European AI-related stocks rally in early trade after Samsung and SK Hynix announced a major investment plan aimed at expanding supply capacity for in-demand memory chips. European suppliers to the two Korean companies rise, with ASML and ASM International up 0.5% and 1%, respectively. SK Hynix and Samsung Electronics' substantial new commitments--part of South Korea's newly announced investment in semiconductors worth close to $2 trillion--"further strengthen the thesis of a memory super-cycle and a continuation of the buildout of data centers," Equita analyst Alberto Gegra writes. The rises come amid broader strength across AI-linked stocks, with chip makers STMicroelectronics and Infineon gaining 3.2% and 2.3%, respectively. The South Korean investments also boost U.S. sentiment--suppliers Applied Materials and Lam Research rise 3.9% and 3.35%, respectively. ([email protected])