2026-09-01

South Korean media report Samsung's memory division has allocated roughly 70% of its capacity through 2031 to long-term agreements (LTAs), with major clients including NVIDIA, Microsoft and Google. An AI-driven surge in HBM demand is crowding out traditional DRAM supply and intensifying shortages; even large LTA customers reportedly cannot secure their full contracted volumes, sending spot HBM prices sharply higher.

South Korean media report Samsung's memory division has allocated roughly 70% of its capacity through 2031 to long-term agreements (LTAs), with major clients including NVIDIA, Microsoft and Google. An AI-driven surge in HBM demand is crowding out traditional DRAM supply and intensifying shortages; even large LTA customers reportedly cannot secure their full contracted volumes, sending spot HBM prices sharply higher.

2026-09-01

Stoxx Europe 50 futures down 0.09%; Germany DAX futures down 0.25%; France CAC 40 futures up 0.14%; UK FTSE 100 futures down 0.40%.

Stoxx Europe 50 futures down 0.09%; Germany DAX futures down 0.25%; France CAC 40 futures up 0.14%; UK FTSE 100 futures down 0.40%.

2026-09-01

欧洲斯托克50指数期货下跌0.09%，德国DAX指数期货下跌0.25%，法国CAC40指数期货上涨0.14%，英国富时100指数期货下跌0.4%。

欧洲斯托克50指数期货下跌0.09%，德国DAX指数期货下跌0.25%，法国CAC40指数期货上涨0.14%，英国富时100指数期货下跌0.4%。

2026-09-01

UK Nationwide house price index MoM (Aug) +0.2% vs +0.10% expected; July revised to -0.1% from +0.10%.

UK Nationwide house price index MoM (Aug) +0.2% vs +0.10% expected; July revised to -0.1% from +0.10%.

2026-09-01

UK Nationwide house price index August YoY +1.6% (expected +2.0%); July revised down to +1.4% from +1.8%.

UK Nationwide house price index August YoY +1.6% (expected +2.0%); July revised down to +1.4% from +1.8%.

2026-09-01

Germany July real retail sales YoY -2.5%, prior -0.2%.

Germany July real retail sales YoY -2.5%, prior -0.2%.