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U.S. President Trump stated that U.S. officials spoke with mediators aimed at ending the U.S.-Iran conflict on September 28.Reports indicate that the U.S. and Iran are expected to hold talks again through mediators on the 28th or 29th. Iranian Foreign Minister Zarif and the Qatari mediators are currently in the U.S., and the discussions will focus on negotiating revisions to Iran's proposal to reopen the Strait of Hormuz within seven days, which was presented during the United Nations General Assembly.

Slow Mist's Yuxian posted on platform X, stating that the related application is FomoPeek, and Slow Mist has never referred to it as the FOMO App. Overseas related security KOLs and media have misrepresented this.

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.

According to a report by Decrypt, a report jointly released by the crypto analytics company Glassnode and the exchange Bybit shows that Bitcoin has increased by 28% over the past two years, while the median market cap altcoins have averaged a decline of 74%, and Ethereum has remained basically flat. The report views this divergence as a hallmark of the current market cycle, contrasting sharply with the previous "altcoin season" model where capital rotated from Bitcoin to smaller coins as the market matured.The distribution of leverage also shows a trend of centralization. The report points out that the open interest in Bitcoin futures accounts for about 2% of its market cap, while this ratio for speculative small coins like PEPE is close to 24%, indicating that risk bubbles are accumulating in the most dangerous corners of the market. The data is as of the settlement close on August 23, and since Glassnode covers a limited number of trading platforms, the relevant figures only reflect the venues it tracks.Institutional fund flows are also clearly leaning towards Bitcoin. The cumulative net inflow into spot Bitcoin ETFs is about $55.2 billion, far exceeding the approximately $13.1 billion for Ethereum ETFs, which have recently experienced several days of net outflows. Earlier this week, after the Federal Reserve released a dovish forecast, Bitcoin climbed back above $80,000, driving the total crypto market cap to rise by 4.6% in a single day to about $2.85 trillion, with coins like Solana, NEAR, and Uniswap seeing even larger gains that day.

According to Fox News, U.S. President Trump stated that he is "making decisions" regarding the Iran issue, and very significant things will happen in the near future, including options such as completely eliminating Iran and causing its economy to collapse, or reaching an agreement.Trump said, "They better be restrained." Trump also mentioned that he "might be" willing to meet with Iranian President Ebrahim Raisi during the United Nations General Assembly. Raisi will travel to New York next week. Despite recent alerts issued, Trump described this weekend as "no different from any other weekend." Trump also stated that the U.S. has been in communication with the Houthis, and they have agreed not to fight against the U.S.

Cryptocurrency trading and market-making company GSR released a research report stating that it has compiled over 2,300 token listings from major exchanges since 2013, with the dataset including delisted tokens. The report's authors are Chief Legal and Strategy Officer Josh Riezman and Research Analyst Slater Santer.The data shows that the median circulating supply at the time of listing dropped from 38% in 2017 to 13% in 2020, with most years thereafter only partially recovering to the teens to just over twenty. The median circulating supply decreases as the issuance FDV increases: below $10 million is 97%, $10 million to $100 million is 28%, $500 million to $1 billion is 16%, and above $1 billion is 13%.Tokens with an issuance FDV exceeding $1 billion had a median return of -81% after one year. Tokens with a circulating supply below 20% lost about 75% after one year, while those with a circulating supply of 30%-50% lost about 45%. After one year, the median funds for the group with over $1 billion FDV was about $0.19; those with a circulating supply below 20% retained about $0.23-$0.26, and those with a 30%-50% circulating supply retained about $0.55.

The Federal Reserve FOMC economic projections indicate that the median expected federal funds rate at the end of 2027 is 4.1%, an increase from the June expectation of 3.6%.

According to a survey by the Financial Times, the Polish state-owned energy company Orlen had prepaid $230 million to the Dubai trader Hannon International for the purchase of approximately 6 million barrels of Venezuelan crude oil, but ultimately received only about 500,000 barrels of fuel oil. During the transaction, part of the funds was converted into USDT and delivered to the Venezuelan side through intermediaries.Hannon stated that at least $132 million in USDT was given to two intermediaries, after which the two intermediaries went missing. After accounting for expenses such as tanker leasing and legal fees, the Polish government estimates that Orlen's total loss amounts to at least $424 million. Orlen is currently seeking to recover the advance payment through arbitration.

