Taiwan memory module makers are rushing to secure cash to boost inventory levels of chips and materials due to the AI boom and rising prices, media report: -ADATA has raised NT$14 billion (US$440 million) through a convertible bond and syndicated bank loan, and is planning a 30 million private share placement -GoldKey Technology has raised NT$4.5 billion via convertible bond and syndicated loan -Apacer NT$1 billion convertible bond -Team Group NT$2 billion convertible bond -Innodisk, Transcend: each planning NT$3 billion convertible bonds -Silicon Power: planning NT$500 million convertible bond $SSNLF $HXSCL $MU #semiconductors# #semiconductor#

AI is still eating the extra wafers. According to Industry sources, DRAM contract prices could rise about 20% quarter on quarter in Q4 2026. NAND could rise about 30%. The seller’s market is intact. This is not a PC or phone refresh cycle. Makers cut capex and wafer starts in 2023-2024. That hole never fully closed. Then AI infrastructure soaked up what was left. NAND demand has shifted fastest. Phones and PCs used to set the mix. Now the pull is AI data centers, enterprise SSDs, and high-capacity QLC. Once large models move from training into inference, KV cache, RAG, and intermediate data all need fast, dense storage. NAND is becoming part of the AI memory stack, not only a consumer leftover. Makers are sending scarce bits to those higher-margin parts first. Weak handset and PC demand therefore hurts less than the old cycle would suggest. New supply is late. Kioxia’s K2, Solidigm’s second Dalian plant, and YMTC additions are coming online. Large greenfield fabs do not add much until after 2028. On DRAM, HBM4, server DDR5, high-capacity RDIMM, SOCAMM, and LPDDR keep taking advanced wafers, which squeezes commodity DRAM. Samsung’s P4 and SK Hynix’s M15X are the nearer expansions, and both lean toward HBM and advanced DRAM. $MU $SKHY Micron’s Idaho fab, SK Hynix Yongin Y1, Micron’s Taiwan Tongluo site, and Nanya’s 5A plant mostly contribute after 2027. Taiwan names in the slipstream are Nanya and Winbond on DRAM and specialty memory, plus Phison, ADATA, Transcend, and Team Group on controllers and modules, via higher prices, denser SKUs, and inventory marks. Price is doing the work because bit growth cannot. That lasts until the 2027-2028 fabs actually ship.

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Avatar: The Way of Water had more than twice the budget of Ramayana, so who did it better ? Ramayana part I Avatar With $210M budget With $460M budget

A lot of AI hardware stocks got sold yesterday on worries about a data centre slowdown. Korea's export numbers tell a very different story. Korea shipped $56.4B of semiconductors in October, up 259% on a year ago. That's nearly half of everything the country exported last month. Most of it is memory, at about $50B. Computer exports, driven by AI servers and server SSDs, were up 497% to $5.85B. Prices and volumes both stayed high as big tech keeps spending to stay ahead in AI. Total exports hit $115.3B, and Korea now expects to pass $1 trillion for the year sometime this month. This is the closest thing we have to a live read on AI hardware demand. It lands on the 1st of every month, weeks before anyone's earnings call. Stocks can have a rough day for all sorts of reasons. The chips are still shipping at record pace, and I don't see a slowdown anywhere in these numbers

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A data breach has hit THE GUNDAM BASE MEMBERS, exposing the email addresses and internal IDs of 346,247 users. The breach happened through Yumillink, the company handling email services for Bandai Namco ID. The leaked data includes: >Email addresses >Internal Bandai Namco ID numbers Passwords, credit card details, names, addresses and purchase history were not affected, according to Bandai Namco. Bandai Namco Entertainment and BANDAI SPIRITS have stopped the affected email service and warned users to be alert for phishing emails and impersonation attempts.

A court in New Mexico ordered Meta to pay $25 billion in penalties on Wednesday as part of a data privacy case that came from the Cambridge Analytica scandal from almost ten years ago.

AVATAR-Org1 launched this morning and is on its way to @Space_Station! 🧠 Following AVATAR’s journey around the Moon on @NASAArtemis II, this new investigation will study lab-grown brain tissue to better understand how spaceflight affects human health.