Serenity: SemiAnalysis Accused of "Shorting Then Building Positions"; Relevant Optical Communication Firms Added to Associated ETF

Intel is considering adopting a dual-side power supply architecture (utilizing both front and back sides) for its 1.4-nanometer ultra-fine process to catch up with competitors. Industry sources said Intel originally planned to use PowerDirect, a dedicated backside power supply technology, for its 1.4-nm base process 14A, but is now considering introducing a dual-side architecture that leverages both front and back sides in its subsequent 14A2 process. Intel previously announced plans to achieve 1.3x higher chip density on its 14A process compared to 18A; the 14A process targets an M0 pitch of around 28nm, while the 14A2 process could push the M0 pitch to 21nm via a half-node improvement. Intel will maintain a backside power network as its primary setup, while reallocating some front-side metal interconnects for auxiliary power and clock signals to compensate for insufficient power headroom caused by scaling and lithography limitations. Intel’s 14A process is scheduled to enter risk production in 2028 and mass production in 2029. The chipmaker needs to release the 0.9 version of its 14A process design kit (PDK) to external customers this October, and secure firm orders from large fabless clients within the following 18 months. By comparison, TSMC plans to ship its true 1.4nm A14 products in 2028, while Samsung Electronics aims to commercialize its SF2Z, a modified 2nm process utilizing backside power supply technology, in 2027.

According to HyperInsight’s monitoring, crypto personality "Big Brother Ma Ji" Huang Licheng has added to his ETH long positions. He currently holds a 25x leveraged long position of 9,390 ETH (valued at $16.56 million), with an average entry price of $1,721.04 and an unrealized profit of $400,000.

South Korea's Presidential Office Chief of Staff Kang Hoon-sik said Sunday that the government plans to use additional tax revenue from the semiconductor industry boom to establish a future fund, earmarked for investing in economic growth engines, supporting the younger generation, and addressing widening social inequality. The government will leverage the "Future Response Fund" to finance major national investment projects and boost the country’s long-term competitiveness. Kang emphasized, "At this critical juncture that will shape South Korea’s future, we must not squander the additional tax revenue generated by factors like the semiconductor boom." He added that the fund will support the government’s three "super projects," foster new growth drivers, tackle what he termed "K-shaped" economic polarization, and provide housing, entrepreneurship, and employment assistance for people aged 20 to 39. The proposed fund serves as a cornerstone of President Lee Jae-myung’s goal of "making South Korea irreplaceable globally," and he urged the government to collaborate closely with the ruling party to advance the initiative promptly. (Jin10)

According to Lookonchain’s monitoring, trader 0xf349 spent just $754 to purchase 5.1 million meme coin CZ yesterday; the position is now valued at $271,000, marking a 357x return. Over the past two months, he has traded 260 tokens with a 31.88% win rate, with most of his trades ending in losses.

Data from prediction market platform Predict.fun shows that for the 2026 FIFA World Cup Round of 16 match between Brazil and Norway, as of press time, the market gives Brazil a roughly 68% chance of advancing, while Norway’s probability is around 31%. Traders overall are favoring "Five-Star Brazil" to reach the quarterfinals. Notably, this will be the two sides’ first World Cup clash in 28 years. At the 1998 World Cup group stage, Norway once secured a 2-1 come-from-behind win over Brazil, and current head coach St?le Solbakken was a member of that Norway squad. This match will also be a showdown between the two teams’ top strikers: Brazil forward Vinícius has scored 4 goals in the tournament so far, while Norway forward Erling Haaland has netted 5 goals, with their performances likely to be key to the match’s outcome.

Serenity published an article noting that Liu Qiangdong, founder of e-commerce giant JD.com, has revealed robots will gradually replace around 700,000 delivery workers in the future. JD has signed cooperation agreements with roughly 120 schools to train delivery staff to transition to roles including robot repair and maintenance. Serenity views this as aligning with Amazon’s earlier plan to cut around 600,000 future hiring needs through robots, signaling accelerating commercialization of robotics and a shift in the logistics industry’s workforce structure from "manual delivery" to "robot operation and maintenance". It forecasts this model may gradually expand to global logistics and delivery platforms like DoorDash, Uber, and Mercado Libre, with robotics commercialization potentially proceeding faster than market consensus.