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According to market data from RootData, the South Korean KOSPI index fell sharply by 3.00% during the day, currently reported at 5831.67 points. Samsung Electronics dropped nearly 6%, and SK Hynix fell by 0.4%.

Samsung Electronics stated that the investment plan for the chip division will be used to build new fabs and other infrastructure to meet strong demand for AI and HPC, while ensuring readiness in the medium to long term.

According to Bitcoin News monitoring, Electrum released version 4.8.3 on October 24, 2026, fixing a security vulnerability that had been used in real attacks.Malicious servers can present users with forged transactions and induce them to sign transactions that pay the attacker's address when users attempt to accelerate transactions with a replacement fee (RBF); attackers do not need to obtain the user's private key. Electrum stated that it has received two related reports, one of which involved a user losing Bitcoin after increasing the transaction fee, and advised users to update to version 4.8.3.

The shortage caused by the AI boom has extended from GPUs and memory to circuit boards. When planning their supply chains for 2027, HP and Dell found that even previously inconspicuous printed circuit boards could face shortages. In September this year, Amazon invested approximately 1.59 billion New Taiwan Dollars in Taiwanese circuit board manufacturer Gold Circuit Electronics, transitioning from customer to shareholder.AI servers require circuit boards with more layers and lower signal loss, and chip packaging substrates are becoming larger, driving up the demand for key materials such as specialty fiberglass cloth and copper-clad laminates. Suppliers prioritize fulfilling more profitable AI orders, squeezing ordinary servers, with some ordinary server circuit board delivery times approaching one year.It is difficult for the production capacity of key materials to keep up with demand in the short term. TrendForce estimates that Japan's Nitto Denko controls about 90% of the global T-glass specialty fiberglass cloth market, with new production capacity not expected to come online until mid-2027 at the earliest. The chairman of Taiwanese substrate manufacturer Unimicron Technology warned on October 20 that some key materials could be short by about 20% by 2027, with delivery times for some chip substrate production equipment extending to as long as 30 months.

On October 24, the Bitcoin lightweight wallet Electrum disclosed a malicious server attack targeting transaction fee increases and fixed it in version 4.8.3, corresponding to GitHub security advisory GHSA-6jp4-8v48-cc5v. Users may inadvertently sign funds over to the attacker when performing regular fee increases on transactions. Developers stated that the issue arose after users reported losing funds after signing fee increases.The results of two reports differed: one person discovered that transactions in the wallet history were replaced after broadcasting a payment and claimed that the original payment did not enter the Bitcoin peer-to-peer network and was withheld by the server; another person, Raju-K12, reported losing funds due to the fee increase on the replaced transaction. In the attack, the malicious server withheld new transactions broadcasted by the client and inserted a conflicting transaction into the history, replacing the original output with the attacker's address. The replacement transaction was signed invalidly at that time, but the lightweight client did not verify these signatures before displaying unconfirmed transactions; after the user manually increased the fee and signed through RBF, the attacker received the funds. Both individuals claimed that the last four digits of the attacker's address were the same as those of the legitimate receiving address. The announcement did not disclose the amount stolen, transaction identifiers, or the attacker's address.The patch corresponds to commit 90fe308, which checks the signatures of the wallet's own inputs before writing memory pool transactions to local history, but does not overwrite inputs from external addresses of the wallet and does not perform complete consensus verification. The announcement suggests that users who have not upgraded should verify the output address and amount each time they sign; clients connected to their own or trusted servers are not affected by this attack. On the timeline, the issue was first privately disclosed on October 11, received reports of fee loss on October 18, the fixed version was tagged on October 23, and the binary and public disclosure occurred on October 24.

South Korean chip companies Samsung Electronics and SK Hynix will release their third-quarter financial reports next week, with strong demand for artificial intelligence storage chips expected to drive substantial profits for both companies.SK Hynix is scheduled to announce its financial report on Wednesday, while Samsung Electronics will follow closely on Thursday.

The Bitcoin wallet Electrum officially announced the release of version 4.8.3, stating that this update fixes a serious security issue and urges all users to upgrade. The official statement indicates that detailed information about the vulnerability will be released later.Its GitHub changelog marks 4.8.3 as a security update, with a release date of October 23. The Electrum official website reminds users to only download the software from the official website and to verify the GPG digital signature to confirm the source and integrity of the installation package.

According to the United States Patent and Trademark Office (USPTO), a patent from Samsung Electronics titled "Electronic Devices and Their Operating Methods Providing Blockchain Service" was officially granted on October 20.This technology allows electronic devices to identify nearby devices that support blockchain services through wireless signals, establish peer-to-peer connections, and select the device with the most recent data to complete blockchain synchronization by comparing the latest block heights stored on each device. This patent can reduce network traffic and energy consumption when devices synchronize block data.

According to the Korea Daily Economic News, Tesla and Nvidia will invest $2.8 billion in Samsung Electronics' factory.

The Digital Currency Renminbi Operation Management Center interprets the recently released core results of the central bank's digital renminbi system DCEPS and the digital renminbi smart contract ecological service framework e-CNY SMART Contract. DCEPS is a comprehensive payment and settlement platform that integrates issuance management, retail, wholesale, blockchain payment, and smart contract services, providing a technical foundation to support digital currency.e-CNY SMART Contract is designed to meet the needs of digital economic development, constructing a smart contract service system that involves multiple participants and open collaboration, which has already been implemented in scenarios such as prepaid fund management, supply chain finance, fiscal subsidies, consumer red envelopes, and wage distribution for migrant workers. The digital renminbi has been upgraded from cash-type 1.0 to deposit currency-type 2.0 as of January 1, 2026, with DCEPS and the digital currency cross-border settlement comprehensive service platform being built and operated by the Digital Currency Renminbi Operation Management Center and the International Operation Center, respectively.

