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SKD WIRE

DAILY EDITION · 2026-10-15

SKD WIRE — 2026-10-15

Korean AI·hardware news, verified where it matters.

TODAY'S STORIES (10)

NVIDIA AI Tech Center Site Reports Keep Changing; No Official Confirmation of Songdo

Reports continue to link NVIDIA's planned Korean AI technology center to Songdo, but no official NVIDIA channel has confirmed the location. That NVIDIA is pursuing an AI tech center in Korea is established by the company's own press materials. The Songdo placement remains unconfirmed.

Anthropic Warns of Self-Replicating AI Worms Targeting IoT Devices; No Real-World Damage Yet

Anthropic published research showing that small AI models could replicate themselves on IoT devices and spread between them. No self-replicating AI worm has been observed in the wild so far. However, lab demonstrations and botnet precedents point to future possibility.

Microsoft Unveils Pocket-Sized Xbox Nano Controller: About 13cm, 99g, $49.99

Microsoft announced the compact 'Xbox Nano' controller on October 14, measuring 5 inches (about 12.7cm) long and weighing 3.5 ounces (about 99g). It is priced at $49.99 (about 70,000 won) and is slated for release in November.

16 Financial Firms Breached, About 100,000 Personal Records Leaked; AI Hacking Under Investigation

South Korea's Financial Services Commission said on October 14 that security incidents were confirmed at 16 financial institutions, with roughly 100,000 personal data records leaked. The largest single breach was at Yearam Savings Bank, with about 50,000 records. Whether AI was used in the hacking is still under investigation.

KT Launches AI-Dedicated Lines With Up to 8x Data Transfer Capacity

KT released 'AI dedicated lines' optimized for AI training and compute traffic on October 14. The lines offer up to eight times the bandwidth of existing lines, expanding the amount of data transferable per unit of time by the same factor.

Japan to Invest Up to $21 Billion in Two US Semiconductor Plants Operated by GlobalFoundries

US President Donald Trump announced on October 14 that Japan will invest up to $21 billion (about 29 trillion won) in two semiconductor plants in the United States. GlobalFoundries will operate the facilities, which are two new fabs to be built in New York State.

Epic Games Unveils New Game Launcher, Claims 46% Faster Launch Than Steam

Epic Games previewed its new game launcher in October, claiming it launches games 46% faster than Steam. The company presented the launcher as a product built with AI coding and cited the speed advantage as an official figure.

Ethereum 'Bunker Mode' Debate: Industry Split Over Threat Reality and Response Effectiveness

A debate is underway in the industry over the effectiveness of 'bunker mode,' prompted by Ethereum researcher Justin Drake's warning about AI-driven quantum threats. The Ethereum Foundation's official position is that the threat is 'not imminent,' and Drake himself has clarified the warning was his personal view.

Dollar Surges on Higher-Than-Expected US CPI; Fed Hike Odds Double, Chip Selloff Began a Day Before Announcement

The US October consumer price index came in above expectations, sending the dollar sharply higher in New York trading and pushing odds of a Federal Reserve rate hike in October from 20% to the 40-60% range. According to Infomax, the simultaneous rise in the dollar index and rates that day reflected a CPI shock combined with risk-off sentiment.

Dell Stock Plunges 11% in a Day; Chip Decline Reflects Combined CXMT News and Inflation Data

Dell shares fell 11% on October 14, dampening optimism around AI servers. However, the semiconductor stock decline over the same period cannot be explained by Dell's earnings shock alone and reflects a combination of factors, including CXMT-related news and inflation data.

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