Samsung, once the memory king, now trails in HBM for AI chips after early qualification stumbles. Its HBM4 and HBM4E launches deliver 20%+ speed gains, tripled sales forecasts, and strong customer traction with AMD, Nvidia and Google. Persistent shortages through 2027 may give the company time to close the gap on SK Hynix. This recovery could reshape the vendor landscape.
The EU has instructed member states to waive penalties for oil and gas firms breaching methane rules from 2027-2029, citing energy security risks from Middle East tensions and U.S. pressure. The move eases compliance burdens but draws fire from environmental groups who fear weakened climate action. It preserves the regulation's framework while buying time for markets to adapt.
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