Manila is negotiating oil storage arrangements with Saudi Arabia, Russia, the United States, Japan, Kuwait, the UAE and Australia to hedge against fuel-price spikes from a potential Iran conflict. The government plans to boost diesel- and gas-fired g

1. SK Hynix reported record revenue and operating profit in Q3; Q4 HBM4 shipments and revenue are expected to surpass HBM3E. 2. SK Hynix announced a 100 trillion won shareholder return plan, anticipating a memory shortage that will continue until 2030. 3. Daiwa Securities: SK Hynix's withdrawal of its Solidigm IPO is a positive catalyst; maintains a "Buy" rating. 4. TSMC's A14 is expected to break through an eight-year technological bottleneck, achieving the world's smallest SRAM cell size. 5. TSMC is rumored to plan to raise advanced packaging prices by up to 20%. 6. Seagate's quarterly revenue grew by 61%, but strong earnings failed to boost its stock price. 7. NXP expects adjusted earnings per share of $4.14 to $4.58 for Q4, compared to market expectations of $4.36. 8. OpenAI reportedly plans to purchase Google AI chips to reduce its reliance on Nvidia. 9. SanDisk Sentinel microSD memory card launched: dual versions for dashcams and security monitoring. 10. Rising memory chip prices drive Junzheng's Q3 net profit up nearly 26 times. 11. Hengshuo Technology: Plans to sign a 173 million yuan capacity cooperation agreement with Wuhan Xinxin to enhance the stability of medium- and long-term memory wafer supply.

Yemen Conflict: 1. The Egyptian parliament approved aid to Saudi Arabia, potentially marking the first time in 35 years that Egypt has deployed troops overseas. 2. An explosion was reported at an airbase south of Riyadh, Saudi Arabia, triggering sirens in several eastern locations. 3. According to Saudi media Hadas, the Houthi rebels launched a ballistic missile from south of Sana'a. 4. The Houthi rebels claimed to have repelled an advance by Saudi forces in the Bab el-Mandeb Strait; they also attacked Saudi Abha airport with a drone. 5. A Jordanian minister stated that Monday's airstrikes in southern Syria targeted ISIS. The attacks on the group's strongholds have resulted in the deaths of more than 20 militants. Jordan will establish a joint committee with Syria following these attacks to expand counter-terrorism coordination. US-Iran Conflict: 1. Iran's Supreme Leader emphasized fulfilling Iran's conditions to push for an end to the war. 2. Iranian President: Multilateralism is the way to counter unilateral US actions in the region. Strait Situation: 1. A fire broke out near Saudi Arabia's largest oil export hub after an attack; the fire is now under control. 2. US military refutes Iran's claim: It has not withdrawn from the Strait of Hormuz and remains on alert in the area. 3. Iranian Navy: An oil tanker illegally turned off its tracking system and attempted to cross a restricted danger zone in the eastern part of the Strait of Hormuz, striking a mine and catching fire. Other news: 1. The Chief of the General Staff of the Iranian Armed Forces inspected combat readiness. 2. Putin met with the Emir of Qatar to discuss the Middle East situation. 3. Putin held a bilateral meeting with Iranian President Pezechiyan to discuss the Middle East situation. 4. Iran spoke with the foreign ministers of Egypt and Jordan, emphasizing the need to maintain regional stability through diplomacy. 5. IAEA: No signs of repair have been observed at Iranian nuclear facilities, but the condition of nuclear materials remains unverified. 6. Iran plans to finalize a gas swap agreement with Russia via Azerbaijan, seeking to expand energy cooperation and investment. 7. According to Israeli media: The final voter turnout for this election was 77.7%. 8. Exit polls: Neither Netanyahu nor the opposition camp has secured a majority of seats in parliament. 9. Israeli opposition leader Gadi Eisenkot: Exit polls show Israelis have rejected Netanyahu.