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SKD WIRE

DAILY EDITION · 2026-10-26

SKD WIRE — 2026-10-26

Korean AI·hardware news, verified where it matters.

TODAY'S STORIES (10)

Bitcoin Weakens Amid Middle East Tension Escalation; Causation Attributed to Multiple Factors

Bitcoin posted weakness during the October 2026 escalation of Middle East tensions. The price decline coincided with reports of a US Central Command strike on Iran and Iran's threat response memo. Causation, however, is attributed to a combination of factors.

Applied Materials Unveils EPIC Center with $5 Billion in Cumulative Investment; Samsung and SK hynix Participate

Applied Materials has unveiled its EPIC Center, backed by $5 billion in cumulative investment. Samsung and SK hynix are participating in the center. Further details were not provided in the source material.

Claims of Samsung Smart TV Voice Snooping: Bluetooth Microphone Scanning Mechanism Not Verified

Online claims that Samsung smart TVs scan for household microphones via Bluetooth to eavesdrop on conversations have drawn wide attention. A 2015 public policy and subsequent court records show layers of viewing data collection by the TVs, but these differ from the claimed mechanism. The core allegation remains unverified.

Samsung Electronics and SK hynix Combined Q3 Operating Profit Estimated at 183-184 Trillion Won; Confirmation Hinges on Late-October Announcements

The combined Q3 operating profit of Samsung Electronics and SK hynix is tallied at 183.4-184.4 trillion won, pointing to a figure above 180 trillion won. Samsung's number is provisional while SK hynix's is a market estimate. Whether the 180 trillion won threshold is confirmed will be settled by official announcements on October 28-29.

Spotify Shares Jump 11% in a Day Despite EPS Miss; Subscriber Strength Drove Rally

Spotify shares rose 11.10% in a single day following its October earnings release, bucking a declining market. The quarter's EPS came in below consensus, and the rally's direct driver was not an earnings surprise but strong subscriber growth and record-high margins.

Integriskorea Named Ansan's First Designated Investment-Attraction Company, 18 Years After Ordinance Enactment

Ansan City has designated semiconductor materials firm Integriskorea as its first investment-attraction company and granted it a 500 million won subsidy. It is the first designation since the city's investment promotion ordinance was enacted in 2008, 18 years ago.

Korean Retail Money of 8.01 Trillion Won Poured into SOXL, Followed by 43.5% October Decline; Net Buying Estimated at 3.7-5.4 Trillion Won

Korean retail investors put $6.03 billion (about 8.012 trillion won) into the US-listed leveraged semiconductor ETF SOXL over one October week, only to see the fund fall over 43% in the month. The inflow was the largest weekly figure since the fund's inception. Net buying is estimated at 3.7-5.4 trillion won, meaning concentrated purchases landed opposite to the direction that deepened the losses.

Ban on AI Glasses Confirmed for College Entrance Exam; Avoidance of Even Horn-Rimmed Glasses Spreads

For the 2026 college entrance exam, electronic devices including smart glasses are banned, and guidelines directing proctors to judge any unusual items found have been distributed to education offices and universities. With officials maintaining that the guidelines remain non-public, test takers are increasingly avoiding even horn-rimmed glasses.

Review of 3,160 Civil Servant Training Reports Yields 14 Final Violations; 167 Million Won Recovered

Data secured by the National Assembly show that a review of 3,160 domestic and overseas training reports by civil servants resulted in 14 final violations and recoveries totaling about 167 million won. Of 50 reports examined by the review committee, all showed AI-generated traces, but most cases reportedly went unaddressed.

Seoul Education Office's AI Art Exhibition Opened October 19; About 25 of 65 Student Works Use AI

The Seoul Metropolitan Office of Education announced on October 26 that it is holding an AI art exhibition under the theme 'Mindscape.' The exhibition has been running both offline and online since October 19. Of 65 student works, roughly 25 utilize AI.

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