According to Korean media reports, Samsung Electronics and SK Hynix are reassessing the timeline for adopting Hybrid Bonding technology in next-generation High Bandwidth Memory (HBM). As demand for thickness reduction and heat dissipation performance improvement in HBM has declined, the market expects the introduction of this technology to be further delayed compared to earlier expectations. Meanwhile, both companies are developing new thermal solutions such as HPB and iHBM, which are planned for application in HBM5 products. However, industry insiders believe that as the number of HBM I/Os continues to increase in the future, Hybrid Bonding will remain an important long-term technological pathway.

Odaily reports that Citrini analyst jukan posted on X, citing South Korean media, stating that Kim Yong-kwan, President and Head of Business Strategy for Samsung Electronics' Device Solutions division, remarked at a full management meeting of the DS division on July 3 that this year's operating profit is expected to align with market consensus. South Korean brokerage firms estimate Samsung Electronics' operating profit for this year to be around 300 trillion Korean Won, equivalent to approximately $200 billion. Kim Yong-kwan reportedly stated that the profit for just this year will exceed the cumulative profits Samsung has generated over the 40 years since it entered the semiconductor business.

Odaily reported that Coinspect Security disclosed a wallet generation vulnerability named "Ill Bloom" is being exploited by attackers, allowing them to take control of affected wallets and steal funds. This vulnerability has impacted wallets on multiple blockchains since 2018, with affected wallets still being generated as recently as a few weeks ago, and not originating from a single software wallet.

On May 27, hundreds of accounts were compromised, with approximately $3 million stolen. In the last few hours, another $2 million has been transferred out of exposed wallets. Currently, thousands of accounts remain at risk, covering Bitcoin, Ethereum, L2 networks, Tron, and Solana. Coinspect Security has launched a tool to check affected addresses and urges wallet providers to integrate lightweight weak mnemonic phrase detection functionality.

Odaily Odaily: Lighter founder and CEO Vladimir Novakovski posted on X: "As the United States celebrates its 250th anniversary, I am proud to have been building Lighter here from the very beginning. This year, I have also started doing my small part — serving as a member of the Commodity Futures Trading Commission (CFTC) Innovation Advisory Committee."

Odaily Note: The Innovation Advisory Committee was established to advise the CFTC on complex issues at the intersection of technology, law, policy, and finance.

Odaily报道，据 Gate 数据，韩国 KOSPI 指数延续跌势，日内跌幅达 3.00%，现报 7842.16 点。SK 海力士跌超 5%，三星电子跌 1.6%。

Odaily reported that South Korea's IPO market has cooled sharply after a strong first half, with newly listed companies experiencing significant stock price declines after going public due to heightened market uncertainty and shifting investor sentiment.

Data from the Korea Exchange on Sunday showed that 14 of the 18 companies listed this year are currently trading below their initial public offering prices, with star new listings in the technology and fashion sectors leading the declines. Market analysts attribute this to inflated IPO pricing and the rapid exodus of short-term speculative capital after listing. Although regulators have recently strengthened lock-up requirements for institutional investors, macro shocks and supply-demand imbalances have made newly listed small and mid-cap stocks particularly vulnerable.

Observers noted that domestic liquidity remains heavily concentrated in large-cap AI and semiconductor supply chain stocks, making it difficult for capital to flow towards newer, less mature listed companies. South Korea's financial industry is now pinning hopes on a wave of large enterprises and high-valuation companies going public in the second half of the year to drive market recovery, while new dual listing guidelines have also been released. (Jinshi Data)

Odaily reported that, according to official sources, the self-custody Web3 wallet BM Wallet has launched its prediction market feature. Users can now directly participate in real-world event predictions within the wallet, settling entirely with stablecoins. Assets never need to be withdrawn, and private keys remain under the user's control at all times. This feature integrates the prediction market Polymarket, tapping into its deep liquidity. The initial phase centers on the World Cup, while also covering sectors such as cryptocurrency and politics. It is currently available in designated regions.

