Samsung SDI Inks $6.7B EV Battery Supply Deal with Mercedes-Benz

Scaramucci's $1M Bitcoin Target: Trust System vs. Gold

Anthony Scaramucci of SkyBridge Capital argues for a $1 million Bitcoin price target, emphasizing its decentralized trust system and recent institutional interest. He links Bitcoin's valuation to its fixed supply and historical perspectives on money, while noting counterarguments from economists about its viability as money.

Morgan Stanley Projects Agentic AI Could Add $32.5B-$60B to CPU Market by 2030

Morgan Stanley predicts a 2030 surge in CPU demand from autonomous AI systems, potentially adding up to $60 billion to the CPU market. This shift will impact data center investments and memory requirements, benefiting major chipmakers.

Does the Financial Supervisory Commission plan to distribute dividends in US dollars? Foreign investors holding companies such as TSMC emerge as the biggest winners

Taiwan is evaluating whether to allow publicly listed companies to pay dividends directly in U.S. dollars, which is expected to reduce foreign investors’ currency-exchange costs and help stabilize the exchange rate, but the timing of the policy remains unclear. This change would benefit foreign investment firms, especially TSMC, but local investors face operational inconveniences, and the regulatory support still needs to be improved. The measure is intended to enhance the appeal of Taiwan’s stock market to keep pace with competition in global capital markets.

Contract memory foundry work, UMC’s stock price rises 30% in five days! The industry warns of a “three-short” bottleneck: short-term risks of getting stuck

As the 2D NAND supply shortage worsens, United Microelectronics (UMC) is expected to take over SLC and MLC Flash foundry orders, and the stock price surged 27%. However, industry insiders point out that UMC faces three major challenges: talent, technology, and equipment shortages, making it difficult to achieve its outsourcing manufacturing goals in the short term, which reflects market enthusiasm rather than an improvement in fundamentals. The company will also raise its wafer-fab foundry quotes to respond to rising costs. Investors need to carefully assess market risks.

Strategy Plans Bi-Monthly STRC Dividend Payments Shift

Strategy proposes a shift from monthly to semi-monthly STRC dividends to enhance liquidity and reduce volatility, maintaining an 11.5% yield. Shareholder approval is required for this change, amid criticisms regarding Bitcoin exposure and potential risks.

Bitcoin’s fourth halving rally is slowing down, analysts say: BTC may have entered a “new normal”

Investment firm Galaxy analyst Alex Thorn noted that Bitcoin’s advance during this halving cycle has been lower than historical records, with volatility declining, and the market may be entering a new normal. Compared with the past three halvings, the fourth time’s price change is no longer significant. While the passage of U.S. spot ETFs has catalyzed the rally, the market’s ongoing conditions still need to be watched closely.