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Just 5 microns thick, yet powering the future. Jinchuan Group's ultra-thin 5-micron copper foil, with a purity of 99.99%, is designed for electric vehicle batteries and consumer electronics. By reducing the thickness from 8 to just 5 microns, battery energy density can increase by about 12%, delivering higher performance without compromising safety.

SAMSUNG’S $200B BROADCOM DEAL IS BIGGER THAN A MEMORY SUPPLY CONTRACT. 📊 Samsung Electronics $005930 and Broadcom $AVGO have agreed to pursue more than $200B of semiconductor cooperation through 2030, covering HBM, advanced foundry manufacturing and packaging. Reuters separately confirmed the $200B Samsung–Broadcom portion of the wider Korea–US semiconductor agreements. The headline number is huge, but the strategic shift matters more. Samsung is trying to move from being viewed as a component supplier to becoming a full-stack AI semiconductor partner: Memory → Foundry → Advanced Packaging The reported scope includes HBM4 and HBM4E for Broadcom’s AI accelerators, sub-2nm foundry processes for key chip products, and integrated support from design optimization through packaging and mass production. That matters because Broadcom is one of the central players in custom AI accelerators and high-speed data-center networking. If this MOU converts into real production orders, Samsung would capture more value from each AI chip—not only memory revenue, but also manufacturing and packaging economics. For the Korean market, Samsung is the clearest direct beneficiary. Equipment, materials and packaging names may follow, but only after capacity expansion, supplier participation and actual purchase volumes are confirmed. I would not treat the entire $200B headline as booked revenue yet. This is still an MOU. The real revaluation depends on: → Final contract volumes → Product and process allocation → Production timing → Pricing and margins → Whether orders translate into utilization and earnings The headline creates expectations. Execution is what creates the rerating. $005930 $AVGO For reference only. This is not investment advice. Avoid excessive leverage, do not chase sharp moves and maintain strict risk management.

Today we launch the next chapter of Gushwork. Over the last 30 years, we saw commerce moving online - But what actually moved online were low value retail products: books, clothing, electronics. Anything high value, from $5,000 to $1M - a hydraulic crane, an industrial roofing contract, a heat shrink machine - still runs predominantly on human buyer seller conversations. And conversation was the one thing software couldn't do. That just changed. We are bringing 35 million sellers of high value products & services in the physical economy to the agentic web - One of the largest categories of commerce that barely moved online in the internet before AI.

Small size. Serious welding power. ⚡ Meet the ALIENTEK SW1 Smart Spot Welder. • Dual pulse technology • Built-in 1800mAh battery • Smart control & protection Built for battery makers, DIY projects and electronics enthusiasts. #Alientek# #SpotWelder# #Electronics#

A stunning piece of engineering!! 1X unveils the new humanoid hand for NEO - 25 degrees of freedom: 22 fully actuated in the fingers and palm, plus 3 at the wrist. - The DoF are distributed anatomically rather than evenly, deliberately biased toward a thumb that genuinely opposes the fingers. - In-house tendon-driven, quasi-direct-drive running low gear ratios of ~5:1 to 15:1 vs the typical 100:1–200:1. - Motors live in the forearm and pull tendons through the wrist. This keeps the hand light and its inertia low while producing high forces. Sensing - All 25 DoF are natively force-controlled and fully backdrivable. Every joint doubles as a force sensor. - Very important, closed-loop proprioception: it always knows its own pose and effort without looking. - Tactile skin across the fingertips and surfaces measuring contact and shear. This helps with adaptive gripping in real time. Safety and durability - IP68 waterproof and food-safe, so it can wash its own hands. - Compliant by construction: the low gear ratios, tendon drive, and low distal inertia let external impacts safely backdrive the fingers. It yields when hit by a hammer or caught in a drawer. - Full finger assemblies validated to millions of cycles. Manufacturing - Deep vertical integration: in-house motors, custom electronics, and tendon systems. - Hundreds built already, with capacity to produce 10,000 hands this year. "An API to the Physical World"

