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Anna's Daybreak News

_{Just facts, you think for yourself}

Monday, 5:12 AM

August 11, 2025

Good morning news friend! See how today’s events are shaping the next chapter of our world. 📰🌟

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Nvidia and AMD to Hand Over 15% of China AI Chip Sales to U.S. Government

Nvidia and AMD will pay the U.S. government 15% of their AI chip sales revenue from China, tied to export licenses for advanced chips like Nvidia’s H20 and AMD’s MI308.

Nvidia earned $17 billion and AMD $6.2 billion from China in fiscal 2024, representing 13% and 24% of their total revenues, respectively. The deal follows a 2025 sales halt imposed by the previous administration and was secured after Nvidia’s CEO met President Trump.

While officials see no national security risks, critics view it as trading security for revenue. Nvidia lost $4.5 billion in revenue in one quarter due to the prior ban. The U.S. government’s use of the collected funds remains undisclosed.

Sources: Bloomberg, Reuters, BBC, NYTimes, AXIOS.

Ukraine’s Counter Proposal

Russia demands Ukraine cede Donetsk, Luhansk, Crimea for a full ceasefire. Ukraine and European leaders reject this, insisting on ceasefire first and inclusion in talks.

Zelensky refuses territorial concessions, calling any deal excluding Ukraine “stillborn.” Ahead of the August 15 Trump-Putin summit, concerns grow that Kyiv and Europe may be sidelined. France, Spain, Finland, and NATO reaffirm support for Ukraine’s sovereignty, rejecting legal recognition of Russian control despite possible de facto status.

Russia controls about 20% of Ukraine, including Crimea and parts of Luhansk, Donetsk, Kherson, and Zaporizhzhia. Russian strikes continue amid stalled diplomacy. Western analysts note Russian territorial gains in July at high casualties.

Sources: Wionews, Reuters, Msn, WallStreetJournal.

Lithium Market Surges

CATL suspended production at its Yichun lithium mine due to an expired mining license, halting output of 46,000 metric tons annually, about 3% of global lithium supply. The company is seeking license renewal to resume operations.

The shutdown triggered an 8% jump in lithium prices on China’s futures exchange and boosts in lithium miner shares, including Tianqi Lithium (+19%) and Ganfeng Lithium (+21%). Australian miners gained 10.5% to nearly 25%.

The halt aligns with Beijing’s crackdown on overcapacity amid lithium price volatility, which saw a 90% decline since 2022 due to oversupply and weaker EV demand. The stoppage may ease oversupply and support prices.

Sources: Bloomberg, Bloomberg, Reuters, Globaltimes.

AI Memory Market Set to Soar

SK Hynix projects the AI memory chip market, especially high-bandwidth memory (HBM), will grow 30% annually through 2030.

Big tech firms like Amazon, Microsoft, and Google are increasing AI infrastructure spending, driving demand for customized HBM chips, which stack memory vertically for space and power efficiency. SK Hynix, Samsung, and Micron are developing next-gen HBM4 chips with tailored features for clients like Nvidia.

Samsung warns of short-term oversupply in HBM3E chips, while SK Hynix expects HBM4 prices to rise due to customization. U.S. tariffs could hit 100%, but SK Hynix and Samsung may be exempt due to U.S. manufacturing. SK Hynix shares have risen 52.4% this year.

Sources: Reuters, Co, Techinasia.

Immune Cells Alzheimer’s Defense

Researchers identified the ADGRG1 receptor on microglia, brain immune cells that clear amyloid beta plaques linked to Alzheimer’s disease.

Higher ADGRG1 levels correlate with fewer plaques and milder symptoms, while low levels associate with rapid plaque buildup and severe memory loss. Mouse studies confirmed that absence of ADGRG1 accelerates plaque formation, neurodegeneration, and cognitive decline.

ADGRG1 is a G protein-coupled receptor, a druggable target family, making it promising for Alzheimer’s therapy development. Enhancing ADGRG1 activity could boost microglia’s natural plaque-clearing ability, potentially slowing or preventing Alzheimer’s progression.

Sources: Ucsf, SciTechDaily, Shiawaves, News-Medical.

Genetic Clues to Chronic Fatigue Syndrome

DecodeME analyzed genetics of 16,000+ ME/CFS patients, identifying eight gene signals linked to immune response and brain function. Three signals relate to infection response; one overlaps a chronic pain gene.

Findings were confirmed in 13,000+ cases but not in another 14,000-case dataset, likely due to diagnostic inconsistency. The variants raise ME/CFS risk but aren't exclusive to patients.

Most participants were female and of European descent. Genes active in brain and immune tissues support biological origins over psychosomatic theories.

Results provide a foundation for future diagnostics and drug development, potentially aiding millions affected by this debilitating illness worldwide.

Sources: Sciencealert, Livescience, NewScientist.

“There are two kinds of fools who never get a job done right: first, there's the common fool, who is in such a powerful hurry that he starts building his house from the roof down. Then there's the educated fool, who spends so much time planning the perfect front door that winter shows up before he's even built the walls.”

Did you know we also write in-depth deep dives? They are long, packed with insights, and have received rave reviews. If you’re up for a detailed, action-packed read, check them out:

• The Science of Longevity

• Metabolic Syndrome Nation

• Surge in Fraud Cases in the Age of DeepFakes

Baked with love,

Anna Eisenberg ❤️