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The sudden resignation of NVIDIA CEO Jensen Huang has raised concerns in the South Korean AI industry regarding GPU supply and collaboration on AI infrastructure. In response to market worries about changes in the supply of the next generation of GPUs and AI collaboration, the South Korean government assessed and stated that the GPU supply stipulated in existing contracts is expected to remain unaffected by this management change. Currently, approximately 13,100 NVIDIA B200 GPUs have been deployed, and plans to introduce new generation GPUs such as Vera Rubin are also expected to proceed as originally planned.It is reported that NVIDIA has collaborations with South Korean companies such as NAVER, Hyundai Motor Group, SK Telecom, and Kakao Mobility in the fields of AI data centers, autonomous driving, and robotics. The market believes that the impact on existing contracts in the short term is limited, but the speed and priority of future new investments, technical support, and strategic collaborations will still depend on the decisions of the new management.

In the petition website "Stand with Jensen," there is a signature from "Yiming Zhang (ByteDance)" with the message "Stand with Jensen," suspected to be Zhang Yiming, the founder of ByteDance.The list also includes a signature from "Yi He, Co-founder and Chief Customer Officer of Binance," with the message "I also wear a leather jacket, I disagree." Yi He had previously retweeted Elon Musk's post supporting Jensen Huang on X.Additionally, the list features individuals such as a16z co-founder Marc Andreessen, Epic Games CEO Tim Sweeney, Y Combinator CEO Garry Tan, Palo Alto Networks CEO Nikesh Arora, and Cohere co-founder Aidan Gomez.Website data shows that the total number of signatures has exceeded 20,000, including 2,107 self-identified current employees of NVIDIA, 267 former employees, and 12,406 shareholders. The identity of the signatories is filled out by the signers themselves, and the website has not verified them; the aforementioned individuals have not publicly confirmed their signatures.

Zhao Changpeng posted on platform X that the Japanese listed company ASIAN STAR will distribute BNB worth a total of 8 million yen to eligible shareholders and plans to tokenize Japanese real estate on the BNB Chain.Zhao Changpeng stated that this is a first in Japan and a global first, providing more ways for traditional enterprises and their shareholders to participate in cryptocurrency. He also mentioned that despite the turbulent market, industry builders are still continuously advancing projects.

The chairman of the U.S. Senate Intelligence Committee, Republican Tom Cotton, wrote to U.S. Secretary of Commerce Howard Lutnick, urging the exclusion of Chinese memory chip manufacturer Changxin Storage (CXMT) from the U.S. market and prohibiting it from acquiring U.S. technology. In his letter on Thursday, Tom Cotton stated that Changxin Storage "poses an increasing risk to our economic prosperity and military advantage," and that the U.S. must take action to prevent it from gaining a more solid foothold in the global market.

According to community users and internal sources, the cryptocurrency exchange x.me (formerly known as voox) is suspected of running away. Currently, the withdrawal channels on the platform have been closed, and there are reports that the management team, including the CEO, has gone missing.The tip-off indicates that this is the latest incident of a suspected exchange running away, following the events related to Bitmart and websea. As of now, x.me has not responded to this matter.

According to the latest stock spot exchange rankings released by RootData, the top three exchanges are Binance, Gate, and OKX.Among them, Binance scored 83.5, with a 24h public order book trading volume of 526 million USD, a month-on-month decrease of 4.16%, and a market share of 25.77%; Gate scored 72.4, with a 24h public order book trading volume of 7.6838 million USD, a month-on-month increase of 12.92%, and a market share of 3.76%; OKX scored 72.3, with a 24h public order book trading volume of 131 million USD, a month-on-month increase of 10.56%, and a market share of 6.42%.

The Indian cryptocurrency exchange Unocoin has released an update on the event investigation, stating that it has received the necessary information and explanations from the custodian service provider BitGo. BitGo has frozen its corporate account as requested by Unocoin on November 6, and it is currently confirmed that the freeze measures are in effect as expected.Unocoin stated that the transactions in question were not executed through the BitGo platform, but were completed externally with direct signing and broadcasting to the blockchain network. Preliminary investigations indicate that the BitGo multi-signature wallet, originally intended as a backup mechanism to ensure user asset access when the service provider is unable to provide services, may have been exploited.

Gao Qiquan, former president of South Asia Technology, stated that Chinese DRAM manufacturer Changxin Storage is building 10 wafer fabs in Beijing, Shanghai, and other locations, with most of the new production capacity expected to come online in the next two years. He believes that even though Chinese manufacturers still face technical limitations, a significant increase in DRAM output may still lower storage prices; once the new wafer fabs are successfully put into production and increase commercially viable output, market competition may exert pressure on DRAM contract prices.Gao Qiquan indicated that this supply risk is at a mid-term level and does not mean that consumer-grade memory prices will immediately drop. If DRAM prices decrease, the component costs for PC manufacturers, smartphone brands, and other storage purchasers may also decline; Samsung Electronics, SK Hynix, and Micron may face price competition from Changxin Storage's capacity expansion before its technology catches up.

