標普500指數期貨跌幅擴大，觸及盤中低點。

1. 黃仁勳：到2029年出現內存供應過剩的可能性不大。 2. SK海力士取消旗下Solidigm赴美上市計劃，監管審查與股東反對成阻力。 3. SK海力士啓動iHBM供應鏈協作，意在鎖定AI存儲主導權。 4. 機構：預估服務器CPU今年出貨增幅31%，2027年出貨量有望增逾40%。 5. 三星電機獲特斯拉、英偉達3.7萬億韓元投資。 6. 三星電子在半導體研究所新設“核心團隊”，加速DRAM、NAND新品研發。 7. 美光AI存儲路線圖曝光：1δ節點、HBM5/6、G11 NAND齊推進。 8. 美光宣佈推出與公司利潤掛鉤的全球員工季度獎金計劃。 9. 方舟引擎新突破：華爲詳解HarmonyOS 7超空間存儲+超空間內存技術。 10. 三星據報計劃借印度新手機制造補貼政策擴大出口，考慮追加投資。

U.S. tech shares fell as investors questioned the sustainability of rising AI-related spending. The Nasdaq slid 2.6%, its largest single-day drop since June, while the blue‑chip‑heavy Dow rose 0.02%. Major AI-related names weakened: Meta fell 7% after disclosing further large spending commitments and missing profit expectations despite strong revenue growth. Nvidia’s CEO warned capital is insufficient to support growth of so‑called “neoclouds” — new cloud providers that would supply digital infrastructure to large AI customers such as Meta and Amazon — stoking sector capital‑intensity concerns. SpaceX, Nvidia and CoreWeave shares also dropped. The Philadelphia Semiconductor Index plunged 6.7%. Risk‑off flows pushed investors into U.S. Treasuries, driving yields sharply lower.