The Daily Derek

AI

#
  1. Anthropic commits 5% of its shares to a new Public Benefit Fund

    Subject to stockholder approval, the board can add 2% more for every 50% rise in company value. With co-founder pledges and an employee match, about 20% of Anthropic's shares go to the public good. The fund can't be used for lobbying or political giving.

Tech

#
  1. Samsung reportedly turns to TSMC's 3nm lines for Nvidia's custom HBM base dies

    According to industry sources, Nvidia wants the base die for its custom NVHBM memory made on TSMC's 3nm process, with Samsung supplying the memory. NVHBM reportedly offers up to 30% more bandwidth than HBM4E. UBS expects 2027 HBM demand to outrun supply by about 10%.

  2. Nvidia says the RTX 5090 is still in production, but supply is tight

    At an event in Taipei, Nvidia denied reports that it had halted RTX 5090 production to divert GB202 dies to its RTX Pro cards. In Malaysia the card averages about RM28,000, far above its $1,999 launch price.

Malaysian News

#
  1. Haze: 27 areas unhealthy this morning as Anwar proposes an ASEAN mechanism

    At 9am, 27 areas had unhealthy API readings, the worst at Johan Setia, Selangor (172). Anwar says Malaysia is ready to help Indonesia and has proposed an ASEAN-level haze mechanism. MOE has pushed school mark-entry deadlines back by up to a week.

  2. Navy sends 100 personnel to clean up Pangkor after flash floods

    The Navy deployed 100 personnel from Lumut, with boats and a helicopter on standby, to clear mud from a school, a mosque and homes on Pulau Pangkor. In Perak, 156 flood victims were at relief centres in Larut, Matang and Selama as of 8pm on 18 October.

  3. MSM's Prai sugar refinery gets a 15-year lease extension

    Railway Asset Corporation says the refinery, which isn't part of the Kampung Manis redevelopment, will get a new 15-year lease on RAC land. FELDA had asked for 30 years. The site near the port and railway is seen as vital to the national sugar industry.

Malaysian Telco

#
  1. Maxis pays RM287m for an extra 2x10MHz of 2600MHz spectrum

    In a Bursa filing, Maxis said it accepted MCMC's four-year award: RM203m upfront plus RM84m in annual fees over the term. It came the same day CelcomDigi won its own 900MHz and 2600MHz spectrum.

  2. RHB: telcos swap price wars for discipline; TM and CelcomDigi top picks

    RHB Research stays Neutral but expects stronger second-half earnings. Its top picks are TM, CelcomDigi and OCK, and TM's AI data centre with Singtel is over 70% pre-sold. Risks include DNB's path to profit and new access-pricing rules.

  3. CelcomDigi to put fixed wireless at 15 flood relief centres ahead of the monsoon

    CelcomDigi is raising key equipment above past flood levels and keeping repair teams on 24/7 standby. With MRA, the Malaysian Red Crescent and NADMA, it can support about 42,000 people across six states.