Bank of Japan policy board member Tamura said he is concerned companies will pass through costs faster and to a greater extent than in 2022.

Qualcomm (QCOM.O) unveiled the Dragonfly C1000, a data‑center CPU tailored for agent-style AI workloads that prioritizes high compute with low power draw. Qualcomm said Meta Platforms (META.O) will adopt the chip for mass production beginning in 2028. The launch underscores Qualcomm's push from smartphone processors and modems into the data‑center market. Qualcomm shares fell more than 5% after the announcement.

恆生科技指數跌超2%，恆生指數跌1.4%。