On September 15, MediaTek announced the next-generation flagship chip, Dimensity 9600 Pro, at the 2026 Dimensity flagship product launch event. According to the official introduction, this chip is manufactured using TSMC's 2nm process, with over 33 billion transistors.The chip adopts a heterogeneous computing architecture that integrates CPU, GPU, NPU, ISP, and other computing cores, with AI as the core engine. It features an all-large-core architecture, equipped with dual super-large cores C2-Ultra at 4.55GHz, three large cores C2-Pro at 4.35GHz, and three large cores C2-Pro at 3.1GHz, along with 34.5MB of L2+L3+system cache, supporting LPDDR6 memory and UFS 5.0 flash storage. Compared to Dimensity 9500, the power consumption of the super-large cores has decreased by 37%, and the multi-core power consumption has decreased by 61%.In GeekBench V6.4, it scored 4276 points in single-core and 12650 points in multi-core, representing an improvement of about 17% in single-core and about 15% in multi-core compared to Dimensity 9500. The NPU adopts a dual NPU architecture, equipped with APU 1090, with peak performance improved by 51%. MediaTek claims to have maintained the number one position in global smartphone SoC market share for six consecutive years.

As we enter the late third quarter of 2026, TSMC's 3nm and 2nm advanced process and CoWoS advanced packaging capacity continue to be in high demand. NVIDIA and Apple continue to dominate the resources for advanced processes and packaging; Amazon AWS's Annapurna has recently increased its AI self-developed chip production, securing more 3nm capacity. MediaTek, in addition to mobile chips, is also competing for 2/3nm process and CoWoS-S/L capacity with large orders related to Google TPU.There are reports that TSMC has recently readjusted its capacity allocation. After MediaTek secured a large order from Google TPU, the next-generation TPU v9 will simultaneously use TSMC's CoWoS-L and Intel's EMIB-T, which has slightly adjusted MediaTek's 3nm and 2nm capacity arrangements. Currently, TSMC's main customer for 3nm is NVIDIA, which is expected to surpass Apple to become the largest customer by 2025; the demand for 2nm is primarily from Apple and others. After AWS increased Annapurna's production, its 3nm and CoWoS configuration priority has improved.Starting in early 2026, TSMC will accelerate capacity expansion, with the 2nm monthly capacity of Hsinchu Baoshan Fab 20 and Kaohsiung Fab 22 reaching 50,000 wafers each by the end of October, totaling about 100,000 wafers; by the end of October, the monthly capacity for 3nm in Tainan Science Park is about 185,000 wafers. As of the end of September, the overall capacity utilization rate is about 96.2%, with 100% utilization for processes below 16/12nm down to 2nm. The shortage of CoWoS supply has driven advanced packaging orders to overflow, with the priority for orders going to ASE Group's Siliconware Precision Industries first, followed by Amkor, and Chipbond, among others. Chipbond's related testing and packaging capacity is fully loaded, with order visibility extending to 2028.

According to South Korea's "JoongAng Ilbo," China's semiconductor industry is organized through collaboration among the central government, local governments, state-owned financial institutions, and enterprises, forming a system for fundraising, factory construction, and infrastructure support. The China National Integrated Circuit Industry Investment Fund has a first phase of 138.7 billion RMB, a second phase of 204 billion RMB, and a third phase of 344 billion RMB, totaling 686.7 billion RMB, with investments in companies such as SMIC, Hua Hong Semiconductor, and Yangtze Memory Technologies.Changxin Memory, established for 10 years, has risen to fourth in global DRAM market share, with a net loss of 21.13 billion RMB over the past three years, while R&D and equipment investments during the same period reached 185.2 billion RMB, with Hefei's state-owned capital providing about 80% of the funding for early projects. South Korea's Samsung Electronics and SK Hynix are responsible for investments, employment, technology development, and support for partners. The South Korean government plans to guide 622 trillion KRW in private investment by 2047 and provide 17 trillion KRW in low-interest loans and 1.1 trillion KRW in semiconductor ecosystem funds, but most of the burden will fall on enterprises.Park Kyung-soo, Executive Vice President of the Korea Semiconductor Industry Association: The semiconductor industry will fall behind in the next upturn if investment stops; even during downturns, R&D, equipment investment, and orders for materials and components must be maintained, requiring long-term policy, financial, and tax support. China is catching up with a national-level support system, and South Korea also needs a response system involving the government, political circles, financial institutions, and enterprises to act together.

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.

DeepSeek has started internal testing of version 4.1 Flash intermediate version. The official WeChat group notification states that the new model has a new architecture, natively supports multimodal capabilities, is more powerful, faster, and cheaper. The current billing is the same as V4 Flash, with a maximum of 20 concurrent sessions per account.Users can now directly call it, and there is no need to change the base_url, just replace the original model ID with deepseek-v4.1-flash-expires-on-0910.

