ME News

ME News update, September 15 (UTC+8): A certain large whale currently holds approximately $19.024 million in SK Hynix Korea–US price-spread paired positions. It is long Korean common stocks mapped to SKHX and short US stock ADRs mapped to SKHY, expecting the spread to converge. About 40 days after entering this address’s holdings, the spread has not reverted and has widened; the combined unrealized loss on the two legs is approximately $275,200. Specifically, the SKHX long position has a notional value of about $9.347 million, with an average entry price of $1307.1; it is currently down by about $446,000. The SKHY short position has a notional value of about $9.676 million, with an average entry price of $179.4; it is currently up by about $171,000. As of the time of publication, SKHY is trading at a premium of roughly 41.31% relative to SKHX, up about 4.1 percentage points from the 37.2% premium corresponding to when the address entered. Since the positions were opened, the address has cumulatively net paid funding fees of about $94,100 for both sides, with spending of about $16,100 in the most recent 24 hours. Based on the current position size and a static estimate using the dynamic fee rate, this portfolio still needs to net pay about $1,106 per hour. (Source: ME)

ME AI message, observing Beating AI headlines: Feishu has released version 8.0 and upgraded “Doubao Work Partner” into an Agent for the entire team. It has an independent identity, permissions, and memory, and can directly join Feishu group chats. After enterprise-wide configuration, employees can all collaborate with the same Agent without needing to set it up individually. Within its authorized scope, it can read documents, spreadsheets, meetings, calendars, and enterprise business systems, and can also directly manage documents, multidimensional spreadsheets, schedules, meetings, cloud drives, and approvals. In addition to information synchronization, document review and proofreading, and weekly report compilation, it will proactively carry out tasks based on work progress. Liang Rubo also explained the organizational adjustments made earlier. The Feishu product team has been integrated with the Doubao product team, and Feishu’s marketing, sales, and customer service teams have been integrated with Volcano Engine. Now the responsibilities are clearer: Doubao Work provides intelligence, Feishu provides enterprise context and a collaboration environment, and Volcano Engine provides models, computing power, and development tools. (Source: ME)

The Federal Reserve chair nominee proposed by Trump, Powell, will preside over his first policy meeting in September. Market pricing shows the probability of a 25-basis-point rate hike in September is about 87%. In August, core CPI rose 0.3% month over month; energy prices were up 16.3% year over year. Brent crude oil is approaching $107. Surveys by Goldman Sachs, JPMorgan, and Reuters have all simultaneously shifted to expectations of further rate hikes. Powell is long known as hawkish, which directly conflicts with Trump’s call for “the lowest global interest rates,” putting his independence to the test. Related assets include Bitcoin, Ethereum, the S&P 500, the 10-year U.S. Treasury, and the U.S. dollar index.
Article author and source: Lydong BlockBeats

In the first half of 2026, China exported 3.62 million 3D printers with a value of RMB 9.6 billion, up 109.3% year over year. Among every 10 consumer-grade 3D printers worldwide, 9 come from China. But the industry's profit statements are icy—out of 24 companies, 9 saw declines or posted losses.
Article author: Brocade
Source: Mars Finance
On September 14, SMC (688333.SH) closed up 10.99%, to RMB 117.7. Its total market value was RMB 32.288 billion. On the same day, Huasha High-Tech (688433.SH) closed at RMB 91, up 2.09%, with a total market value of RMB 37.818 billion.
The interim report shows that in the first half of the year, the former earned RMB 51.13 million, while the latter earned RMB 8.43 million. The company whose profit was only one-sixth of the other actually had a market value higher by RMB 5.5 billion.

ME News, September 15 (UTC+8): A quick roundup of content from Deutsche Bank’s Qidian Metaverse Fast News Flash:
· US stocks performance: The three major indexes closed slightly lower. The Dow fell 0.29% to 52,421.20 points; the S&P 500 dropped 0.48% to 7,619.98 points; and the Nasdaq fell 0.56% to 26,186.41 points. The Philadelphia Semiconductor Index plunged by more than 5%. Shares related to the storage sector tumbled, with SK Hynix down more than 7%. The yield on the 10-year US Treasury broke above 5%, and the VIX “fear index” surged nearly 8%. Ahead of the Federal Reserve’s interest rate decision, the market chose to take a cautious risk-off stance. Major changes in AI IPO projects, the spike in US Treasury yields, and the sharp selloff in the semiconductor sector were the three key drag factors.

ME News message, September 15 (UTC+8). X user Kevin Bass posted that he has audited the finances of AI company Anthropic and found the situation shocking, therefore calling on Congress to launch an investigation. Bass said: Anthropic not only seeks regulatory capture, it also builds an unshutdown regulatory-capture machine; the structure of its financial incentives makes it impossible for it to shut down its own AI doomsday loop. The loop begins with METR. Anthropic CEO Dario Amodei proposed that a third-party evaluation agency assess model risk and suggested METR. Bass said that METR is financially dependent on Anthropic’s success, especially the explosive growth of more than $7 billion in Anthropic stock. Facebook co-founder Dustin Moskovitz put this stock into the Good Ventures Foundation; the stock makes up the majority of the foundation’s investment portfolio. GVF is the overwhelming funder of the entire Anthropic network ecosystem. The stock was worth $500 million earlier last year, and about 16 months later it was worth more than $7.7 billion. METR cannot afford to disrupt this growth. Bass pointed out that the same organization funding METR also funds organizations that promote the AI doomsday narrative, such as the Tarbell Center, which has published articles in The Verge, Science, the Los Angeles Times, and others. These organizations all rely on the same source of funding. Bass said that entities like METR are not independent of Anthropic, cannot provide independent assessments, and Congress must investigate. (Source: ME)

ME News update: On September 15 (UTC+8), during the Beating AI quick report, Huang Renxun at the All-In Summit judged that by 2030 China could produce its own advanced lithography systems. He also believes that once the technology matures, China has very strong large-scale production capabilities, and it is only a matter of time before domestically produced equipment enters local wafer fabs. This assessment is clearly more optimistic than Zeiss’s. Frank Rohmund, head of Zeiss Semiconductor, recently said that for China to make a domestic EUV lithography machine, it may still take about 15 years. Zeiss is the core supplier of ASML’s EUV optical systems. However, the host asked about “advanced lithography systems” without specifically limiting it to EUV, and in his response Huang Renxun also did not further clarify that it would be EUV. (Source: ME)