Odaily Morning News
1. Spotify has requested Kalshi and Polymarket to remove branding; streaming manipulation incidents impact prediction market settlements.
2. Korean companies question the OUSD Alliance member list: companies such as Samsung state they were not involved in discussions and are unclear about their roles.
3. IMF: The direction of tokenization systems depends on policy choices, and three types of settlement assets, such as stablecoins, may coexist.
4. Serenity: NVIDIA is the kingmaker in the ASIC market, while manufacturers like Marvell continue diverting market share from Broadcom.
5. Serenity: Chinese VC funds are increasingly flowing into physical AI and world model sectors.
6. CME's average daily crypto contract trading volume in June grew 76% year-on-year, with nominal value exceeding 10 billion USD.
8. Meta's Chief AI Officer responds to market misunderstandings: Zuckerberg’s comments on slowing AI agent development do not specifically refer to Meta.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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According to reports, there is a severe shortage of core components for semiconductor equipment in South Korea. Delivery cycles have generally doubled, and waiting times for some Japanese-made parts are as long as 40 months, with components unavailable even at a premium price. Japanese suppliers are cautious about expanding production capacity, resulting in serious delays that have impacted downstream businesses. Major construction projects like Samsung’s Pyeongtaek and SK Hynix’s Yongin face the risk of postponement, with AI chip expansion plans running into a “hard wall” in the supply chain.
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