1. Samsung's Q3 operating profit surged 783%, with the AI memory boom driving chip business profitability.
2. Samsung's next-generation HBM4E reportedly passed quality tests by customers such as Nvidia.
3. Huawei's Yu Chengdong: Extreme ultraviolet lithography (EUV) equipment is key to manufacturing advanced chips; it is currently under development in China.
4. Kioxia's TOPIX weighting will increase significantly, with passive capital inflows expected to rise.
5. SK Hynix's Solidigm reportedly selected Goldman Sachs and Morgan Stanley to handle its US IPO.
6. AMD: Continues to explore cooperation opportunities with Samsung Electronics in the memory and foundry sectors.
7. Samsung Electronics' 12Hi HBM4E memory reportedly passed quality verification tests by major customers such as Nvidia.
8. Micron's Taoyuan union received strike authorization.
9. Murata Manufacturing Co., Ltd. in Okayama invested 9 billion yen to increase production of ceramic raw materials.
10. Musk: TSMC will not operate the Terafab AI chip complex.
11. Broadcom is reportedly planning to raise over $50 billion to develop a custom AI chip for OpenAI, while SpaceX is in talks for $40 billion in funding.
