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According to the Economic Daily, in the past six months, CCL manufacturers have raised product prices by about 20% to 30% due to the overall increase in upstream material prices. Most PCB manufacturers have not been able to pass on these costs quickly enough, resulting in a time lag of 2 to 3 months, which has eroded profit margins. Institutional investors indicate that starting from the third quarter of this year, some PCB manufacturers will increase prices, and the benefits are expected to drive a rebound in the profitability of related manufacturers.Analysts state that in terms of substrates, electronic fiberglass cloth led by T glass and copper foil drilling needles are still in short supply, with T glass experiencing the most severe shortage, with some manufacturers facing a gap of up to 20%. This gap is expected to continue into next year. It is anticipated that in the second half of this year, substrate manufacturers will enter a supply-demand imbalance driven by the high demand for AI GPUs and ASIC high-performance computing, as well as the continued tightness of key raw materials. Substrate manufacturers will continue to adopt rolling price adjustments, with prices still having double-digit upward potential.Additionally, due to the sustained high demand related to AI and the specification upgrades driven by new generation products, there is continued optimism that CCL manufacturers will benefit from both price and volume increases. With raw material prices remaining tight and the delivery times for high-end CCL continuing to extend, the trend of price increases remains unchanged. There is continued optimism for the future development of Taiwanese CCL manufacturers such as Taiflex and Taisil. Meanwhile, as the substrate gap gradually widens, it benefits the bargaining power of substrate manufacturers, and the trend of price increases will continue, maintaining a positive outlook on the future performance of Taiwanese substrate manufacturers, including Nanya Technology and other supply chain partners.

According to Catcher Predict monitoring, in the market prediction event "Ethereum September Price Prediction" on Polymarket, the "Yes" option for the sub-market "Breakthrough $2,600" has experienced significant fluctuations in winning probability, soaring from 50% an hour ago to the current 73.5% (a fluctuation of 23.5%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin September Price Prediction" on Polymarket, the "Yes" option for the sub-market "Above $77,500" has experienced significant fluctuations in winning probability, soaring from 50% an hour ago to the current 86% (a fluctuation of 36%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the event "WTI Crude Oil September 2026 Price Prediction" on the prediction market Polymarket, the "Yes" option in the sub-market "↑ $105" has experienced a sharp fluctuation in winning probability, soaring from 67.75% an hour ago to the current 82.95% (a fluctuation of 15.2%). Please note the impact of related breaking news.

According to Onchain Lens, an address has staked 184,500 SOL in the past approximately 16 hours, worth about 18.94 million USD at market price.In the past two months, this address has withdrawn a total of 453,700 SOL from Coinbase, amounting to about 46.6 million USD, and has used all related tokens for staking operations.

Circle's public chain Arc will officially launch on September 16. Following the previous launch of the Robinhood chain, tokens represented by CASHCAT achieved returns of thousands and tens of thousands of times. The market expects a similar trend to occur on the Arc chain. Therefore, on-chain funds are actively seeking opportunities for early positioning and front-running.Currently, third-party platforms have emerged in the market that offer USDC exchanges from the Ethereum mainnet to USDC on the Arc chain. Relevant data shows that the current USDC on the Arc chain is priced nearly double that of USDC on the Ethereum mainnet. Leading platforms have facilitated 11,660 exchanges, with a total transaction volume exceeding 5 million dollars, while the platform charges a 3% service fee for these transactions.Previously, several crypto-native platforms announced that they would support the Arc chain as soon as it launches, including the NFT trading platform Opensea and the meme coin platform fomo. In response to the announcement of fomo's launch, Circle co-founder Jeremy Allaire also made a positive response immediately, serving as a potential support hint for the crypto-native community. Whether Arc can successfully continue the on-chain boom after its launch still needs to be verified by the market at that time.

HSBC raised the target price for SpaceX (SPCX.O) from $117 to $150.

According to monitoring by Lookonchain, the hacker organization Lazarus Group sold 911 ETH (2.28 million USD) at an average price of 2499 USD in the past 2 hours.

According to Catcher Predict monitoring, in the "Bitcoin September Price Prediction" event on the Polymarket, the "Yes" option in the submarket "Below $77,500" experienced significant fluctuations in winning probability, soaring from 48.5% an hour ago to the current 66.5% (a fluctuation of 18%). Please note the impact of related breaking news.

According to Catcher Predict monitoring, in the event of "WTI Crude Oil September 2026 Price Prediction" on the Polymarket, the "Yes" option in the sub-market "Below $100" has experienced a dramatic fluctuation in winning probability, soaring from 60% an hour ago to the current 93.5% (a fluctuation of 33.5%). Please note the impact of related breaking news.

According to Gate market data, CrowdStrike (CRWD.O) saw its stock price rise by 15% during the trading session, reaching a historic high.

According to Cointelegraph, Alice Liu, the research director at CoinMarketCap, stated in Cointelegraph's Trade Secrets program that Bitcoin may have reached its bottom, and it is unlikely to fall back to the low levels it hovered around for most of the year.She pointed out that Bitcoin dropped to about $59,000 in June, down approximately 53% from its historical high of $126,100 in October, while Bitcoin briefly reached $81,600 in early September, rising about 28% since mid-August, which pushed the CoinMarketCap Fear and Greed Index back into the greed zone.When discussing Hyperliquid, Liu mentioned that network activity does not necessarily translate into token prices. She observed that trading of RWA perpetual contracts, which are pegged to tokenized stocks, ETFs, and indices, had primarily taken place on Hyperliquid over the past two months, but after Binance launched RWA perpetual contracts, trading volume and liquidity quickly shifted, with Binance capturing about 50% market share; however, Hyperliquid still maintains its lead in the DEX space.HYPE recently set a historical high of $86, and Hyperliquid has spent over $400 million on token buybacks, with some price momentum supported by the buybacks. However, the price of HYPE relies on continuous inflows of network revenue to support the buybacks, which is a key observation point.

