SK Group Chairman Chey Tae-won said the group plans to build a chip manufacturing plant as soon as possible to meet rising global demand. He cited abundant power and water supply as reasons for the rapid timeline. He forecast that global chip demand will continue to grow rapidly.
SK集团会长：计划尽快建成芯片制造厂以满足需求
SK集团会长崔泰源表示，集团计划尽快建设芯片制造厂以满足全球芯片需求的增长。他指出，充足的电力和水资源供应是加快建厂的原因。他预计全球芯片需求将继续快速增长。
Biren Technology priced 130 million new H-shares at HK$4.04 billion, down 11.85% on the day. The company still has HK$9 billion unused from prior raises (HK$7 billion from July and HK$3 billion from January IPO), yet is seeking fresh equity. About 70% of the new raise targets strategic supply chain procurement—pre-ordering HBM, reserving wafer capacity, building inventory buffers—driven by.extreme HBM shortage and 52-70 week lead times.
壁仞科技再募40亿港元，账上仍有90亿未动用
壁仞科技以每股31.08港元配售1.3亿股新H股，募资40.4亿港元，股价当日下跌11.85%。公司目前账上仍有约90亿港元未动用（7月募资70亿仅用14%，1月IPO募资53.75亿仅用45%），却再度折价9.76%融资。
Chinese researchers developed a computer simulation suggesting a missile-borne lidar system could detect and track a US F-35 stealth fighter at up to 61.5km. The simulation represents one of seven science highlights from SCMP's coverage of the past two weeks.
中国研究人员称导弹激光雷达可在61.5公里内探测F-35
中国研究人员开发的计算机模拟表明，配备激光雷达的导弹系统可在最远61.5公里处探测并跟踪美国F-35隐形战斗机。该模拟是过去两周SCMP科学报道的七个亮点之一。
Shenzhen Huaqiangbei merchants reported memory module prices climbing more than 300% year-over-year as of October 2026, with DDR4 (16GB) rising from over 100 yuan to over 600 yuan and DDR5 (16GB) from over 200 yuan to over 1,400 yuan. AI servers consuming 8-10x more memory than standard servers have absorbed about 70% of advanced storage capacity, prompting Samsung, SK Hynix and Micron to shift production toward higher-margin HBM, cutting consumer-grade supply.
华强北商家称内存条价格一年暴涨超300%
2026年10月，深圳华强北商家反映内存条价格同比上涨超过300%，DDR4（16G）从100多元涨至600多元，DDR5（16G）从200多元涨至1400多元。
Michael DeSombre, assistant secretary of state for East Asian and Pacific affairs, said investors are overestimating the risk of conflict across the Taiwan Strait, arguing that deterrence and substantial consequences would deter Beijing from taking the island by 2027. He said both China and the U.S. don't want conflict. The U.S. has held back approval of a $14 billion arms sales package to Taiwan after a $11 billion package drew Beijing's response.
美国东亚事务助理国务卿称投资者高估台海冲突风险
美国东亚及太平洋事务助理国务卿德索姆伯表示，投资者高估了台海冲突风险，美国的威慑和“重大后果”能够阻止北京在2027年前夺取台湾。他指出中美双方都不想发生冲突。美国暂缓批准向台湾出售价值140亿美元的武器装备，此前110亿美元的军售曾引发北京强烈反应。今年8月，中国军舰首次在台湾太平洋沿海被发现。
The Pentagon announced a new initiative worth around US$350 million aimed at maintaining American leadership in quantum computing capabilities. The Office of the Under Secretary of Defence for Research and Engineering said the funding addresses accelerating competition between the US and China over military applications of advanced technology.
美国防部宣布3.5亿美元量子计算计划 应对中美竞争
美国国防部宣布推出一项约3.5亿美元的新计划，旨在保持美国在量子计算领域的领先地位。国防部研究与工程次长办公室表示，此举旨在应对中美在先进技术军事应用方面日益激烈的竞争。
Why it matters: The funding signals continued U.S. priority on quantum computing as a defense technology race with China, following similar semiconductor and AI investment pushes.