Wired exclusively reports that SK Telecom, as a strategic partner of Anthropic, is under U.S. export control review due to possible technology transfer related to the Mythos model.
Source: Wired
Gemini Exposed for "Successfully" Helping Users Get Scammed, Reddit Erupts
A user posted on r/artificial claiming Gemini gave misleading advice in a scam scenario. The post received 500+ upvotes, bringing AI safety boundaries back into focus.
Source: Reddit
Z.AI Launches GLM-5.2: Zero NVIDIA Chips, Rivals Claude Opus
Chinese company Z.AI released the GLM-5.2 large model, claiming performance close to Claude Opus, with zero reliance on NVIDIA chips. Another piece of evidence for domestic computing power strategies.
Source: Decrypt
> Sharp Comment: South Korean telco gets scrutinized for a partnership, while a Chinese company trains an Opus-level model with domestic chips—who exactly is being contained by export controls?
0G Labs Crosses 100 Billion Token Decentralized Inference Milestone
0G Compute announced that on-chain AI inference volume has surpassed 100 billion tokens, emphasizing "real demand, real scale, AI Agents running on the blockchain."
Source: X
DeepSeek's Image Recognition Mode Trends on Zhihu, 1.63 Million Hotness Score
Zhihu users are hotly discussing DeepSeek's newly launched visual capabilities, with 56 comments comparing it to GPT-4V and Gemini.
Source: Zhihu
Crypto / Web3
Bithumb Lists ReProtocol (RE) KRW Trading Pair
South Korean exchange Bithumb added a new RE trading market. The project's market cap is approximately $89 million.
Source: Bithumb
Upbit Removes KernelDAO (KERNEL) Trading Pair
South Korea's largest exchange, Upbit, issued a notice on the removal of KERNEL trading, without disclosing specific reasons.
Source: 6551 Data Source
Chips / Hardware
MIT Researchers Write Their Own OS to Study Chip Operation Mechanisms
An MIT team built a custom operating system from scratch to gain a deep understanding of chip-level behavior. The paper sparked 189 upvotes and 26 discussions on HN.
Source: MIT News | Hacker News
US Claims ASML's Most Advanced Lithography Machine May Have Entered China, ASML Denies
U.S. intelligence suggests ASML's top-tier EUV equipment may have appeared in China. ASML officially refuted the claim. The chip export control war continues to escalate.
Source: TechCrunch
Amazon Negotiating to Sell In-House AI Chips, Targeting NVIDIA
Wall Street News reports Amazon is in talks with multiple companies to sell its Trainium/Inferentia chips, marking the first commercialization of its self-developed chips.
Source: Wall Street News
> Sharp Comment: MIT writes an OS to understand chips, ASML and the US government blame each other over one lithography machine, Amazon finally decides to sell its own chips—the chip game was never just about technology.
Apple A21 Pro to Exclusively Use TSMC's N2P Process, A21 Stays on N2
IT Home cites supply chain reports stating Apple's "20th Anniversary iPhone" will use TSMC's latest N2P process, while the standard version continues with N2.
Source: IT Home
Tech Companies
10,000 GitHub Repositories Found Distributing Trojan Malware
A security researcher disclosed over 10,000 GitHub repositories used to distribute Trojan malware, with 802 upvotes and 210 discussions on HN. Open-source supply chain security alarm rings again.
Source: Orchid Files | Hacker News
Apple Patches High-Risk Eavesdropping Vulnerability in Beats Studio Buds
Apple released a firmware update fixing a critical-severity eavesdropping vulnerability in Beats Studio Buds.
Source: Ars Technica
Multiple Amazon Engineers Face Internal Investigation for Criticizing AI Data Center Expansion
IT Home reports several Amazon employees are under internal investigation for publicly criticizing the environmental impact of the company's rapid AI data center expansion.
Source: IT Home
Microsoft, Amazon Cloud Services May Face Strict EU Antitrust Regulation
The EU is ramping up antitrust scrutiny of the cloud services market, with Microsoft and Amazon as key targets.
Source: IT Home
US Stocks
Semiconductor Sector Soars, Intel Surges 10.6%, SpaceX Falls 3.5%
All three major US stock indices closed higher, with the S&P up 1.09% and the Nasdaq up 1.91%. The semiconductor sector was strong all day: Intel surged 10.64% (after Trump announced its partnership with Apple on US chip design), Micron Technology rose 8.7%, Marvell Technology gained 7.27%. SpaceX closed down 3.56%, having dropped as much as 10% intraday.
Source: Jin10 Data | CNBC | Wall Street News
> Sharp Comment: On SpaceX's IPO day, retail investors made it one of the top five busiest trading days for Charles Schwab. Today it drops 10% in one go—Musk's rockets reach space easily, but stabilizing the stock price is harder.
Finance / Macro
Hormuz Strait Main Channel Still Has About 80 Unexploded Mines, Tanker Association Warns
The International Association of Independent Tanker Owners (Intertanko) stated about 80 mines remain uncleared in the main shipping lanes of the Strait of Hormuz. Despite the US-Iran agreement, significant navigation risks persist.
Source: X | Financial Times
80 Million Barrels of Oil Loaded and Ready, Shipowners Await Hormuz "Safe Signal"
Bloomberg reports nearly 80 supertankers fully loaded with oil are idling in the Persian Gulf, engines warm and crews ready. However, due to uncleared mines, unchanged insurance premiums, and a 60-day countdown for PGSA fee mechanisms, no shipowner is willing to be the first to test the passage.
Source: Bloomberg
Iran Cancels Trip to Switzerland, Peace Talk Prospects Unclear
Multiple media outlets report Iran postponed its planned diplomatic trip to Switzerland, leading to a rise in European bond yields.
Source: Multi-source cross-reporting
Trump Insists Iran Deal Is "Unconditional Surrender", Claims Presidential Power Is Unlimited
In an Axios interview, Trump stated the US-Iran deal is equivalent to Iran's "unconditional surrender" and emphasized the President has unlimited power.
Source: CNBC
New Products / Trends
Valve Steam Controller Faces Severe Order Backlog, Some Wait Until 2027
The Verge reports Valve's Steam Controller pre-orders far exceed production capacity, with some shipment dates scheduled as far out as 2027.
Source: The Verge
Today's Undercurrent
The Strait of Hormuz has reopened, but 80 mines remain; the US and Iran signed a deal, but Iran cancelled its trip to Switzerland; 80 million barrels of oil are loaded and ready, but no one dares to be the first to pass. Meanwhile, semiconductor stocks are soaring, China trains an Opus-level model with zero NVIDIA chips, and Amazon starts selling its own chips—geopolitical "peace" is temporary, but the restructuring of the chip war is lasting. While oil tankers await a "safe signal," tech companies are already redefining supply chain independence in another way.
