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TrendForce’s latest memory-price survey says high-layer 3D NAND and other higher-value products are displacing mature-process capacity, creating an acute MLC NAND shortage that is pushing some industrial, automotive and networking customers to conver

2026-07-13

TrendForce’s latest memory-price survey says high-layer 3D NAND and other higher-value products are displacing mature-process capacity, creating an acute MLC NAND shortage that is pushing some industrial, automotive and networking customers to convert orders to SLC NAND. Combined with rising SLC demand from AI edge compute, data centers and automotive electronics, the supply gap should widen; TrendForce estimates SLC NAND contract prices will rise 120-170% in H2 2026 versus H1, with further upside not ruled out.

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2026-07-13

Goldman Sachs: Recent attacks highlight the uncertainty surrounding the export outlook in the Gulf region, and a serious escalation of the situation could exacerbate the risk of short-term upward movement in oil prices.

Goldman Sachs: Recent attacks highlight the uncertainty surrounding the export outlook in the Gulf region, and a serious escalation of the situation could exacerbate the risk of short-term upward movement in oil prices.
2026-07-12

Sanyou Chemical said on July 12 it expects 1H2026 net profit attributable to shareholders of about 168 million yuan, up roughly 129% YoY. The company cited higher selling prices and improved margins in its chemical-fiber and organosilicon segments, w

Sanyou Chemical said on July 12 it expects 1H2026 net profit attributable to shareholders of about 168 million yuan, up roughly 129% YoY. The company cited higher selling prices and improved margins in its chemical-fiber and organosilicon segments, while soda ash and chlor-alkali units saw price declines and weaker profitability. Lower prices for bulk inputs — raw salt, pulp, calcium carbide and silicon blocks — together with reduced period expenses, also supported earnings growth.
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