韓國KOSPI指數逆轉此前超3%的跌幅轉漲，SK海力士漲超2%。

ADATA Technology warned DRAM and NAND flash prices will rise again in 2026 Q3. Chairman Chen Libai said major memory suppliers have issued notices expecting DRAM contract prices to increase 20–30% and NAND flash prices 35–40% in Q3, which should lift memory and storage selling prices and could support ADATA’s operating results.

Michael Nizad, head of multi-asset and portfolio management at Edmond de Rothschild Asset Management, said the yen’s weakness is excessive given Japan’s strong fundamentals and could push USD/JPY toward 170 within three months absent intervention. USD/JPY hit 162.83 on Wednesday, a 40-year high, and was trading at 161.76. Nizad said such depreciation would boost Japanese industry competitiveness and would be unacceptable to the Trump administration, so he expects coordinated foreign-exchange intervention by the Bank of Japan, Federal Reserve and European Central Bank in H2. He added that any yen appreciation without intervention would likely be short-lived; a successful intervention could compress USD/JPY to around 155, making the near-163 move the peak.