SpaceX disclosed in a regulatory filing submitted Friday that longtime board member Donald Harrison had resigned. According to Sina Finance, Harrison submitted notice of his resignation on November 4; the filing said he did not resign because of any disagreement with the company over its operations, policies, or business practices. Harrison was Google's president of corporate development. Google invested nearly $1 billion in SpaceX in 2015, and still holds a substantial stake in the company. Harrison was one of SpaceX's independent directors, a group responsible for evaluating a possible merger between SpaceX and Tesla, which CEO Elon Musk is pursuing. SpaceX's board now has five independent directors remaining.

According to ChainCatcher citing The Block, stablecoin payments startup Raycash, spun out of privacy protocol Zama, has launched on Ethereum mainnet and entered private beta. Raycash said more than 75,000 people joined its waitlist before launch; access will open in batches during the beta before a broader release. Built on Zama’s protocol, Raycash uses fully homomorphic encryption to conceal on-chain balances and transaction amounts. Users can wrap stablecoins 1:1 into confidential tokens under the ERC-7984 standard for payments and transfers, and earn yield through Morpho. The underlying stablecoins can be permissionlessly unwrapped. The app initially supports USDC, with deposits available via bank transfer, bank card, or stablecoin and withdrawals to bank accounts. Raycash handles Ethereum gas fees in the background, so users do not need to hold ETH. Raycash said its wallet is self-custodial and that confidential tokens cannot be frozen or seized at the token level. Users can grant selected parties, such as accountants and auditors, access to view transaction information. A Raycard for private spending is in development.

Hedge funds sold global technology stocks last week at one of the fastest paces on record, according to Bloomberg. Concerns that political opposition could derail the data-center buildout prompted an aggressive reassessment of the artificial intelligence trade.

NvidiaとMegaspeedが半導体業界で特別な役割を担っていることを考えると、世界的なAIチップ大手企業のトップが関わるこの個人的なスキャンダルは、単なる個人的なスキャンダル以上の意味を持つ。

European stocks rose, led by banks, while technology shares also advanced, according to Bloomberg. Italy’s UniCredit SpA had better-than-expected earnings, and a merger proposal for Banco BPM SpA was reported.

Samsung Electronics and SK Hynix are competing to secure EUV lithography equipment deliveries as they expand advanced DRAM production, with each planning investment in the range of 10 trillion to 20 trillion won. According to Sina Finance, ASML has identified a shortfall in EUV supply for 2027–2028, and the two companies plan to take delivery of equipment in batches starting next year. SK Hynix disclosed in March that it would purchase EUV equipment worth about 11.95 trillion won, with delivery due by December 31, 2027. Equipment lead times have doubled from their previous maximum amid tight supply, prompting both companies to consider placing orders earlier and potentially adding orders later. Samsung is also increasing orders in line with its investment schedule at its Pyeongtaek site. Last November, it announced a five-year, 450 trillion won domestic investment plan that includes the P5 production line, which is targeted to begin production in 2028. Investment in a single P5 fab is reportedly more than 60 trillion won. The first-phase cleanroom work is expected to finish in the first half of next year, with equipment moving in afterward; Samsung has ordered lithography equipment for the line. EUV lithography uses a 13.5-nanometer wavelength light source to etch circuits and can reduce the need for multiple patterning, which splits patterns across repeated exposures. As circuit spacing narrows in advanced DRAM, including 10-nanometer-class sixth-generation 1c products, the number of process layers using EUV is increasing. TrendForce said SK Hynix plans to use EUV in more than five process layers for 1c DRAM, two more than in the previous generation. ASML said in its third-quarter report this year that, under current plans, EUV supply in 2027–2028 will not meet customer demand. It expects to ship about 65 EUV units this year, up nearly 50% from 44 last year. Supply would still fall short even if capacity rises 30% in 2027 and is planned to expand by another 30% in 2028. The effect of price increases for core products is expected to emerge gradually next year and be fully apparent in 2028. Storage customers accounted for 46% of ASML system sales in the third quarter this year. Samsung shipped the industry’s first EUV-based DRAM module in March 2020 and has since built up process experience; it currently has more EUV equipment than any other company in the memory sector. SK Hynix installed its first EUV machine at its M16 plant in Icheon in February 2021 and introduced the industry’s first High-NA EUV production machine last September. On September 8, Samsung announced an expanded partnership with ASML and plans to introduce High-NA EUV into DRAM production in 2028. Orders for back-end equipment makers are booked out two to three years, according to industry sources. HANMI Semiconductor and Amkor have largely filled their order books and are expanding production of key equipment for AI data centers, including thermal-compression bonders. An industry source said back-end processes for multidimensional chip packaging and interconnection are becoming more valuable alongside advanced front-end processes, and that HANMI Semiconductor and Amkor are increasingly tied to the cycle of major front-end manufacturers.

According to Jin10, Nikkei reported that Toyota will launch the U.S.-made Camry in Japan in late November, importing it in a specification for the Japanese market.

Elysium, the first Layer 2 ecosystem project on Hyperliquid, is scheduled to launch its mainnet on the evening of November 9, but interest has cooled ahead of the launch. According to PANews, only six tokens have market capitalizations of at least $1 million, with no notable wealth-creation effect reported; controversy has also arisen over allegations that an MEV bot received privileged trading access, and the team’s responses were inconsistent.

ウォール街の和解の申し出はHYPEを支えるには至らなかった。価格に織り込まれた利益、トークンの割り当て、そして政策の不確実性といった要因が重なり、価格は急騰した後、下落に転じた。

黄仁勲氏のスキャンダルにより、シンガポールのコンピューティング能力プロバイダーであるメガスピード社が注目を集めている。チップは輸出されず、コンピューティング能力は東南アジアのデータセンターを経由して中国にリースバックされているが、輸出規制の抜け穴はいつまで悪用され続けるのだろうか？

MEXCの禁止措置やBinanceとOKXの和解、ICEの導入など、米国は法執行、投資、ドル建てステーブルコインという3つの手段を用いて、世界の取引所を自国の金融ネットワークに組み込もうとしている。

DeepSeek、AIエージェント、ハーネス：かつての「シェルプロダクト」は、DeepSeekスーパーエージェントの概念を初めて実証しました。ゴールデンファイナンス：単一の機能は10日でコピーできますが、何千もの不満事例はコピーできません。

テクノロジー業界の幹部が個人的なスキャンダルに巻き込まれた場合、市場はすでにどのように反応するかという明確なシナリオを持っている。

投資家は、ますます明白になる事実に直面せざるを得なくなっている。それは、米国経済は景気後退に向かっているわけでも、大幅に減速しているわけでもなく、むしろ新たな再加速局面を迎えているということだ。

時が経つにつれ、次のステップは、ハードウェアとソフトウェアのニーズが徐々に満たされるにつれて、「利益を自社の手元に留めておく」能力を持つと期待されるテクノロジー／アプリケーション層企業に投資することである。

次に注目すべきは、ナスダックの下落がいつ止まるかだけでなく、米国株式市場の調整が流動性にさらに影響を与えるかどうか、そして暗号資産市場が独立した買い支えを取り戻せるかどうかである。

NVIDIAのCEO、ジェンセン・フアン氏は日曜日、全従業員宛てに公開書簡を発表し、不倫を正式に認め、妻への「不貞行為」を謝罪した。取締役会は同日、独立調査の開始を発表した。NVIDIAの株価は夜間取引で3％以上下落し、同社を取り巻く不確実性をさらに高めた。