AI · SEMICONDUCTOR · FACT CHECK
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In a client note on October 30, Deutsche Bank assessed that an AI-driven market structure is changing how the US dollar behaves. The bank clarified this does not mean the dollar's safe-haven status is over, but rather that the certainty of its crisis-time bias has diminished.
Bloomberg reported on October 30 that the dollar's rate-driven strength is expected to continue even if the US midterm elections leave Congress in a gridlock. However, slowing AI spending and a relative recovery in non-dollar currencies suggest the outlook rests on terrain that is not simple.
US Alphabet shares fell 12.65% on October 29, from $324.89 to $283.82 in a single day, dragging Korean semiconductor stocks and the KOSPI into sell-offs. The core of the plunge is that doubts about big tech's capacity to fund AI investment shook the stock regardless of strong earnings.
Shares of Alphabet, Microsoft and Amazon fell by around as much as 12% following their earnings releases this month. Alphabet recorded its first free cash flow deficit since going public and launched a large-scale share issuance.
In late October, NVIDIA released 'Nemotron 3.5 Transcribe,' an open speech recognition model that transcribes 40 languages. The model weights and detailed documentation have been published together, making it downloadable and usable by anyone.
Departments that failed to fill their quotas were confirmed in Seoul National University's College of Engineering graduate admissions, with the shortfalls concentrated in doctoral and integrated master's-doctoral programs and in basic sciences and less popular majors. However, the 2025 academic year's Department of Electrical and Information Engineering recorded 102.4% over-admission, showing the shortfall is not across the board.
Intel shares fell as much as 30% intraday on October 30, 2026, approaching their largest one-day decline since listing. Q3 results missed the consensus of $0.43, and the company warned that PC demand weakness would persist into the first half of next year.
The Vizio 65-inch Quantum 4K mini-LED TV is being sold at Walmart for $698 (about 1.02 million won), down $100 from $798. However, this is not a new discount starting today but a rollback price that has been in effect since at least September 5.
Hyundai Motor Group officially announced its investment participation in the Saemangeum AI data center on October 30, reaffirming a plan to begin construction in March 2027. The announcement is seen as a sign that the 9 trillion won investment agreement with the government signed in February has moved into the execution stage.
As expanded AI infrastructure investment sends tremors through bond and stock markets, US investment-grade spreads peaked at 91bp in October, lower than this March's 94bp. However, Alphabet's roughly 12.6% one-day drop on October 29 erased about $500 billion (about 690 trillion won) in market capitalization.