才刷到这条的时候,我正拿着 iPhone 回消息。看完低头看了一眼背面那个 logo,心情挺复杂。 苹果在印度最重要的代工伙伴 Tata Electronics,被一个叫 World Leaks 的勒索团伙攻破了。6 月 12 号,这帮人就把从 Tata 偷来的 20 多万份文件挂上了暗网,630GB。Tata 6 月 22 号才公开承认。中间整整十天,数据在暗网上敞着,没人出来说一个字。据路透社,泄露内容包括 iPhone 18 Pro 的供应商清单、零部件明细,还有手机在 Tata 工厂做跌落测试的实拍照片,日期今年年初。这个团伙去年偷过戴尔,今年初偷过耐克。 我为什么心情复杂?因为我手里有内存票,而 $AAPL 苹果的内存供应商名单,就在这次泄露里。前阵子苹果刚因为内存涨价把 Mac 和 iPad 提了 15% 到 25%,现在连谁供内存、供多少都被扒光了。对被点名的供应商来说,这份清单曝光的杀伤力,可能比涨价本身还大。 讽刺的是,苹果这几年拼命把产能从中国往印度搬,图的就是分散风险。印度现在生产全球 26% 的 iPhone,四年前才 6%。结果鸡蛋刚换了个篮子,新篮子被人一锅端了。 各路泄露拼出来的 18 Pro:A20 Pro 芯片换了新封装,新配色暗樱桃红/灵动岛缩小将近一半/前摄升到 2400 万/Pro Max 电池可能破 5200 毫安时。九月可能同时发三台:18 Pro、Pro Max,加上折叠屏 iPhone Ultra,7.8 寸内屏,两千美元往上。普通版 18 推迟到明年春天。

Yesterday I flagged that 13 Korean companies were listed as OUSD partners. Today there’s a significant caveat: several of them say they never actually agreed to anything. OUSD (Open USD) is a dollar stablecoin from the Open Standard consortium, unveiled June 30 with a planned launch this year and 140+ global finance and payment firms listed — Visa, Mastercard, BlackRock, plus the Korean names. But Samsung Electronics said flatly there was no formal discussion and it doesn’t know what role it would play. Shinhan, Dunamu, and K Bank said Open Standard asked about participation, they said they’d “consider it,” and then found their names listed as consortium members. One company rep said they learned they were included from Korean news coverage and were baffled, having only casually replied “we’ll look at it if it works out.”

𝗕𝗜𝗚: 𝗔𝗽𝗽𝗹𝗲 𝗶𝗣𝗵𝗼𝗻𝗲 𝟭𝟴 𝗣𝗿𝗼 𝘀𝗲𝗰𝗿𝗲𝘁𝘀 𝗵𝗮𝘃𝗲 𝗹𝗲𝗮𝗸𝗲𝗱 -- 𝗧𝗮𝘁𝗮 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻𝗶𝗰𝘀 𝗹𝗲𝗮𝗸 𝗵𝗮𝘀 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁𝘀 𝗼𝗻 𝗔𝗽𝗽𝗹𝗲'𝘀 𝘂𝗽𝗰𝗼𝗺𝗶𝗻𝗴 𝗽𝗵𝗼𝗻𝗲 𝘄𝗵𝗶𝗰𝗵 𝗺𝗮𝗽 𝗵𝘂𝗻𝗱𝗿𝗲𝗱𝘀 𝗼𝗳 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗻𝗮𝗺𝗲𝘀 𝘁𝗼 𝘁𝗵𝗲 𝗽𝗮𝗿𝘁𝘀 𝘁𝗵𝗲𝘆 𝗺𝗮𝗸𝗲 - 𝘀𝗼𝗺𝗲𝘁𝗵𝗶𝗻𝗴 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿𝗲𝗱 𝘁𝗼𝗽 𝘀𝗲𝗰𝗿𝗲𝘁.... We've been reporting for days now on the Tata Electronics leak of more than 200,000 files on the dark web by World Leaks. It has files with purported component design papers of older Apple iPhones and some parts of Tesla - both Tata clients. They also included documents of TSMC and ⁠Qualcomm, both of which make parts used in iPhones. Now, Reuters reports sensitive lists of components and suppliers, and photographs of Apple's unreleased iPhone 18 Pro, are sitting on the dark web. At least six files that map hundreds of iPhone 18 Pro parts to the exact companies that make them -- the chips on the main board, the battery, the cameras. Apple does not disclose this supplier-to-part mapping in its public database. It guards it precisely because it reveals the two things every manufacturer wants hidden: where it has leverage, and where it is vulnerable. Apple is quite concerned about this, a source told us. With @MunsifV, @StephenNellis, @kenli729 The leak comes at a difficult time for Apple. It just raised iPad and MacBook prices on soaring memory costs, with iPhone increases expected to follow. Read details in the story, here

Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro are part of files posted on the dark web by the ransomware group that stole data from the US firm's Indian supplier Tata Electronics, according to documents

WATCH: Sensitive lists of components and suppliers, and photos of Apple's upcoming iPhone 18 Pro are part of files posted on the dark web by the ransomware group that stole data from the US firm's Indian supplier Tata Electronics, according to documents