ASMPT lifts Q2 revenue guidance to $540–600m on AI-driven demand; Q1 revenue was $507.9m with record bookings. Growth from TCB and HBM4, photonics, wire/die bonding, and AI-driven SMT demand; SMT segment options under review. ASMPT announced a higher second-quarter revenue outlook of $540 million to $600 million, driven by AI-related semiconductor demand, following first-quarter revenue of $507.9 million and record bookings. Growth is led by Thermo-Compression Bonding tools for logic chips, HBM4 modules, and photonics for data centers, with contributions from wire/die bonding and AI-driven SMT demand. The company reported no material impact from the Iran conflict and is evaluating strategic options for its SMT Solutions Segment to focus on the higher-growth Semiconductor Solutions Segment.

AnalogBits will present advanced power management IP solutions based on TSMC's 2nm process at the TSMC 2026 Technology Symposium. The innovations include integrated on-die LDOs, pinless PVT sensors, and low-power PLLs that address challenges in AI and HPC systems while enhancing power management efficiency.

OpenAI Chief Operating Officer Brad Lightcap said that, amid rapid AI development, traditional software companies are actively pivoting and deeply integrating AI capabilities. He noted that although software stocks have pulled back, most companies are still innovating at startup speeds, using customer relationships to maintain competitiveness. Opinions in the industry differ on whether AI will replace traditional software, emphasizing the importance of collaboration complexity and existing infrastructure. Analysts believe software companies with integration capabilities will see value repair.

Gate News: On March 23, according to an official announcement, Sweden-listed Bitcoin treasury company H100 Group AB has signed a strategic acquisition letter of intent with shareholders of Norwegian companies Moonshot AS and Never Say Die AS. Upon completion of the transaction, H100's Bitcoin holdings are expected to increase from the current 1,051 BTC to approximately 3,501 BTC, an increase of approximately 2,450 BTC.

Odaily Planet Daily reports that CZ posted on the X platform stating that this is a profound topic. Usually, young people have limited earning ability and need to balance spending, saving, and investing (financial investment or self-investment). The key is to find an almost optimal balance point. The book "Die with Zero" explores this topic in more detail.

BlockBeats News, January 13th, according to Hyperinsight monitoring, the "Iron Bull" whale (0x10a3c) has just increased its long position in FARTCOIN, currently holding a 10x leveraged long position of 10,044,833.8 FARTCOIN, with an entry price of $0.3892, and a floating loss of $93,000.

BlockBeats News, January 12 — According to Hyperinsight monitoring, the "Iron Bull" whale (0x10a3c) took profit and reduced its long position by 93,992.7 FARTCOIN at 11:00. It is currently still holding a long position of 11,655,105.6 FARTCOIN with 10x leverage, with an average entry price of $0.3908, and a floating profit of $42,000.

According to BlockBeats, on January 7th, the whale (0x10a3c) closed a SOL long position with a loss of $163,000. Currently, its long positions are heavily floating in loss, including PUMP and FARTCOIN held with 10x leverage and BTC held with 40x leverage, with a total floating loss of over $1 million.

A certain whale has increased its holdings in various cryptocurrencies, including BTC, ETH, and SOL, within 3 hours, with all positions currently in profit. Specifically, the floating profit from high-leverage operations is quite good, with a total floating profit exceeding $1.71 million.

The Federal Reserve will hold its final interest rate meeting in December. Some officials do not support a rate cut, but Chair Powell may push to lower rates to 3.5%-3.75%. The key issue is whether enough consensus can be reached, while slowing job growth is sparking differing views on this rate cut.