SK Hynix stated during its Q2 earnings conference call that AI infrastructure investment is not a process of reduction, but rather a process of increasing utilization and accelerating monetization. The widespread adoption of efficient AI models will not lead to a decrease in demand for infrastructure and memory. The company has confirmed the sustainability of AI investment in its medium to long-term demand negotiations with major clients.
Goldman Sachs has released a report stating that the recent sell-off of Japanese AI related stocks provides buying opportunities, while Intel has raised its 2026 capital expenditure outlook by approximately $3 billion. Intel's increased expenditure on wafer manufacturing equipment will drive orders from Japanese equipment suppliers. Goldman Sachs has listed Lasertec as the preferred option with a target price of 70000 yen; The target price for Tokyo Electron is 83000 yen, and the current price is approximately 62800 yen; Disco benefits from Intel's expansion of EMIB-T advanced packaging capacity plan.
Uniswap founder Hayden Adams responded to the v4 fee switch dispute on the X platform, clarifying that the protocol fee is a superposition mechanism and that the 30 basis points earned by LP per transaction have not decreased. Hayden Adams stated that the protocol fee in the 30 basis point pool is 5 basis points, accounting for approximately 14% of the total transaction fee. Hayden Adams pointed out that Uniswap is 20 to 40 times cheaper than centralized exchanges at a 5-point fee on a 30 basis point level, and criticized some fork projects for charging 100% transaction fees.
According to Blockaid monitoring, the Pro token of Crypto DAO has been attacked. As of 08:23 this morning (UTC+8), the attacker and related profit-making addresses hold a total of approximately 8.2 million USDT.
According to EmberCN monitoring, Multicoin Capital has released 1.97 million HYPE pledges worth $108 million. Among them, 86000 HYPEs worth 4.78 million US dollars have been transferred to Coinbase Prime. Previously, Multicoin Capital had transferred 395000 HYPEs to Coinbase, and HYPE has fallen by 10% in the past week.
