2026年FOMC票委、费城联储主席保尔森在其讲稿中提到，美联储的双重使命（物价稳定和就业最大化）是其制定货币政策时的基本出发点。在经历了超过五年的高于目标的通胀之后，将通胀率恢复到2%的目标水平是至关重要的。在这种背景下，她支持FOMC上周维持利率不变的决定。近期一些通胀数据的好转令人欣慰。这是朝着正确方向迈出的一步，但还只是第一步而已，将收集更多信息，以更好地了解潜在通胀的情况以及能源和关税等供应冲击所带来的影响。同时，对货币政策前景保持开放的心态。

Moody's upgraded SK Hynix's long-term issuer and senior unsecured ratings to A3 from Baa1 and left the outlook at stable, citing stronger competitiveness in the AI memory market and improvements in profitability and cash generation. This is Moody's first A-range rating for SK Hynix since the company joined SK Group in 2012. S&P and Fitch remain at BBB+; S&P's outlook is positive and Fitch's is stable. Moody's said it expects SK Hynix to sustain high profitability and cash generation over the next 12–18 months and that ample cash buffers have improved the firm's resilience to a semiconductor-cycle downturn.

Traditional DRAM prices rose QoQ in Q2 2026 while HBM prices fell YoY; the HBM decline was driven by HBM3E price cuts and a delay to HBM4 launches. With traditional DRAM continuing to firm, HBM is expected to rebound next year. A vice president at Counterpoint Research said the key market watch for H2 2026 is whether CXMT can use its recent IPO to accelerate HBM and LPDDR6 capacity expansion. If CXMT scales capacity to meet domestic and international demand it could gain share and reshape industry structure; for CXMT the question is timing rather than capability to join the global top-three memory suppliers.