper interconnects are nearing their physical limits, and end-to-end optical interconnects are inevitable.TNO/Holst Centre pointed out that the real challenge for CPO is integrating optical materials such as LiNbO3 and InP with the CMOS platform. TSIA indicated that the packaging stage now requires micron-level fiber alignment precision, and Taiwan has a globally leading advantage in the chip and packaging fields. TNO further noted that panel-level packaging is a key opportunity for Taiwan, leveraging large-size glass substrate processing experience to support the large-scale demand for optical interconnects in data centers, but there are still technical gaps in equipment such as Chip-to-Wafer bonding. Marvell stated that its reliance on the Taiwanese supply chain for silicon photonic chips is increasing.

According to Euronews, Taiwan's stock market surged by 59% in the first half of this year due to a spike in demand for AI hardware, with chip giants like TSMC being the main drivers. Driven by high return expectations, a large number of ordinary people borrowed money to enter the market through bank loans and mortgage properties, with the scale of margin trading increasing by nearly 20% compared to the first half of the year.Some investors have made substantial profits, such as Mr. Chen, a real estate practitioner, who borrowed 5 million New Taiwan dollars and quadrupled his assets within six months; however, others have suffered significant losses, with one anonymous user claiming to have invested over 10 million New Taiwan dollars (including 6 million in mortgage loans) and lost nearly half, even experiencing mental health issues.Taiwan's Financial Supervisory Commission stated that the overall credit risk remains within a controllable range and has released videos on social media to warn young investors about the risks of loan defaults.

According to Bloomberg, the French robotics startup Wandercraft (a subsidiary investment of Renault SA) is seeking approximately 100 million euros (about 116 million dollars) in a new round of financing and has appointed Goldman Sachs as the advisor for this financing.The pre-financing valuation is approximately 750 million euros, and the funds raised will be used to expand the company's business scale.

According to on-chain analyst Yu Jin's monitoring, Huang Licheng issued the Meme token TAIWAN on the Robinhood chain and used about 16,700 USDC to buy approximately 27.56 million TAIWAN in the evening, with a purchase market value of about 600,000 USD.Yu Jin stated that he does not recommend participating in this scheme, citing reasons including Huang Licheng's previous multiple issuances of Meme tokens; in 2024, he issued the Meme coin Bobaoppa for his dog, raising about 220,000 SOL (approximately 40 million USD) but only injecting about 60,000 SOL into the pool, keeping the rest for personal use, and setting a transaction tax of about 8.75%. This token has now essentially gone to zero.