加拿大央行會議紀要：鑑於增長已恢復且通脹趨於緩和，成員們同意所面臨的貨幣政策權衡已有所減輕。

South Korea's KOSPI extended gains to 3%, SK Hynix rose 4% and Samsung Electronics gained nearly 6%.

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the single most expensive component, overtaking the SoC. Introduction of 2nm flagship SoCs will add further upward pressure on BOMs; even if OEMs raise retail prices, aggregate gross margins are expected to remain slightly below 2025 same‑generation flagships.