📡 Hourly Briefing | 01:00-02:00

1. The United States has threatened to cut off weapons procurement through the Ukraine Priority Requirements List mechanism and intelligence sharing to pressure Kyiv to stop deep strikes on Russian energy infrastructure, including refineries. Some European officials have already received calls from U.S. officials.

2. TSMC reported third-quarter revenue of NT$1.49 trillion (about US$46.71 billion), up 50% year over year. The figure was a record high for a single quarter and exceeded market expectations, with sustained growth in demand for artificial intelligence chips serving as the main driver.

3. SoftBank founder Masayoshi Son is seeking to raise another US$100 billion from the Gulf region for AI investments. SoftBank has already taken on about US$30 billion in debt for investments related to OpenAI and issued US$11.1 billion in bonds.

4. The U.S. Department of Energy announced US$159 million in funding for 12 second-phase Genesis Mission projects, focused on applying advanced AI and supercomputing to major scientific and technological challenges.

5. The Georgia Institute of Technology and Emory University announced a joint investment of more than US$1 billion in AI infrastructure, research, talent development, and application development, aiming to make Atlanta a leading AI hub in the United States.

6. Bitcoin rose about 5.7% over the past 24 hours, briefly climbing to around US$85,248 before retreating to above US$84,000. Active leveraged trading in the market triggered large-scale liquidations.

7. The FBI arrested a Canadian cybersecurity executive while investigating the ShinyHunters hacking group’s breach of its internal employee data. The suspect had previously operated as a ransomware negotiator.

8. Rezaei, secretary of Iran’s Supreme National Security Council, said the U.S. response to Iran’s conditions for reopening the Strait of Hormuz was insufficient. The strait will not reopen, and no negotiations will take place, until Iran’s seven conditions are met.