Chengbang Technology: First-half profit expected to reach 26 million yuan; semiconductor storage business revenue and net profit both saw significant year-on-year growth.
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Shengshi Technology: Net profit is expected to increase by 336%-461% year-on-year in the first half of the year, with computing power-related businesses contributing significantly to the performance growth.
Mars Finance reported on July 8th that Shengshi Technology announced it expects its net profit attributable to shareholders of the listed company for the first half of 2026 to be between RMB 105 million and RMB 135 million, representing a year-on-year increase of 336.02% to 460.59%. During the reporting period, based on the development prospects of the computing power infrastructure industry and its own advantages, the company vigorously promoted the development of computing power-related businesses, achieving initial results and beginning to recognize revenue. These computing power-related businesses made a significant contribution to the company's performance growth during the reporting period and are becoming a new driving force for the company's performance growth. (Company Announcement)
BNB Chain Releases 2026 Second Half Technology Roadmap: BSC Throughput Target to Double
Odaily Odaily reports that BNB Chain has released its technology roadmap for the second half of 2026, announcing that it will continue to optimize speed, throughput, and protocol stability, and plans to double the throughput of the BSC mainnet again, while developing a new generation of Layer 1 architecture for the next decade. BNB Chain stated that in the first half of 2026, BSC completed several performance upgrades, including reducing the block interval from 750 milliseconds to 450 milliseconds, decreasing the memory finality time from 1125 milliseconds to 650 milliseconds, and increasing the baseline throughput from approximately 2800 TPS to approximately 5200 TPS. At the middleware level, BNB Chain also advanced the construction of AI agents and payment infrastructure, including launching BNB Agent Studio and BNB Agent SDK to support the deployment of self-governed on-chain AI agents; it also continued to improve the Middleware Payment Protocol (MPP) SDK and explored institutional-grade privacy frameworks. For the second half of 2026, BNB Chain has proposed three core objectives: Double the throughput: Through BEP-675, BAL integration and EVM execution optimization, the BSC mainnet performance is further improved, with the long-term goal of achieving a 10x performance increase for the entire BNB Chain; Reduce the impact of network congestion: Improve stability during peak periods through resource isolation, dedicated transaction channels, and a transaction inclusion mechanism based on the FOCIL concept; Lowering the barrier to entry: Optimizing gas fee structures for different industries to reduce the cost for enterprises to enter Web2 and Web3 application scenarios.
Reports indicate that TSMC is significantly expanding its PIC (Picture Assembly and Display) production capacity, which is expected to reach 25,000 wafers per month by 2028.
According to Mars Finance, analysts predict that TSMC's photonic integrated circuit (PIC) production capacity will experience rapid growth. TSMC's capacity is expected to increase from the current level of approximately 500 wafers per month to 10,000 wafers per month by the second quarter of 2026, further increasing to 15,000 wafers per month in the fourth quarter, and projected to reach at least 25,000 wafers per month by 2028. Analysts estimate that, assuming each wafer contains 648 dies, the annualized output of TSMC's PIC production will increase significantly from approximately 4 million units to 78 million units after the monthly capacity increases from 500 to 10,000 wafers. If capacity further reaches 25,000 wafers per month, the annualized PIC output is projected to reach 194 million units. (Taiwan Commercial Times)
One hour before Trump's statement, a short position of 21 million (long oil, short Nasdaq) saw significant profits after investors added to their short positions.
