AI / Large Models
OpenAI significantly upgrades GPT-5.6: Sol model improved in ChatGPT, Luna fully available to free users without limits
OpenAI announces improvements to GPT-5.6 Sol performance and launches it in ChatGPT, while opening the more powerful Luna model to free users with no usage limits. This is the first time OpenAI has opened a high-end model to the free tier on a large scale, which could reshape the pricing model for AI services.
> Hot take: The free lunch is here, but DeepSeek is preparing to raise prices. One is using subsidies to capture the market, while the other uses market presence to generate cash flow; it’s hard to say who will come out on top.
OpenCode founder claims DeepSeek's price hike is "not due to financial losses, but to deter users"
DeepSeek plans to raise API service prices, and the OpenCode founder candidly states this is not a cost issue, but a strategy to actively control the user scale. This move has sparked a new round of discussions about the commercialization paths of Chinese AI companies.
Hot debate: The community is discussing whether this is a smart growth control strategy or if it exposes infrastructure bottlenecks.
AMD acquires Taalas: using silicon to "etch" models to enhance inference performance
AMD has acquired AI chip startup Taalas, whose technology can directly etch AI models into silicon, significantly enhancing inference performance and reducing power consumption. This is another technical challenge from AMD to NVIDIA in the AI chip field.
Hong Kong stocks related to large models surge: MiniMax rises nearly 25%, Zhipu rises over 17%
MiniMax and Zhipu, both AI companies, see a significant rise in Hong Kong stocks, reflecting market optimism about the commercialization prospects of Chinese large model companies.
Source: 6551/ai
Cryptocurrency / Web3
Upbit launches BlockStreet (BSB), supports KRW/BTC/USDT trading pairs
South Korea's largest exchange Upbit adds BlockStreet spot trading, with a market capitalization of approximately $39.5 million. Meanwhile, Binance announces it will delist PIVX, and Upbit has categorized Synthetix (SNX) as a trading warning project, terminating support for Bonk trading.
Stripe's Bridge receives Luxembourg approval, joins EU MiCA stablecoin issuer registry
Payment giant Stripe's acquired stablecoin infrastructure company, Bridge, officially receives regulatory approval in the EU, becoming a compliant stablecoin issuer under the MiCA framework.
Chips / Hardware
NVIDIA reportedly considering lowering HBM configuration for Rubin Ultra chip in response to high-end memory shortage
In light of the tight supply of HBM (high-bandwidth memory), NVIDIA may reduce the memory capacity of the next-generation Rubin Ultra chip. This follows the capacity sell-out of Micron and SK Hynix, marking another impact of storage shortages on the AI chip roadmap.
TSMC's N2 process capacity is sufficient but facing DRAM shortages, putting pressure on Apple's iPhone 18 stockpiling
TSMC's advanced process capacity is plentiful, but the tight supply of accompanying DRAM is hindering Apple's new device stockpile. Storage chips have become a new bottleneck in the entire tech supply chain.
Source: 6551/ai
"The three storage giants" have sold out their 2027 capacity, AI companies "are begging for chips"
Sources reveal that Micron, Samsung, and SK Hynix's HBM capacity for 2027 has been reserved entirely, and some AI companies are seeking additional supplies. Winbond's Q2 net profit surged 256 times, with clients already locking in capacity for 2030.
> Hot take: Last year, there were worries about an AI bubble burst; this year, they’re already fighting for storage chips for 2030. This cycle is really different.
China's July exports rose 23.9% year-on-year, semiconductor exports nearly doubled year-on-year in value
Customs data shows strong exports of Chinese chips, with imports increasing by 27.5% year-on-year. The global semiconductor supply chain is undergoing a rebalancing.
Technology Companies
GitHub Actions and Pages face service degradation, hundreds of projects affected
GitHub's key services are experiencing availability issues, impacting a large number of developers' workflows. The incident has reignited attention on the risks of single-point dependency in cloud services.
