美光科技(MU.O)：HBM4 12層產品的量產爬坡速度目前是HBM3E 12層版本的兩倍；公司已經累計交付超過10億美元的HBM4收入。

AEMO’s biennial Integrated System Plan says data-centre electricity demand will surge over the next 25 years, almost doubling consumption on Australia’s main grid by 2050. Data centres could make up nearly 10% of National Electricity Market (NEM) underlying demand by 2050, about four times today’s share. AEMO identifies a renewables-led, network-connected system—backed by storage and gas—as the lowest-cost pathway. Climate Change and Energy Minister Chris Bowen said the government intends to deploy domestic solar and wind to deliver cheaper, cleaner power and shield the grid from global market volatility.

SK Hynix's Korean-listed shares rose 5.5% in after-hours trading.