1. Elon Musk: Micron supplied Tesla with a "large amount" of memory chips.
2. SK Hynix responded to rumors of acquiring Intel's US wafer fab: There are no related plans.
3. SK Hynix accelerates HBM back-end packaging and testing capacity construction, approves 7 trillion won investment in Cheongju P&T7 project.
4. Affected by rising global costs of memory chips and other semiconductor components, several high-end mobile phones have increased in price by more than 1,000 yuan.
5. Samsung Electro-Mechanics signed a 300 billion won contract with a major global company to supply MLCCs for AI servers.
6. Nvidia accelerates AI computing power supply: Grace chips have been delivered to a cumulative total of over 2.5 million units, and VeraRubin racks aim for a daily production of 1,000 units.
7. China's "chip cutting knife" is unsheathed: Domestically produced 6N-grade (99.9999%) high-purity hydrogen fluoride for semiconductors breaks the Western monopoly.
8. Reports indicate that OPPO and vivo rejected Samsung Electronics' 2026 Q3 memory quote.
9. Samsung Electronics signed a memorandum of understanding with the Asan City government in South Korea to invest 46 trillion won in expanding HBM production there.
10. A South Korean shareholder rights organization filed a complaint alleging that the performance bonus agreement between Samsung and SK Hynix was illegal.
