According to BlockBeats, on August 8, Serenity published an article stating that the White House has finally begun to increase its investment in key minerals and materials, which is a "surprising" policy move that will help promote the construction of key supply chains in the United States.

Among publicly traded companies, FEAM received $8 million in funding, primarily for boron material development; HREE received $4.8 million, focusing on magnetic rare earth materials. In addition, the U.S. government invested in private companies, including $150 million in Niron Magnetics and $85 million in Standard Bauxite.

Serenity believes that for the US government, these funds are just "pocket money," but they can leverage a large number of downstream industrial applications and are of great significance in reducing the risks of critical material supply chains.

However, he stated that the current level of investment is still insufficient to fully resolve supply chain issues, and further financial support is needed in the future to accelerate the implementation of key mineral projects and reduce the risks associated with the development of the industrial chain.

Serenity emphasized that he does not hold any shares in the aforementioned companies, but only endorses the direction of this policy.

According to BlockBeats, on August 8th, Citrini analyst Jukan stated that South Korean PCB/packaging substrate manufacturers are expected to continue their strong performance from Q2, with further improvement in Q3 profit expectations.

Taking Daedeok Electronics as an example, the company's Q2 revenue reached 401 billion won, a year-on-year increase of 63%; operating profit was 70.3 billion won, a year-on-year surge of 3,599%. Simmtech's revenue in the same period was 514.6 billion won, a year-on-year increase of 51%; operating profit was 62.9 billion won, a year-on-year increase of 1,035%. TLB's revenue was 88.2 billion won, a year-on-year increase of 38%; operating profit was 12.8 billion won, a year-on-year increase of 86%.

Jukan pointed out that Dade Electronics' core advantage lies in FC-BGA, FC-CSP semiconductor packaging substrates and multilayer PCBs (MLB) required for AI data centers; Simmtech focuses on packaging substrates and storage module PCBs; TLB mainly supplies PCB products related to server DDR5 and enterprise-level SSDs.

He believes that as industry leaders such as Taiwan's Unimicron Technology prioritize allocating production capacity to high-value ABF substrates and reduce their BT substrate footprint, some BT substrate orders may shift to South Korean manufacturers, bringing new growth opportunities to companies like Tadak Electronics and Simmtech.

Furthermore, Jukan emphasized that SOCAMM is becoming a new growth variable. With NVIDIA's next-generation AI platform, Vera Rubin GPU and Vera CPU, about to enter the shipping phase, demand for SOCAMM PCBs is expected to increase, and related suppliers Simmtech and TLB are expected to benefit, further driving growth in the AI infrastructure supply chain.

According to BlockBeats, on August 8th, the global markets witnessed multiple significant events this week. US non-farm payrolls unexpectedly fell by 23,000 in July, far below market expectations of an 80,000 increase. Furthermore, the combined downward revision of May and June employment data by 103,000 significantly lowered market expectations for a Federal Reserve rate hike, with the probability of a September rate hike dropping from approximately 58% to 44%. The US dollar index fell for the second consecutive week, while gold rose over 7% for the week, driven by safe-haven demand and expectations of rate cuts, and silver rose over 10%. All three major US stock indices rose this week.

Regarding the situation in the Middle East, reports indicate that Iran and Oman have reached a provisional framework agreement for the reopening of the Strait of Hormuz. The agreement is expected to last 60 days, but still requires Iranian approval, as the US and Iran remain at odds over control of the strait. The energy market experienced significant volatility, with oil prices initially falling due to expectations of easing tensions, before rebounding due to supply risks.

In terms of market highlights, Unitree Robotics' IPO on the Science and Technology Innovation Board was priced at 150.8 yuan per share, corresponding to a market capitalization of approximately 61 billion yuan, with an offline subscription multiple of 2,618 times; SpaceX's first financial report after its listing showed second-quarter revenue of $7.8 billion, a year-on-year increase of 92%, but its capital expenditure of over $18 billion attracted market attention; SanDisk and Western Digital's financial reports exceeded expectations, but their stock prices plummeted due to valuation pressure, indicating that the AI storage industry has entered a phase of "high growth + high expectations".

In addition, DeepSeek announced plans to significantly increase API prices, indicating a shift in its low-cost strategy; global oil companies saw substantial profit growth in the second quarter, with Saudi Aramco's net profit increasing by 44% year-on-year, but Trump demanded that oil companies lower gasoline prices; Wall Street institutions are accelerating their use of AI for risk management while facing the risk of new AI-driven cyberattacks; Google DeepMind's core team has been restructured, and OpenAI and Apple are embroiled in a legal dispute over the flow of AI talent, further escalating the competition for AI talent.

According to BlockBeats, on August 8th, Onchain Lens monitored a whale withdrawing 30,000 ETH from Coinbase Prime, worth approximately $57.21 million.

Data shows that the whale subsequently dispersed its funds to three newly created wallet addresses, namely:

0x53242ee9951DA20d5C6CF587D9753042249E23D4,

0x7A71F135F23F4a84b7658788541F6a22a75644e6,

0x40187986A4228e2dd1f3E319d5716d81250528a5.