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Yorkville Ives analysts pointed out that Microsoft's financial report shows its cloud computing capacity is sufficient to meet the enormous market demand. Microsoft Azure's revenue exceeded Wall Street expectations, becoming a key factor in stock performance.Before the financial report, the market had already seen AI-driven demand, but there were doubts about the speed of capacity release. Microsoft's promised future expenditure scale is $677 billion, with confirmed revenue expected to increase in the next 12 months. On Thursday before the market opened, Microsoft's stock price rose 2.7% against the trend.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Manchester City FC vs Brighton & Hove Albion FC," the "Yes" option for the sub-market "Manchester City FC" has experienced a sharp fluctuation in winning probability, dropping from 63.5% an hour ago to the current 48.5% (a fluctuation of 15%). Please note the impact of related breaking news.

According to PR Newswire, City University of Hong Kong announced a survey on the social impact of artificial intelligence. The willingness of Hong Kong citizens to use AI increased from 67.4% in early 2025 to 77.5% in mid-2026, a cumulative increase of 10.1 percentage points; 53.7% of respondents are still quite concerned about their jobs being replaced by AI, a figure that remains roughly the same as the previous year.The survey was led by Professor Huang Yihui from the Department of Media and Communication at City University, conducting three rounds of longitudinal online surveys from February to April 2025, December 2025 to February 2026, and May to July 2026. The latest round surveyed 1,362 Hong Kong citizens aged 20 and above and analyzed a longitudinal sample of 398 participants who took part in all three rounds.The results show that among respondents aged 20 to 34, 61.3% are worried about job security, 60.6% of bachelor's degree holders are concerned about being replaced by AI, and 56.6% of middle-income citizens earning between 30,000 to 60,000 Hong Kong dollars expressed similar concerns. In terms of healthcare, most citizens accept AI assistance in personal health management, but clinical diagnostic decisions still tend to be led by doctors.

The AI laboratory Anthropic, which developed Claude, named TSMC in its IPO prospectus, warning that the world's most advanced chip manufacturing capacity is highly concentrated in Taiwan. The prospectus states that if TSMC's operations are disrupted, it could severely impact the supply of AI chips and affect Anthropic's business, financial condition, and operational results.According to MoneyDJ citing the prospectus, the global AI industry heavily relies on TSMC's advanced processes. Suppliers such as NVIDIA and AMD, as well as companies that design their own chips like Amazon and Google, all need TSMC to turn their designs into physical chips. The listed risks include earthquakes, typhoons, interruptions in power and water supply, as well as cross-strait geopolitical tensions, military conflicts, blockades, tariffs, and trade restrictions.The prospectus also states that if a significant event occurs in Taiwan, the supply of advanced chips could be severely hindered; due to the time-consuming nature of building and certifying alternative foundries, the impact could last for several years. The expansion of advanced processes outside Taiwan is still in its early stages, making it difficult to effectively reduce concentration risks in the short term. TSMC has been unable to fully meet market demand due to strong demand, resulting in Anthropic not being able to obtain a sufficient supply of chips in a timely manner.

Anthropic stated in the S-1 filing that computing power is a key issue the company faces. If it cannot obtain sufficient computing power or fails to allocate it effectively, the company may not be able to train models that remain competitive with its rivals.Anthropic is paying fees to obtain computing capacity from companies like SpaceX, but it expects that demand will continue to exceed supply in the short term.

Lansi Technology stated that the AI server-related production capacity in the Songshan Lake Park of Dongguan has been expanded. The liquid cooling heat dissipation modules, high-end precision cabinets, and high-speed optical interconnection supporting components have been verified by leading North American computing power manufacturers and have received large-scale orders, entering the ramp-up phase of mass production.The company has also acquired capabilities in optical communication and precision metal processing to meet the demand for AI servers.

Amazon CEO Andy Jassy stated that due to the growing demand for artificial intelligence infrastructure, Amazon Web Services' cloud computing capacity is essentially sold out before the end of 2027, with a large number of orders pushed to 2028.

According to Catcher Predict monitoring, in the market prediction event on Polymarket for "Dota 2: Dawn Bulls vs. Zero Tenacity (BO3) - EPL Masters Group B", the sub-market "Day End" option "Yes" has experienced a drastic fluctuation in win rate, soaring from 50% an hour ago to the current 91% (a fluctuation of 41%). Please note the impact of related breaking news.

NVIDIA expects that with the support of capacity expansion in the United States, Taiwan, and Singapore, the total semiconductor testing capacity in 2027 will double compared to 2026.

NVIDIA stated that Amkor plans to increase its advanced packaging capacity by over 300% by the end of 2028.

NVIDIA announced plans to increase packaging substrate capacity to 2.5 times the current level over the next three years.

