KRW1, the world's first KRW-pegged stablecoin, is coming to Aptos. @BDACSKorea chose Aptos, the full stack for markets and machines to power onchain commerce across Korea and beyond, for a reason. The demand is here. Aptos is ready.

SK Hynix reported Q3 revenue of KRW104.6T, up 328% YoY. $SKHY $SMH NAND average selling prices surged mid-20% QoQ, while DRAM bit volume expanded ~10%. SK Hynix: Net margin = 85.6% Q4 DRAM bit growth guide = mid-20% rise Q3 dividend = KRW20,000 per share, returning Kioxia investment gains to shareholders Capital expenditures for 2027 will increase significantly to fund advanced node transitions and facility infrastructure. Seeking Alpha Quant Rating for SK Hynix: currently unavailable. How long can memory pricing keep surging?

SK Hynix Q3 26 Earnings: • Sales: KRW104.62T (est KRW98.96T) • Oper Profit: KRW83.33T (est KRW77.5T) • Net Income: KRW39.53T (est KRW59.66T) • Plans KRW20T Share Buyback • Announces KRW20,000/Share Dividend For Q3 • Sees KRW100T Shareholder Returns For 2026

Korea's won is coming to Aptos. @BDACSKorea is deploying KRW1, the world's first KRW-pegged stablecoin, on Aptos — its first non-EVM chain — to power onchain commerce across Korea and beyond: payments, B2B settlement, and RWA tokenization. Full details:

Injective is tokenizing the the Korean won onchain for our rapidly growing RWA ecosystem. KRW1 is a stablecoin that is 1:1 backed by the Korean Won with assets held at major Korean banks. Why it matters 👇 → 16M+ Koreans hold crypto accounts, nearly a third of the country → Korea’s stock market is worth ~$5T, top 10 globally → Yet 99% of stablecoins are dollars, and $10.4B in stablecoins has flowed from Korean exchanges to offshore platforms over 18 straight months Korean investors want onchain markets. Until now they had no way to access them in won. With KRW1 on Injective: → Tokenized RWAs trade and settle directly in won → Onchain Won can be used across perps, FX, bonds and more on $INJ → Won and dollar rails live side by side with native USDC on Injective → Korean institutions can bring their assets onchain, settled in KRW1 Injective has already processed $7.5B+ in RWA volume, and POSCO International and LG CNS are settling live trade receivables onchain. This is just the first step. Stay tuned as we scale tokenization to new heights.

🇰🇷 NEW: Injective partners with South Korean custodian BDACS to make its won-backed KRW1 stablecoin the exclusive settlement asset for tokenized RWAs on its network.

Hello November, time for a what happened on @injective in October ! Tech ↓ ∟ Oct 7 : new whitepaper, first full rewrite since 2018 ∟ Oct 17 : IIP-709 passed, fixed gas live on mainnet ∟ Oct 26 : $SICI, trade the price of AI compute ∟ Oct 27 : ethereum:0xe28b3b32b6c345a34ff64674606124dd5aceca30 Options, calls and puts on testnet → Shipping nonstop Institutions ↓ ∟ Oct 8 : Gulf Labs, part of Thailand's $27B GULF Group, goes live as a validator ∟ Oct 14 : Eric Chen meets White House, SEC and CFTC officials ∟ Oct 16 : $INJC, the Canary Staked INJ ETF, gets ready to list in the US ∟ Oct 20 : MOU to bring KRW1, Korea's first won-backed stablecoin, to Injective RWAs → US, Thailand, Korea, all in one month Community ↓ ∟ Oct 21 : October BuyBack + second Stockdrop, first one with @solana ∟ Oct 28 : first Injective Hacker House, Bangkok, Dec 1 to 10 → Builders, applications close Nov 10 Tech, institutions or community, which side was the biggest for you ?

South Korea’s Vinatech has secured KRW242.5 billion in data-center supercapacitor orders in just three days—nearly three times its entire 2025 revenue, The Elec reports. The latest deal, disclosed on Oct. 21, is a KRW119.5 billion contract with Sanmina covering supplies to India through December 2027. It follows a KRW123 billion order from Taiwan’s AcBel Polytech announced on Oct. 19. Supercapacitors can supply or absorb energy in short bursts, helping smooth the sharp swings in power demand from AI servers. The Elec puts Vinatech’s disclosed data-center orders since late June at about KRW348.5 billion, more than four times last year’s revenue. Customers include AcBel, Sanmina and Bloom Energy.

🔔 The Daily Semi-Cap — 2026-10-08 📊 SMH: $607.27 (-2.84% vs prior trading close) • OpenAI told investors its end-September annualized revenue was approaching $50B, rather than the roughly $70B figure inferred in earlier investor comparisons. The difference largely reflects whether sales through cloud partners are counted. AI-linked stocks sold off as investors revisited the gap between massive infrastructure commitments and the revenue directly captured by model developers. • Samsung Electronics' preliminary Q3 guidance puts sales near KRW195T and operating profit near KRW107.4T, versus KRW86.06T and KRW12.17T a year earlier. That is an extraordinary memory-cycle acceleration, though these are company estimates, not final segment results. The scale raises the stakes for its forthcoming breakdown of HBM and conventional memory economics. • GlobalFoundries signed a five-year, $2B manufacturing agreement to supply silicon interposers for TSMC's CoWoS advanced packaging from Malta, New York. The first U.S. source is expected to ramp volume production in the first half of 2028. Packaging capacity and supply-chain geography are becoming part of the AI accelerator bottleneck equation. • TSMC's September sales disclosure put third-quarter revenue at roughly NT$1.49T, a record and above market expectations. The monthly print captures continued demand for leading-edge AI wafers, but it is not the full earnings report: margins, profit and the next capacity outlook still await the company's quarterly results. Foundry throughput remains the hard-demand counterpoint to softer AI monetization sentiment. • INNIO extended its engine-supply partnership with Aggreko through 2031, including at least 450 MW of Jenbacher Type 4 capacity in 2027 and J620 engines starting in 2028. Its modular power systems serve data centers as well as other critical loads. This is a concrete capacity commitment for the behind-the-meter power market facing grid connection delays. • ASML and optics partner Zeiss outlined a possible Hyper NA successor to today's High NA EUV systems in roughly a decade. Their paper describes features as small as 5 nanometers while reusing the current light source, but ASML has not committed to building the machine. The long runway underscores how much advanced-chip scaling still depends on lithography optics.