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On August 29, Morgan Stanley pointed out that the rise of Chinese memory manufacturers should not be viewed merely as a technological catch-up or low-cost substitution; what is truly noteworthy is that their production capacity may gradually become large enough to alter the supply structure of the global memory market. Changxin Technology and Yangtze Memory Technologies are currently entering the mainstream product market and gradually extending into high-profit markets such as HBM, high-end server DRAM, and enterprise SSDs. Morgan Stanley considers 2028 as an important observation point for the global memory competition landscape. From 2026 to 2027, demand for AI servers, capacity crowding of advanced wafers by HBM, import substitution, and the time required for customer certification may absorb most of the new supply from Chinese memory manufacturers. By 2028, as Chinese manufacturers expand production, the additional capacity from Samsung, SK Hynix, and Micron, which had previously initiated expansions, will also be released. At that time, the supply variables in the global memory market will significantly increase. Morgan Stanley estimates that Changxin's DRAM monthly production capacity will rise from 180,000 wafers in 2025 to 300,000 in 2026, accounting for approximately 13% of global DRAM wafer capacity and about 11% of bit shipments; by 2028, it is expected to further increase to 500,000 wafers, and by 2031, it could reach 800,000 wafers. If the expansion proceeds smoothly, Changxin's global DRAM bit shipment market share could approach 15% by 2030, and it may even have the opportunity to surpass Micron in production capacity around 2028, becoming the third-largest DRAM supplier in the world.

On August 29, Iranian Foreign Minister Amir-Abdollahian stated: Our intelligence indicates that someone is actively manipulating the energy market. Some insiders within the U.S. government are using gullible media to influence prices for personal gain, further entrenching the U.S. president in a war that is already a lost cause. Individuals aligned with Israel are also promoting the war by releasing optimistic assessments. The real ultimate cost is being felt directly by American consumers.

On August 29, crypto KOL Unipcs (@theunipcs) posted on the X platform, stating that the asset value of his account on the fomo platform has exceeded $6 million, reaching an all-time high. He revealed that in the past month, Unipcs achieved $3 million in unrealized profits through tokens such as PONS, MARSCOIN, and MICRODUCK. Unipcs rose to fame during the 2025 hype of the Solana ecosystem meme coin USELESS, where he once realized a profit of $7.5 million on a single token.