Google TurboQuant Cuts Memory Need, Hits Chip Stocks
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- Samsung shares have risen 114% year‑to‑date as AI‑driven demand for high‑bandwidth memory surges.
- SK Hynix shares have jumped 186% year‑to‑date on the same AI memory boom.
- Micron Technology stock has gained 141% in 2026, reflecting the broader memory rally.
- Google unveiled TurboQuant on March 24, promising a six‑fold reduction in memory required for large language models.
- Deutsche Bank warned that TurboQuant triggered a sharp drop in memory‑chip makers’ share prices and said it’s unclear whether the technique will permanently curb demand.
Why it matters: Investors in Samsung, SK Hynix and Micron enjoy double‑digit gains, but TurboQuant’s compression has already knocked memory‑chip makers’ shares, threatening earnings and prompting a rapid market correction.
