1. Gold emerges as a top performer this earnings season due to global de-dollarization and record gold reserve accumulation by central banks; 2. Central banks are reducing U.S. dollar holdings, with 43% planning to increase gold reserves amid concerns over U.S. debt and currency risks; 3. Major banks predict gold prices could surge to $5,000–$7,000 per ounce by 2026–2029, driven by geopolitical instability and declining trust in dollar assets, making gold a strategic hedge for investors.
1. Eli Lilly acquired Adverum Biotechnologies to obtain Ixo-vec, a gene therapy targeting wet age-related macular degeneration (wAMD); 2. The low-risk deal, valued between $74.8M and $262M, offers significant growth potential if Ixo-vec succeeds as a single-injection treatment in the $9B global wAMD market; 3. Despite the strategic move, the author maintains a 'hold' rating on Eli Lilly due to valuation concerns and awaits further pipeline developments.
➀ Samsung Electronics outlined its AI-driven vision for advancing 6G networks at the 'Mobile Korea 2025' event in Seoul;
➁ The event served as a global cooperation platform to explore AI's role in next-gen 6G infrastructure;
➂ A Samsung researcher presented the company's roadmap for integrating AI into 6G networks to enhance performance and connectivity.
➀ Another Ryzen processor with 3D V-Cache is on its way, targeting budget gaming PCs.
➁ The Ryzen 5 7500X3D is rumored to be based on AMD's Zen 4 architecture.
➂ The chip aims to boost performance for affordable gaming PCs.
➀ Samsung's Galaxy Z TriFold is reportedly set to bypass the US market and most other parts of the world, with reports suggesting it will be restricted to a small number of regions such as South Korea and China.
➁ The phone is expected to feature a display that folds twice, creating a tablet-like 10-inch screen, and is rumored to have a Snapdragon 8 Elite processor, a 200MP primary camera with 100x digital zoom, and a 5,600mAh battery capacity.
➂ The initial launch will be severely limited, targeting only South Korea, China, Singapore, Taiwan, and potentially the UAE, with the US market likely to have to import or wait for a second version.
➀ Qualcomm is launching new AI200 and AI250 chip-based accelerator cards for data centers.
➁ These cards support up to 768GB of LPDDR memory per card.
➂ AI200 and AI250 are designed for large language models (LLMs) and large multimodal models (LMMs).
➀ Gigabyte showcased a compact AI supercomputer, the AI TOP ATOM, at the Taiwan Select event in London; ➁ The AI TOP ATOM is powered by NVIDIA's Grace Blackwell GB10 Superchip and offers high-performance AI capabilities; ➂ The system is designed for education, research, and modeling companies, aiming to provide local compute power without the limitations of cloud infrastructure.
➀ Chen Zhi, from a small town in Fujian, rose to become a tycoon in Cambodia's real estate market at 28, but was later charged by US authorities as the mastermind behind a transnational cyber fraud empire.
➁ His bitcoin worth about $15 billion was seized, and he was also sanctioned by the UK.
➂ Chen Zhi's relatives and villagers remember his rise through fraud and his eventual downfall.
➀ Many add-in board partners have tried white-themed graphics cards, but a modded GeForce RTX 5080 Founders Edition model on Reddit stands out;
➁ The user, a data center hardware engineer, disassembled the card, replaced thermal pads with thermal putty, and painted the shroud;
➂ The mod has received over 2,100 upvotes and 176 comments, mostly positive, and has sparked a discussion about NVIDIA offering color options for FE cards.
➀ Microsoft recent layoffs impacted Turn 10 Studios, affecting future Forza Motorsport development; ➁ Phil Spencer acknowledges the situation and reassures that Xbox plans to continue supporting the series; ➂ The statement indicates a shift in focus but does not confirm any cancellation.
1. TSMC faces labor shortages and rising costs at its Arizona chip plant, delaying production and increasing expenses; 2. The company imported Taiwanese technicians to bypass U.S. workforce gaps, sparking union negotiations; 3. The project highlights challenges in U.S. semiconductor reshoring efforts amid delayed subsidies and geopolitical tensions.
➀ The Montech King 45 Pro is a compact ATX case designed for modern motherboards with rear connections; ➁ It features a trio of angled fans for efficient cooling; ➂ The case offers a budget-friendly price point; ➃ The review highlights its cooling performance and design considerations.
➀ Microsoft announced the remake of Halo 1, Halo: Campaign Evolved, for PC, Xbox, and PlayStation; ➁ Xbox's Matt Booty stated that the company's biggest competition isn't another console but everything from TikTok to movies; ➂ The statement sparked discussions about the competition in the gaming industry.
➀ The Technical University of Würzburg-Schweinfurt (THWS) showcased collaborative robotics and mixed reality (MR) projects at the Cobots4You fair, emphasizing user-friendly programming to enable non-experts to work with cobots;
➁ Key innovations included a welding cobot using MR for intuitive path definition and MR-based training systems for assembly tasks, addressing skill shortages and improving workplace flexibility;
➂ The team also demonstrated a student-developed robotic arm for checkers gameplay, highlighting practical research and fostering future industry-academia collaborations.
➀ The EU-funded OPeraTIC project developed an ultrafast pulsed laser system integrating AI and real-time monitoring for efficient 3D surface treatment in industrial applications, tested across household appliances, lighting, aviation, and automotive sectors;
➁ Key advancements include 3D motion integration via robotics, versatile material structuring (stainless steel, aluminum, composites), real-time quality control, AI-driven process optimization, and Industry 4.0 compatibility;
➂ The platform aims to reduce errors, enhance efficiency, and enable sustainable high-performance manufacturing through scalable, intelligent laser technology.
➀ Factorio is set to receive Mouse Mode support on Switch 2; ➁ The upgrade is free for original Switch owners; ➂ The game aims for a December release; ➃ Enhanced visuals and performance improvements.
