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TrendForce's latest research says structural supply tightening in mature-node DRAM is forcing consumer DRAM buyers to shift to older-generation chips to secure allocations, triggering a fresh wave of legacy consumer DRAM procurement. That dynamic is

2026-06-22

TrendForce's latest research says structural supply tightening in mature-node DRAM is forcing consumer DRAM buyers to shift to older-generation chips to secure allocations, triggering a fresh wave of legacy consumer DRAM procurement. That dynamic is expected to extend the Q1 2026 price rally for DDR2 and DDR3. TrendForce forecasts DDR2 contract prices to rise about 55–60 pct in Q2 2026 and a further 35–40 pct in Q3 2026.

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2026-06-21

UKMTO said the captain of a product tanker reported a small boat with five armed individuals approached the vessel and appeared to attempt boarding.

UKMTO said the captain of a product tanker reported a small boat with five armed individuals approached the vessel and appeared to attempt boarding.
2026-06-21

CITIC Securities research says demand for high‑end zirconia in China should rise As solid‑state battery supply chains accelerate, SOFCs expand rapidly, electronic‑grade bioceramics grow and nuclear power enters a recovery cycle. Yttria (yttrium oxide

CITIC Securities research says demand for high‑end zirconia in China should rise As solid‑state battery supply chains accelerate, SOFCs expand rapidly, electronic‑grade bioceramics grow and nuclear power enters a recovery cycle. Yttria (yttrium oxide), the key stabilizer for zirconia, faces constrained rare‑earth supply after output from Japanese suppliers including Tosoh and First Rare Element Chemical fell sharply, supporting expectations that Chinese producers will gain significant share of the global high‑end zirconia market. Zirconium oxychloride feedstock prices are up about 30% since the start of the year and downstream zirconia prices have risen roughly 30% YTD. Electronic‑grade high‑purity nano‑zirconia is quoted at $50–65.7/kg and yttria‑stabilized zirconia (YSZ) high‑end powders at $50–150/kg. Domestic high‑end zirconia market is seeing simultaneous volume and price increases.
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