South Korea presidential office policy chief Kim Yong-beom said on June 24 that Samsung Electronics and SK Hynix’s plan to build a new semiconductor cluster has entered final discussions and will be publicly announced once finalized. He said AI-driven chip demand has led to a substantial acceleration of construction at the existing Yongin cluster. SK Hynix plans four fabs in Yongin and is discussing moving completion of the fourth fab forward from 2044 to 2034.

英國10年期國債收益率跌至4.736%，創一週新低。

Sources say the Trump administration will provide $17.5 billion to finance Westinghouse Electric equipment orders for large nuclear reactors. The funds will be allocated to seven unnamed utilities that have signed DOE loan intent letters. The administration views large reactors as critical power for data centers and economic growth and issued an executive order last year aiming for 10 large conventional reactors under construction in the US by 2030. Large conventional reactor builds have largely stalled: only three such plants have been completed since 2000 and none are currently under construction.