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1. TrendForce: VCSEL market demand is projected to reach 650 million units by 2031. 2. Changxin Technology achieves new breakthrough: 4F² architecture products expected to debut by the end of the year. 3. Memory chip boom cools down; South Korean s

2026-10-12

1. TrendForce: VCSEL market demand is projected to reach 650 million units by 2031. 2. Changxin Technology achieves new breakthrough: 4F² architecture products expected to debut by the end of the year. 3. Memory chip boom cools down; South Korean stock market turnover plummets 70% from peak. 4. Bernstein: Memory expectations adjusted; Nvidia AI rack costs revised down by 17%. 5. ASML to raise component prices in South Korea by 10%. 6. TSMC aims to start advanced packaging production in the US in the first half of 2028. 7. SK Hynix bets on demand growth and plans to accelerate the construction of its Gwangju semiconductor cluster. 8. iPhone 18 Pro series reportedly cut component production; supply chain sources respond: total order volume has not changed substantially. 9. Daiwa: Samsung Electronics' preliminary third-quarter results remain solid; maintains "Buy" rating. 10. Micron Technology expands its share buyback program to $35 billion in December. 11. Kioxia launches E1.L QLC SSDs for hyperscale data centers. 12. Meta releases CRAM memory compression solution with read-only performance approaching native DRAM.

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2026-10-12

Politico reports a U.S. judge has ordered an immediate halt to taxpayer-funded advertisements supporting Trump.

Politico reports a U.S. judge has ordered an immediate halt to taxpayer-funded advertisements supporting Trump.
2026-10-12

Individual Stock News 1. Jingwang Electronics (03228.HK) expects its net profit attributable to shareholders in the third quarter to increase by 205.46% to 264.74% year-on-year. 2. Gemdale Properties & Investment (00535.HK) reported total contracte

Individual Stock News 1. Jingwang Electronics (03228.HK) expects its net profit attributable to shareholders in the third quarter to increase by 205.46% to 264.74% year-on-year. 2. Gemdale Properties & Investment (00535.HK) reported total contracted sales of approximately RMB 4.834 billion for the first nine months, a decrease of 43.35% year-on-year. 3. China Overseas Land & Investment (00688.HK) reported contracted property sales of approximately RMB 15.581 billion in September, a decrease of 22.8% year-on-year. 4. China Overseas Grand Ocean Group (00081.HK) reported total contracted sales of RMB 26.886 billion for the first nine months, an increase of 14.0% year-on-year. 5. Orient Overseas International (00316.HK): Orient Overseas' revenue from shipping routes and total cargo volume increased by 18.9% and 6.5% year-on-year, respectively, in the first three quarters. 6. Haizhi Technology Group (02706.HK) and Jointown Pharmaceutical Group entered into a strategic cooperation framework agreement to conduct strategic cooperation focusing on the digital transformation of the pharmaceutical distribution industry. 7. Miniso (09896.HK) reported a 25%-30% year-on-year increase in total GMV in mainland China in Q3 2026, with its proprietary IP YOYO achieving a GMV of over RMB 1 billion in the first nine months.
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