Russia’s largest online retailer Wildberries confirmed a warehouse in the Tula region was damaged in a drone strike.

Samsung Electronics and SK Hynix shares have plunged about 23% and 35% in the past month amid concerns over weakening HBM price momentum, NAND oversupply and faster rival capacity build-outs. Goldman Sachs says the sell-off is overdone, citing still-low inventories, persistent supply tightness and supportive long-term supply contracts and shareholder returns, and reiterates Buy on both names. The stocks now trade around 3.5–3.6x 2027 P/E and 1.4–1.6x P/B. Goldman forecasts 2027 blended HBM ASPs to rise about 87% for Samsung and 100% for SK Hynix to roughly $2.9/GB, with the SK Hynix estimate roughly 24% above consensus. Goldman highlights constrained HBM expansion—driven by node upgrades, increased stacking and tougher yield ramps—and warns next year’s supply shortfall could be larger than this year’s.

丰田表示将于周四中午班次恢复福冈三家工厂的生产。