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🚨🚨🚨Cyber Alert ‼️
🇺🇸USA - 𝗙𝘂𝗹𝗰𝗿𝘂𝗺𝗦𝗲𝗰 𝗖𝗹𝗮𝗶𝗺𝘀 𝟭𝟬.𝟲 𝗧𝗕 𝗗𝗮𝘁𝗮 𝗕𝗿𝗲𝗮𝗰𝗵 𝗮𝘁 𝗣𝗶𝗻𝗴𝗖𝗔𝗣 𝗜𝗻𝗰. (𝗧𝗶𝗗𝗕 𝗖𝗹𝗼𝘂𝗱), 𝗣𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹𝗹𝘆 𝗘𝘅𝗽𝗼𝘀𝗶𝗻𝗴 𝗠𝗮𝗷𝗼𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀
The FulcrumSec hacker group claims to have breached PingCAP (TiDB Cloud), allegedly exfiltrating 10.6 TB of data comprising approximately 4.9 million files.
According to the threat actor, the compromised data includes production databases, source code, customer records, credentials and API keys, potentially affecting over 180,000 organisations.
Companies named in the allegedly stolen records include Booking, Shopee, CAPCOM, Colopl, TOPPAN, Catalyst Software, SB Payment Service, Mercari, PayPay, Fujitsu, SoftBank, DMM, AEON, Square Enix, Konami, BANDAI NAMCO, Delhivery, Flipkart, Quincus, Nylas, Airbnb, Pinterest, Databricks, Bitget, Pionex, DigiPlus, NFTscan, Baidu, SES-imagotag, Persona, Transsion, ZOZO, Gumi, Iret, Classmethod, Wetech, Atlassian, Cygames, SBI, LINE, Chainbase, and PatSnap. Additional companies referenced in other allegedly compromised records include Accenture, Red Bull, Klook, Tencent, Huawei, ByteDance, Mastercard, AIG, and Amazon.
The group also claims to have released an initial 200 GB dataset and threatens further disclosures.
Threat actor: FulcrumSec
Sector: ICT
Data exposure (claimed): 10.6 TB (4.9 million files)
Data type: Production databases, source code, customer records, credentials and API keys
Observed: Oct 19, 2026
Status: Pending verification
ESIX©: 7.70
Full details and impact assessment on HackRisk.io
唯一能拉开差距的只有算力，体现出来的就是国内憋不出大参数模型，但现实世界里最多人喜欢和需要的还是小参数
Hope to see more evaluation from the real world use case instead of just benchmarks.
In addition to the “OAI $70B ARR”, another key thesis the bulls holding was “active anti-distillation measures plus much shorter thinking chain from the model architecture improvement, will help to enlarge the gap between models and open models”.
If DS’s latest release is indeed this powerful, this thesis would be invalidated as well 🥹
Flrande retweeted
This is a really interesting chart.
I attended the TrendForce San Francisco roadshow yesterday, and this chart got me thinking about a lot of things.
China is now expected to localize more than half, or close to half, of most equipment categories, excluding lithography and track.
What does this mean? It means China can now expand mature node capacity far more easily than before, using equipment made domestically within China.
Mature node foundries are booming right now, right? That's thanks to the AI supercycle driving demand for PMICs, power semiconductors, and so on.
Samsung and TSMC shutting down their mature node capacity has also helped a lot.
But here's what I imagine... that China could oversupply mature foundry capacity.
Think about it. If China can be self sufficient in equipment, there's no limit to how far it can expand capacity. Then are companies like TI, with large revenue exposure to China, really safe?
I think it's time to take another look at Western mature foundry companies with a high share of China revenue.
Of course, I'm not saying sell TI right now. I'm just saying we should think about whether it makes sense to hold them for 10 years or more, like Coca Cola.
If you have a different view, please feel free to share it. I’d love to learn.
