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On October 9, according to BIT (bit.com) market data, the US stock market saw a rebound in semiconductors, optical communications, and storage concepts during the night session, with Applied Optoelectronics (AAOI) rising nearly 5% and Lumentum (LITE) increasing by 3%. Lumentum's CEO Michael Hurlston stated today that due to technology companies racing to build faster AI data centers, the company's optical device capacity is sold out until early 2029. Some products will still have about 70% of demand unmet by next year, while other products will have 30% of demand unmet until 2028. In April of this year, Hurlston indicated that he expected the entire capacity for 2028 to be booked within two quarters.

According to South Korean media reports, Samsung Electronics has signed long-term agreements for approximately 75% to 80% of its memory supply for next year, including high bandwidth memory. The reports indicate that Samsung has finalized most contracts with major tech companies such as Nvidia, Google, and Microsoft. SK Hynix and Micron are also accelerating their efforts to secure supply volumes and have signed a series of large-scale long-term contracts with key customers. Samsung Electro-Mechanics is reportedly close to signing a long-term agreement worth 700 billion Korean won with Taiwanese power electronics company Delta Electronics for the supply of multilayer ceramic capacitors.

OpenAI's research head issued a statement in response to an open letter from former employees Jasmine, Mikita, and Tomek. The company stated that after a thorough investigation, the three violated clear policies regarding the handling of sensitive information; serious breaches of trust discovered during the internal investigation exceeded the scope of the open letter. As a result, their employment was terminated last week, and the decision will be upheld. OpenAI emphasized that this decision was not aimed at those who raised safety concerns or expressed opinions publicly. The company stated that there are intense and critical safety and research discussions happening internally every day and encourages questioning; it maintains a tolerance for good-faith mistakes and will not terminate employees for raising concerns. Regarding the safety issues mentioned in the open letter, OpenAI announced that it is finalizing a contract with a third-party security assessment organization, with details expected to be released in the coming weeks, and committed to involving external evaluators in its safety work. The company acknowledges that maintaining the monitorability of cutting-edge models requires collective effort from the entire industry, stating that this area has long been a focus of its research and will continue to receive significant resources.