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On July 27, according to a report by The Wall Street Journal on July 24, the surge in global storage chip prices has prompted Apple CEO Tim Cook to lead a lobbying campaign targeting Trump, the U.S. Secretary of Commerce, and the Treasury Secretary. Apple seeks permission to use storage chips from CXMT and YMTC in iPhones, Macs, and other products sold overseas. Apple claims this move would diversify its supply chain, alleviate chip shortages, and lower end-product prices, while ensuring that devices with Chinese chips would not enter the U.S. domestic market. The proposal faces fierce opposition from Micron, the only major U.S. storage chip manufacturer. Micron executives warned the government that even if the products are only sold abroad, easing restrictions on Chinese chip procurement would harm the U.S. storage industry, risking a repeat of the decline of American manufacturing due to cheap overseas products. Micron proposed relying on its own $250 billion domestic expansion plan to address supply gaps and opposed relaxing restrictions on chip imports from China. Both CXMT and YMTC have been added to the U.S. military-entity list. The conflicting demands of the two major U.S. companies have left the Trump administration in a policy quandary, balancing consumer market costs against protecting the domestic semiconductor industry. No clear decision on the approval has been reached yet. The current cycle of storage chip price increases is expected to last until 2027, and Apple has already raised prices on several devices, with cost pressures continuing to mount.

[Apple and Micron's China Chip Lobbying War Puts Trump in a Dilemma]On July 27, according to a report by The Wall Street Journal on July 24, the surge in global storage chip prices has prompted Apple CEO Tim Cook to lead a lobbying campaign targeting Trump, the U.S. Secretary of Commerce, and the Treasury Secretary. Apple seeks permission to use storage chips from CXMT and YMTC in iPhones, Macs, and other products sold overseas. Apple claims this move would diversify its supply chain, alleviate chip shortages, and lower end-product prices, while ensuring that devices with Chinese chips would not enter the U.S. domestic market. The proposal faces fierce opposition from Micron, the only major U.S. storage chip manufacturer. Micron executives warned the government that even if the products are only sold abroad, easing restrictions on Chinese chip procurement would harm the U.S. storage industry, risking a repeat of the decline of American manufacturing due to cheap overseas products. Micron proposed relying on its own $250 billion domestic expansion plan to address supply gaps and opposed relaxing restrictions on chip imports from China. Both CXMT and YMTC have been added to the U.S. military-entity list. The conflicting demands of the two major U.S. companies have left the Trump administration in a policy quandary, balancing consumer market costs against protecting the domestic semiconductor industry. No clear decision on the approval has been reached yet. The current cycle of storage chip price increases is expected to last until 2027, and Apple has already raised prices on several devices, with cost pressures continuing to mount.

Apple and Micron's China Chip Lobbying War Puts Trump in a Dilemma

On July 27, Iran Foreign Ministry Spokesperson Baghaei stated: Iran did not request to resume negotiations with the US. Mediators have conveyed messages from the US to us, but we are currently not holding negotiations with Washington.

[Iran Foreign Ministry Spokesperson: Iran Did Not Request to Resume Talks with US]On July 27, Iran Foreign Ministry Spokesperson Baghaei stated: Iran did not request to resume negotiations with the US. Mediators have conveyed messages from the US to us, but we are currently not holding negotiations with Washington.

Iran Foreign Ministry Spokesperson: Iran Did Not Request to Resume Talks with US

On July 27, JPMorgan raised Intel's target price from $45 to $85, while maintaining an 'underweight' rating.

[JPMorgan Raises Intel Target Price to $85]On July 27, JPMorgan raised Intel's target price from $45 to $85, while maintaining an 'underweight' rating.

JPMorgan Raises Intel Target Price to $85

On July 27, a new version of the CLARITY draft bill was released, merging versions from the U.S. Senate Banking Committee and Agriculture Committee, and including ethical clauses for the first time. The Senate is expected to propose a motion to advance next Monday or Tuesday, and a full chamber vote may take place the week of August 3. (CoinDesk)

[New Version of CLARITY Draft Bill Released, First to Include Ethical Clauses]On July 27, a new version of the CLARITY draft bill was released, merging versions from the U.S. Senate Banking Committee and Agriculture Committee, and including ethical clauses for the first time. The Senate is expected to propose a motion to advance next Monday or Tuesday, and a full chamber vote may take place the week of August 3. (CoinDesk)

New Version of CLARITY Draft Bill Released, First to Include Ethical Clauses

Affected by corporate bankruptcy risks, high interest rates, and macroeconomic uncertainty, fundraising for Asian private credit funds continues to cool. According to PitchBook data, only five Asian private credit funds completed fundraising in the first half of this year, raising a total of $1.2 billion, the lowest level for the same period in at least 12 years; in the same period in 2025, 29 funds raised $9.5 billion. If the fundraising pace remains unchanged in the second half of the year, 2026 will become the quietest year for the Asian private credit market in at least 12 years. Over the past year, the collapse of multiple borrowing companies has led to large-scale redemptions by retail investors in private credit funds. However, some large institutions are still increasing their positions against the trend, hoping to capitalize on opportunities created by the withdrawal of retail funds. For example, Singapore's Temasek announced plans to increase its private credit allocation from 2% to 5% by 2031. (Financial Times)

