1. Trump's statement on potential further military action against Iran remains a focus, though no major strike decision has been made and negotiations are prioritized.
2. Anthropic CEO announced supply deals with Samsung Electronics and SK Hynix, signaling increased demand in the AI and semiconductor sectors.
3. SK Group Chairman anticipates increased memory chip demand from NVIDIA, highlighting positive prospects for semiconductor manufacturers.
Geopolitical Tensions, AI Chip Demand Surging
