UKRAINE DRONES ATTACK RUSSIA'S BALTIC SEA PORT OF UST-LUGA AGAIN ON FRIDAY, SOURCES SAY RUSSIAN OIL PRODUCERS WARN BUYERS ABOUT POSSIBLE FORCE MAJEURE ON OIL SUPPLIES AS BALTIC PORTS FACE DRONE ATTACKS, SOURCES SAY

SK海力士、三星電子股價跌超3%。

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.