Samsung Electro-Mechanics announced that it will supply ABF substrates to NVIDIA starting in 2026.

According to data from Korea's Meritz Securities cited by Wall Street Journal, the delivery time for low-capacity, high-capacity, and automotive MLCCs from Samsung Electro-Mechanics has been extended from over 30 weeks in September to 52 weeks in October, with some customers needing to wait about a year after placing orders. The delivery time for major MLCC products from Taiwanese manufacturer Yageo remains at 30 to 52 weeks, and the extension of delivery times has spread from high-capacity, high-performance products to low-capacity and automotive products.The delivery cycles for NIC Components, Viking, and Sanhe Capacitors have also been extended to varying degrees, with many companies continuing to maintain a trend of price increases. AI servers are one of the important drivers of demand growth, with their MLCC loading capacity exceeding that of ordinary servers by more than 10 times. The capacity utilization rate of Samsung Electro-Mechanics' components division reached 91% in the first half of this year, and the expansion project in the Philippines is expected to achieve mass production only after 2027, making it difficult to significantly alleviate short-term supply pressure.

According to Gate market data, the South Korean KOSPI index closed down 214.93 points on October 20 (Tuesday), a decrease of 3.73%, reporting at 5553.08 points. Samsung Electronics fell by 2.98%, and SK Hynix fell by 4.22%.

According to a report by THE ELEC, Samsung Electro-Mechanics announced on October 19 that it has signed a supply contract for packaging substrates for memory semiconductors with a large global company, amounting to 360.5 billion Korean won. The contract period is from January 1, 2027, to December 31, which is equivalent to 3.2% of the company's consolidated revenue last year.This is the first time Samsung Electro-Mechanics has disclosed a long-term supply contract for packaging substrates. With this addition, the number of long-term supply contracts disclosed by the company this year has increased to seven, with a total amount of approximately 4.3 trillion Korean won. Previous contracts were mainly focused on components such as silicon capacitors, multilayer ceramic capacitors, and inductors, and this expansion includes the packaging solutions business, which produces products such as FC-BGA substrates and BGA substrates.Last month, Samsung Electro-Mechanics announced plans to invest 42.7 trillion Korean won in the Sejong FC-BGA production facility and 25.1 trillion Korean won in the Vietnam packaging substrate production equipment. The company also stated that as part of a large government project, it plans to invest 80 trillion Korean won in the Sejong business site and 150 trillion Korean won in the Busan business site by 2040, and will produce FC-BGA in Busan, Sejong, and Vietnam. A related person from Samsung Electro-Mechanics stated that the growth of the AI and high-performance computing market makes high-performance packaging substrates more important, and the company will strengthen customer supply cooperation and establish a stable supply system.

Bitget has launched 8 popular Taiwanese stock perpetual contracts including TWTSM (Taiwan Semiconductor Manufacturing Company), TWDELTA (Delta Electronics), TWASX (ASE Technology Holding), and TWUMC (United Microelectronics Corporation). The above contracts are settled in USDT, support up to 20 times leverage, and are available for trading 24/7. As of now, Bitget supports a total of 364 stock perpetual contract underlying assets.

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 a report by ZDNet Korea on October 15, Samsung Electronics has lowered its production plan for mid-range and low-end smartphones in the fourth quarter. The reasons include rising prices of memory chips and disruptions in the supply of glass fiber used in PCB raw materials CCL. Japan's Nitto Denko is shifting more production capacity towards T-glass for AI semiconductors, reducing the output of E-glass for smartphone PCBs, leading to supply shortages and price increases. E-glass is used in semi-cured sheets for smartphone motherboards HDI and RFPCB.The report states that after the rise in storage prices increased manufacturing costs, Samsung reduced orders for related components. Models like the Galaxy A have lower profitability, making it difficult to significantly increase production. This year, the prices of basic mid-range models have risen by more than 100,000 Korean Won compared to the previous generation. The outlook for component orders communicated to partners for the fourth quarter corresponds to an annual smartphone shipment volume of just over 230 million units, which is below the component industry's expectation of 240 million units and represents a decrease of 20% to 30% compared to before the Mid-Autumn Festival holiday. Plans for the mobile business next year have not been shared with partners as in previous years.The monthly production outlook for the fourth quarter in mid-September was 14.3 million units in October, 9.5 million units in November, and 7.6 million units in December, totaling 31.4 million units. This was adjusted at the beginning of this month to 9.9 million units in October, 7.6 million units in November, and 6.7 million units in December, totaling 24.2 million units, a reduction of 23%. While the production of mid-range and low-end models has been lowered, the shipment plans for flagship models like the Galaxy S27 at the beginning of next year remain at a high level, and the shipment volume for foldable phones is also planned to increase. The MX and Network divisions reported a loss of 735 billion Korean Won in the second quarter, with the securities industry projecting an annual loss of 400 billion Korean Won.

According to Gate market data, Samsung Electronics fell 6% in pre-market trading on the Korean stock exchange, SK Hynix dropped 7%, and overnight U.S. stocks in the storage sector generally declined.

According to The Defiant, the European Banking Authority has recognized the US dollar stablecoin USDC as the EU's first "significant" electronic money token. Under the arrangement, the financial regulatory responsibilities for USDC will be transferred to the European Banking Authority on November 12.Meanwhile, the French Prudential Supervision and Resolution Authority will continue to be responsible for the governance and other corporate affairs of USDC.