RootData launches tokenized asset analysis features, presenting the specific performance of the platform's tokenized business around dimensions such as internal trading, transactions of self-issued products in covered trading venues, contributions from top assets, and on-chain activities. It also provides AI interpretations by sector to help users understand data changes and the underlying trading structures.Users can view relevant data in the "Tokenized Assets" section of the exchange details page, identifying the main assets driving overall trading increases or decreases through comparisons of transactions over different time periods, Top 5 asset performance, and changes in trading volume. They can observe transaction concentration and trading distribution. Additionally, by combining on-chain holding addresses, active addresses, and other indicators, users can understand changes in holdings and activities beyond just trading heat.

According to the "Shanghai Scientific Data Management Measures (Trial)", the Shanghai Municipal Science and Technology Commission and the Shanghai Municipal Bureau of Data propose to encourage the application of technologies such as artificial intelligence, blockchain, and privacy computing to establish a mechanism for the discoverability, authorization, traceability, and assessability of scientific data for development, utilization, and open sharing, promoting the sharing and utilization of scientific data throughout Shanghai and the Yangtze River Delta region. This policy mainly targets scenarios such as scientific research data management, authorized circulation, and trustworthy traceability, and does not involve cryptocurrency trading or digital asset issuance.

The Thai payment application WORPT allows foreign tourists to exchange cryptocurrency for Thai Baht and spend it in stores and restaurants by scanning commonly used local payment barcodes, without the need to open a Thai bank account. The application was developed by Wipay Co and Waan Exchange Co and operates under the TouristDigiPay regulatory pilot launched by the Thai Securities and Exchange Commission.Wipay founder Pavin Jittiwongsamarn stated that the target users of WORPT are cryptocurrency holders from South Korea, Japan, the Middle East, and Southeast Asia. The company expects to reach 200,000 users in the first year and anticipates driving 15 billion Baht (approximately 440 million USD) in spending during the 18-month pilot period. The number of foreign tourists entering Thailand is facing a decline for the second consecutive year, and international tourism revenue is also decreasing.

CITIC Securities research report points out that management changes in leading technology companies may exacerbate short-term market volatility, but systemic selling pressure may be relatively limited. The slowdown in AI capital expenditure growth helps improve the free cash flow situation of CSP, and the SaaS sector is expected to benefit. The pricing logic of U.S. stocks may gradually return to the fundamentals of corporate earnings, with earnings growth and upward revisions in expectations supporting the market's mid-term performance.

The New York Federal Reserve stated that the Federal Reserve did not intervene in the foreign exchange market in the third quarter; during the same period, the U.S. Treasury had purchased yen in the foreign exchange market.

Aave posted on platform X that the loan exchange feature is now live on Aave Pro's Aave V4 Ethereum, Base, and Avalanche markets. Users can exchange loans from one asset to another without closing their positions, and this feature is supported by @CoWSwap.

Binance founder Zhao Changpeng stated that it was a mistake for Nvidia to force Jensen Huang to resign.

According to Polymarket data, in the "Next CEO of NVIDIA" prediction market, the probability of the "No Change" option for Jensen Huang has risen from 19% earlier today to 29%, ranking first. NVIDIA's Vice President of High-Performance Computing Ian Buck has dropped to second place with 25%, while Chief Financial Officer Colette Kress ranks third with 23.3%.According to the rules, "No Change" means that NVIDIA has not announced an official successor before 23:59 Eastern Time on December 31, 2028, and interim CEOs do not count. Therefore, even if Jensen Huang steps down, as long as NVIDIA appoints only an interim CEO within the deadline, this option can still prevail. The 29% is the implied probability of "no official successor announced," not the probability of Jensen Huang staying on in the short term.

On November 12, at the 23rd China International Semiconductor Expo (IC China 2026), Luo Xiaodong, Vice President of Changxin Technology, stated that due to the surge in global computing power demand, the computing power super cycle is entering a new "layered era."Luo Xiaodong pointed out that this layering is first reflected in the growth differentiation of segmented markets. Currently, the server market demand accounts for over 50%, prioritizing high-value scenarios such as AI large models and intelligent computing centers; the automotive market is expected to have a compound annual growth rate of about 30% by 2030; the penetration of AI functions in consumer electronics markets such as mobile phones and PCs is accelerating, but still exhibits significant cyclical volatility characteristics.

According to Blue Whale Finance, the latest progress of DDR5 RDIMM and MRDIMM product lines has been obtained from the storage chip manufacturer Changxin.The DDR5 chips have completed iterations from 24Gb to 32Gb. The RDIMM modules achieve mainstream capacities ranging from 32GB to 128GB, with full coverage of speeds from 5600Mbps to 8000Mbps. The MRDIMM covers capacities of 128GB and 192GB, with a maximum speed of up to 12800Mbps.

The Financial Services Commission of South Korea plans to allow cryptocurrency exchanges to proactively suspend deposits and withdrawals under certain conditions when they are suspected of being attacked by hackers, and requires strengthening security monitoring.