TechFlow Intelligence Agency: AMD Restores Consumer CPU Memory Encryption Function, South Korean Chip Stocks Plunge 10% Triggering Market Turmoil

marsbitPublicado a 2026-06-23Actualizado a 2026-06-23

Resumen

The technology sector experienced significant volatility, with a sharp decline in chip stocks. South Korea's KOSPI index plummeted nearly 10%, led by major players like Samsung and SK Hynix, indicating a potential sentiment shift in the AI hardware frenzy. AMD reversed a prior decision by reinstating memory encryption features in its consumer CPUs following user privacy concerns. In the AI software realm, user dissatisfaction is growing. Cursor IDE users are canceling subscriptions, citing declining code completion quality and slower responses. OpenAI's new Mac ChatGPT client is reportedly plagued by frequent crashes. Meanwhile, the community eagerly anticipates the release of DeepSeek's V4.1 model. Elsewhere, Huawei pledged to underwrite liability for its intelligent driving system while raising its premium software package price. Apple fixed a critical eavesdropping vulnerability in Beats Studio Buds. In finance, markets saw a broad "Black Tuesday," with gold prices falling and tech stocks like SpaceX and Micron dropping significantly. Analysts warn of a potential AI bubble. The overarching theme suggests the AI narrative is transitioning from initial hype to a phase demanding proven, stable value.

The new model, codenamed DayBreak, focuses on security protection capabilities, as OpenAI begins to deepen its efforts in vertical sectors.

OpenAI | Hacker News

User Criticism Sparks Wave of Cursor Subscription Cancellations

Developers report a decline in code completion quality and slower response times, sparking community discussions about the performance stability of AI programming tools.

Hot Topic: Users complain it has "become dumber and lazier," questioning the value of the subscription.

Original Article | Reddit

Mac ChatGPT Client Frequent Crashes Draw Criticism

Users report that even basic operations can trigger crashes, raising doubts about OpenAI's desktop development quality.

DeepSeek V4.1 Imminent Release, Community Anticipates "Crushing Foreign AI"

Netizens call for price reductions and performance improvements, as the Chinese AI community places high hopes on domestic large language models.

Zhihu

> Spicy Comment: Every time a domestic LLM is about to be released, it's hailed as "smashing GPT," but after release, it turns into "let's benchmark if you disagree."

Encryption / Web3

Polymarket Exposed for Using Paid Creators to Publish Misleading Videos

"The Wall Street Journal" reports that the prediction market platform ran a large number of false promotional campaigns on social media, attracting regulatory scrutiny.

WSJ | Hacker News

South Korean Exchanges Upbit and Bithumb List New Tokens on Same Day

Upbit lists Arcium (ARX), Bithumb lists Canton (CC), with both exchanges simultaneously opening trading in their Korean Won markets.

WuBlockchain

Chips / Hardware

AMD Restores Memory Encryption Feature for Consumer CPUs

Following strong user protests, AMD announces the re-enablement of the previously canceled memory encryption feature, addressing privacy concerns.

Ars Technica

ASML's $400 Million Lithography Machine Drives Future of Chip Manufacturing

"MIT Technology Review" provides an in-depth report on how extreme ultraviolet lithography machines have become the core bottleneck equipment for advanced processes.

MIT Tech Review

NVIDIA GPU Rental Prices Continue to Decline

Changing market supply and demand dynamics lead to a continuous drop in GPU rental fees from cloud providers, easing AI training cost pressures.

Cailian Press

Samsung HBM4 Memory Hits $1 Billion in Monthly Sales

The new generation high-bandwidth memory achieves this milestone just 4 months after mass production, indicating sustained explosive demand for AI chip storage.

> Spicy Comment: With GPU rental prices falling, AI entrepreneurs can finally sell one less kidney.

Tech Companies

Huawei Announces "Backstop" Commitment for Its Intelligent Driving System

Huawei promises to provide guarantees for its intelligent driving system to boost user confidence, while the Qiankun High-End Intelligent Driving Package will increase in price to 36,000 RMB starting July 1st.

Zhihu 1 | Zhihu 2

Dongchedi Tests Xiaomi SU7 vs. Ziyoujia Z7 on 1300km Beijing-Shanghai Range Challenge

The live-streamed test attracts massive attention, highlighting long-range electric vehicle capabilities as a key user concern.

Hot Topic: The objectivity of test data and fairness of testing conditions become points of controversy.

Zhihu

Lei Jun Again Discusses Bet with Dong Mingzhu, Says He "Regrets It"

Lei Jun states the initial bet was a joke, but Dong Mingzhu took it seriously, forcing Xiaomi to enter the air conditioner business.

Zhihu

Google Invests $75 Million in A24 to Develop AI Film Production Tools

The search giant enters the film industry, partnering with an independent studio to explore AI-assisted content creation.

Variety | Reddit

Apple Fixes High-Risk Eavesdropping Vulnerability in Beats Studio Buds

The vulnerability could allow devices to be remotely monitored; Apple has released a security patch.

