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Japan's Chief Cabinet Secretary Kihara Minoru said he is in close contact with U.S. financial authorities.

2026-11-12

Japan's Chief Cabinet Secretary Kihara Minoru said he is in close contact with U.S. financial authorities.

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2026-11-12

Morgan Stanley's Q3 CIO survey reveals that Microsoft is becoming the biggest beneficiary of enterprise generative AI spending. Of the new generative AI spending projected for 2026, 30% of surveyed CIOs cite Microsoft as the biggest beneficiary vendo

Morgan Stanley's Q3 CIO survey reveals that Microsoft is becoming the biggest beneficiary of enterprise generative AI spending. Of the new generative AI spending projected for 2026, 30% of surveyed CIOs cite Microsoft as the biggest beneficiary vendor, up from 27% in Q2. The percentage of independent large model vendors rose from 11% to 16%, and Google from 6% to 8%. Amazon's percentage dropped from 10% to 7%, indicating that enterprise AI budgets are concentrating on Microsoft and specialized large model vendors. Regarding procurement methods, 64% of CIOs plan to primarily procure AI capabilities through off-the-shelf applications and SaaS, AI-native companies, and large model vendors. 17% rely mainly on in-house development by their teams, while 19% are undecided or have no such plans. The survey reflects a new division of labor in enterprise AI commercialization: Microsoft leverages Azure, Copilot, and its enterprise software ecosystem to secure application and platform-level budgets, while model vendors like OpenAI and Anthropic are gaining more direct procurement demand. Enterprises' preference for mature products also provides model vendors with monetization channels independent of traditional cloud platforms.
2026-11-12

Reports say SK Hynix's HBM4 yield has recently exceeded 70%; the company has not officially released specific figures. The industry regards a >70% HBM4 yield as significant. Yield is qualified units divided by total output; all else equal, raising yi

Reports say SK Hynix's HBM4 yield has recently exceeded 70%; the company has not officially released specific figures. The industry regards a >70% HBM4 yield as significant. Yield is qualified units divided by total output; all else equal, raising yield from 60% to 70% increases qualified output by about 16.7%. (ChosunBiz)
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