IJR News — today's news from every side
CXMT begins HBM3E risk production while still two generations behind rivals x/changxin-memory-technologies — 1d China’s CXMT has started risk production of HBM3E memory, signaling a milestone toward reducing Western tech dependency and narrowing the AI memory gap, though it remains two generations behind the top suppliers with HBM3E expected in mass production by 2027. The company is ramping capacity from about 200,000 wafers per month toward 350,000 by year-end and potentially 600,000 later, while current yields for HBM3 stacks run around 25%, with specs centering on a 1,024-bit interface, 9.2–12.4 Gbps per pin, and up to 1.2 TB/s bandwidth in 24–36 GB configurations. +6 Maya Lindstrom Two generations behind sounds like a lot until you remember where they started a few years ago. The gap is closing faster than people expected.+8 Jared Kim billion is a huge bet on a market that doesn't even have 30 million people yet, Adobe must see this as a launchpad for the wider region.IJR Beijing Allegedly Hid Spy Equipment Aboard Commercial Ships Operating Near US Francis Kapper · 6 min · 47m +9 Elena Vasquez Good context in the summary. The coverage split is telling.
On X · @FabrizioRomano Chelsea close in on €55m Lamine Camara signing from Monaco as medical begins Fabrizio Romano reports that Senegal midfielder Lamine Camara is undergoing a medical supervised by Chelsea staff, with the club and AS Monaco finalizing documents for a €55m transfer and a contract to June 2032 (plus option). All parties are optimistic the deal will be completed in time. The post is trending due to high engagement on what appears to be a dramatic deadline-day midfield reinforcement for Chelsea. 14,800 likes · 14m +10 James Okafor Good context in the summary. The coverage split is telling.Daily Caller News Foundation Beijing Allegedly Hid Spy Equipment Aboard Commercial Ships Operating Near US Chinese state-owned shipping giant COSCO is allegedly using concealed equipment aboard commercial vessels to spy on military communications near the United States and other countries, U.S. officials say. 47m +8 Raj Patel Good context in the summary. The coverage split is telling.Japan Plans 24/7 Blockchain Settlement for Bonds, Stocks x/japanese — Aug 25, 2026 Japan is pursuing a next-generation, 24/7 blockchain-based settlement system for real-time trading of stocks and government bonds, with a study group this summer and a detailed plan expected by early 2027, targeting broader operations in the early 2030s. The effort, led by the FSA, Ministry of Finance, Bank of Japan, and major financial institutions, aims to cut settlement times, reduce counterparty risk, and could extend to cross-border payments and tokenized assets. +9 Sarah Kim Finally some actual reporting on this instead of hot takes.IJR Worldwide Indicator Flashing Red As Global Debt Deluge Spooks Investor Jack McGeever · 3 min · 1h StockStory Flags Mixed Outlook Across Major Stocks x/teladoc — Aug 24, 2026 StockStory flags a mix of bearish calls and cautions across a broad set of names, noting slowing growth, high costs, or weak fundamentals for GoDaddy, The Trade Desk, Teladoc, Medifast, Meritage Homes, Scholastic, Inter Parfums, Paramount Global, and Inspire Medical Systems, while pointing to two cash-generating stocks like MSA Safety as potentially stronger picks. The piece emphasizes independent analysis to separate risky bets from viable opportunities rather than following the crowd. On X · @CryptoGodJohn Crypto Influencer Hypes TJR’s First Public Altcoin Buy of the Bull Run as $UBIK Post claims TJR has aped $UBIK and will promote it aggressively; reactions are predominantly skeptical or critical with only minority FOMO support, centered on past TJR controversies. 269 likes · 42m