沙特阿美首席执行官：即便我们的东西向管道遭到袭击，我们仍能在数日内恢复出口。

Samsung Electronics will use its second wafer fab in Tyler, Texas to produce base wafers for high-bandwidth memory (HBM) for AMD and NVIDIA, Maeil Business Newspaper reports. The plant is expected to break ground this month; its entire capacity is reportedly pre-booked, with the bulk of orders coming from AMD. The facility will use an advanced 2nm process, cover about 2.7 million sq ft (roughly 1.5x the size of Samsung’s first US fab, which has a Tesla contract). Equipment installation is slated to begin in February 2029, with volume production targeted in 2030.

RESERVE BANK OF AUSTRALIA: Domestic financial conditions are judged restrictive but uncertain. Sector inflation remains elevated; market services, rents and durable goods prices are rising.