4 stories
SK hynix's revenue passed 100 trillion won for the first time, with an operating margin near 80%. What it reported, what it says about HBM4 and supply, and what to treat with caution.
Beijing published a draft that would add AI models, agents and chip-design know-how to its export control catalogue. What the draft says, what is still unclear, and what to watch before it is final.
TSMC's net income rose 68.7% to NT$763 billion in the third quarter, and 2nm chips reached 8% of wafer revenue. What the company reported and what its guidance says about the next quarter.
Microsoft says its third-generation Maia chip arrives in 2027 and will become its main system for running AI models. What it announced, what is only a claim, and why it matters to cloud customers.
