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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.

The AI platform B.AI announced that its Android App has officially launched on the Google Play Store. Users can search for "B.AI" to download it, or they can visit the B.AI official website to scan the QR code in the upper right corner to download the official APK.The launched App fully integrates B.AI's core functions and pages, and also includes a "Service Availability" detection feature. Users in mainland China and restricted network environments can directly view and copy the currently available Web access address and API Base URL to complete API client configuration.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 56, down 4 points from yesterday. The average for the past 7 days is 63, and the average for the past 30 days is 63.

Vitalik Buterin stated that the "killer application" of adversarial governance mechanism design theory may ultimately appear in the field of artificial intelligence safety. He believes there is a deep correspondence between governance mechanisms and artificial intelligence safety: both involve how "weaker principals" can achieve ideal outcomes from "stronger agents."In governance scenarios, the principal is a static algorithm, and the agent is a human; in artificial intelligence safety scenarios, the principal is humans and weaker large language models, while the agent is a stronger large language model. Vitalik pointed out that if the degree of collusion among agents can be limited, the system can achieve better outcomes, and this mechanism design conclusion may be transferable to the field of artificial intelligence safety.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 60, down 2 points from yesterday. The average over the past 7 days is 65, and the average over the past 30 days is 62.

The U.S. SEC is reviewing Grayscale's application to rename the Grayscale Litecoin Trust to "Grayscale Litecoin Trust ETF," which is planned to be listed on NYSE Arca under the stock ticker LTCN.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 62, up 5 points from yesterday. The average over the past 7 days is 67, and the average over the past 30 days is 61.

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.

Bitcoin News posted on platform X that after the CFTC approved Kalshi's Bitcoin perpetual contracts as futures products, traders face uncertainty on how to report gains to the IRS.If the product is classified as a regulated futures contract under Section 1256 of the U.S. Tax Code, related gains are typically treated as 60% long-term capital gains and 40% short-term capital gains, regardless of the holding period. CME believes that Kalshi's perpetual contracts are actually swaps, which are explicitly not covered under Section 1256. The CFTC's classification supports the view that it is a futures product, but does not bind the IRS; the tax treatment remains uncertain until the IRS, Congress, or the courts directly address Bitcoin perpetual contracts.

According to SolanaFloor, Jump Crypto's Firedancer team will stop supporting the Solana transitional validator client Frankendancer after Alpenglow is activated on the Solana mainnet, with the upgrade expected to go live in October with v4.3.The team stated that the decision was made due to the maintenance and security burden, and they will subsequently focus resources on the complete Firedancer client.

According to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 57, down 13 points from yesterday. The average over the past 7 days is 68, and the average over the past 30 days is 60.

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.

According to Bits.media, Vladislav Glazcheva, an advisor to the Federal Financial Monitoring Service of Russia, stated that when opening accounts at digital hosting institutions in Russia, customers will be required to provide a taxpayer identification number to ensure the transparency of cryptocurrency transactions and prevent money laundering.Previously, it was not mandatory to provide a taxpayer identification number when opening a bank account. In addition, the Russian Financial Monitoring Service has been authorized to monitor all cryptocurrency transactions, and any transaction amount exceeding 60,000 rubles must be reported to the regulatory authorities with complete information about both parties involved in the transaction, including names and actual addresses. The Central Bank of Russia is also studying a mechanism to link taxpayer identification numbers with bank accounts, and the related "anti-fraud" platform is expected to officially launch in 2027.

Google announced that the Gemini application has now been launched on the Windows platform.

User synthwavedd stated that they have learned that the Hodge Conjecture is very close to being verified by OpenAI, and that either OpenAI or Anthropic is also close to solving the Behr and Swinnerton-Dyer Conjecture. The user mentioned that the intensity of the behind-the-scenes competition for the "next" is a description they have never heard before.The user also claimed that if the above situation is true, it could mean that three Millennium Prize Problems might be solved within a month, but there are currently many rumors, and this matter may not be true.

The 26th China International Investment and Trade Fair recently opened in Xiamen. Under the guidance of the People's Bank of China, Bank of Communications officially released a cross-border trade service plan based on the "Digital Currency Bridge" (CBETS) blockchain infrastructure, focusing on cross-border trade settlement and compliance needs, enhancing the collaborative efficiency of capital flow, information flow, and document flow through on-chain rights confirmation, smart contracts, and other means.The plan relies on Digital Currency Bridge to support multi-party participation and data sharing, providing services such as cross-border payment and trade background verification for import and export enterprises, financial institutions, and regulatory departments, aiming to reduce compliance costs, shorten settlement cycles, and reserve expansion space for the digital renminbi and cross-border financial infrastructure integration.