March 4 Tech News
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- Micron Technology has launched a 256GB low-power memory module specifically designed for AI data centers. Based on 32Gb LPDDR5X design, this module can provide faster response times for large language models and significantly improve energy efficiency. The product has begun sampling to customers, supporting memory capacities of up to 2TB per 8-channel CPU configuration.
- Japan's benchmark Nikkei 225 index fell more than 3%, closing at 56,279 points, marking its largest single-day drop since last November. The decline was influenced by escalating geopolitical tensions in the Middle East, with investors concerned that rising energy prices could trigger inflationary pressures.
- Global stock markets experienced volatility but showed no signs of a liquidity crisis. Bitcoin prices remained stable above $68,000. Internal sector rotation within the market continued, with software stocks rebounding while the semiconductor sector suffered heavy losses. The Middle East conflict could lead the broader market to fall back to February 2025 levels. The South Korean stock market faces bubble risks, primarily affecting the memory and semiconductor industries. The expected impact is similar to the yen reversal arbitrage event in July 2024, with the market likely to recover within two months.
- Chinese electric vehicle manufacturer BYD performed strongly in the global market, with its European sales in January 2026 nearly tripling to 18,200 vehicles, surpassing competitors like Tesla. The company's full-year sales target is 4 million vehicles, potentially exceeding Honda and Ford. Despite industry pressures from price wars and reduced subsidies, BYD, as a leading company, shows no signs of bankruptcy risk.
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