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The US dollar rebounded sharply against the Japanese yen (USD/JPY) by nearly 70 points, currently trading at 158.88, with the decline narrowing to 0.78%. Previously, the pair had experienced a brief plunge, falling more than 1% intraday, and the mark

2026-09-02

The US dollar rebounded sharply against the Japanese yen (USD/JPY) by nearly 70 points, currently trading at 158.88, with the decline narrowing to 0.78%. Previously, the pair had experienced a brief plunge, falling more than 1% intraday, and the market remains highly vigilant for intervention.

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2026-09-02

Deutsche Bank says a persistent 'memory wall' and tight memory supply are reshaping next‑generation AI chip roadmaps. Investors are discussing some new processors cutting HBM configurations as elevated DRAM prices are being built into AI capex calcul

Deutsche Bank says a persistent 'memory wall' and tight memory supply are reshaping next‑generation AI chip roadmaps. Investors are discussing some new processors cutting HBM configurations as elevated DRAM prices are being built into AI capex calculations. Supply constraints are accelerating alternative approaches, including more SRAM‑dependent inference chips, custom HBM base dies, HBF and other HBM variants. Engineering plans remain fluid with limited supply‑chain visibility; most management teams view the problem as primarily economic—cost and affordability—while overall DRAM demand may remain high. Key market signals to watch: HBM capacity and pricing, per‑chip HBM allocations on next‑gen GPUs and ASICs, and whether SRAM, HBF and other substitutes achieve scalable deployment.
2026-09-02

Israeli military: Qafa Yuval sounded the alarm, warning of enemy aircraft infiltration.

Israeli military: Qafa Yuval sounded the alarm, warning of enemy aircraft infiltration.
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