According to SoSoValue data, the overall crypto market is showing an upward trend. The CeFi sector performed strongly, rising 2.74% in 24 hours, with Binance Coin (BNB) up 3.19% and Bitget Token (BGB) up 1.01%. Meanwhile, Bitcoin (BTC) rose 1.21%, breaking through the $63,000 mark; Ethereum (ETH) rose 1.26%, approaching the $1,800 mark.

In other sectors, the DeFi sector rose 2.41% in 24 hours, with Lighter (LIT) up 18.06%; the Layer1 sector rose 2.15%, with Canton Network (CC) up 4.50%; the Meme sector rose 1.38%, with Pump.fun (PUMP) up 7.83%; the PayFi sector rose 1.12%, with Ultima (ULTIMA) up 11.19%; the Layer2 sector rose 0.21%, with Starknet (STRK) up 1.94%.

Additionally, the NFT sector fell 0.93%, with Pudgy Penguins (PENGU) down 2.81%.

Reflecting the historical sector performance, the crypto sector indices show that ssiCeFi, ssiDeFi, and ssiLayer1 indices rose by 3.04%, 3.04%, and 1.96%, respectively.

According to on-chain analyst Ai Yi's monitoring, SK Hynix (SKHX) continues to decline during trading. An address opened a 3x long position on 5,095.22 SK Hynix tokens (SKHX) half an hour ago, valued at $7.8 million, with an entry price of $1,604. The address plans to add another $6 million in positions when SK Hynix falls to the $1,400-$1,500 range. Additionally, this address also holds an $8.3 million 4x long position on Micron (MU). The two long positions in the memory storage sector are currently facing an unrealized loss of $590,000.

According to monitoring by on-chain analyst Ai Yi, an address opened a 20x long position of $38.07 million in BTC at 8:30 AM today, becoming one of the top 6 BTC positions on Hyperliquid. The address currently holds 600 BTC with an entry price of $63,476. Additionally, take-profit and stop-loss levels have been set: 200 BTC will be taken profit when the BTC price reaches $65,000, another 100 BTC at $66,000, and 200 BTC will be stopped out if the price drops to $60,000.

Odaily, AI server supply chain sources report that Amazon AWS has informed relevant supply chain manufacturers that it will increase shipment volumes for the third quarter of 2026. The estimated increase is around 20% to 30% higher than originally planned, indicating AWS's optimistic outlook for Trainium 3 sales. (Jinshi)

Odaily reports that EthLabs is advancing team recruitment and fundraising, having received initial support from Bitmine, Sharplink, and Joseph Lubin. The project is currently seeking 1 to 2 additional anchor funding partners. Its primary business focuses on developing asynchronous cross-chain interoperability based on zk technology, while also addressing improvements in L1 to L2 connection latency through Fast Confirmation Rule.

Odaily reports that, according to Onchain Lens monitoring, a newly created wallet deposited $2.67 million USDC into HyperLiquid and opened a long position of 1.62 million LIT with 2x leverage. It has currently generated over $330,000 in profit.

1. Samsung's earnings become a key test for the AI chip market trend, with Q2 operating profit expected to surge 18 times;

2. Smart money collectively buys on Mexico not winning in regular time, with top positions generating a total profit of $20.3 million;

3. Trump to meet Zelensky and the Syrian president during the NATO summit;

4. SemiAnalysis: NVIDIA Kyber NVL144 delayed by over 12 months, release postponed to 2028;

5. Clarity Act not signed into law on July 4, with August 7 becoming a key deadline;

6. Spot gold hits a two-week high, surpassing $4,200 per ounce;

7. Polymarket World Cup winner prediction market trading volume exceeds $3.9 billion, with France's championship probability rising to 35.1%;

8. Garrett Jin adds to ZEC short positions, holding positions worth $15.08 million with an unrealized loss of $530,000.

Odaily Odaily星球日报讯 据Lookonchain监测，某地址将1126.44枚ETH，价值201万美元，仅兑换为5776枚LIT，价值14208美元，损失近200万美元。