Xiaomi posted 2026 second-quarter revenue of about RMB 108.9 billion, down 6.1% from a year earlier, while adjusted net profit fell 42.6% to roughly RMB 6.2 billion. The company’s core "smartphone x AIoT" segment generated RMB 84 billion with a 20% gross margin, and smartphone average selling price rose 25.9% year over year to RMB 1,351 as Xiaomi pushed further upmarket. Management said the premium push helped offset weaker handset shipments. According to Omdia data cited in the report, Xiaomi shipped 31.2 million smartphones globally in the quarter, ranking No. 3 worldwide for the 24th straight quarter. In mainland China, phones priced at RMB 3,000 and above accounted for 32.1% of Xiaomi’s total smartphone sales, a record high. New businesses kept expanding but remained loss-making. Xiaomi’s smart EV and AI segment reported revenue of RMB 24.9 billion, including RMB 23.9 billion from electric vehicles and about RMB 1 billion from AI-related emerging businesses. The segment posted an operating loss of RMB 2.6 billion in the quarter. Xiaomi CFO Alain Lam said AI is still in a heavy investment phase, and monetization is not the company’s main goal for now. The company also outlined a broad slate of product and technology updates, including HyperOS 4 Beta, Super XiaoAI 2.0, Xiaomi MiMo AI releases, and progress in robotics and self-developed chips.

NTT Docomo has signed an upgrade agreement with Starlink Japan, the Japanese unit of SpaceX, to bring in the next-generation Starlink Mobile V2 satellite system and broaden its direct-to-cell offering in 2028. The move would expand the current Docomo Starlink Direct service beyond outdoor text messaging and a limited set of designated apps, adding support for voice calls, web browsing, and direct connectivity for IoT and M2M devices. The planned upgrade is aimed at keeping users connected in areas where terrestrial mobile base stations do not reach, including mountain regions, remote islands, and offshore locations. Docomo said its Docomo Starlink Direct plan launched on April 27 and is available at no extra charge to all NTT Docomo subscribers, including users on the Ahamo plan. By the end of July, the service had accumulated 6.5 million users in Japan within three months of launch. The report also places the development in a wider industry push toward satellite-to-smartphone connectivity, noting moves by T-Mobile US, Apple, KDDI, and SoftBank, while adding that compatible hardware is still required and that Docomo’s current service supports only a limited range of smartphones.

Citi said in an Aug. 9 research note that the reported U.S. move to block Chinese optical modules from the American market has not yet become an effective ban under existing Federal Communications Commission rules. Reviewing FCC Order 26-50, the bank said optical modules do not appear on any active restricted list. They are mentioned only once in an example tied to hardware and software bill-of-materials disclosure, not in the ban section. The bank outlined three possible regulatory routes: restrictions tied to specific manufacturers, restrictions based on all foreign production locations, and a narrower origin-based approach aimed only at products made in China. Citi judged the manufacturer-based route the least likely and said origin-based restrictions are more plausible, though near-term enforcement remains unlikely. Its main argument is supply. Citi estimated Chinese suppliers account for 60% to 70% of high-speed optical modules used by U.S. hyperscalers. Non-Chinese suppliers, in its view, cannot close that gap in the short run, while domestic U.S. production lines still need time to ramp. The report also singled out Eoptolink and DSBJ as the most exposed among the companies discussed, while Tianfu Communication was described as relatively insulated because it supplies passive components that do not fall within the current restricted-list framework.

