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Elon Musk said China can often scale a product it has mastered beyond the rest of the world combined, but advanced memory "will be harder to solve." He cited lithium batteries and solar, and called SpaceX a rare exception. His comments on X came as memory stocks slid. The selloff erased a combined $108 billion from the market values of Micron, SK Hynix, and SanDisk after ChangXin Memory Technologies (CXMT) reported chip-design advances. Musk said low-power memory for phones and laptops follows a common standard that China "seems to be solving fast." High-bandwidth memory and stacked designs are tougher. TrendForce data put CXMT's share of global DRAM revenue at 9.5% in the second quarter, up from 7.6% in the first. Micron fell 3.88% to $989.04 on Monday and lost another 1.40% after hours.

Asian stocks fell on Tuesday as tech shares plunged on fresh worries about the AI investment boom. Seoul's Kospi dropped more than 6%, Tokyo's Nikkei 225 lost nearly 3%, and Taipei fell more than 2%. SK hynix and Samsung slid after reports that China's CXMT had made progress on technology to boost memory density. It plans a new server-memory product by the end of the year, the reports said. Broadcom chief executive officer Hock Tan likened the AI buying frenzy to gambling. He noted that OpenAI still loses money, though it reported annualised revenue of $50 billion in September. Traders are awaiting tech earnings and key US data. Brent crude fell 1.1% to $105.52 despite Houthi attacks on Saudi Arabia.

SK Hynix unveils lightweight H-TPU to shrink power and die area in enterprise SSD controllers. 25 seconds ago October 12, 2026 SK Hynix has shared details about a processor design built to cut down on power use and chip space in modern SSD controllers. At the International SoC Design Conference (ISOCC) 2026 in Incheon on October 12 Vice President Koo In-je introduced the Hynix Transaction Processing Unit, or H-TPU. It's a custom-made programmable core built inside SK Hynix's own labs. The goal is to handle the repetitive I/O tasks that solid-state drives need to run smoothly. Now most SSD controllers use general-purpose Arm CPU cores to manage things like read and write commands, metadata, and buffer control. As SSDs get faster and handle tasks at once, companies add more of these cores. That makes the chip bigger and uses more power. The problem? Most of the work is simple. Follows a set pattern. The H-TPU is designed for that kind of work. It has a four-stage pipeline. Runs tasks one after another, which fits perfectly with how SSDs operate. The H-TPU is small enough that more than 100 of them can be placed across the controller chip. Only the ones needed for a specific task turn on. The rest stay off to save power. SK Hynix says one H-TPU uses 2.5 percent of the power and takes up around 4 percent of the space that a regular general-purpose CPU core would use. The main host CPU is still there for jobs like handling errors, recovering from problems, and making top-level decisions. SK Hynix also built software tools to make it easier for engineers to program the H-TPU cores. That includes a compiler for the job. The company plans to roll out the H-TPU in its next-gen enterprise SSD controllers. After that, it will be used in Storage Next. SK Hynix's system for AI-focused fine-grained storage access with 512-byte blocks. It will also appear in bandwidth flash products expected next year. This move is part of a trend in the industry: building specialized chips for storage as AI and data centers demand more efficient storage solutions.