MoffettNathanson raised the target price for SpaceX (SPCX.O) from $131 to $142, and raised the target price for Coreweave (CRWV.O) from $106 to $107.

TrendForce's latest research on the memory industry indicates that the NOR Flash market is experiencing the most significant supply-demand structural change in nearly a decade. AI-related products are absorbing a large amount of capacity, and suppliers find it difficult to significantly increase NOR Flash bit output despite the continuous growth in high-end application demand. Therefore, the supply-demand imbalance is expected to persist in the second half of 2026, with overall contract prices remaining high.Although suppliers in Taiwan and China have increased capital expenditures and expanded production, the new capacity cannot be immediately converted into market supply. New output must first go through process migration, yield ramp-up, product certification, and customer design integration, making it difficult to alleviate the supply shortage in the mid-to-high capacity segment in the short term. Winbond expects the strongest bit growth in 2026, driven by the full-scale production of 45nm NOR and the migration to 25nm and 20nm. GigaDevice is upgrading the process for products of 32Mb and above, with effective output limited in the first half of the year. MXIC will prioritize additional 12-inch capacity for NAND and eMMC, limiting the growth of NOR wafer input.In 2026, AI and aerospace communications will become the main sources of new demand. The NOR usage in AI servers is 3-5 times that of traditional servers, with high-density demand driven by edge AI, AI PCs, robotics, and low-orbit satellites. In the first half of 2026, the average cumulative contract price increased by 100-120%. In the second half, the average price of products of 256Mb and above may rise by another 90-110%, while prices for products of 128Mb and below are expected to increase by 10-20% in Q4 2026.

On September 14, WEEX TradFi market data showed that Dell (DELL) surged over 12% last Friday, reaching a historic high, while Hewlett Packard Enterprise (HPE) also recorded an approximate 12% increase. WEEX Labs believes that the strong surge in Dell's stock price is mainly driven by two factors: first, the market's expectations for AI server orders and shipments continue to heat up, with strong demand for computing power from major clients enhancing its performance visibility; second, the hardware sector is demonstrating a more certain fundamental logic against the backdrop of cloud vendors expanding capital expenditures.WEEX Labs reminds that this week, macro policies will face a critical test. The market's core focus includes the key procedural vote on the CLARITY Act on September 15 in the Eastern U.S., as well as the Federal Reserve's FOMC interest rate decision on the 16th. The explosive potential of the U.S. stock market and the cryptocurrency market will depend on the Federal Reserve's stance on the probability of interest rate hikes, guidance on the dot plot path, and the progress of the legislation. Trade stocks and gold with WEEX TradFi, and you can also participate in daily egg hunts, with a 100% prize rate, winning up to 10,000 USDT in position airdrops.

Renowned trader Killa posted about the potential impact of the upcoming FOMC meeting on the cryptocurrency market this week. He stated that many people are very focused on macroeconomics, policies, and economic data to predict the next moves of assets, but Killa believes that "most macro narratives are just distractions." Killa noted that BTC often starts moving before the reasons become clear. By the time the macro environment shifts and the herd realizes it, Bitcoin has usually already completed its move. Correlation is often lagging. The market does not move because most people understand it. Most people understand it because the market has already moved.As a quantitative trader focused on BTC, Killa predicted the peak of this bull market in May 2025 and has over 200,000 followers on platform X. In mid-April, he shorted Bitcoin at $74,688 and switched to long during the market-wide decline on June 5.

According to Catcher Predict monitoring, in the market prediction event "Bitcoin Price Prediction on September 14" on Polymarket, the "Yes" option for the sub-market "78,000" experienced significant fluctuations in its winning probability, soaring from 11.5% an hour ago to the current 33.5% (a fluctuation of 22%). Please note the impact of related breaking news.

"White-haired Stock God" Serenity posted on platform X that a piece of information in Oracle's (ORCL) financial report is favorable for Nebius (NBIS) and IREN (IREN). Oracle stated that all renewed GPU computing power has been resold, with prices increasing by 20% compared to previous contracts, and most related equipment has been used for over 4 years. Serenity believes that this situation once again counters "Big Short" Michael Burry's argument about the rapid depreciation of GPUs, while also benefiting Nvidia (NVDA) and the Neocloud computing sector.

Cointelegraph reported that Morgan Stanley set a target price of $250 for Coinbase, implying an upside potential of about 43%, as its business expands beyond cryptocurrency.

Geoff Kendrick, the Global Head of Digital Asset Research at Standard Chartered, stated in a research report that SKY could reach $0.325 by the end of 2028, which is five times the benchmark price of $0.065 set in the report. The bank expects that the price increase of SKY will roughly synchronize with ETH and outperform Bitcoin before the end of 2028.Sky is a decentralized finance platform that will adopt its current name in 2024 and launch USDS and the governance token SKY. Since September 2024, Sky's agency has borrowed $5.9 billion USDS; the supply of USDS reached $10.04 billion in June, a year-on-year increase of 96.9%, down from $11.14 billion in May. Standard Chartered stated that further growth in USDS supply will drive protocol revenue and increase distributions to token holders, while staking rewards and a token buyback mechanism will be used to distribute value to SKY holders. The bank expects that the value distributed to holders will at least double in the next 12 months and noted that the slower-than-expected growth of yield-bearing stablecoins is a major risk to SKY's outlook.