Gate News のニュースで、4 月 1 日、AI にクレジットを提供するステーブルコイン・プロトコル USD.AI が、CHIP トークンのエアドロップ申請を開始したと発表しました。ICO およびエアドロップの参加者はいずれも申請できます。締め切りは 5 月 30 日です。USD.AI は、トークンの上場日および対応取引所はまもなく公表されると述べています。

SK Hynix has submitted a listing application to U.S. securities regulators, planning to go public on U.S. exchanges in the second half of 2026, with a fundraising scale of between $9.6 billion and $14.4 billion. The listing aims to enhance the company's global value, with funds to be used for chip factory construction domestically and internationally, but faces opposition from governance forums regarding shareholder equity dilution.

Gate News reported that on March 21, water resource management company Ecolab Inc. announced it will acquire CoolIT Systems from KKR for approximately $4.75 billion in cash to capitalize on the growing demand for liquid cooling technology in AI-driven data centers. Tech companies are increasing their investments in AI infrastructure, driving the industry's transition from traditional air cooling methods to more efficient liquid cooling systems to handle higher chip density and power loads.

Gate News Report: On March 20, the U.S. Department of Justice filed criminal charges against three individuals associated with Super Micro Computer, including the company's co-founder, for allegedly smuggling AI chips valued at $2.5 billion to China. The indictment states that these individuals illegally transported chip technology crucial to AI development to Chinese entities by circumventing export control measures. This case highlights ongoing tensions and regulatory challenges in the U.S.-China technology trade sector.

Gate News Report: On March 19, Alibaba's management stated during tonight's (March 19) earnings call that global AI computing power will be in a severe shortage period over the next 3-5 years. As the only cloud computing company in the Chinese market with self-developed chip capabilities, Pingtouge is crucial to the Alibaba Group. The management also revealed that an IPO for Pingtouge is not ruled out in the future, but there is no clear timeline at this moment.

Polymarketの予測市場では、誰かがUSD.AIが3月31日までにトークンを発行する可能性に72%として、4100ドルを賭けています。CHIPのICOはすでに終了していますが、公式からは発行日や関連情報はまだ発表されておらず、3月31日が発行の最終期限となっています。

Micron Technology will release its second quarter financial results on March 18, with expectations of significant growth in net profit and revenue. Driven by artificial intelligence demand, memory chip prices have risen, and the stock price has increased by more than 60%. Analysts point out that while supply is tight, market expectations may be overly optimistic.

Gate News Report: On March 18th, Samsung Electronics is considering shifting its memory chip contract model towards multi-year agreements, extending contract terms from the current quarterly or annual periods to 3-5 years to stabilize supply and alleviate market concerns about critical component shortages. Samsung Electronics Co-CEO Jun Young-hyun stated at the annual shareholders' meeting that Samsung is considering extending existing contract terms to as long as 3-5 years. He noted that this adjustment is significant as AI memory chip demand is expected to continue surging through 2026.

Gate News reports that on March 17, Micron Technology (ticker: MU.O, a US memory chip manufacturer) reached an all-time high stock price, with the latest gain of 3.5%.

Gate News Report: On March 17, the three major U.S. stock index futures turned higher. The S&P 500 Index (U.S. large-cap stock benchmark index) futures rose 0.2%, the Nasdaq 100 Index (U.S. technology stock benchmark index) futures rose 0.1%, and the Dow Jones Index (U.S. blue-chip stock benchmark index) futures rose 0.3%.