德國總理默茨：歐洲與亞洲之間有必要開展新的合作，我們應當將歐洲和亞洲的貿易協定結合起來。

1. 據悉SK海力士擬推出50-60萬億韓元的額外股東回報計劃。 2. 內存條價格堅挺，內存條市場有價無市。 3. 三星和SK海力士將於明年Q2量產並交付HBM4，供應給英偉達。 4. 消息人士：越南首家芯片廠與阿斯麥尚未達成協議，不太可能實現2027年目標。 5. 傑富瑞：半導體設備火爆行情將持續至2028年。 6. SpaceX與阿波羅簽署400億美元GPU融資協議。 7. 國家統計局：1—9月，電子專用材料製造、半導體分立器件製造行業利潤分別增長2.2倍、51.7%。 8. 受內存漲價影響，曝三星計劃減產20% Galaxy A系中低端手機。 9. 亞馬遜：AI算力需求快速上升，主要算力產能已排至2028年。 10. 韓國央行官員：明年芯片價格將繼續上漲，但漲幅將放緩。 11. SemiAnalysis CEO：除內存外，基板或成芯片供應最大瓶頸。

Anthropic filed an IPO registration with Nasdaq under the ticker ANT. For the six months ended June 30, 2026, revenue was $16.3 bln (prior year $1.2 bln) and net loss was $80.7 bln. The company cautioned revenue growth may not be sustainable and it may not achieve or maintain profitability. As of June 30, Anthropic had raised $141.1 bln in capital. As of Sept. 30, net revenue retention was about 900% and customers spending more than $100k annually rose to over 11,900 from 950. The filing discloses a long‑term benefit trust and plans for director‑held Class T special shares. The board approved a public‑good share framework that can issue up to 2% of total equity in N‑class shares to a public‑good fund each time the share price rises 50%. Anthropic said it will invest heavily in frontier AI safety and does not expect to pay dividends for the foreseeable future. The filing also shows Anthropic has agreed to cumulative spending of up to $120.5 bln through 2029 under arrangements related to SpaceX AI.