Ars Technica

U.S. Stocks

South Korea's KOSPI Index Plunges Nearly 10%, Chip Stocks Lead Declines

Samsung and SK Hynix tumble sharply as the AI chip frenzy turns into panic selling. SK Hynix, having just surpassed Samsung as the top market cap, experiences a significant drop.

Hot Topic: High-leverage ETFs amplify volatility; regulators prepare stabilization measures.

6551

Micron Pre-Market Drop Over 10%, Tech Stocks Drag Nasdaq Futures Down 2%

A global "Black Tuesday" for markets as the tech boom cools, with spot gold falling below $4,100.

Wallstreetcn

SpaceX Stock Price Falls Over 16%, Breaks Below IPO First-Day Close

Stock falls for three consecutive days following debt issuance news, erasing over $600 billion in market value and shaking investor confidence.

Wallstreetcn

Short Seller's Prophecy: AI at "End of Its Tether," U.S. Stocks Could Peak as Early as Q3

Analyst warns U.S. stocks could drop 30-50%, stating the AI bubble is nearing its end and a private credit crisis awaits ignition.

Wallstreetcn

> Spicy Comment: South Korean stock market leverage ETFs have turned "losing a year's gains in one day" into performance art.

Finance / Macro

Spot Gold Falls Below $4,100, Silver Plunges 5% Intraday

Precious metals see their biggest drop in two weeks as safe-haven demand cools and market risk appetite shifts.

Iran's Strait of Hormuz Oil Exports Hit Wartime High

Despite geopolitical tensions, Iranian crude exports have risen, easing market concerns about supply disruption risks.

ZeroHedge

Brent Crude Futures Fall Over 1% to $77.04 per Barrel

Expectations of restored navigation in the Strait of Hormuz weigh on oil prices, alleviating supply worries.

New Products / New Trends

Steam Machine Officially Launches Today, $1,049 Price Tag Sparks Controversy

Valve's new handheld device described by leaker as "either highly profitable or getting fleeced by suppliers," with pricing strategy questioned.

Steam | IT Home

Red Magic Gaming Tablet 5 Pro Reveals 185Hz Native High Refresh Rate Game Lineup

Includes popular mobile games like "CrossFire" and "Dawn of Heroes," focusing on high refresh rate gaming experience.

IT Home

Today's Undercurrent

South Korean chip stocks plummet, Micron tumbles, NVIDIA GPU rental prices fall – AI infrastructure shifts from frenzy to calm. Meanwhile, Cursor users complain about it "getting dumber," ChatGPT for Mac crashes frequently, and the application layer is also undergoing a "disillusionment." The market is starting to question: Is AI a new paradigm, or just another tech bubble? As the hardware supply chain shifts from scarcity to surplus, and software experiences go from amazing to everyday complaints, the entire AI narrative is sliding from "infinite possibilities" to a critical moment of "proving its value."

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ZRX（0X）ZRX

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Preguntas relacionadas

QWhat major reversal did AMD make regarding their consumer CPUs, and why?

AAMD reinstated the memory encryption feature in its consumer CPUs. This reversal came in response to strong user protests and privacy concerns after the company had initially planned to remove the feature.

QWhat event triggered a major market sell-off in South Korean stocks?

AThe South Korean KOSPI index plummeted nearly 10%, led by a sharp decline in chip stocks like Samsung and SK Hynix. This was described as a panic sell-off shifting from the previous AI chip frenzy, with high-leverage ETFs amplifying the market volatility.

QWhat are the key user complaints mentioned about the AI programming tool Cursor?

AUsers and developers are criticizing Cursor's subscription service, citing a decline in code completion quality, slower response times, and questioning the tool's performance stability and overall subscription value. The community is discussing a wave of subscription cancellations.

QAccording to the article's 'Today's Undercurrent', what shift is the AI industry experiencing?

AThe AI industry is shifting from a phase of 'unlimited potential' and狂热 (frenzy) to a critical moment of 'proving value'. This is evidenced by hardware supply chains moving from shortage to potential surplus (e.g., falling GPU rental prices) and software experiences becoming commonplace and subject to criticism (e.g., complaints about AI tools), leading to a market-wide questioning of whether AI is a new paradigm or another tech bubble.

QWhat significant commitment did Huawei announce regarding its intelligent driving system?

AHuawei announced a 'bottom line guarantee' commitment for its intelligent driving system, pledging to provide assurance to boost user confidence. Simultaneously, the price for its Qiankun high-end intelligent driving package will increase to 36,000 yuan starting July 1st.

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Bitbase has opened registration for BWTC 2026 (Bitbase World Trading Clash), a global trading competition with a Promotion Pool of up to 1,000,000 USDT. Registration runs from June 22 through July 23. The competition features two parallel tracks: a team-based Futures Team Pro track, scored on both total volume and return on capital, and an individual Trophy Picks track, ranked on individual volume. Team formation closes July 9. Over 2,000 traders registered in the first 36 hours, unlocking an initial 10,000 USDT in the dynamically scaling prize pool. Most rewards are paid as USDT futures trial credit (with profits withdrawable), except for a top-captain cash award. A referral-based scout program offers additional incentives. The event emphasizes rewarding effective capital usage over mere trading volume, aligning with Bitbase's "Trust Through Every Cycle" principle.

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Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

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