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SKD WIRE

DAILY EDITION · 2026-10-13

SKD WIRE — 2026-10-13

Korean AI·hardware news, verified where it matters.

TODAY'S STORIES (10)

Circle Analyst Price Target Average of $127, 27% Upside Was a May 1 Snapshot

TokenPost cited an average analyst price target of $127.24 for Circle (CRCL) with 27% upside versus the current price. That figure was calculated against the April 30 closing price of $90.88. As a six-month-old snapshot, it differs from the current tally.

Yann LeCun Rebuts AI Doomsaying: 'No Intelligence Beyond Human Control Yet'

In an interview published October 12, Meta's Yann LeCun dismissed scenarios of AI subjugating humanity as mere science fiction. However, he also noted that current large language models are vulnerable to jailbreak attacks, making them intrinsically dangerous in some respects.

$90,000 Google RCE Vulnerability Report: Core Claims Match Four Primary Sources

A security researcher's claim of a $90,000 reward for remote code execution vulnerabilities found across seven Google domains has drawn attention. Four independent primary sources — the official reward table, Flask source code, and Python documentation — align with the core descriptions. However, the payment itself remains independently unverified.

Amid Recusal Controversy Over Chairwoman Lee Jin-sook, National Assembly Audit Questions Resume After ~6-Hour Delay

A recusal controversy involving Broadcasting and Communications Commission Chairwoman Lee Jin-sook delayed audit questioning at the National Assembly by about six hours on October 12. Procedural steps, including three recesses and a vote on the recusal motion, continued during the suspension. Questioning resumed at 5:35 p.m.

MangoBoost, Entering AI Infrastructure Leasing, Targets 100 Billion Won Revenue Next Year

MangoBoost, which has entered the AI infrastructure leasing business, has set a revenue target of 100 billion won for 2027. The plan represents a tenfold jump from this year's roughly 10 billion won in revenue. Observers note it is a bold forecast for an unlisted startup.

Network Segmentation Alone Cannot Block Wireless Backdoors, Academic and Government Sources Support

Academic papers, a US NSA document, and Financial Services Commission materials support the technical premise that network segmentation alone cannot stop wireless backdoors. However, no actual exploitation cases have been confirmed. Because measures like radio-frequency shielding can block such threats, claims that they are unstoppable by any means would be an overstatement.

Running a 100-Billion-Parameter AI On-Device Requires 50GB of Memory; Real-World Smartphone Ceiling Is 24GB

Running a 100-billion-parameter AI model on a smartphone requires roughly 50GB of memory at 4-bit quantization, while current flagship phones top out at 24GB of RAM. This more-than-twofold gap between requirement and installed capacity is cited as the key bottleneck for on-device AI adoption.

Nvidia Data Center Quarterly Revenue Hits $89 Billion, More Than 5x Broadcom's AI Revenue

Nvidia posted quarterly data center revenue of $89 billion (about 122.9 trillion won), maintaining its position as the top earner in the AI chip market. Broadcom's AI revenue over the same period was $16.7 billion, leaving a gap of more than five times between the two companies.

Brent Crude Tops $106, Highest in Four Months

Brent futures hit $106.93 on September 16, their highest level in four months. TokenPost, citing Reuters, attributed the rise to the combined shutdown of Saudi Arabia's East-West pipeline and a Libyan oilfield halt.

Seoul's Gangseo-gu Expands Permitted Business Types in Knowledge Industry Centers to 28 Across 4 Fields, Effective From July 31 Notice

Seoul's Gangseo-gu implemented a notice on July 31, 2026, expanding the business types allowed to occupy knowledge industry centers to 28 across four fields. The measure relaxes the previous exhaustive listing of permitted sectors — from banking and securities brokerage to AI-based smart farms — laying groundwork for attracting high-tech industries.

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