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Samsung Foundry achieved its first monthly profit in June since 2023, driven by increased HBM orders and improved advanced process yields, which reduced fixed cost burdens and boosted profitability. Based on current trends, the likelihood of a quarterly turnaround in Q3 has increased; although losses from April to May weighed on Q2, the June profit shift is seen as a positive signal. Long-term losses were attributed to low yields, loss of major clients, and insufficient capacity utilization.

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This controversy centers on GLM-5.2 topping the PostTrainBench autonomous fine-tuning benchmark, sparking debate. Critics point to the anomalous ranking surge and the lack of a hidden test set, arguing that it makes leaderboard gaming easy and casting doubt on real-world viability. Supporters, however, stress that general-purpose fine-tuning is hard to complete within a single-GPU 10-hour constraint, so targeted optimization is the norm; the logs show a systematic approach to data collection, planning the baseline and fine-tuning pipeline, applying rejection-sampling-based filtering, and outlining a method chain aimed at preventing overfitting. The public trail also reveals domestic distillation rumors. Evaluators note that GLM-5.2 differs fundamentally from Claude in its data, strategy, and decision-making path, with no signs of imitation; transparent evaluation has become a direct window for testing original R&D.

Nomura's latest report indicates that the AI infrastructure boom is driving up demand for upstream photonics materials, tightening supply, with AXTI and IQE expected to be the main beneficiaries. Prices for 2-inch and 3-inch InP substrates are projected to rise significantly, while 2-inch EML epitaxial wafers and 3-inch CW epitaxial wafers also have notable upward potential. The report notes that major cloud providers are expanding AI data centers, pushing optical communication links into a tight supply-demand phase, highlighting material price and supply bottlenecks. Serenity states that over the next two years, AI demand will continue to rise, and upstream photonics material prices may climb further, pending market validation.

Samsung will announce its Q2 2026 performance on July 7, with the market optimistic about AI chip demand materializing. LSEG forecasts Samsung's Q2 profit at around 86 trillion Korean won, potentially reaching 90 trillion, a year-on-year increase of approximately 17–18 times. Samsung DS President Kim Yong-kwan stated at an internal meeting on July 3 that the full-year profit will meet the market consensus of about 300 trillion Korean won, saying AI servers, HBM, and foundry business will drive growth. With SK Hynix's ADR listing approaching, South Korea's semiconductor sector has become the market's focus.

The softening of U.S. labor data and improvement in inflation have reduced the urgency for further tightening by the Federal Reserve, but whether the slowdown in growth is manageable or whether policy expectations have been over-adjusted remains questionable. The global narrative is becoming less uniform: The U.S. is focused on whether the Fed can remain patient when there is no longer any risk of inflation; Europe is shifting from emergency inflation management to issues such as economic growth, fiscal credibility, and defense financing.

BlockBeats news, July 6 - According to Blockaid monitoring, DeFi protocol Summer Finance is under ongoing attack, with approximately $6 million in assets stolen so far.

BlockBeats reports that after the U.S. Independence Day market holiday, U.S. stock trading slowed down, and MU24h trading volume was about $99 million. On Hyperliquid, there is only one whale that has opened a position in MU and holds MU. The address 0x93c was created three days ago and has now increased its position to 1,319.5 MU using 7x leverage, with an entry price of $1,002 and a liquidation price of $904. Another whale that opened a position last Friday holds a long position worth about $8.31 million, with an entry price of $1,036, and is currently slightly down on paper.

BlockBeats news, July 6, according to Onchain Lens monitoring, the agent of "BTC OG insider whale" Garret Jin increased his ZEC short position to 32,759.57 ZEC, worth $14.9 million.


Garret still holds a 5x long BTC position worth up to $80 million, currently with a loss of over $16.38 million.

The Supreme Court of South Korea has published a draft amendment to civil execution rules, including virtual assets in the scope of civil enforcement for the first time. After seeking public opinion, it is expected to be implemented on October 1, 2026. Key points: First, enforcing the right to transfer digital assets, where a seizure order can prohibit third-party transfers and restrict the debtor from disposing of them; second, seizing the digital assets themselves with the executor taking control, prohibiting the debtor from disposing of them; third, liquidation through transfer or auction, with illiquid assets possibly being converted into other digital assets before auction.

Analyst Murphy pointed out that when Bitcoin rebounded from 58k to nearly 64k, spot trading volume declined, lacking spot demand support, making it difficult to form a trend reversal, and it was more of a sentiment repair. USDC/USDT fell back to 1.0006, with weaker exit willingness and increased trading willingness. Marginal improvement in funding provides support for the rebound. Due to weak spot performance, the weight of derivatives increased, and the seven-day long premium on perpetual contracts rose to about $160k per hour, with open interest still higher than in February. If the rebound continues, the risk of long squeezes accumulates, and the recovery in open interest will bring greater volatility.

Shengshu Technology has completed a new $500 million funding round, setting the highest single-round record in China’s general world model sector. The funds will be used for model development and technological innovation. The company has launched Vidu Q and Vidu S1 for multimodal generation and real-time interaction, supporting real-time voice control, unlimited-duration video generation, 540P/25FPS frame rates, and customizable characters. It has also open-sourced Motus and released Motubrain, updating SOTA on RoboTwin 2.0 with an average success rate of 95.8%, while continuing to advance research on an embodied intelligence “brain.”

riddle is an open-source project by Maxime Rivest for the reMarkable Paper Pro, recreating the skeuomorphic interaction of Harry Potter's diary on a screenless device: after asking a question, the handwriting fades out, then the system generates content and presents it with a handwriting animation that also fades out. To reduce latency, it uses evdev to read raw pen pressure, intercepts the driver, and writes frames directly to the framebuffer; it also uses Zhang-Suen to skeletonize the font into single-pixel paths. Currently tested only on specific system versions, requires root, and carries high risk.