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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A data center developer sponsored by affiliates of Blue Owl raised $1.1 billion through a junk-bond offering to finance a CoreWeave-tied project after offering juicy yields to lure investors

A group of banks led by Goldman Sachs has kicked off the sale of a roughly $1.1 billion junk bond to finance construction of a data center sponsored by affiliates of Blue Owl and leased to CoreWeave

A 20 year fiber optics professional confronted Paulding County Commissioners during a public meeting in Georgia He says they are secretly lying to residents about no data centers being expanded because he sees fiber lines being put in that are for a data center and costs $2 million dollars “It costs between $50,000 and $100,000 a mile to install, and you're telling me no data centers? Nobody's doing that on a maybe… I mean, that's almost a $2 million dollar investment.” “Somebody needs to explain it to me. Either you're not gonna do it, or you are gonna do it, you're lying to them, or you're lying to us. I need to know. That's what I wanna know. 'Cause they're not putting that in for giggles. I've done this for 20 years” He pulled the records of the company putting in the lines and they only do this for massive projects, not residential like the Commissioners are claiming. So they’re openly lying to residents about a data center project Officials had been telling residents there is no data center going in at Cole Lake Road. This professional in the industry of 20 years is saying the fiber work already in the ground does not match their story I did my own research and this guy is SPOT ON - The company putting the lines in is called Zayo - GreyStone Connect is the company that does residential Internet Zayo is the company that’s putting in those specific lines he’s referring by to. Zayo’s business is hyperscalers, banks and media. They do not sell you home internet Mixing those 2 companies is how officials keep dodging the question So it’s essentially confirmed these lines are going to be used for a hyper scale data center Government officials who openly lie about things like this should all be removed. The entire council should lose their jobs

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