9 mei 2026 · 14:15

SK Hynix HBM Supply: Tech Giants Finance ASML Lines

Global tech companies are so desperate to lock in SK Hynix HBM supply that they are offering to finance entire dedicated production lines, including the ASML extreme ultraviolet lithography machines that cost hundreds of millions each. It is a striking reversal of the usual chipmaker-customer dynamic, and it has direct consequences for European AI buyers who cannot match hyperscaler pre-payment terms. This episode also covers Samsung and Meta entering humanoid robotics, a cyberattack that took Canvas offline across nearly nine thousand schools, and what Taiwan's near-record exports tell us about where the AI infrastructure boom stands today.