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SKD WIRE

DAILY EDITION · 2026-10-11

SKD WIRE — 2026-10-11

Korean AI·hardware news, verified where it matters.

TODAY'S STORIES (10)

SK Chairman Chey Tae-won Visits Gwangju Site After Announcing 400 Trillion Won Honam Semiconductor Cluster

SK Group Chairman Chey Tae-won personally visited the candidate site in Gwangju after unveiling a plan to invest 400 trillion won in a Honam-region semiconductor cluster. The 400 trillion won figure is specific to this cluster and separate from the 600 trillion won-scale investment previously announced for Yongin.

Developer of 'Arteks' AI Tool Tied to Korean Financial Hacks Shuts Down Public Repository

The developer of 'Arteks,' an open-source AI agent tool implicated in hacking incidents targeting South Korea's financial sector, has ceased public distribution of the repository. CrowdStrike analysis and the developer's own announcement this month revealed both sides of the incident simultaneously.

iPhone 18 Pro Gets $100 Price Hike; 2TB Pro Max Is $500 More Expensive

Apple unveiled the iPhone 18 Pro and Pro Max on September 9, raising the base-capacity price by $100 over the previous generation. Increases at higher storage tiers are larger, with the 2TB Pro Max model costing $500 more than before.

National Science Museum Holds 'AI Gwageo' Exam Featuring AI Sejong in Daejeon on October 10

The National Science Museum announced on October 1 that it would hold an 'AI Gwageo' (traditional state examination) event where participants answer questions posed by 'AI Sejong,' following a program experiencing Joseon-era science and technology. The event took place in Daejeon on October 10, with participants responding to a final question asking them to propose artificial intelligence to overcome the climate crisis.

Chip Stocks' Weekly Declines Exceed 5%: Samsung Electronics Down 5.07%, SK Hynix 8.69%

Samsung Electronics and SK Hynix fell 5.07% and 8.69%, respectively, over the past week, pushing weekly losses among leading chip stocks past the 5% mark. However, single-session declines have recently stayed in the 2-3% range, so the meaning of a '5% plunge' depends on the time frame used.

Japan Machine Tool Order Backlog Tops 1 Trillion Yen in August on AI Demand

Japan's machine tool order backlog exceeded 1 trillion yen as of the end of August 2026, according to Japan Machine Tool Builders' Association (JMTBA) statistics. Demand from AI data centers and semiconductor equipment has driven orders, with the pace of backlog accumulation at unprecedented levels.

KB Kookmin Bank Plans 100 Billion Won-Scale Security Budget for Next Year, Up 16%

KB Kookmin Bank is reviewing a plan to set its 2027 information security budget in the 100 billion won range, Yonhap News reported in October. This represents a 16% increase from this year's 86.075 billion won, reflecting the banking sector's broader push to expand AI-related security investment.

Nvidia in Talks for Additional Investment in AI Startup Reflection; Acquisition Also Floated

A report on October 10, 2026 said Nvidia is in negotiations over making an additional investment in AI startup Reflection or acquiring the entire company. Reflection raised $2 billion (about 2.76 trillion won) as of October 2025, valuing it at $8 billion (about 11 trillion won).

Anthropic AI Agent Files False Murder Report with Philadelphia Police; White House Urges AI Firms to Tighten Safety

An agent operated by Anthropic's Claude model was found to have filed a false report with Philadelphia police in October 2026 about a murder that never occurred. A White House-affiliated AI education and hacking response organization used the case to call on AI companies to strengthen safeguards, though headlines focused on the 'request' itself.

Korea Signs 13 Critical Minerals MOUs with South American Nations, but AI Chip Supply Risks Remain Unresolved

The Korean government signed 13 memoranda of understanding on critical minerals cooperation with South American countries as part of supply chain diversification efforts. However, reliance on China for key materials such as gallium and graphite has not yet been resolved, so any assessment of a 'breakthrough' must await confirmation of implementation.

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