Integrated Circuits (Chips):
1. ASML unveils breakthrough in EUV light source technology, potentially increasing chip production by 50% by 2030.
2. SK denies media rumors, stating it has never discussed building a DRAM memory wafer fab in Japan.
3. SK Chairman Chey Tae-won pledges to SK Hynix expand HBM production, pointing out the significant uncertainty AI brings to the market.
Artificial Intelligence:
1. Honor will launch its first humanoid robot.
2. OpenAI adjusts its "Stargate" project strategy: postponing self-construction and shifting towards deeper cooperation with Oracle and SoftBank.
3. The Canadian government states that "all options are on the table" in dealing with OpenAI. The Canadian Minister of Artificial Intelligence will meet with the OpenAI security team on Tuesday.
4. Amazon: Will invest $12 billion in Louisiana to build its first data center campus. The project will create 540 full-time data center jobs and support 1,710 additional jobs.
5. Anthropic claims Claude Code can automate some of the modernization work of the Common Business Language (COBOL), causing IBM's stock price to plummet over 13% on Monday.
Other:
1. Frontier Biotech: Reached an exclusive licensing agreement with GlaxoSmithKline.
2. US media: US Defense Secretary Hergsays will meet with Anthropic CEO Tuesday morning local time.
3. Novo Nordisk stated that in clinical trials, its canagliflozin (Cagrisema) failed to meet the efficacy criteria for non-inferiority to Eli Lilly's Tirzepatide.
