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  1. AI demand triggers global memory crunch, prompting Taiwan advanced memory initiative — DigiTimes Asia
  2. TSMC weighs move into 3D DRAM manufacturing at Nvidia's request — Techmeme
  3. Solidigm weighs US NAND flash fab as funding and timeline remain unsettled — DigiTimes Asia
  4. SK Hynix AI arm buys $377 million stake in Penguin Solutions from SK Telecom — DigiTimes Asia
  5. Election backlash against data centers rattles AI stocks and expansion plans — TechCrunch AI
  6. Anthropic strikes $3.4bn deal for gas-fired generators to power AI data centres — Financial Times AI
  7. OpenAI to keep expanding AI data centers despite election results favoring restrictions — DigiTimes Asia
  8. Tencent AI chief warns AI will soon master biology, raising new safety risks — SCMP China Tech

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