TRON’s latest weekly industry report, covering Aug. 3 to Aug. 9, 2026, said crypto markets moved in a choppy recovery as traders focused on U.S. macro data, Federal Reserve policy expectations and key technical levels in Bitcoin. The report said BTC rebounded from around $62,500 to the $64,900-$65,100 range during the week, while ETH outperformed and held near $1,900. TRON said risk appetite improved after weaker-than-expected U.S. labor data, though institutional flows and trading activity had yet to show a clear acceleration, leaving Bitcoin near an important resistance zone. Beyond short-term market moves, the report reviewed sector themes and regulation. It said AI+Crypto has shifted from AI tokens toward infrastructure for AI agents, including on-chain execution, authorization and payment rails, while DeFi continues to move toward institutionalized yield management. TRON also highlighted two projects: Sealcoin, a machine economy protocol built around identity, service discovery, negotiation and settlement for devices such as IoT hardware, satellites and AI agents; and STRATO, a Layer1 application chain and overcollateralized stablecoin system designed for enterprise and RWA use cases. The report also tracked policy developments in the U.S., India and the EU, including the delayed CLARITY Act vote in the U.S., expanded tax transparency rules in India and ongoing MiCA implementation in Europe.

The coming week features a dense slate of macro releases, regulatory milestones, project changes, and token unlocks that could draw attention across crypto and adjacent markets. In the U.S., July CPI is scheduled for Aug. 12, followed by PPI on Aug. 13. Japan’s central bank is set to release the summary of opinions from its July monetary policy meeting on Aug. 10, while Russia will begin enforcing a crypto mining ban in Moscow and several other areas starting Aug. 15 through Dec. 31, 2032. On the exchange and project side, Binance Alpha plans to launch a DAPPOS (DOS) airdrop on Aug. 10. Victory Securities will begin charging a 0.05% monthly insurance fee on virtual asset accounts supported by HashKey custody. Superseed said it will abandon its self-built Layer 2 and return focus to Ethereum mainnet, requiring users to bridge assets out by Aug. 15, 2026. Flash Trade said it may wind down if no suitable buyer is found, and the team will hold an AMA on Aug. 11. Several token unlocks are also on the calendar, including AVAX, APT, SEI, STRK, YZY, and ARB. Among them, YZY’s scheduled unlock of roughly 120 million tokens on Aug. 16 stands out, representing about 22.83% of circulating supply, with an indicated value of about $35.8 million.

A recovery is taking shape across the analog semiconductor market, with ON Semiconductor, Texas Instruments, STMicroelectronics and NXP Semiconductors all reporting year-over-year and sequential revenue growth, while third-quarter guidance also pointed to further sequential gains. The rebound is no longer tied to a single end market. Industrial demand moved first, data center demand followed, and automotive improved visibly in the second quarter. Inventory metrics shifted at the same time: STMicroelectronics said its book-to-bill ratio was close to 2, NXP’s channel inventory fell back to 11 weeks, and Texas Instruments reported rising backlog with lead times extending by several weeks from a level below 13 weeks. Management commentary across the group suggested the analog market had moved from a long destocking phase toward normalization, with new orders beginning to flow again. The report also shows the upcycle is uneven. Some categories, including automotive analog, power management, AI server power chains, optical module analog front ends and certain sensors, are tightening. General-purpose parts, consumer electronics and parts of the power and discrete segment still face pricing pressure. AI is becoming a more important growth driver as data center power conversion, thermal management, optical connectivity and industrial or automotive applications increase the content value of analog chips. Even so, forecasts cited in the report indicate analog is improving rather than leading the broader semiconductor boom, which is still being driven much more sharply by memory.

IOTA continued to move forward with its trade infrastructure strategy in the second quarter of 2026, turning its long-term plan into concrete protocol upgrades, nation-scale deployments and enterprise production tools, according to a Techub News brief citing Nansen. The Layer 1 network focuses on Internet of Things and trade infrastructure use cases and is built on a directed acyclic graph, or DAG, architecture. IOTA says this design is intended to support efficient, feeless solutions for machine-to-machine payments and supply chain tracking. The project has also kept working with traditional enterprises and government agencies in recent years as it explores blockchain applications tied to the real economy.

Bedrock’s BR token is now live on Binance Alpha for early trading and airdrops. Eligible users can claim 225 BR, while the token trades near $0.15 after a 26.95% weekly decline.