Raspberry Pi officially announced a price adjustment for some 16GB products. The company said that due to insufficient alternative supply of 16GB DRAM, coupled with continued shortages of other components, it has had to further raise prices for some high-density products. Specifically, the 16GB version of Raspberry Pi 5 is increasing by $80 to $385; the 16GB version of Compute Module 5 is increasing by $40. Products with other specifications remain at their original prices. The company said the memory tightness is a phased issue and looks forward to being able to cancel the price increase plan when memory costs decline again.

According to media reports citing people familiar with the matter, DeepSeek V5 plans to use Huawei's Ascend 950 chips as its core training compute, with the project timeline pointing to a launch next year. At this stage, DeepSeek and the Ascend team have already completed extensive adaptation and custom development of low-level operators during the V4 phase. According to the collaboration path disclosed by the people familiar with the matter, in DeepSeek's previous-generation version, Ascend compute only handled inference tasks and had not yet entered the training process. V5 will be its first large model natively trained on Ascend 950.

Microsoft Chief Financial Officer, Amy Hood, said on the earnings call for the first quarter of fiscal year 2027 that due to capacity constraints, the company targets capital expenditures and finance lease costs of more than $50 billion in the second fiscal quarter, while capital expenditures for the entire calendar year 2027 will reach $170 billion. In the second half of the fiscal year, capital expenditures are expected to accelerate, mainly driven by CPUs and GPUs that include higher memory and storage costs, as well as third-party capacity deferred for delivery to the second half of the fiscal year.

Samsung Electronics' revenue and operating profit for the third quarter of 2026 continued to set new all-time quarterly records, with operating profit exceeding KRW 100 trillion for the first time. Specifically, its revenue reached KRW 195.3 trillion (approximately $136.983 billion), up 127% YoY and about 14% QoQ; operating profit was KRW 107.4 trillion (approximately $75.330 billion), up 783% YoY and about 20% QoQ, with an operating margin of about 55%, continuing to improve from about 52% in the second quarter; net profit was KRW 75.1 trillion (approximately $52.675 billion), up 516% YoY and 5% QoQ, below the market consensus of KRW 89.06 trillion, mainly dragged down by higher financial expenses.

Google's parent company Alphabet released its financial results for the third quarter of 2026. The report shows that Alphabet achieved revenue of $127.577 billion in the third quarter, up 25% YoY, below the market expectation of $128.2 billion; Non-GAAP net income was $26.170 billion, down 34% YoY; diluted earnings per share (EPS) was $2.12, below the market expectation of $3.02. By business segment, in the third quarter, Google Cloud growth accelerated, with revenue surging 103% YoY to $30.71 billion. Google's advertising business revenue was $82.01 billion, up 11% YoY; among which Google Search revenue was $63.35 billion, up 12% YoY, with a slower growth rate. In terms of capital expenditure, Google's third-quarter capital expenditure reached $51.36 billion, below the market expectation of $55.1 billion. The company maintained its 2026 capital expenditure guidance unchanged, which was raised to $195 billion to $205 billion in the second quarter. Alphabet also said on its earnings call that it expects capital expenditure to increase significantly in 2027. In terms of cash flow, the company's third-quarter free cash flow was negative $9.07 billion, marking two consecutive quarters of negative free cash flow.

Silicon Motion announced its financial results for the third quarter of 2026. During the reporting period, the company achieved revenue of $560 million, setting a record high for the fourth consecutive quarter, up 24% QoQ and 131% YoY; Non-GAAP net income was $149 million, up 79.4% QoQ and 341% YoY; gross margin was 53.7% and operating margin was 32.1%. Across its three major product lines, Ferri and enterprise boot drive solutions delivered the strongest growth, with third-quarter revenue up 75% to 80% QoQ and 2,580% to 2,585% YoY; SSD controller revenue grew 20% to 25% QoQ and 55% to 60% YoY; embedded eMMC and UFS controller revenue declined 10% to 15% QoQ but still grew 35% to 40% YoY. Wallace Kou, President and CEO of Silicon Motion, said the company has rapidly transformed from a consumer NAND Flash controller supplier into a leader in controllers and storage solutions spanning from AI infrastructure to edge computing. Benefiting from strong demand for AI storage and enterprise products, Silicon Motion expects fourth-quarter revenue to reach $588 million to $616 million, up 5% to 10% QoQ and 111% to 121% YoY; full-year revenue is expected to double compared with last year.

According to foreign media reports, data from the Bank of Korea shows that if major U.S. technology companies slow down their capital spending on artificial intelligence (AI) next year, South Korea’s semiconductor exports could fall by $50 billion to $100 billion compared with earlier forecasts. This assessment underscores growing concern over the country’s heavy reliance on chips, which account for about half of South Korea’s total exports.

ASUS stated that due to the persistently high costs of key components such as DRAM and SSDs, commercial PC prices will continue to see gradual increases in the second half of this year, with rises of approximately 5% in both the third and fourth quarters. Looking ahead to 2027, as component supply remains tight, prices are expected to rise by at least another 5% in the first half of the year.

Beijing Changxin Jidian Memory Technology Co., Ltd. (hereinafter referred to as "Beijing CXJC") recently underwent changes in its industrial and commercial registration, with its registered capital increasing from approximately RMB 50.85 billion to about RMB 60.18 billion, representing an increase of roughly 18%. Established in August 2016, Beijing CXJC is legally represented by Zhao Lun, and its business scope includes integrated circuit design, manufacturing of IC chips and products, and integrated circuit manufacturing. In terms of shareholding structure, the company is jointly held by Changxin Memory Technologies Group Co., Ltd., Beijing E-Town International Investment and Development Co., Ltd., and other shareholders.

Micron Technology, Inc. announced an investment in critical minerals processing and high-purity materials manufacturing that is expected to support the expansion of Indium Corporation’s capabilities in Central New York, restarting domestic processing of critical minerals essential to advanced semiconductor manufacturing. The investment is part of Micron’s plan, announced in July, to invest up to $3 billion to strengthen the U.S. semiconductor supply-chain ecosystem and secure a reliable domestic supply of critical manufacturing materials.

On October 20 (local time), Super Micro Computer (SMCI) stated in a preliminary performance announcement filed with the U.S. Securities and Exchange Commission (SEC) that it expects revenue for the first quarter of fiscal year 2027 (July–September 2026) to range between $18.5 billion and $19.5 billion, significantly higher than the $14.5 billion to $15.5 billion guidance range previously provided in August.

Super Micro Computer attributed the upward revision in revenue primarily to the sustained strengthening of demand for AI platforms. The company mainly supplies AI servers and data center systems equipped with NVIDIA GPUs. As global technology giants continue to expand their investments in AI data centers, server orders and delivery schedules have accelerated.

According to South Korean media reports, driven by a recent surge in customer orders, Samsung Electronics' foundry division has effectively utilized the full capacity of its 4nm process and is actively courting new customers for its 5nm process to improve production line utilization and profitability. Although contract negotiations with major customers for its cutting-edge 2nm process have been delayed, the company will focus on its 4nm and 5nm processes in the near term to raise capacity utilization, and industry observers expect the move to help improve its short-term performance.