Samsung reported preliminary results on October 8 with operating profit up ninefold to about $80 billion, while TSMC reported revenue up 51%. Citi forecasts HBM4 prices could rise as much as 100% next year, and the two companies' cash piles are now compared to central bank foreign exchange reserves. The discussion has moved to the market's reaction and to what shareholders get: Korea's KOSPI fell 5.5% and Samsung dropped more than 7% in the chip sell-off, and Samsung says it will withhold details of its shareholder return plan until early next year.