Samsung Electronics staged a strong rebound in the third quarter of 2025 and set the tone for the next phase of the memory cycle, where AI infrastructure, premium product mix, and heavy capital spending converge in a more competitive landscape. The company’s strategy reveals how it plans to stay ahead of SK Hynix and Micron Technology.

Microsoft kicked off its 2026 fiscal year with another blockbuster quarter. First quarter fiscal 2026 revenue reached US$77.7 billion, up 18% year-over-year, while operating income surged 24% and earnings per share climbed 23% to US$4.13. The company’s AI-driven momentum continued to build, with Microsoft Cloud revenue up 26% to US$49.1 billion, reflecting both unprecedented demand and a deepening integration of generative AI across its ecosystem.

Japan’s new Prime Minister Sanae Takaichi announced a growth strategy prioritizing “crisis management investment” in AI, semiconductors, and quantum technology to address economic and security risks. Key officials have been appointed to lead these efforts.

10月30日， LG Display（LGD)于今日宣布，2025年第三季度合并基准的营收为6兆9570亿韩元，营业利润为4310亿韩元，同比增长2%，营业利润成功实现扭亏为盈。