Montage Technology received research visits from multiple institutions and disclosed that MRDIMM will see large-scale production growth in the next two to three years.
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ARK Invest researchers commented on OpenUSD: Essentially similar to early DAOs, the alliance of competitors faces multiple obstacles.
According to Mars Finance, Lorenzo Valente, Research Director at ARK Invest, commented on the OpenUSD stablecoin project jointly launched by multiple institutions. He stated that despite the strength of the participants (including Visa, Stripe, Mastercard, BlackRock, Coinbase, etc.), OpenUSD faces several major obstacles: First, liquidity and cold start issues; USDC and USDT have already formed a strong network effect, dominating exchanges, payment processors, and brokers, making it difficult for new stablecoins to gain trading pairs and large-scale holding intentions. Second, the decision-making speed of an alliance of 500 competitors will be extremely slow, lacking successful precedents, and conflicts of interest will be difficult to coordinate. Third, regulatory and antitrust risks are extremely high; joint issuance of currency by large banks and card networks is likely to become a regulatory focus. Fourth, the revenue-sharing model results in insufficient capital retention for issuers, making it difficult to cover high operating and promotional expenses. Fifth, the actual commitments of partners are limited, mostly expressions of intent (LOI), with parties still supporting competitors and favoring multiple hedging rather than exclusive binding. Valente concluded that OpenUSD is essentially similar to a "multiple competing DAOs," making rapid execution and decision-making difficult, and ultimately potentially repeating the mistakes of early DAO projects that suffered from governance failures and ineffective implementation. Affected by the OpenUSD plan, Circle's US stock price plummeted by over 17% in a single day, prompting ARK Invest to take advantage of the situation and buy in.
Binance Research: Over 700 Binance equity products have been traded, with 71% of holdings allocated to the technology sector.
According to ChainCatcher, Binance Research's monthly market insights show that over 700 of the approximately 7,000 stocks and ETFs tradable on Binance have already seen trading activity, indicating initial user participation in equity products. The report states that about 71% of Binance equity holdings are allocated to the technology sector, with approximately 48% of funds flowing into semiconductors, a category with trading volume about 23 times that of other categories. In terms of thematic fund flows, Binance equity holders' allocations are relatively diversified, with 25% flowing into AI infrastructure and computing power, 22% into quantum computing, and relatively higher allocations to cutting-edge themes such as space and satellites, robotics and humanoid robots. Meanwhile, broader ETF fund flows are primarily concentrated in semiconductors and AI storage. Furthermore, the report shows that at the portfolio level, 41% of Binance equity holders' holdings are allocated to crypto assets, 37% to stablecoins, and 22% to stocks.
Montage Technology: The PCIe 6.x chip is currently undergoing testing and verification in cooperation with customers.
According to Mars Finance, Montage Technology (688008.SH) released an investor relations activity record announcement. Currently, the company's PCIe Retimer chip shipments are mainly Gen5 products. In the domestic market, relying on the dual advantages of excellent product performance and local service support, Montage's PCIe Retimer chips are more favored by customers. Regarding product upgrades and iterations, the company launched its PCIe 6.x/CXL3.xRetimer chip in January 2025 and sent samples to customers, currently actively cooperating with customers for testing and verification. Since server CPUs supporting PCIe 6.0 are not yet in mass production, related Retimer chips are still in the industry introduction phase. The industry expects PCIe 6.0 Retimer chips to enter the formal large-scale application stage in 2027. In addition, we released an AEC solution for PCIe 6.x/CXL 3.x in January of this year. (Cailian Press)
JD Cloud establishes artificial intelligence technology research and development company
According to Mars Finance, JD.com (Suqian) Artificial Intelligence Technology R&D Co., Ltd. has been established, with a business scope including: retail of computer software and hardware and auxiliary equipment; information system integration services; data processing and storage support services, etc. Qichacha's equity penetration data shows that the company is wholly owned by JD Cloud Computing Co., Ltd. (Cailian Press)
The National Development and Reform Commission disclosed five key work plans for the artificial intelligence industry during the 15th Five-Year Plan period, emphasizing the strengthening of key technologies such as models, computing power, and data.
According to Mars Finance, at a press conference held by the Shanghai Municipal Government on July 7, Wang Ruomeng, Deputy Director of the Innovation and High-Tech Development Department of the National Development and Reform Commission, disclosed the working plan for my country's artificial intelligence industry during the 15th Five-Year Plan period: First, accelerate independent innovation. Strengthen research on key technologies such as models, computing power, and data; increase basic research; generate more original achievements; and contribute Chinese wisdom to the global development of artificial intelligence. Second, strengthen application-driven development. Focus on areas with significant economic contributions, high strategic value, and good social benefits; open up a number of high-value scenarios; and create a number of benchmark applications. At the same time, pay attention to the impact of artificial intelligence on employment, promote the creation of new jobs and empowerment of traditional jobs through artificial intelligence, and prioritize its application in "dangerous, dirty, tiring, and heavy" scenarios. Third, deepen ecological collaboration. Continuously promote deep adaptation of software and hardware, common prosperity of open and closed sources, integration of industry, academia, research, and application, and differentiated regional development to significantly improve the efficiency of ecological collaboration. Fourth, adhere to openness and win-win cooperation. Extensively carry out international cooperation in artificial intelligence, promote open-source and inclusive technology, support the Global South in strengthening artificial intelligence capacity building, and actively participate in international governance in the field of artificial intelligence. Fifth, ensure safety and controllability. We must coordinate development and security, accelerate legislation in the field of artificial intelligence, improve the system of rules and regulations, prevent risks such as data misuse, deepfakes, and privacy breaches, and ensure that the development of artificial intelligence is for human use and under human control. (Cailian Press)
Researchers have discovered two new types of superconductors using AI technology, offering new hope for the search of superconducting materials that can operate at room temperature.
According to Mars Finance, an international research team, including Aalto University in Finland, has discovered two new types of superconductors using artificial intelligence (AI), providing a new technological path for more efficient screening and development of superconducting materials. This achievement helps accelerate the development of new superconductors and brings new hope for finding superconducting materials that can operate at room temperature. The related research paper was recently published in the American academic journal *Physical Review Research*. The academic community generally believes that finding room-temperature superconducting materials that can be applied on a large scale will have a profound impact on energy utilization. If these materials can replace ordinary conductors in fields such as computers, data centers, and power transmission, they are expected to significantly reduce energy loss, reduce heat dissipation burden, and improve operating efficiency. (Cailian Press)