According to GMGN market data, the market capitalization of the GTA 6 themed meme coin Dacity on the Solana chain has surpassed 12 million USD, currently reported at 10.31 million USD, with a 24-hour increase of 80.3% and a trading volume exceeding 7.9 million USD.The well-known game series GTA 6 will officially launch on November 19. In the previously released trailer, there is a shot showing the text "Dacity Coin," from which this meme coin is derived. Additionally, this meme coin is backed by Take-Two Interactive Software Inc (TTWO), the parent company of the GTA 6 development studio Rockstar Games, and transaction fees will be distributed to token holders in the form of TTWO stock tokens.According to market news, the prices of related tokens are highly volatile, and users should invest with caution.

SpaceX's Chief Operating Officer stated that since the beginning of the year, the Starlink aviation business capacity has increased to four times its original capacity.

According to Catcher Predict monitoring, in the market prediction event "Manchester City FC vs. AEK - More Markets" on Polymarket, the "Over" option of the sub-market "AEK 1st Half O/U 1.5" has experienced significant fluctuations in winning probability, soaring from 7.15% an hour ago to the current 28.25% (a fluctuation of 21.1%). Please note the impact of related breaking news.

According to a report by North Korea Biz on October 20, Samsung Electronics' foundry division has seen its 4-nanometer process capacity nearing full load due to an increase in customer orders, while the company is also expanding efforts to attract new customers for its 5-nanometer process. The report states that contracts for the most advanced 2-nanometer process with major global tech companies are still delayed, prompting Samsung to increase the utilization rates of its relatively stable 4-nanometer and 5-nanometer processes to improve profitability.The 4-nanometer process is used for smartphone application processors, artificial intelligence semiconductors, and high-performance computing chips. The report indicates that not all chips in the expanding artificial intelligence semiconductor market require the most advanced processes; the manufacturing costs of 4-nanometer and 5-nanometer processes are relatively low while still achieving high performance, making them suitable for certain artificial intelligence inference chips and application-specific integrated circuits.Regarding the 2-nanometer process, Samsung is in discussions with major global tech companies about production contracts, but some negotiations are taking longer than originally expected. In addition to yield rates, the most advanced processes also require comprehensive verification of energy efficiency, design assets, and stable mass production capabilities, which means a longer time frame from contract signing to mass production. Samsung views the 2-nanometer process as the core growth driver for its next-generation foundry business and plans to continue using the fully surrounded gate transistor structure first introduced in the 3-nanometer process to improve energy efficiency and performance.

Market research firms Counterpoint Research and TrendForce stated on the 18th that China's DRAM manufacturer Changxin Storage's monthly wafer production capacity is expected to expand from the current approximately 320,000 wafers to 420,000 wafers by 2027, adding about 100,000 wafers in just over a year, an increase of 31.3%.The industry expects that Changxin Storage's monthly DRAM wafer production capacity will reach 500,000 to 600,000 wafers by the end of 2028. If calculated at the upper limit of 600,000 wafers, this would be an increase of 280,000 wafers compared to the current level, an increase of approximately 87.5%.

Jeff Fisher, Senior Vice President of PC at NVIDIA, stated at the RTX Spark launch event that the RTX 5090 graphics card has not been discontinued, remains a core product, and will continue to be supplied.He acknowledged that supply chain capacity is limited, but NVIDIA is working hard to ensure the smooth launch of products.

According to Catcher Predict monitoring, in the market prediction event "Manchester City FC vs Ipswich Town FC More Markets" on Polymarket, the "Over" option for the sub-market "Manchester City FC Second Half Over/Under 2.5" has experienced significant fluctuations in winning probability, rising from 21% an hour ago to the current 36.5% (a fluctuation of 15.5%). Please note the impact of related breaking news.

Ethereum co-founder Vitalik Buterin shared that the cost of Bitcoin mining is roughly half derived from capital expenditures on computing power equipment and the other half from electricity consumption; in contrast, the cost of AI inference is almost entirely dominated by capital expenditures on computing power. This difference reflects the distinct cost structures of the two computing businesses. Bitcoin miners need to continuously pay for electricity and determine their profit margins based on mining machine efficiency, coin prices, and network difficulty changes; AI inference, on the other hand, relies more on investments in expensive hardware like GPUs, as well as equipment utilization and computing efficiency.The industrial boundaries of both are also changing. As the demand for AI computing power grows, some Bitcoin mining companies are beginning to shift their existing electricity resources and data center facilities towards AI and high-performance computing businesses, hoping to transition from pure mining to computing infrastructure services. Some mining companies are leveraging previously allocated electricity capacity for mining to enter the AI data center market. However, transformation does not mean that cost pressures disappear: mining operations are more directly exposed to fluctuations in electricity prices and Bitcoin prices, while AI computing businesses must bear risks related to GPU procurement, depreciation, and underutilization. Both types of businesses compete for electricity and computing resources, but ultimately, profitability depends on how these resources are converted into revenue.

According to Catcher Predict monitoring, in the Polymarket event "Manchester City vs Ipswich," the "Over" option in the sub-market "Second Half O/U 0.5" has experienced a sharp fluctuation in winning probability, dropping from 87.5% an hour ago to the current 70% (a fluctuation of 17.5%). Please note the impact of relevant breaking news.