All three major US stock index futures rose in pre-market trading on October 27, with Nasdaq 100 leading gains at 0.59%, S&P 500 up 0.36%, and Dow futures climbing 0.28%. Elon Musk stated that robots' memory consumption will exceed that of all computing devices currently on Earth, noting that humanoid robots rely on low-power DRAM chips rather than high-bandwidth memory (HBM).
TSMC is reportedly considering raising prices for its CoWoS advanced packaging services by 10% to 20% as AI chip demand expands beyond GPUs into server CPUs and custom silicon, tightening packaging capacity. The foundry also plans to shrink its high-density 6T SRAM bit cell below 0.017 square micrometers on the A14 process node slated for mass production in 2028. Meanwhile, Meta announced an expanded Nvidia collaboration covering AI agent security built on OpenShell architecture and scaled Vera Rubin compute cluster deployments.
Commodities diverged: spot gold edged up 0.15% to $4,023.17/oz while silver fell 0.80% to $53.52/oz. WTI crude dropped 0.80% to $100.94/barrel and Brent slipped 0.51% to $110.18/barrel. General Motors confirmed it will transfer its listing from NYSE to Nasdaq effective November 17 under the same "GM" ticker. The Bank of Korea warned that a slowdown in US tech giants' AI infrastructure spending next year could reduce South Korean semiconductor exports by $50 billion to $100 billion versus prior forecasts.
US Pre-Market: Musk Claims Robots Will Need More Memory Than All Computing Devices Combined; TSMC Weighs 10-20% CoWoS Price Hike
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