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first_img Key components surge in price, PC brands accelerate the introduction of domestic storage from Changchun and Changxin to reduce costs

According to the Industrial and Commercial Times, due to the soaring prices of key components such as memory and SSDs, the cost pressure for configuring high-capacity storage in mainstream laptops has greatly increased. Cost-effective mainland Chinese memory and storage components are gradually penetrating the PC supply chain, with brands such as Lenovo, ASUS, MSI, Gigabyte, Acer, and even the American brand Apple accelerating the certification, introduction, or platform tuning of related products.The report pointed out that Lenovo has expanded its use of mainland components this year, and recently flagship laptop models equipped with Yangtze Memory Technologies (YMTC) SSDs have appeared on North American cross-border e-commerce platforms. The American brand Apple is also reported to be negotiating with the U.S. government to procure Changxin Memory Technologies (CXMT) memory to cope with the rising prices. In terms of Taiwanese board manufacturers, MSI recently announced that it is the first to complete the verification and tuning of Changxin Memory DDR5 chips on the AMD platform at DDR5-8000+, while Gigabyte has also adopted Changxin Memory chips in some motherboard models. ASUS and Acer have introduced memory modules from mainland manufacturers such as BIWIN through their own brand memory certification or OEM models.Industry analysts believe that although the short-term imbalance in supply and demand for storage has prompted non-mainland brands to accelerate related certifications, due to the limited production capacity of mainland manufacturers, brand Taiwanese manufacturers still emphasize that Korean original manufacturers with long-term contracts remain the main supply partners at present.

Metaplanet increased its holdings by 2,823 BTC in Q2; RWA platform Securitize officially listed on the New York Stock Exchange

According to BBX data, last week the largest listed company in Asia, the BTC reserve party, announced record quarterly coin purchase data, and the world's largest RWA tokenization platform officially landed on the New York Stock Exchange. The core dynamics are as follows:Metaplanet Inc. (TSE: 3350) officially disclosed its Bitcoin accumulation data for Q2 2026 on July 1: throughout the quarter, it purchased 2,823 BTC at an average price of approximately $78,872 (35.4886 billion yen), totaling about $225 million. As of June 30, the total holding increased to 43,000 BTC, with a total cost of about $4.09 billion (overall average price of $95,209). The uniqueness lies in the fact that the company's specialized Bitcoin options trading business generated operating income of $10.95 million in Q2, which, when directly offset against the coin purchase cost, resulted in an effective net purchase average of approximately $75,032 per coin (although still at a discount compared to the current market price of about $61,000, it saves about 4.8% compared to the nominal average of $78,872); the total options income for H1 2026 was $29.2 million, with trailing 12-month options income of $70.7 million; Q2 BTC Yield (holding amount/effective diluted shares ratio) increased by 6.6% year-on-year; the source of funds for this quarter's coin purchases was credit lines, ordinary bond issuance, and options income, without using equity dilution methods. The company also disclosed that it has reached an agreement to acquire the licensed Japanese Type 1 securities firm Siiibo Securities, which will be included in the "Project Nova" strategic expansion plan.Securitize Corp. (NYSE: $SECZ) officially completed its SPAC merger with Cantor Equity Partners II ($CEPT) at the beginning of July and was listed on the New York Stock Exchange, becoming the world's first NYSE-listed company with tokenized asset infrastructure as its core business. According to CoinDesk, on its first day of listing on the NYSE, the company tokenized $295 million of its own $SECZ stock and simultaneously deployed it on the Solana and Avalanche blockchains, marking the largest issuer-led tokenized public stock release to date. Securitize uses its own stock as a tokenization case to counter third-party synthetic token solutions (i.e., derivative structures without direct ownership) offered by competitors. The company previously managed over $4 billion in tokenized assets and established deep partnerships with NYSE, BlackRock, Computershare, Jump Trading, etc., with Q1 2026 revenue of $19.5 million; after the listing of $SECZ, it will serve as a valuation benchmark anchor for the RWA tokenization track, forming a strong triad in the on-chain asset securitization field alongside Coinbase (Base chain) and Galaxy Digital (institutional RWA lending).
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