Prominent Analyst: TSMC's Next-Generation Advanced Packaging Technology Expected to Begin Mass Production in the Second Half of 2028
June 11 — Ming-Chi Kuo, an analyst with TF International Securities, published a new report outlining updates on TSMC’s next-generation advanced packaging technology, CoWoS. The report states CoWoS is on track to enter mass production in the second half of 2028, engineered for ultra-large-scale packaging exceeding 9.5 times the standard reticle size. Notably, NVIDIA’s Feiman AI chip is expected to be the first device to adopt this technology.
Kuo also cleared up several common industry misunderstandings about CoWoS’s design. The technology uses a glass core substrate structure, with glass carriers and specialized panels sandwiched between ABF build layers. Crucially, the glass serves neither as a glass interposer nor a replacement for ABF; instead, the chip is bonded directly to the ABF surface.
Public industry data shows CoWoS offers a larger panel platform and greater usable space, making it highly suited for integrating Co-Packaged Optics (CPO) components such as light engines and
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SpaceX IPO Countdown Begins as Whale Doubles Down on SPCX
June 11th, per Onchain Lens monitoring, SpaceX is set to go public within the next 48 hours. Whale address 0x9cc has opened a long position of 23,056 SPCX with 2x leverage, valued at $3.69 million.
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Prominent Trader: MSTR's Current Risk-Reward Ratio Better Than Bitcoin
June 11: Renowned Bitcoin-focused quantitative trader Killa (@KillaXBT) noted that the current risk-reward ratio for strategy stock MSTR is attractive. He projected that if Bitcoin rises from $60,000 to $180,000 in a trend mirroring the 2024–2025 period, MSTR could potentially deliver a roughly 360% return.
Killa, who has over 200,000 followers on the X platform, previously forecasted the peak of this bull market would arrive in May 2025. In mid-April, he opened a short position on Bitcoin at $74,688.
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The MegaETH Ecosystem AI Trading Platform MNX Completes $6.4 Million Pre-Seed Funding, Joins MegaMafia Accelerator
June 11 — Decentralized AI trading platform MNX, operating within the MegaETH ecosystem, has completed a $6.4 million Pre-Seed funding round. Investors include top AI venture capital firms Village Global and Cambrian, plus prominent AI industry figures such as Dwarkesh Patel.
MNX will focus on building decentralized trading infrastructure for the AI sector, offering a full suite of AI derivative products. These include GPU and data center electricity price contracts, AI project Pre-IPO valuation contracts, dynamic and financial data prediction markets for AI products, and perpetual global AI concept stock contracts.
Technically, MNX leverages MegaETH’s sub-millisecond ultra-high-speed block generation performance to deploy a 200-millisecond on-chain batch auction mechanism, which boosts transaction matching speed and overall settlement efficiency.
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OKX Becomes Mastercard's Agent Pay for Machines First Partner
June 11: Official announcements confirm OKEx is one of the first partners of Mastercard’s newly launched Agent Pay for Machines (AP4M). AP4M targets high-frequency, low-value, automated machine-to-machine payments between AI agents, supporting settlement options like bank cards and stablecoins. OKEx will integrate into this ecosystem via its Agentic Wallet and Agent Payments Protocol (APP).
Built on Mastercard’s 2025-launched Agent Pay platform, AP4M is designed to serve as payment infrastructure for commercial activities conducted between AI agents. The initial cohort of participants includes over 30 entities across payment processing, blockchain, and AI infrastructure sectors—including Stripe, Ant Group International, Cloudflare, Coinbase, and OKEx.
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Strategy CEO: Bitcoin Sale Aimed to Test Market Response and Internal Processes
On June 11, Phong Le, the company’s CEO, told CNBC during an interview that the main reason the firm sold Bitcoin was to “let the market adapt” and test its internal operational processes. This move does not represent a shift in the company’s long-term Bitcoin holding strategy; instead, it’s a way to verify that related transactions and processes function smoothly.
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