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According to Gate market data, due to the growing demand for artificial intelligence-related stocks, European semiconductor companies' stock prices have generally risen. Micron Technology reported strong quarterly results, and ASML and ASM International's stock prices rose by 2.3% and 4.1%, respectively.BE Semiconductor Industries rose by 2.6%, Infineon Technologies rose by 4.6%, and STMicroelectronics rose by 2.7%.

Broadcom (AVGO.O) raised $60 billion to supply chips for Anthropic.

Anthropic's IPO prospectus shows that Broadcom will provide up to $42 billion in loans for infrastructure spending financing.Anthropic may become Broadcom's largest customer for core chip design business next year.Broadcom is responsible for supplying hardware and also acts as a financing partner, which could lead to potential conflicts of interest.

According to Gate market data, the S&P 500 index futures rose by 0.3%, the Nasdaq 100 index futures rose by 0.28%, and the Dow futures rose by 0.45%.

According to Gate market data, U.S. stocks opened with the Dow Jones up 0.02%, the S&P 500 index up 0.07%, and the Nasdaq up 0.1%. Tesla rose 2%, as the company plans to establish a production line for over 1,000 robots per week by the end of the year. SK Hynix rose 1.4%, Micron Technology rose 1.05%, and SanDisk rose 1.8%.

According to Gate market data, in pre-market trading of U.S. stocks, AI hardware stocks are almost all rising. Nvidia rose by 0.29%, TSMC rose by 0.46%, Broadcom rose by 1.02%, SK Hynix rose by 1.23%, Micron Technology rose by 0.89%, AMD rose by 1.94%, SanDisk rose by 1.88%, and Marvell Technology rose by 1.61%.

According to a report by ZDNet Korea, Samsung Electronics is adjusting its next-generation DRAM strategy by incorporating the previously project-based B1b into its official roadmap, naming it the first DRAM D0a below 10 nanometers. Previously, D0a referred to vertical transistor DRAM, and this product is now classified separately as D0a-V. This renaming aims to accelerate the introduction of advanced packaging in general DRAM.B1b will manufacture storage cells and peripheral driver circuits on different wafers before bonding them together, using wafer-to-wafer hybrid bonding and directly connecting through copper interconnects. The currently commercialized DRAM is 1c, which is the 6th generation 10 nanometer level, with a line width of about 11 to 12 nanometers; the next generation 1d is the 7th generation 10 nanometer level, with a line width of about 10 to 11 nanometers, considered effectively the last 10 nanometer level product, with the related line width being a marketing term rather than an actual physical size. Vertical transistors can arrange transistors within the cell vertically, reducing the cell area from 6F² to 4F², but they need to address high aspect ratio etching and leakage current, making development more challenging. Wafer-to-wafer hybrid bonding has already been mass-produced in CMOS image sensors and high-stacking NAND.Samsung Electronics is evaluating the use of B1b for the 8th generation high bandwidth memory HBM5. HBM5 is expected to be mass-produced around 2029, aiming to increase operating speed by more than 50% compared to HBM4E. Industry estimates suggest that D0a DRAM based on B1b will be commercially available in about two years, with specific mass production investment schedules likely to be determined by mid-next year.

According to Gate market data, the S&P 500 index futures rose by 0.6%, the Nasdaq 100 futures rose by 0.9%, and the Dow futures rose by 0.6.

According to Ethlabs, the Ethereum community is advancing the "Quick Slots" proposal (EIP-8198), which plans to remove the assumption of a fixed 12-second block time by restructuring once and first reducing the L1 block time from 12 seconds to 10 seconds, with further gradual reductions depending on network conditions.Ethlabs states that project teams such as DefiLlama, Doppler, Derive, Ondo, Railgun, Lido, Ethena, and infrastructure teams like Flashbots and Titan Builder generally believe that shorter slots will enhance DEX pricing efficiency, improve LP yields and user interaction experience, and strengthen transaction inclusion and censorship resistance when paired with FOCIL, while not significantly undermining geographic decentralization of nodes and the participation threshold for validators.

According to Gate market data, the S&P 500 E-MINI index futures rose by 0.74%, the Nasdaq 100 index futures rose by 0.88%, and the Dow Jones index futures rose by 0.7%.

According to Gate market data, the three major U.S. stock indices opened higher, with the Dow Jones up 0.1%, the S&P 500 index up 0.3%, and the Nasdaq up 0.5%. Meta Platforms rose 1.6%, and was included by Citigroup in the watchlist for upward catalysts over the next 90 days. Apple rose 0.6%, with reports stating that it is developing enterprise-level servers with self-developed chips. NVIDIA rose 0.9%, Intel rose 5.2%, and SK Hynix rose 3%.

According to the official announcement, Coinbase today added BLUE CHIP (BLUECHIP) and Ritual (RITUAL) to the asset listing roadmap.

According to Gate market data, the S&P 500 E-MINI index futures rose by 0.19%, the Nasdaq 100 index futures rose by 0.42%, and the Dow Jones index futures rose by 0.12%.

The UK regulatory authority, after receiving feedback on the digital asset market, has decided to formulate and publish a tokenization roadmap to enhance market confidence in regulatory rules and infrastructure.

Elon Musk confirmed that Tesla will live stream the launch event of the electric sports car Roadster.

Tesla has announced that it will hold a launch event on October 1 to showcase its next-generation Roadster electric sports car. This event may spark speculation about a merger between Tesla and SpaceX. The phrase "Go for launch" used by Tesla officially echoes SpaceX's rocket launches.

The research institution Sage Road Research released an executive summary of "The AI Trade," stating that since the beginning of this year, the Magnificent Seven has underperformed the Russell 3000 index by about 8 percentage points and the MSCI ACWI by nearly 9 percentage points. In July, the CBOE NDX volatility index relative to the VIX reached its highest point since the internet bubble, and after entering a correction, the Nasdaq index saw a 5% rebound over four days. As of the writing of the report, AI company stock prices have dropped 20% from their 52-week highs in June.Companies are struggling to achieve returns on investment amid soaring AI costs, with Uber, Amazon, Meta, and Walmart implementing restrictions on employee AI usage. Model homogenization limits pricing power, and Chinese open-source models have become a cheap alternative to OpenAI and Anthropic. AI capital expenditures have exceeded expectations, with the consensus for 2026 rising from $527 billion at the end of 2025 to about $800 billion by mid-year. Capital expenditures for hyperscale cloud providers in 2027 are expected to account for 3% of U.S. GDP, more than double the peak of 1.2% during the late 1990s telecom fiber construction. Allianz Research calculates that there is nearly a 46% growth gap between AI investment and sales, worse than the 32% during the 2001 telecom bubble.As of June, hyperscale cloud providers and related entities like Nvidia issued $225 billion in bonds, a year-on-year increase of 973.7%. The off-balance-sheet liabilities of tech giants have increased eightfold over four years to $1.65 trillion.

According to official social media news, Huobi HTX will hold a themed live broadcast today at 8 PM. DaDa, Zhengrong Says, Crypto Master Brother, Grace, and others will participate in the live broadcast.The live broadcast will discuss the latest U.S. employment data, CPI trends, and the Federal Reserve's policy expectations for September, as well as current market liquidity, funding sentiment, and content related to the $80,000 threshold for BTC.

Coinbase official account CoinbaseMarkets announced that today Concrete (CT) will be added to the asset roadmap.

OpenAI plans to begin deploying the AI chip Jalapeño developed with Broadcom by the end of this year, while also advancing collaboration with accelerators from NVIDIA, AMD, and other partners.