According to BlockBeats, on July 8th, Hyperinsight monitoring showed that an address starting with 0xec4 had already established a long position in Brent crude oil with 20x leverage two days prior. Then, approximately one hour before Trump's Middle East statements triggered a market surge, a short position in the Nasdaq 100 was significantly increased with 30x leverage. Subsequently, oil prices jumped, and risk assets came under pressure, leading to profit-taking on both sides. As of press time, the two highly leveraged positions at this address had a combined unrealized profit of approximately $510,000. The return on the Brent crude oil long position reached 189%, and the return on the Nasdaq 100 short position reached 37%. The entry times were as follows: July 6th afternoon: Brent crude oil long position established with 20x leverage; July 7th evening: Nasdaq 100 mapped contract (XYZ100) opened with a base position of approximately 200 contracts with 30x leverage; This afternoon (approximately 1 hour before the statement): Significantly increased short positions, pushing the XYZ100 short position to 600 contracts, valued at approximately $17.304 million, completing the setup just before the news was released. On the news front, Trump's latest statement indicated that the temporary ceasefire arrangements between the US and Iran may have ended, and the market re-priced in Middle East geopolitical risk premiums. Reports indicate that crude oil futures jumped approximately 5% after the statement. Current core positions: Brent crude oil (BRENTOIL) long positions: 50,000 contracts, approximately $3.915 million, average price $71.8645, liquidation price $37.26, unrealized profit approximately $322,000; Nasdaq 100 mapped contract (XYZ100) short positions: 600 contracts, approximately $17.304 million, average price $29,108.44, liquidation price $32,119.96, unrealized profit approximately $161,000.
The world's first fully automated robotic pharmacy has been launched, securing $12.6 million in funding to accelerate its commercialization.
Mars Finance reports that Queue, a California-based startup, recently launched the world's first fully automated robotic pharmacy. This technology comes at a time of severe labor shortages and a growing "pharmacy desert" in the United States. Simultaneously, the company announced it has successfully raised $12.6 million, which will be used to accelerate the research and deployment of the automated system. (Cailian Press)
SpaceX was officially included in the Nasdaq 100 index this week; historical warnings point to post-inclusion volatility. TeraWulf's Q1 HPC leasing revenue surpassed mining's high-margin annualized revenue of $630 million for the first time.
According to ChainCatcher and BBX data, the world's largest IPO completed its index inclusion milestone yesterday, marking a historic turning point in the valuation logic of mining companies' AI transformation. Key developments are as follows: SpaceX, Inc. (NASDAQ: $SPCX) was officially included in the Nasdaq 100 index this week, becoming the first company in history to have its largest single IPO ($75 billion) included in the Nasdaq 100. CoinDesk also issued a historic warning: "The previous two largest additions to the index—Palantir ($PLTR) in December 2024 and Strategy ($MSTR) in early 2025—both experienced a period of decline after inclusion, rather than initiating a new round of growth." Analysts pointed out that passive funds tracking the Nasdaq 100 completed a "forced buy" at the time of inclusion, and without new fundamental catalysts, the stock price often corrects after the technical buying subsides. SpaceX currently faces specific risks including: a net loss of approximately $4.27 billion in Q1 2026 (primarily due to xAI integration expenses), a $2 billion bond issuance plan, and a 3.4% equity dilution from the $60 billion acquisition of Cursor/Anysphere; Morningstar maintains its fair value estimate of $62 per share, implying a downside of approximately 70% from the current market price. For the market holding SpaceX Bitcoin (18,712 coins, approximately $1.2 billion, custodied in Coinbase Prime), Nasdaq 100 inclusion will trigger larger-scale SPCX holdings by passive funds, further narrowing the indirect exposure of traditional index investors to Bitcoin assets. According to the latest analysis, TeraWulf Inc. (NASDAQ: $WULF) reported $21 million in high-performance computing (HPC) leasing revenue in Q1 2026, accounting for approximately 62% of its total revenue of $34 million. This marks the first time TeraWulf has surpassed Bitcoin mining revenue—a historic reversal in revenue structure since its transformation into an AI/HPC infrastructure company. This represents a 117% increase compared to the $9.7 million in HPC revenue in Q4 2025. The company currently has AI/HPC leases totaling over 522 megawatts signed with Core42 and Fluidstack, with an expected annualized high-margin revenue of approximately $630 million. Its energy mix consists of nuclear power and hydropower, with an average electricity cost of approximately $0.035/kWh, among the lowest of its peers in the mining industry. The company is also developing a new campus in Kentucky, adding approximately 480 megawatts of grid connection capacity; analysts have significantly raised their target price range, with Keefe Bruyette & Woods from $23 to $37, and Clear...