AI NewsWaveOct. 28 AI Briefing: From SK hynix's 100 Trillion Won Quarter to Apple's M6
Key points
- Record earnings at AI memory and component makers
- Nvidia's investment in Meta and wider supply of Google TPUs
- Apple's new Macs and AI data center cooling partnerships
SK hynix reported third-quarter consolidated revenue of 104.6155 trillion won and operating profit of 83.3338 trillion won on Oct. 28, according to AI Times. IT Chosun reported that it was the first time quarterly revenue has topped 100 trillion won. EBN reported that the company said its DRAM and HBM production through 2029 is effectively sold out.
Samsung Electro-Mechanics also posted a record third-quarter operating profit of 691 billion won on demand for AI data center components, EBN reported. Chosun Biz said in its headline that the supply shortage of FCBGAs for AI servers is deepening and the company is negotiating price increases with customers.
Nvidia will take part in Meta's capital raise with $3 billion. TheElec reported that Nvidia disclosed the investment on Oct. 26 (local time), and Digital Today reported that the two companies are widening cooperation centered on Meta's AI service "Muse."
Reports emerged that OpenAI is pursuing the purchase of Google's AI chip, the TPU. Digital Today, citing The Information, said the size and terms of the purchase are not known, and Newsis reported that OpenAI is discussing the purchase to expand computing capacity and diversify suppliers. Chosun Biz reported that Oracle is adding chips from Google and a start-up chipmaker to its cloud AI infrastructure.
AI Times reported that Apple unveiled a 14-inch MacBook Pro and a 24-inch iMac with the M6 chip on Oct. 27 (local time). According to iNews24, domestic prices start at 3.29 million won for the MacBook Pro 14 and 2.49 million won for the iMac, with preorders from Oct. 28. iNews24 also reported that Apple is adding AI features to Creator Studio and will provide them to existing subscribers at no extra cost in November.
IT Chosun reported that LG Electronics' cumulative orders for AI data center cooling solutions rose from about 600 billion won in the first half to more than 3 trillion won in the third quarter. TheElec and EBN reported that LG Uplus signed an MOU with Korea Ecolab on Oct. 27 to optimize AI data center cooling system operations.
KB Securities will join the "AI for Everyone" consortium led by SK Telecom. TheElec reported that the two are considering personalized asset management services linking finance-specific AI technology with an AI platform.
AI SPERA signed a cybercrime response agreement with INTERPOL and will take part in its Gateway initiative. Boannews reported that AI SPERA will support INTERPOL's cybercrime analysis based on its Criminal IP platform.