Monday, February 23, 2026

South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand (Heesu Lee/Bloomberg)

Heesu Lee / Bloomberg:
South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand  —  South Korea's exports extended their growth momentum in early February, driven by resilient semiconductor demand even as trade uncertainty persists over US tariff policy.



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Data center developers are seeking credit ratings even while facilities are under construction to unlock new capital; S&P, Moody's, and others expand coverage (Michelle Chan/Financial Times)

Michelle Chan / Financial Times : Data center developers are seeking credit ratings even while facilities are under construction to unloc...