China's CXMT plans to begin limited HBM3E production within about two months despite yields of only 20% to 30%, Reuters reported Oct 28, citing two people familiar. It has sampled HBM3E to domestic AI chip designers, versus roughly 70% yields at SK Hynix, the sources said. CXMT did not respond to Reuters.
CXMT's HBM3E yields are only 20% to 30%, the sources told Reuters.
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Samsung reported record third-quarter operating profit of 107.4 trillion won and said it is the world's first tech company to exceed 100 trillion won in quarterly operating profit. Its chip division earned 106.5 trillion won of that, and Samsung said on its call it expects 2027 results to surpass 2026.
SK hynix reported record third-quarter operating profit of 83.33 trillion won, more than seven times the year-earlier level, on AI memory demand. The company said its roughly 100 trillion won 2026 shareholder-return total includes a 40 trillion won buyback announced in August, and approved a 14 trillion won dividend and a 20 trillion won buyback.
Apple plans to launch Apple Intelligence in mainland China in December with iOS 27.3, Bloomberg reports. The first release would include the features that reached the U.S. two years ago, but not the new Siri AI.
DIA released the 2026 edition of "Challenges to Security in Space" on Oct 26, its third such unclassified report, with information current as of July 2026. Axios reports the 130-page report says China could field space-based lasers "by the late 2020s," and published a Vantor image dated May 28, 2024 showing China's reusable spaceplane with payload bay doors open and a satellite docked. Secure World Foundation's Victoria Samson told Axios the laser timeline "seems speculative."
AUO's board approved selling its Taichung Plant Phase II buildings, cleanrooms and facility equipment in Xitun District to TSMC for NT$38.8 billion (about US$1.2 billion) before tax, per AUO's TWSE material-information filing as reported by TechNews and DigiTimes. AUO expects a disposal gain of about NT$18.5 billion, with payment in installments under the property contract. Separately, AUO ended a planned NT$19.7 billion sale of its Huaya site to Quanta because the two sides could not agree on specs and delivery timing.
