A two-day selloff in memory-chip stocks highlights a split in the AI trade, with
Google’s “TurboQuant” breakthrough affecting certain storage types. Flash memory
makers like Kioxia Holdings saw losses, while leaders in high-bandwidth memory
(HBM) for Nvidia AI accelerators, such as Samsung and SK Hynix, stabilized.
Analysts say TurboQuant improves AI efficiency by reducing memory usage but
doesn’t impact demand for core memory like HBM.
