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Industry

Samsung Electronics\' third-quarter operating profit tops 100 trillion won

Samsung Electronics posted a record third-quarter operating profit of 107.4 trillion won, its first quarter above 100 trillion won. Revenue rose to 195 trillion won, and cumulative sales for the first three quarters exceeded last year\'s full-year sales. The company’s recovery has been driven by AI-led memory demand, with hyperscalers and AI chipmakers as key customers. The shift has strengthened suppliers’ pricing power and pushed operating margins higher.

AI & Enterprise

AI slowdown calls clash with $800 billion infrastructure bets, raising fears for U.S. economy

Calls to slow U.S. artificial intelligence development are colliding with expectations of a surge in investment, drawing attention to how an AI slowdown could affect the broader economy. U.S. hyperscalers are forecast to spend $800 billion on AI infrastructure this year, while proposals range from pacing frontier-model development to halting advanced AI until federal rules are set. Markets are also watching how any pullback in AI investment could ripple through growth, stocks and credit.

Industry

Semifive signs 70.3 billion won contract to develop AI inference accelerator with U.S. fabless firm

Semifive said on Monday it signed a contract with a U.S. AI fabless company to develop a next-generation AI inference accelerator. The deal is worth about 70.3 billion won ($52 million) and marks its first spec handoff project secured in the North American market. The company said it was its largest single contract and outlined plans for tape-out in the first half of 2027 and mass production from 2028.