1. 三星Q3营业利润飙升783%，AI内存热潮推动芯片业务盈利。
2. 据悉三星下一代HBM4E通过英伟达等客户质量测试。
3. 华为余承东：极紫外光刻（EUV）设备是制造先进芯片的关键，国内目前正在研发。
4. 铠侠TOPIX权重将大幅提升，被动资金流入预期升温。
5. SK海力士旗下Solidigm据悉选定高盛、摩根士丹利负责美国IPO。
6. AMD：继续探索与三星电子在存储和代工厂领域的合作机会。
7. 传三星电子12Hi HBM4E内存已通过英伟达等主要客户质量验证测试。
8. 美光桃园工会获得罢工授权。
9. 冈山村田制作所投资90亿日元增产陶瓷原料。
10. 马斯克：台积电不会运营Terafab人工智能芯片综合体。
11. 消息称博通拟为OpenAI定制AI芯片筹资超500亿美元，SpaceX洽谈400亿美元融资。(Historical earnings: For 2026Q1 (period ended 2026-03-28), Advanced Micro Devices reported basic EPS of 0.85, diluted EPS of 0.84, and net income of USD 1.383 billion, compared with basic and diluted EPS of 0.44 and net income of USD 0.709 billion in the prior-year period. For 2025FY (period ended 2025-12-27), basic EPS was 2.67, diluted EPS was 2.65, and net income was USD 4.335 billion, versus basic EPS of 1.01, diluted EPS of 1, and net income of USD 1.641 billion in 2024FY. Consensus expectations: For 2026Q3 (event date 2026-11-03), consensus EPS estimate is 1.9601. For 2026Q4 (event date 2027-02-01), consensus EPS estimate is 2.6677 and revenue estimate is USD 16.340 billion.)