AI · SEMICONDUCTOR · FACT CHECK
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SK Hynix has fallen 50% from its peak and posted a cumulative October return of -16%. The prevailing notion that semiconductor stocks are strong holds up on an annual basis but is contradicted when viewed over the most recent month, the figures show.
In its January 4, 2026 earnings announcement, SK Hynix said its future three years of DRAM and HBM supply is sold out. However, the volume verifiable as contractually confirmed amounts to roughly half of the total, with the remainder still under negotiation, according to reports.
Less than a week after the first Nintendo Switch 2 hack was made public, Switch 2 exclusive games have been seen running on PCs and iPhones — hardware not manufactured by Nintendo. Some observers note the pace of spread right after the first hack's release is faster than in typical console hacking cases.
The US Federal Reserve announced that job postings requiring AI skills list advertised wages averaging 30% higher. The figure covers all occupations including production jobs, and the key to interpretation is that it reflects wages stated in job postings rather than actually paid wages.
The spread of agentic AI has made a clear move from per-seat licensing toward usage- and outcome-based software pricing. Yet a High Alpha survey found only 5% of companies have adopted performance-based pricing, while 53% said they use subscription-only, meaning subscription remains the standard model.
Multiple outlets have consistently suggested that China's CXMT (ChangXin Memory Technologies) will begin its first HBM mass production in HBM3E form. However, mass production has not started and the company has made no official announcement.
Oracle announced plans to add Google's TPU and Cerebras' AI inference chips to its Oracle Cloud Infrastructure (OCI). TPUs will enter service starting in 2027, and the contract value has not been disclosed.
Incheon Metropolitan City Superintendent Do Seong-hun gave a special lecture on October 27 before 126 second- to fourth-year students and professors of Inha University's College of Education, under the theme of coexistence of humans, nature and AI and the future teacher's role. The Incheon Metropolitan Office of Education announced the event in a press release on the 28th, noting the lecture addressed human-centered education in the AI era.
Microsoft intends to fully end support for its AI assistant Copilot on smart TVs within this year, Windows Central reported on October 28. As Samsung Electronics and LG Electronics had equipped their 2025 TV lineups with Copilot, the AI assistant environment on both companies' TVs is set to change significantly.
General Motors announced on October 21 that it will apply AI across development to double the speed of new vehicle development. The company said it has already cut development time to half of previous levels on some projects.