存储 · 8921

Korean retail investors are frantically betting on the recovery of the memory chip sector: 118.5 billion won in a single week to buy US memory ETFs

According to data from the Korea Securities Depository and Settlement Agency, Korean retail investors made net purchases of the “Roundhill Memory ETF” between August 14 and 20 this week, making it the second-largest net purchase of the country's overseas individual stocks and ETF investments (after Alphabet, Google's parent company). This ETF is an actively managed product, mainly investing in major memory chip companies such as Samsung Electronics, SK Hynix, and Micron. Recently, memory chip stocks have clearly picked up. The stock prices of SK Hynix and Samsung Electronics rose 21.6% and 21.8% respectively from August 10 to 21, both exceeding the 10.4% increase of the Korea Composite Index (KOSPI) during the same period. In the US market, Micron rose about 11% over the same period, and SanDisk increased by about 32%. South Korea's domestic ETF market also saw capital inflows. The data shows that the net inflow of the “TIGER US S&P500 ETF” tracking the S&P 500 index from August 14 to 20 was 1709 billion won, and the net inflow of the “KODEX US NASDAQ 100 ETF” tracking the NASDAQ 100 index was 132.3 billion won. Market participants believe that as expectations for the recovery of the semiconductor cycle heat up, investors are increasing their allocation to the AI chip and memory chip industry chain. (Daum) This article is sponsored by GENG, Build Your Fortune on GENG (https://geng.one)

7h agoburnking

Arthur Hayes Reminder: FLOP has not been released yet, and there are no presales or meme coins

BitMEX co-founder Arthur Hayes wrote a reminder that Flop Labs has not yet issued FLOP tokens, and there are no pre-sales or meme coins. Hayes stated that FLOP is not officially launched yet, and reminded the community not to mistake related tokens appearing on the market for official assets. He said Flop Labs is expected to launch an airdrop in the next few months and plans to launch the mainnet next year. According to previous public information, the project had previously planned a large-scale airdrop in the fourth quarter of 2026, and the target time for the main network Genesis block is the first quarter of 2027. Hayes previously announced that he will be leading Flop Labs, a project aimed at building economic infrastructure for AI agents, and FLOP will be designed as a native asset for AI agents to pay for resources such as computing power and storage.

11h ago

Crypto industry association sues Illinois to challenge 0.2% digital asset tax

According to CoinDesk, the Crypto Innovation Commission (CCI) and Blockchain Association (Blockchain Association) recently filed a civil lawsuit in Sangam County, Illinois, to officially join the legal challenge to the state's digital asset tax policy. The move comes on the heels of a lawsuit initiated by the Digital Chamber of Commerce (Digital Chamber) last month, and marks a further escalation of the industry alliance's rivalry. The plaintiff alleges that the state's new tax law violates the US Constitution, the Illinois Constitution, and the Internet Tax Freedom Act. The source of the dispute is that the tax law requires entities that conduct business or provide services to residents in the state to pay a 0.2% digital asset transaction or storage tax if their annual income exceeds $100,000. Although lawmakers expect the measure to raise $60 million in the state budget each year, the plaintiffs said the move constituted a 'unique punitive treatment' for digital assets due to the lack of corresponding taxes on traditional assets, suspected of unjust allocation of resources through tax codes.

19h ago

A number of crypto concept stocks rose more than 10% in the intraday market, and the AI sector was not surprised

Comparative news, according to BIT (bit.com) market data, after the opening of the US stock market, many crypto concept stocks continued to rise, with intraday gains of more than 10%. GEMI rose 10.03%, HOOD rose 12.98%, CRCL rose 9.25%, and COIN rose 9.6%. The AI sector is not surprised today, with mixed ups and downs. Among them, the storage stock SanDisk fell 0.34%, and Neocloud stock NBIS rose 2.78%. US stock Hynix rose 1.85%. LITE, an optical communications concept stock, rose 2.01%.

1d ago

SK Hynix says no decision has been made on whether to build semiconductor production facilities in Japan

Comparing news, SK Hynix (SKHY.O) stated in the document that it has not yet decided whether to build semiconductor production facilities in Japan. The company responded to media reports that it might go to Japan to build a factory. SK Hynix said, “In order to enhance the competitiveness of the memory chip business, the company is evaluating various solutions, including the establishment of additional production sites, but no matters have been decided so far.” The company said it will further disclose relevant information when specific details are confirmed, or within one month after the publication of this report.

1d ago

Changjiang Storage prospectus: Achieve operating revenue of 47.042 billion yuan from January to January 2026

Comparative news, Changjiang Storage's prospectus shows that the profit level has increased rapidly since the loss was reversed in 2024, achieving operating income of 47.042 billion yuan and net profit of 33.379 billion yuan from January to January 2026. According to TrendForce data, from January to January 2026, the company ranked third in the world and number one in China by sales amount and shipment volume among global NandFlash manufacturers.