The G7 Cybersecurity Working Group stated in its latest report that quantum computing poses security threats to both public and private institutions, as well as economic threats, and relevant organizations should begin migrating to post-quantum cryptography (PQC) immediately. The working group noted that the migration process could take several years, and attackers can currently collect and store encrypted data to decrypt it once sufficiently powerful quantum computers become available.Quantum computing may also break digital signatures, leading to identity theft and exposing businesses and their supply chains. The report did not mention cryptocurrencies, but similar public key cryptography is used for blockchain wallets and transaction authorizations. Currently, quantum computers are unable to break Bitcoin's cryptography, but developers are considering post-quantum solutions such as BIP-360. Ethereum researchers plan to replace several cryptographic components used by accounts, validators, and applications. The Solana Foundation has tested post-quantum signatures on its testnet and launched an optional hash-based vault. The G7 working group also urged governments to support relevant research, public-private collaboration, and national PQC strategies.

According to Caijing, regarding the investment shares of DeepSeek, some intermediaries in the market have proposed a fee structure of "18% upfront and 35% backend," meaning that investors contributing 100 million yuan must first pay an upfront fee of 18 million yuan, and after receiving returns in the future, they must also share 35%. The report states that even if investors accept the high fees, they cannot guarantee that they will ultimately receive shares.DeepSeek will conduct a thorough identity verification of the investors participating in the financing and the limited partners behind the funds. The relevant investments have a five-year lock-up period during which transfers are not allowed. Except for the National Artificial Intelligence Industry Investment Fund, most external investors do not have voting rights and do not hold board seats, sharing financial returns only according to their investment proportion.At the same time, there are false shares and intermediary chaos surrounding DeepSeek's financing in the market. Some institutions claim to hold large investment shares but ultimately did not make it onto the investment list, and some investors have paid a "meeting fee" of 5 million yuan in an attempt to contact Liang Wenfeng but were unsuccessful.

According to the Guangzhou Daily New Flower City report, a man in Guangzhou lent 1 virtual currency to a friend, agreeing to return it two days later. After the other party failed to return it on time, he was sued, with the plaintiff requesting the return of the virtual currency or compensation at market price.The Guangzhou Intermediate People's Court ruled that the relevant virtual currency lending agreement was invalid and did not support the return of the virtual currency or compensation at market price. Virtual currency belongs to online virtual property, and the borrower should still compensate the lender for property losses, ultimately ruling to compensate 199,600 yuan based on the cost price at which the lender purchased the virtual currency.

The venture capital firm a16z's crypto division, a16z crypto, is hiring a Head of Social Media, with a salary range of $199,000 to $232,000.This position is aimed at candidates who are extremely active online, understand crypto and internet culture, can create and deliver content, and can showcase intelligence in a non-corporate or non-awkward manner. Responsibilities cover podcasts, investments, events, editing, memes, short video editing, and social media strategy. This is a remote position, requiring some travel or attendance at offline events.

Recently, Sun Yuchen launched a batch of real-name complaints against the self-media that criticized him. Sun Yuchen filed multiple complaints against several self-media accounts, including Luke Wen Studio and "Luo Serious," on the grounds of "defamation/commercial reputation/invasion of privacy/portrait rights."The complaint materials requested the platform to deal with articles that used qualitative expressions such as "cutting leeks" and reinforced negative personas, and stated that he has entrusted a lawyer to secure evidence.

MediaTek announced on the 31st that it has completed the pricing of $3.9 billion (nearly NT$125 billion) in overseas convertible bonds, bringing in funds from two AI giants, Nvidia and Google's parent company Alphabet. Nvidia accounted for $3.5 billion (about NT$110 billion), approximately 90% of the total amount, and announced that the two companies will deepen their cooperation in the future. This is the largest overseas convertible bond issuance in the history of Taiwan's capital market and also Nvidia's first investment in a Taiwanese company.According to a joint statement from Nvidia and MediaTek, Nvidia will purchase MediaTek's overseas convertible bonds. This investment expands the cooperation between the two parties, and MediaTek will use Nvidia's NVLink Fusion and Nvidia's recently released NVHBM technology to facilitate smoother communication of components in data centers. Nvidia's CEO Jensen Huang stated that the cooperation with MediaTek has "expanded significantly," making it one of the top partnerships; MediaTek's processors will become the foundation for the next generation of Windows PCs. MediaTek stated that this overseas fundraising attracted enthusiastic participation and subscriptions from long-term important partners such as Nvidia and Alphabet, as well as renowned international investors.