WRLD A.LIVE

00:001 report

• China’s Yoozoo Gets $214 Million Flash-Memory Components Order Bloomberg.com

20:005 reports

• Samsung's US chip plant nears trial run in December, mass production planned for 2027 BusinessLine
• Samsung set to start trial production at Taylor Texas plant NewsBytes
• Samsung to Make SpaceX Satellite Chips in Texas Seoul Economic Daily
• Samsung Said to Make SpaceX Chips in $1.9B Austin Expansion FourWeekMBA
• Samsung Foundry Pushes to Make Starlink Satellite Chips in Texas in 'AI Plus Space' Two-Track Strategy BigGo Finance

19:001 report

• SK Hynix to Accelerate HBM4 Production Capacity Expansion in 2027 KuCoin

18:003 reports

• SK Hynix Plans 20,000 More HBM4 Wafers a Month, ETNews Says FourWeekMBA
• Samsung, SK Hynix Pour 1.5 Trillion Won Into China Plants to Boost Memory Supply Seoul Economic Daily
• South Korea's SK Hynix Accelerates HBM4 Expansion, Places Back-End Equipment Orders for Cheongju P&T6 BigGo Finance

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15:001 report

• Go pushes bigger Philippine role in global AI, chip race Daily Tribune

14:009 reports

• South Korea's October ICT exports triple to $70 billion as memory chip sales surge 360% MLQ.ai
• Korea's AI export boom extends beyond chips Aju Press
• Samsung expands HBM packaging at Onyang as Cheonan runs short of space digitimes
• TI Korea: "AI-Driven Supply Bottleneck Spreading Beyond Memory to Industrial Chips... We'll Break Through with In-House 300mm Production" BigGo Finance
• Korea's Fuel Exports Surge to Australia, Europe Amid Supply Shocks Seoul Economic Daily
• Exports Thrive Even Without Semiconductors... Non-Semiconductor Exports to Australia, Europe, and More Rise 18.6% 아시아경제
• Countdown to $1 Trillion in Exports…The Pros and Cons of K-Semiconductors’ Dominance in the Restructuring of the G2 Import Market 뉴스웍스
• ICT exports grow at sharpest pace on record in October due to AI boom Korea JoongAng Daily
• South Korea's October ICT Exports Hit $70.35 Billion on AI Memory Supercycle, First-Ever Monthly Growth Above 200% BigGo Finance

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09:001 report

• Samsung’s $34 Billion HBM Bet Raises Memory Glut Risks 24/7 Wall St.

08:001 report

• South Korea secures $17.7B in new regional investments upi

07:001 report

• IEEE Milestones Celebrate History And The Inspiration For Moore’s Law Forbes

06:00nothing heard

05:004 reports

• President Lee Jae Myung smiled at the roasted chestnuts served as desserts during a luncheon with Sa.. 매일경제
• Semiconductor Plant Construction Hindered by Shortage of "Plumbers"? ... Lee: "Find Ways to Train Them" 아시아경제
• Ceremony for 'megaproject' in Chungcheong Yonhap News Agency
• Samsung breaks ground on $4.5B HBM packaging plant TNGlobal

04:00nothing heard

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01:005 reports

• Franz-Michael Mellbin urges better infrastructure planning in Philippines Scandasia
• Kristian Netland highlights businesses and seafarers in crisis preparedness Scandasia
• Nordic envoys see PH as player in global chip supply chains thephilbiznews
• Nordic ambassadors: Buy your semiconductor chips from The Philippines Scandasia
• Korea Circuit Jumps 51% on Broadcom Tailwind; AI Substrate Growth Seen Doubling Up BigGo Finance

11:002 reports

• South Korea's Samsung Expands Chungcheong Region Investment to approximately $108 Billion for HBM, OLED, Battery Hubs BigGo Finance
• South Korea's Lee says Samsung chip packaging expansion to spur $30 billion additional investment Reuters

18:003 reports

• Infineon Sees Fiscal 2027 Revenue Near €20 Billion on AI Data-Center Demand, but Cash Flow Guidance Misses BigGo Finance
• Germany's Infineon says AI data centre buildout won't slow AFP.com
• TSMC October 2026 Revenue Report|Taiwan Semiconductor Manufacturing Company Limited TSMC

17:006 reports

• Infineon Shares Extend Rally After Results and Outlook www.marketscreener.com
• Infineon Technologies : closes FY 2026 with record quarter; expects revenue growth of more than 20 percent and a 5-percentage-point increase in profitability for FY 2027, driven by data centers, power infrastructure, and software-defined vehicles www.marketscreener.com
• Infineon Technologies (IFNNY) Set to Release Quarterly Earnings on Tuesday MarketBeat
• Chip Maker Infineon Lifts AI Sales Goal on Strong Data-Center Demand WSJ
• Infineon Boosts AI Sales Outlook Due to Data Center Growth Plans Bloomberg.com
• TSMC Is Down 18%: The 2nm Ramp Should Change That (NYSE:TSM) Seeking Alpha

16:005 reports

• TSMC's October sales soar almost 60% year-on-year to hit high Focus Taiwan
• TSMC Makes the Chips for Both Nvidia and AMD. Here's What a $5,000 Investment Could Be Worth by 2030. The Motley Fool
• TSMC Oct revenue jumps 60% as AI-fueled demand remains strong Yahoo Finance
• Why Is TSM Stock Rising Overnight? TradingView
• Chipmaker Infineon forecasts strong 2027 growth on data-centre demand Reuters

15:006 reports

• Taiwan Semiconductor Manufacturing Co Ltd Stock (TSM) Opened Up by 3.14% on Nov 9: Drivers Behind the Movement TradingKey
• Better Foundry Stock: Taiwan Semiconductor vs. Intel The Motley Fool
• Forget Nvidia. Here’s the Company Behind the Chips 24/7 Wall St.
• TSMC’s Revenue Rises 60% in a Sign of Resilient AI Chip Demand Bloomberg.com
• TSMC's October sales jump as global chip boom rolls on CNBC
• Japan's 2nm National Team Hits a Wall: Rapidus Struggles With Key Memory, Mass Production Timeline May Slip BigGo Finance

14:001 report

• Japan’s Rapidus Is Said Likely to Miss Mass Production Deadline Bloomberg.com

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10:004 reports

• Taiwanese capitalism heading for the AI cliff In Defence of Marxism
• AI Demand Burns Through 2029 as Cathay Forum Flags HBM, Advanced Packaging and Taiwan-Korea Complementary Opportunities BigGo Finance
• COMMENTARY: Why Taiwan’s AI moat trumps South Korea's memory bet Reuters
• Why Taiwan’s AI moat trumps South Korea’s memory bet Bilyonaryo Business

14:001 report

• Taiwan’s AI stock boom is making early-stage startups a harder sell Business Insider