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Rilian Technology: The subscription of newly issued shares of QES Group Berhad by its wholly-owned subsidiary will not result in control of the company, and will not have a significant impact on the company's operating performance.
Mars Finance reported on July 5th that Rilian Technology issued a statement and risk warning regarding media reports. On July 5th, 2026, media outlets reported that a wholly-owned subsidiary of the company planned to use its own funds of RMB 73.2885 million to subscribe for 10% of the shares in a private placement of QES Group Berhad. This transaction involves the acquisition of a minority stake in the target company. After the transaction, the company will hold 9.1% of the target company's shares, which will not constitute control over the target company and will not have a significant impact on the company's operating performance. According to the Securities Times, QES Group is a main board listed company on the Malaysian Stock Exchange, primarily engaged in the manufacturing, sales, and related overall solution services of semiconductor and wafer inspection, testing, measurement, analysis, and automation equipment. Its main products include optical inspection systems (OIS), automated processing systems (AHS), and advanced metrology systems (AMS), with applications including wafer and device inspection, 2D and 3D vision inspection, and wafer surface and thickness measurement. Currently, QES Group's business network covers Southeast Asian countries, as well as China and the United States, and it has established a relatively stable customer base in the semiconductor, wafer, electronics, automotive, metal, scientific research, and other industrial inspection fields. (Wide-angle observation)
The US Independence Day amnesty targets three groups, potentially becoming a new tool for Trump to win over the public.
According to BlockBeats, on July 3rd, the 250th anniversary of American independence, the White House is discussing a proposal to grant a presidential pardon to 250 people. It is understood that "President Trump will be the final decision-maker for all pardons." This news has sparked heated discussions in the community: if the pardon proposal passes, who should be pardoned? Some analysts point out that the 250th anniversary pardon list should emphasize symbolic and public interest dimensions, highlighting the image of "merciful America" or correcting cases considered "weaponized justice." In the actual decision-making process, lobbying, political loyalty, public attention to high-profile cases, and potential economic, diplomatic, and presidential benefits will all be important considerations. Therefore, white-collar/financial criminals; reformed, non-violent criminals; and criminals involved in high-profile/symbolic cases or "politically/policy-related" cases are the three groups most likely to be pardoned. Based on publicly reported cases, applications, prediction markets, and historical discussions, BlockBeats has compiled the following list of individuals involved in highly controversial federal cases: White-collar/Financial Criminals: Former FTX executive Ryan Salame and FTX founder SBF are undoubtedly worthy of serious consideration by Trump. Since his second election, Trump has consistently portrayed himself as a crypto supporter, and given his continued need for substantial crypto community support during his midterm elections, Ryan Salame and SBF are undoubtedly top contenders for the pardon. Other media reports indicate that Jho Low, a key figure in the 1MDB multi-billion dollar misappropriation case, has reached an asset recovery agreement with the U.S. Department of Justice and has therefore been included on the pardon list. Rapper Pras Michel, convicted of lobbying efforts related to the 1MDB scandal, is also under consideration. In addition, businesswoman Elizabeth Holmes, embroiled in the largest tech fraud case in history for founding the blood testing company Theranos, is also a hot topic in the community. Goodly Rehabilitated, Non-violent Offenders: Nicole Daedone was convicted of conspiracy to force labor by a federal court and sentenced to nine years in prison for founding OneTaste. OneTaste reportedly promoted wellness programs such as "orgasm meditation," and was accused of forcing employees (including women) to participate in sexually related labor and "intimate practices" under the guise of "volunteer work," creating a systematic forced labor environment. Nicole Daedone's release was highly anticipated in the market. The reason is that the wellness industry background might be interpreted as a "controversial business model" rather than extreme crime, easily fitting into the "goodly rehabilitated" narrative. Political Prisoners: WikiLeaks founder Julian Assange was charged with violating the Espionage Act for publishing a large number of classified US documents (including Iraq/Afghanistan war logs and diplomatic cables). In 2024, he reached a plea agreement with the US Department of Justice (on a lesser charge) and was released, returning to Australia. Edward S
Citigroup predicts a mixed outlook for US chip stocks: bullish on Micron Technology, bearish on Qualcomm.
According to Mars Finance, Citigroup analysts stated in a research report: "Given the expected rise in DRAM chip prices in the second half of 2026, Micron Technology is on the 'upside catalyst' watchlist; meanwhile, Qualcomm is on the 'downside catalyst' watchlist due to weak smartphone sales growth." The analysts added, "Fundamentally, the demand for AI computing remains in a state of supply shortage, as reflected in the recent 20% price increase of AWS EC2 GPUs. DRAM shortage is currently the biggest constraint on computing power supply." (Cailian Press)
South Korean media: Samsung Electronics and SK Hynix may delay the introduction of next-generation HBM hybrid bonding technology.
According to Odaily Odaily, citing South Korean media reports, Samsung Electronics and SK Hynix are reassessing the timeline for adopting hybrid bonding technology in next-generation high-bandwidth memory (HBM). Due to a decrease in the demand for thickness reduction and improved heat dissipation performance in HBM, the market anticipates that the adoption of this technology may be further delayed than previously expected. Meanwhile, both companies are developing new heat dissipation solutions such as HPB and iHBM, respectively, and plan to apply them to HBM5 products. However, industry insiders believe that as the number of HBM I/Os continues to increase in the future, hybrid bonding will remain an important technology route in the medium to long term.
Citrini Analyst: China's CXMT tests pilot production line for bonding DRAM; South Korean media claims its technology and development speed may be ahead of its South Korean rivals.
According to a Odaily by Citrini analyst Jukan on the X platform, South Korean media reports that China's CXMT is currently testing a bonded DRAM pilot production line in Hefei, aiming to achieve high-performance DRAM without using EUV lithography. Bonded DRAM is a technology that manufactures the memory cell array and peripheral circuitry on separate wafers and then bonds them together. This method can produce ultra-high-density DRAM using only multi-patterned deep ultraviolet (DUV) lithography, without requiring EUV equipment. Samsung Electronics is developing its own bonded DRAM under Project B1b, and SK hynix is also advancing similar technology. South Korean media warns that assessments suggest CXMT may currently be ahead of its South Korean competitors in terms of both the technology itself and the speed of its development.
Putin briefed Trump on the battlefield situation, and Trump said he would continue to mediate the Russia-Ukraine conflict.
According to BlockBeats, on July 5th, Russian Presidential Aide Ushakov stated that Putin briefed Trump on the true situation on the battlefield, noting that Russian armed forces are steadily advancing along the entire front, liberating settlements one after another. Ushakov stated that European countries are acting based on a flawed understanding of the overall situation and the actual conditions along the line of contact. He said that Ukraine and its European supporters are betting on prolonging and escalating the conflict, including through terrorist attacks against civilians. Ushakov stated that the liberation of Konstantinovka is a crucial stage in the liberation of the entire Donetsk People's Republic territory, and that regardless of the stubbornness of the Kyiv regime, Russian forces will conquer the remaining Ukrainian fortified areas. Trump reiterated his willingness to assist in ending the conflict as soon as possible and resolving the crisis peacefully. Trump stated that his special envoy Witkov and son-in-law Kushner are ready to travel to Moscow at the appropriate time to continue mediation efforts.