- What has Trump been busy with over the past 24 hours? (2026-08-09) > 1. If the Democrats win the House, they may investigate Trump—four people familiar with the matter say that Democratic members of the U.S. House are preparing for the possibility of regaining control and are developing a broad investigative strategy aimed at targeting the businesses and financial institutions around Trump. > 2. Freezing the oil tycoon Sagint’s assets— the Trump administration is increasing pressure on Florida oil tycoon and Republican donor Harry Sagin III. The U.S. Treasury has frozen assets of offshore companies under his control that are involved in Venezuela oil production projects. > 3. Team audio removed after a takedown by Taylor Swift—successful copyright claims resulted in the audio being muted and removed from the relevant videos. > 4. Backlash after Brunch’s election as attorney general—Senate Minority Leader Schumer said that if someone wants to eliminate corruption, they can’t let the president’s personal lawyer serve as attorney general.
Tonight’s non-farm payrolls are the biggest variable this week (expected 80K / unemployment rate 4.2%), but what’s even more noteworthy is that Trump suddenly softened—going from “don’t blame the White House” to “it’s not your fault, it’s the politicized council.” Pressure from hawks has also been split. Meanwhile, Chengchen’s VPD chips have passed Samsung’s validation; clients of Winstar have already seen demand for 2027–2028. Yesterday, South Korea’s memory market plunged; today, domestic components have made a breakthrough, further widening the divergence. The central bank is still stockpiling gold (China has bought for 21 straight months). Oil prices are down 2%, but winter energy risks haven’t disappeared.
Many people in the crypto world fantasize about going the “C-route,” getting rich with high compounding returns using a very small amount of capital. In reality, you have to endure a long period of time without making money; most people can’t last, and it’s easy to get liquidated and lose everything.
槐序十七
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You definitely know the answer—those who have come out of the crypto world are not ordinary people.
After you make money and then lose money, what kind of mental state are you in? Anyway, after losing money, I actually fell asleep, and I felt at ease. Am I sick or something?😦
ChangXin refuses to cut Apple’s price demands Asking price not lower than Samsung Electronics and SK hynix
China News Network & Weibo, Aug 5—On the 5th, according to a report by South Korean media outlet “Digital Daily,” Apple attempted to negotiate a lower procurement price for DRAM (dynamic random-access memory) with ChangXin Memory Technologies (CXMT), but was refused. CXMT insisted that its quoted price must be no lower than that of Samsung Electronics and SK hynix—even higher.
The reason is straightforward: domestic Chinese companies such as Huawei and Xiaomi have locked in CXMT’s production capacity through long-term contracts, so CXMT does not need to accommodate Apple’s harsh terms.
The report notes that in the past, large tech companies often used the threat of “switching to procure China-made products if their demands were not met” as a bargaining chip. However, this route is now effectively blocked. With capacity being redirected heavily toward high-value AI server memory (HBM) rather than low-end general-purpose DRAM, and with China no longer offering low-cost replacement options, the market landscape is supporting memory prices of various types—including general-purpose DRAM.
South Korean Police File for Investigation Into Samsung and SK hynix CEOs Over Alleged “Performance Bonus” Breach of Trust
A Korean minority shareholder group filed a complaint with the police against the CEOs of Samsung Electronics and SK hynix, alleging that they linked a fixed proportion of operating profits to performance bonuses without approval at a general shareholders’ meeting, which they claim amounts to breach of trust and has harmed shareholders’ interests. The South Gyeonggi Provincial Police Agency is currently investigating the matter. A Korean minority shareholder rights group has filed a complaint regarding alleged breach of trust by executives of Samsung Electronics and SK hynix. The related cases have been transferred to the police for filing and investigation. According to a shareholder group called the “Korea Shareholder Movement Headquarters,” on August 5 it disclosed that the South Gyeonggi Provincial Police Agency has assigned two cases to its first and second investigation divisions for filing and investigation, respectively. The group filed a complaint with the National Investigation Bureau of the National Police Agency on July 22, accusing the co-CEOs of Samsung Electronics, Jeon Young-hyun and Roh Tae-moon, as well as the CEO of SK hynix, Kwak Noh-jung, of reaching an agreement without conducting a careful assessment in performance-bonus negotiations with a labor union, allegedly constituting a breach of trust under South Korea’s “Act on Aggravated Punishment for Specific Economic Crimes.” (Breach of trust refers to an act in which a person in a position of trust (such as a corporate executive) intentionally violates that trust, misuses their authority to handle another party’s (the company’s or principal’s) property affairs, thereby causing the principal a property loss.)