KEPCO, South Korea's state-run utility, said in a statement that it had suggested an advance payment scheme to major power users including Samsung and SK Hynix. ^[1] UBS has identified leading investment opportunities in the European Information Technology sector through its Equity Compass report, focusing on companies positioned to benefit from transformational innovation trends including artificial intelligence, power and resources, and longevity. ^[2] KEPCO said that participation, interest rates, payment amounts and payment periods for the advance payment scheme had not been finalised. ^[3] ASML's Chief Financial Officer stated that the company has room to increase prices for some of its chipmaking equipment, citing that its capacity for cutting-edge EUV tools is nearly fully booked through the end of 2027. ^[4] UBS analysts view ASML's strong leadership position and irreplaceable supply chain as truly defensive qualities within the European IT sector. ^[5] UBS expects significant tightness in memory supply-demand to persist, supported by strong structural growth in AI and the ongoing conversion of traditional DRAM capacity to AI High Bandwidth Memory. ^[6] The headline of the article reports that a newspaper has said Samsung might pay $15 billion in advance for power, but KEPCO's statement does not confirm this amount. ^[7]