Google DeepMind launches Lyria 3.5, greatly enhancing AI music generation capabilities
The new version significantly improves on musicality, lyrics, vocals, and creative control, and has been integrated into Google Flow Music. AI music generation is evolving from a toy to a practical tool.
Why does Apple repeatedly ban Telegram but never touch X?
The Verge provides an in-depth analysis of the double standards in Apple's App Store review criteria, revealing the gray areas of platform governance.
U.S. Stocks
U.S. optical module dark horse plans significant capacity expansion, betting on 800G and 1.6T products
An optical module manufacturer announces an aggressive capacity expansion plan, targeting the next generation of high-speed products. The AI data center construction boom is transmitting upwards.
Memory chip stocks lead declines in U.S. stocks, Western Digital down 13%
Markets are cautious ahead of non-farm payroll data, leading to a significant pullback in the memory sector, while oil prices rise due to the situation in the Middle East.
Finance / Macro
Congo (DRC) formally bans copper and cobalt concentrate exports, affecting 70% of global cobalt supply
The Democratic Republic of the Congo announces a ban on copper and cobalt concentrate exports, causing international copper prices to rise. This follows Indonesia's ban on nickel ore and marks a key mineral exporting country's resource nationalism initiative, which will profoundly impact the electric vehicle and battery supply chains.
Hot debate: The industry is discussing whether this will accelerate Chinese companies building smelters in Africa or force diversification of global supply chains.
U.S. July crude oil imports from Saudi Arabia dropped to zero, the first entire month of interruption in over 40 years
Due to the situation in the Middle East, U.S. refiners are turning to alternative sources like Venezuela, but August imports are expected to soar to the highest levels since the war started. The energy supply chain is experiencing severe fluctuations.
Source: 6551/macro
Iran advances bill on navigation rules in the Strait of Hormuz, seeks to prohibit U.S. and Israeli vessels from passing
The Iranian parliament's draft proposes banning vessels from "hostile nations" from passing through the Strait of Hormuz, a global oil transportation channel that carries 1/5 of the world’s oil, facing the risk of blockade. Trump stated the strait is "open to some extent," but no agreement has been reached.
China's imported copper concentrates reach a 3-month high under the shadow of Hormuz strait closure
China's crude oil imports rebounded in July, but the threat of closure in the Strait of Hormuz casts a shadow over future supplies.
Trump imposes tariffs on polysilicon and its derivatives, establishing a 120-day transition period
The new tariff policy will impact the global photovoltaic supply chain, putting pressure on Chinese polysilicon exporters.
Source: 6551/ai
Multiple overseas asset ETFs with premiums exceeding 20% trigger trading halts, fund companies urgently warn of risks
Several QDII products, including Southern Oil LOF, Global Chip LOF, and Nasdaq Tech ETF, are temporarily halted due to excessive premiums. This reflects domestic investors' strong demand for overseas technology and energy assets but also exposes arbitrage risks.
Source: 6551/ai
New Products / New Trends
Trevor Noah to host Google Pixel 11 launch event
Google invites the renowned talk show host Trevor Noah to host the Made by Google 2026 event, marking another attempt to entertain at tech product launches.
Huawei officially announces collaboration on FreeClip 2 earclip headphones with French jewelry brand Les Néréides
Huawei deeply integrates wearable devices with fashion accessories, exploring new boundaries in consumer electronics.
Today's Underline
Copper and cobalt mines, HBM memory, oil channels — today's three supply chain crises may seem scattered across different industries, but they point to the same theme: resource bottlenecks are becoming the real limiting factor in the next round of technological cycles. As AI companies are already fighting for 2030 storage chips, electric vehicle manufacturers face cobalt supply shocks, and 1/5 of the world’s oil may be cut off, we might be witnessing a turning point: the competition in the next decade may not just be a game of algorithms and capital, but about who can secure upstream physical resources. OpenAI can freely release Luna, but TSMC’s capacity and the Congo’s cobalt mines cannot be replicated by just burning money.
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