[Foreign Media: Asian Private Credit Fundraising Hits 12-Year Low]Affected by corporate bankruptcy risks, high interest rates, and macroeconomic uncertainty, fundraising for Asian private credit funds continues to cool. According to PitchBook data, only five Asian private credit funds completed fundraising in the first half of this year, raising a total of $1.2 billion, the lowest level for the same period in at least 12 years; in the same period in 2025, 29 funds raised $9.5 billion. If the fundraising pace remains unchanged in the second half of the year, 2026 will become the quietest year for the Asian private credit market in at least 12 years. Over the past year, the collapse of multiple borrowing companies has led to large-scale redemptions by retail investors in private credit funds. However, some large institutions are still increasing their positions against the trend, hoping to capitalize on opportunities created by the withdrawal of retail funds. For example, Singapore's Temasek announced plans to increase its private credit allocation from 2% to 5% by 2031. (Financial Times)

Foreign Media: Asian Private Credit Fundraising Hits 12-Year Low

On July 27, Iranian Foreign Ministry Spokesperson Baghaei said at a press conference that Iran and Oman are currently holding talks on the Strait of Hormuz issue, and the talks are unrelated to the United States. (Xinhua)

[Iran Says Talks with Oman on Strait of Hormuz Unrelated to US]On July 27, Iranian Foreign Ministry Spokesperson Baghaei said at a press conference that Iran and Oman are currently holding talks on the Strait of Hormuz issue, and the talks are unrelated to the United States. (Xinhua)

Iran Says Talks with Oman on Strait of Hormuz Unrelated to US

July 27, according to an official announcement, Huobi HTX has listed ISRG/USDT, TWLO/USDT, LUNR/USDT, and EUL/USDT perpetual contracts on July 27, with a maximum leverage of 10x for all.

[Huobi HTX Lists ISRG, TWLO, LUNR, EUL Perpetual Contracts]July 27, according to an official announcement, Huobi HTX has listed ISRG/USDT, TWLO/USDT, LUNR/USDT, and EUL/USDT perpetual contracts on July 27, with a maximum leverage of 10x for all.

Huobi HTX Lists ISRG, TWLO, LUNR, EUL Perpetual Contracts

On July 27, Iranian Foreign Ministry Spokesperson Baghaei stated that mediators have conveyed messages from the US to Iran, but Iran is currently not in negotiations with Washington. Baghaei also said that Iran has not requested to resume talks with the US. (Jinshi)

[Iran Says Not Resuming US Talks, Only Receives Messages via Mediators]On July 27, Iranian Foreign Ministry Spokesperson Baghaei stated that mediators have conveyed messages from the US to Iran, but Iran is currently not in negotiations with Washington. Baghaei also said that Iran has not requested to resume talks with the US. (Jinshi)

Iran Says Not Resuming US Talks, Only Receives Messages via Mediators

On July 27, Meritz Securities analyst Kim Sun-woo said that driven by one-time investment gains and rising semiconductor prices, SK Hynix is expected to post record second-quarter results. The analyst estimated that SK Hynix's pre-tax profit for April to June will exceed 100 trillion won, including an operating profit of 6.01 trillion won and an investment gain of 4.16 trillion won from its stake in Japan's Kioxia held through U.S. private equity firm Bain Capital. This performance would surpass the company's first-quarter record operating profit of 5.88 trillion won. He added that DRAM and NAND memory chip prices rose by 30% and 49%, respectively, in the second quarter.

[Analysis: SK Hynix Expected to Post Record Q2 Earnings]On July 27, Meritz Securities analyst Kim Sun-woo said that driven by one-time investment gains and rising semiconductor prices, SK Hynix is expected to post record second-quarter results. The analyst estimated that SK Hynix's pre-tax profit for April to June will exceed 100 trillion won, including an operating profit of 6.01 trillion won and an investment gain of 4.16 trillion won from its stake in Japan's Kioxia held through U.S. private equity firm Bain Capital. This performance would surpass the company's first-quarter record operating profit of 5.88 trillion won. He added that DRAM and NAND memory chip prices rose by 30% and 49%, respectively, in the second quarter.

Analysis: SK Hynix Expected to Post Record Q2 Earnings

Bitget released the eighth asset reserve certificate (snapshot date 7-6), the user's BTC assets are 2311.23 pieces, an increase of 7% from the previous (6-8), an increase of 150.24 BTC; the user's ETH assets are 11,200 pieces, compared with the previous The second increase was 9%, an increase of 955.47 ETH; the user's USDT assets were 346 million pieces, an increase of 4% from the previous time, an increase of 13 million USDT.

[Bitget Released the Eighth Asset Reserve Certificate, and the Assets of Users BTC, ETH, and USDT Increased by 7%, 9%, and 4% Respectively]Bitget released the eighth asset reserve certificate (snapshot date 7-6), the user's BTC assets are 2311.23 pieces, an increase of 7% from the previous (6-8), an increase of 150.24 BTC; the user's ETH assets are 11,200 pieces, compared with the previous The second increase was 9%, an increase of 955.47 ETH; the user's USDT assets were 346 million pieces, an increase of 4% from the previous time, an increase of 13 million USDT.

Bitget Released the Eighth Asset Reserve Certificate, and the Assets of Users BTC, ETH, and USDT Increased by 7%, 9%, and 4% Respectively

Hyperliquid First Discloses HIP-4 Permissionless Deployment Specifications: Threshold Aligns with HIP-3, but Adds a Template Approval Layer

Bitcoin Consolidates for Next Move, HYPE Restarts Bearish Trend | Guest Analysis

Avalanche: Why AVAX is stalling despite a 20x surge in daily transactions

Zhongji Innolight Leads Investment in a Tsinghua '90s Postgraduate

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

Bitget Released the Eighth Asset Reserve Certificate, and the Assets of Users BTC, ETH, and USDT Increased by 7%, 9%, and 4% Respectively

Descargo de responsabilidad：El contenido anterior no representa las posiciones de HTX.，HTX no ofrece ninguna recomendación de trading.。

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