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Industry

Google TurboQuant sparks memory chip selloff, shocking Hynix and Samsung investors

Google unveiled TurboQuant, a technology that can improve memory-use efficiency for AI models by up to six times, prompting investors to take profits on fears of weaker demand for high-end memory chips. Memory chip stocks fell across markets, with SK Hynix and Samsung Electronics sliding about 6 percent and nearly 5 percent in Korea. Analysts said the drop also reflected profit-taking after sharp gains, while some argued long-term demand remains supported.

Industry

U.S., Japan, Korea NAND group to invest 3.5 trillion won in Taiwan\'s Nanya Tech to secure DRAM

A DRAM shortage driven by surging AI demand is leading NAND makers to invest directly in DRAM producers to lock in supply. Taiwan\'s Nanya Technology raised about $2.5 billion in a private placement from SanDisk Technologies, Solidigm, Cisco Systems and Kioxia. SanDisk and Kioxia also signed long-term DRAM supply agreements with Nanya. Nanya plans to use the funds for advanced DRAM plant facilities and equipment.

AI & Enterprise

PC market on alert as CPU shortage fuels price hikes and delays

A surge in computing demand from the global AI boom is pushing chipmakers to prioritise server processors, tightening supply of PC CPUs for consumers and signaling price increases of up to 15 percent. Reports said Intel and AMD have told customers they plan to raise supply prices across CPU lineups from March and April. Delivery times are also lengthening from weeks to months, while other component prices are rising as well.