According to ChainCatcher, South Korean glassmaker JNTC will supply glass platters for hard disk drives to Seagate, with production at its Vietnam plant scheduled to begin in the first quarter of next year and supply to expand from the second quarter. JNTC has completed a mass-production line at its third factory in Viet Tri, Vietnam. Converted from a plant producing cover glass for wearables and vehicles, the facility has received about 55 billion won in investment since the end of 2024 and currently has annual capacity of approximately 120 million to 170 million platters. JNTC expects the business to begin contributing revenue in the first quarter of next year and generate hundreds of billions of won in additional annual sales. It plans to prioritize Seagate through 2030 before expanding to customers including Western Digital and Toshiba. The article estimates that Hoya and JNTC will account for about 60% and 40%, respectively, of Seagate’s future glass-platter purchases. JNTC also aims to raise annual capacity to 400 million to 500 million units over the medium to long term.

According to ChainCatcher citing Lookonchain, a whale address deposited approximately 6,532 ETH to a Galaxy Digital deposit address.

Nvidia、ジェンセン・フアン、チップ、人工知能、コンピューティング能力、ジェンセン・フアンの後継者候補リストが明らかに：CUDAの父とフアンの娘が有力候補。Jinse Finance：ジェンセン・フアンの娘はNvidiaの次の後継者になるのか？

U.S. District Judge Colleen McMahon on November 10 denied prediction market Novig’s request for a preliminary injunction against New York, finding its sports event contracts likely do not qualify as swaps under the Commodity Exchange Act and that the state could apply its gambling laws. According to Odaily, McMahon criticized a Commodity Futures Trading Commission (CFTC) order requiring Kalshi to continue operating after New York sued, saying it had the appearance of collusion between the regulator and the regulated party. She said CFTC rules were internally contradictory because they classify sports and other event contracts as swaps while excluding sports betting and casino wagering from that category. Novig filed a notice of appeal with the U.S. Court of Appeals for the Second Circuit several hours after the ruling.

Foresight News posted on X (formerly Twitter) that BitMine remains down about $6.2 billion as debate continues over the long-term value of ETH. At a fireside chat at ETHGlobal Pragma Mumbai, Vitalik Buterin discussed whether ETH should be viewed as a token that collects fees or as a store of value, saying the two approaches require different priorities. Optimizing market value around fee collection, he said, is essentially like running a company; successful companies often use aggressive governance rather than detailed rules that constrain them over the long term. The post also cited recent results from two Ethereum treasury companies. BitMine holds 6.07 million ETH, or 4.97% of the supply, putting it close to Tom Lee’s 5% target. It reported a net loss of $6.3 billion for fiscal 2026, mostly from unrealized losses as ETH prices fell. Staking generated about $121 million in revenue, less than its $377 million in management expenses. SharpLink reported net income of $750 million in the third quarter, about 90% of which came from unrealized gains. For the first three quarters of this year, it recorded a cumulative loss of about $328 million. Both companies have followed a similar model: raising capital to buy ETH, earning staking income, and reporting results that move with the token’s price. The post said investors should look beyond the amount of ETH each company buys and assess whether its ETH per share is increasing and whether staking returns can cover financing costs. It also raised the question of how much additional value treasury companies can create for shareholders beyond holding ETH for appreciation.

According to ChainCatcher, Baidu subsidiary Kunlunxin outlined its product roadmap at the opening of Baidu World 2026 on November 12, saying its M100 has launched on schedule and its flagship M300 is set to debut next year. The M100 targets cost-effectiveness, while the M300 features upgrades in computing power, storage and interconnect capabilities. Multiple chips based on a new N architecture are also planned for release by 2028 to serve different application scenarios. Baidu founder Robin Li said AI computing demand has shifted from primarily training to a balance of training and inference, with the growth of agent applications driving a surge in inference demand. He said inference will be a major long-term driver of AI chip growth.

According to ChainCatcher, Baidu unveiled its Tianchi 1,024-card supernode at the Baidu World 2026 conference on Nov. 12, bringing its planned market launch forward by a year from 2028 to next year. Using optical-engine technology for all-optical interconnection, the system supports collaboration across 1,024 cards. Inter-card bandwidth is three times that of the previous generation, while training and inference performance are 2.5 times and three times higher, respectively. The accompanying G3.5 KV Cache memory acceleration cabinet doubles long-context inference performance, cuts first-token wait time by 90% in multi-turn conversations, and increases overall throughput sevenfold. A single supernode can support training models with 5 trillion parameters, and the system can scale to clusters of up to 500,000 cards. Baidu founder Li Yanhong also said the flagship Kunlunxin M300 will launch next year.

South Korea plans to let crypto exchanges suspend deposits and withdrawals when they suspect a hack, without waiting for an intrusion to be confirmed. According to PANews, citing Cointelegraph, the Financial Services Commission (FSC) plans to issue a no-objection letter allowing preventive suspensions under specified conditions. Current rules prohibit exchanges from blocking withdrawals without valid grounds and explicitly allow restrictions only after a hacking incident is confirmed. The FSC also requires exchanges to maintain 24-hour monitoring and incident response, increase cold-wallet holdings, and strengthen insurance coverage and reserves. Exchanges unable to monitor continuously will be allowed to process deposits and withdrawals only during staffed hours and must notify users in advance.

この大手海運会社は、買収した旧システムへの不正アクセスとデータ抽出があったことを認め、継承したインフラやサードパーティの物流プラットフォームにおけるサイバーセキュリティリスクを浮き彫りにした。

今後、仮想通貨市場が本格的な強気相場を迎えなかった場合、どうなるのでしょうか？ブロックチェーンの開発は停止するのでしょうか？ステーブルコインや株式トークン化は継続されるのでしょうか？

日本は、報告されたサイバー攻撃の急増を受け、AIを活用したサイバー防衛、専門対応チーム、官民連携を拡大しており、国家レベルでの協調的なサイバーレジリエンス構築への転換を示している。

このAI界のゴッドファーザーは、Nvidiaを単独で時価総額1兆ドル規模に押し上げた人物だが、今やキャリアの崖っぷちに立たされている。

Hyperliquidのオーダーブックが構成可能になると、何が起こるのでしょうか？

Ledgerのソフトウェア開発キットは、デフォルトでユーザーの暗号通貨取引の詳細、ウォレットアドレス、デバイス情報をサーバーに送信しており、プライバシーに関する懸念が高まっている。Ledgerは、このデータはクリア署名機能をサポートするものであり、保存されないと説明しているが、批判者たちは、なぜ事前にユーザーに許可を求めなかったのかと疑問を呈している。

NVIDIAの取締役会は水曜日に社内会議を開き、ジェンセン・フアン氏の今後について決定を下すとともに、外部機関と協力して新たなCEO候補を選出した。ウォール街は、フアン氏が退任を余儀なくされた場合、AI業界全体に及ぼす直接的な影響を注視している。

イーサリアム財団の元従業員が、同財団、イーサリアム共同創設者のヴィタリック・ブテリン氏、および他の4人の被告を相手取り訴訟を起こした。訴状によると、彼女は癌の診断を公表し、物議を醸した雇用方針に対する職員の反対運動を組織したわずか2週間後に解雇されたという。

バイナンスの共同CEOである何毅氏、リチャード・テン氏、および最高セキュリティ責任者のジミー・シュー氏は、10月30日にバイナンスの公開スペースで発生した重大なセキュリティインシデントについて声明を発表した。