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- 1Samsung to more than double HBM4 memory outputβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.
- 2AI spending drives record corporate bond issuance boomβThe AI gold rush is fueling a record corporate bond boom: Chart of the Day
Companies are borrowing at a record pace in the corporate bond market, and the surge is being driven by spending tied to artificial intelligence. Tech firms and related industries are raising huge sums to fund data centers, chips and infrastructure, pushing issuance to unprecedented levels. Market watchers are debating whether the boom reflects genuine demand or growing debt-fueled exuberance around the AI buildout.
- 3South Korea set for 50 trillion won chip tax windfallβSouth Korea tax windfall could top 50 trillion won on chip boom - Yonhap
South Korea's tax revenue could exceed 50 trillion won thanks to a boom in the semiconductor industry, according to a Yonhap report. Strong chip demand and exports are lifting corporate profits, boosting state coffers well beyond earlier forecasts and giving Seoul room for additional fiscal spending.
- 4Is AI Really Fueling Inflation? It's Not That SimpleβIs AI Really Fueling Inflation? Itβs Not That Simple
Morningstar argues that the popular claim that artificial intelligence spending is driving inflation deserves a more nuanced look. The piece pushes back on the simple narrative that data center buildouts and AI investment are broadly pushing up consumer prices, suggesting the picture is more complicated than headlines suggest. It comes amid ongoing debate over how much AI infrastructure spending is affecting energy demand, chip costs and the wider economy.
- 5ASML says it sold nothing in Europe in 2026βASML says it sold 'absolutely nothing' in Europe in 2026
ASML, the Dutch maker of chipmaking equipment, says it sold 'absolutely nothing' in Europe in 2026 and is calling on the EU to help create demand for semiconductor manufacturing. The remark highlights how little chip production capacity Europe has despite its ambitions, with virtually all of ASML's sales going to Asia and the United States. Commenters are weighing what this says about Europe's competitiveness in advanced chipmaking.