# AI News 180m Report｜2026-10-22 18:00–21:00 JST｜Page 4 of 4

One place for news and notices from 2 countries/regions: Taiwan, 204 items from 3 sources; Japan, 102 items from 1 source.One edition every 180 minutes: every item from every source received in the period, with the original link.

## HBM faces a cooling challenge too: SK海力士’s new technology cuts thermal resistance by more than 30%

- Published: 2026-10-22T17:50:05+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635667
- Article page: https://ainews.idaeo.ai/a/4406885-en.html
- anchor: #n3513156
- Companies mentioned: SK海力士、台積電

SK海力士正與上游合作夥伴推進iHBM技術研發及量產準備，透過嵌入熱控元件可將HBM熱阻降低30%以上，計畫導入HBM5等新一代產品，HBM5預計2029年發表。

Facts:
- iHBM technology can reduce HBM thermal resistance by more than 30%
- SK海力士 unveiled its iHBM technology on May 26 this year
- iHBM embeds thermal control components (ICE) in the D2D PHY area
- The thermal control components use silicon-based materials that are insulating and highly thermally conductive
- iHBM uses the MR-MUF wafer-level packaging process
- HBM5 is expected to be unveiled in 2029
- SK海力士 is using 台積電’s CoWoS advanced packaging technology to validate HBM5
- SK海力士 plans to apply iHBM technology to next-generation products such as HBM5

## Merger of 4 state-owned investment trust firms approved！第一金控 to hold 50.3%，第一金投信 to survive

- Published: 2026-10-22T17:42:29+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635867
- Article page: https://ainews.idaeo.ai/a/4406883-en.html
- anchor: #n3513157
- Companies mentioned: 第一金控、兆豐金控、合庫金控、華南金控、第一金投信、兆豐國際投信、合作金庫投信、華南永昌投信

The investment trust subsidiaries of four state-owned financial holding companies have approved a merger，with 第一金投信 to survive. After the merger，第一金控 will hold 50.3%，with the aim of strengthening the competitiveness and service quality of state-owned investment trusts.

Facts:
- The boards of 第一金控，兆豐金控，合庫金控 and 華南金控，along with their investment trust subsidiaries，approved the merger of the 4 investment trust subsidiaries today (22).
- 第一金投信，the largest in assets under management and with stronger operating performance，will be the surviving company in the merger.
- After the merger，第一金控 will hold a 50.3% stake in 第一金投信.
- For each 1 ordinary share of 第一金投信，shareholders will receive 1.4532 shares of 兆豐國際投信，2.7321 shares of 合作金庫投信 and 4.4140 shares of 華南永昌投信.
- The post-merger board will have 7 directors and 2 supervisors，with 第一金控 taking 4 director seats and each of the other three financial holding companies taking 1.

## 〈港股盤後〉恒指急跌收挫逾700點 失守二萬三 科指重挫逾5%

- Published: 2026-10-22T17:40:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635831
- Article page: https://ainews.idaeo.ai/a/4406881-en.html
- anchor: #n3513158
- Companies mentioned: 阿里巴巴、騰訊控股、網易、美團、聯想集團、長飛光纖光纜、芯碁微裝、景旺電子、寧德時代、藥明生物、信達生物、腦動極光-B、中金公司、中信證券

港股主要指數周四全線重挫，恆生指數失守23,000點，恆生科技指數創近半年新低。受AI資本開支疑慮及財報影響，科技股、AI硬件鏈及新能源股普遍下跌，僅腦動極光-B逆市上漲。

Facts:
- 聯想集團 plunges 10.92% to HK$23.16
- 寧德時代 plunged 7.24%，mainly because its third-quarter net profit attributable to shareholders fell 5.77% quarter on quarter to 21.246 billion yuan
- 腦動極光-B surged 27.15% against the market trend，benefiting from the release of an international standard for a brain-computer interface reference architecture
- 中金公司 said year-on-year growth in capital spending by the 7 U.S. AI giants is expected to slow from about 90% in 2026 to 36% in 2027
- Full-day turnover rose to HK$256.05 billion

## 〈Mainland stocks after the close〉Hopes for policy support fade；Chinese stocks fall into a bear market

- Published: 2026-10-22T17:30:06+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635346
- Article page: https://ainews.idaeo.ai/a/4406884-en.html
- anchor: #n3513159
- Companies mentioned: 上海乘舟投資管理公司

Chinese stocks have fallen into a bear market amid weak consumption and concerns about AI profits，with the CSI 300 down 20% from its June peak and market value shrinking by $2.4 trillion. Despite policymakers stepping up support，the lack of a large-scale consumption plan has disappointed investors，and analysts predict the downturn could continue into next year.

Facts:
- 中國股市自5月高點以來市值蒸發2.4兆美元。
- The CSI 300 has fallen 20% cumulatively since its June peak.
- The ChiNext Index fell below 2,600 points，closing at 2,576.90.
- China lacks a large-scale consumer spending plan，while economic growth has only just met the official target.

## EV demand gains momentum and Chinese brands rise；European auto market grows 10.2% year on year in September

- Published: 2026-10-22T17:20:07+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635765
- Article page: https://ainews.idaeo.ai/a/4406886-en.html
- anchor: #n3513160
- Companies mentioned: 歐洲汽車製造商協會、ACEA、奇瑞、Chery、比亞迪、BYD、吉利、上汽、彭博行業研究、Bloomberg Intelligence、特斯拉、TSLA-US、福斯、VW、Skoda、雷諾、Renault、Stellantis、歐盟、法國、德國

New-car registrations in Europe rose 10.2% year on year to 1.36 million in September，marking an 8th consecutive month of growth，driven by EV demand. Chinese brands’ market share jumped to 14.6%，putting local automakers under pressure on both profits and market share，as the 歐盟 considers rules to protect local industry.

Facts:
- New-car registrations in Europe rose 10.2% year on year to 1.36 million in September
- Electrified vehicles accounted for 76.2% of all new-car registrations
- Pure EV registrations surged 59.9% to 416,000
- The combined market share of 4 Chinese automakers in Europe jumped to 14.6%
- 福斯 and 雷諾 registrations fell 2.9% and 0.7%，respectively，in September

## 美光 responds directly to 長鑫’s 4F²，says it will not follow suit；3D DRAM offers better long-term cost advantages

- Published: 2026-10-22T17:10:02+09:00
- Source: Taiwan | 鉅亨網
- Original: https://news.cnyes.com/news/id/6635662
- Article page: https://ainews.idaeo.ai/a/4406882-en.html
- anchor: #n3513161
- Companies mentioned: 長鑫科技、美光、瑞銀、德意志銀行、三星電子、野村證券、中信證券、TrendForce

美光 President Scott DeBoer responded to 長鑫科技’s push toward a 4F² DRAM architecture，saying that after evaluation，美光 will stick with the 6F² architecture and move directly to 3D DRAM，which it believes offers greater advantages in long-term cost and scalability.

Facts:
- 美光 President Scott DeBoer said the company will stick with the 6F² architecture and move directly to 3D DRAM，which he said offers greater long-term scalability and cost-effectiveness.
- 長鑫科技 plans to launch a new generation of DDR5 RDIMMs using a 4F² architecture by the end of the year，with chip area reduced by about 30%.
- 美光 believes the key to continued improvements in DRAM bit density and cost is capacitor spacing，not just transistor structure.
- 三星電子 expects to advance the adoption of 4F² at the 0a-nanometer node by the end of 2028.
- 美光 unveiled a technology roadmap for Gen11 NAND with more than 400 layers，targeting AI demand for high-IOPS and high-bandwidth storage.