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At midday closing, domestic futures contracts showed mixed results. Container shipping to Europe rose over 6%, lithium carbonate rose over 3%, urea and soybean meal rose over 2%, and eggs, nickel, rapeseed meal, and apples rose over 1%. On the downsi

2026-02-12

At midday closing, domestic futures contracts showed mixed results. Container shipping to Europe rose over 6%, lithium carbonate rose over 3%, urea and soybean meal rose over 2%, and eggs, nickel, rapeseed meal, and apples rose over 1%. On the downside, butadiene rubber, palladium, ferrosilicon, palm oil, ethylene glycol (EG), platinum, and soda ash fell over 1%.

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2026-02-12

1. Sources: ByteDance is in talks with Samsung regarding the manufacturing of its self-developed AI chip. 2. Samsung claims it has regained its position at the top of the memory industry with HBM4 and plans mass production this month. 3. Samsung El

1. Sources: ByteDance is in talks with Samsung regarding the manufacturing of its self-developed AI chip. 2. Samsung claims it has regained its position at the top of the memory industry with HBM4 and plans mass production this month. 3. Samsung Electronics CTO: Strong demand for memory is expected to continue until 2027; customer feedback on HBM4 is positive. 4. Samsung Electronics plans to launch LPDDR5X-PIM samples in the second half of the year. 5. SK Hynix is developing new technologies to reduce NAND manufacturing costs. 6. SMIC's Zhao Haijun: HBM shortages will continue, but the downward trend in mobile phones and computers may reverse in the third quarter. 7. Winbond Electronics: DRAM shortages are expected to continue, with memory prices expected to surge by 90% to 95% this quarter. 8. Tight DRAM supply is expected to continue until 2028; Deutsche Bank raises Micron's target price again. 9. Cisco CEO: Memory price increases have been announced; the company will continue to monitor market trends and make further adjustments as necessary. 10. MediaTek: January revenue declined by over 8% year-on-year and month-on-month; Q1 mobile phone business revenue will see a significant decline. 11. TrendForce: Rising storage prices drag down mobile phone production; double-digit decline may occur in 2026.
2026-02-12

US Treasury Secretary Bessant: Trump is open to the Iran issue.

US Treasury Secretary Bessant: Trump is open to the Iran issue.
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