1d ago

Micron Announces $100 Million Investment to Set Up Research Laboratories

Comparing news, the CEO of Micron Technology announced the establishment of Micron Research Labs (Micron Research Labs), which plans to invest 10 billion US dollars, and the investment cycle is decades long. The lab will bring together customers, suppliers, academia, government, and the broader semiconductor ecosystem to break through existing technology roadmaps and explore future possibilities. Micron said the move reflects a long-term commitment to early innovation. The company's team has accumulated more than 6.2 million patents. Micron Research Laboratories will join Micron's investment portfolio of more than $250 billion in the US manufacturing industry, and is expected to create more than 90,000 US jobs, covering fabs, engineers, technicians, apprentices, suppliers, and communities. Micron emphasized that current decisions will determine who can lead the AI economy in the future. America's AI future will be built on memories made in the US, and these memories are produced by Micron.

1d ago
Black eats black? Fake DeFi actually snatched out North Korea's Lazarus real hacker

Black eats black? Fake DeFi actually snatched out North Korea's Lazarus real hacker

Source: Security Company ANY.RUN Compiled by: Daily Planet Daily Original title: Fishing Show of the Year, Fake DeFi Picks Out North Korea's Lazarus, Real Madrid Fans, Real Madrid Fans. With a mathematical background, they only use AI to write code. Core point of view: By setting up a fake DeFi company, the security agency successfully infiltrated the “Famous Chollima” hacker group under North Korea's Lazarus Group, revealed its complete process of using false identities, AI tools, and remote collaboration to infiltrate Western companies, and revealed its evolving toolset and infrastructure. Key element: The researchers disguised themselves as recruiters and recruited three North Korean agents within a few months to record their operation behavior, tool usage, and collaboration patterns in real time through the ANY.RUN sandbox environment. Agents used forged driver's licenses, stolen social security numbers, and mule accounts to complete the onboarding process. Some of these documents were processed by Google Gemini and had SynthID watermarks, revealing signs of forgery. Attackers rely on AI tools such as ChatGPT and Google Gemini to encode, translate, and modify files, and use AstrillVPN, remote desktop software, and dedicated servers to covertly access corporate environments. The three agents showed insufficient skills during development, frequently searched for basic issues, and exposed more proxy server and infrastructure information induced by selective network outages and captcha. The investigation found that Famous Chollima aims to lurk within the enterprise for a long time and legally obtain access to code, systems, and intellectual property rights, and is not limited to short-term attacks, and the threat persists significantly. Crypto friends who are often phished have probably heard of the North Korean hacker group Lazarus Group. Its well-known “campaigns” include, but are not limited to: Bybit ($1.5 billion) theft, Ronin Network/Axie Infinity Bridge attack ($6.2 billion), DMM Bitcoin/Ginco related attack ($308 million), Harmony Horizon Bridge attack ($100 million), and Atomic Wallet attacks ($100 million), etc. And the key to the success of these attacks is social engineering — hackers usually disguise themselves as normal job applicants, lurk at crypto companies for years, and wait for the right time. Recently, security agency ANY.RUN joined forces with BCA LTD (a company dedicated to threat intelligence and hunting) and NorthScan (a threat intelligence program to uncover the infiltration of North Korean IT workers) to effectively crack down on North Korean hacker agents. The researchers created a fake DeFi startup and successfully recruited “Famous Chollima” agents under North Korea's Lazarus Group who specialize in human infiltration, to gain an inside perspective on the actions of North Korea's IT workers. The ANY.RUN sandbox environment shows the agent's behavior patterns in real time, revealing their evolving toolsets, remote access workflows, AI tool usage, and supporting infrastructure. This survey went beyond the simple recruitment process and showed in depth how these agents collaborated, obtained, and used company resources after joining the company. The findings suggest that the North Korean IT worker program not only poses a recruitment risk; once agents sneak inside the organization, they can legally obtain access to code, systems, intellectual property, and critical business processes. The following is a report co-authored by the three parties, compiled by Daily Planet Daily. ——————Introduction In December of last year, we fully recorded the infiltration cycle of “Famous Chollima” for the first time. From recruiting collaborators to help them join Western companies, to falsifying documents, shipping laptops to intermediaries, and even using AI tools to assist and translate in real time during interviews, everything is under control. In that survey, we pretended to be a middleman willing to interview them and lend them a laptop in exchange for a percentage of their salary. The point is that those laptops are actually ANY.RUN sandbox environments that record every click and every step they take. This provided us with massive metrics, hours of computer operation videos, and face-to-face contact images, making an unprecedented survey and making headlines in many media. (“Famous Chollima...

1d agoOdaily星球日报#wallet security #hacks

Chip export prices have soared, and the wave of AI shortages is still intensifying

Comparative news, according to Jin10 reports, Samsung has recently raised the price of some 4 nm, 5 nm, and 8 nm foundries by 10% to 15%; TSMC has also raised capital expenditure in 2026 to 60 billion US dollars to 64 billion US dollars, reflecting that existing production capacity is still difficult to fully match AI needs. This round of price increases will help storage, foundry, and packaging manufacturers to grasp scarce production capacity, but it will raise the costs of server, PC, and consumer electronics companies. Next, the market will trade a race between rising profits and additional production capacity: the longer the shortage lasts, the stronger the pricing power of the leader; if the rate of expansion exceeds the actual increase in AI usage, price falls and inventory reversals will amplify semiconductor stock fluctuations.

1d ago