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Apacer CEO Zhang said the three major DRAM suppliers are allocating nearly all new capacity to AI-focused products (HBM, server DDR5 and LPDDR5X), cutting supply to general DDR5, DDR4 and industrial/enterprise segments. Memory-module makers now face

2026-07-27

Apacer CEO Zhang said the three major DRAM suppliers are allocating nearly all new capacity to AI-focused products (HBM, server DDR5 and LPDDR5X), cutting supply to general DDR5, DDR4 and industrial/enterprise segments. Memory-module makers now face shortages rather than price competition; supplier plans imply continued declines in DRAM volumes available to module vendors, supporting further price increases. Vendors are building inventories to avoid stockouts and must pre-buy even at higher cost. Zhang said supply tightness should remain clear through H1 2027; conditions after H2 2027 will depend on vendors' capacity expansions and AI demand.

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2026-07-27

Australia's S&P/ASX 200 index closed up 115.10 points, or 1.31%, at 8,887.40 on Monday, July 27.

Australia's S&P/ASX 200 index closed up 115.10 points, or 1.31%, at 8,887.40 on Monday, July 27.
2026-07-27

At the midday close, China’s main futures contracts were mostly lower: Shanghai crude (SC) and fuel oil fell more than 8%; benzene dropped over 7%; synthetic rubber, styrene (EB), low-sulfur fuel oil (LU) and p-xylene declined more than 6%; LPG was d

At the midday close, China’s main futures contracts were mostly lower: Shanghai crude (SC) and fuel oil fell more than 8%; benzene dropped over 7%; synthetic rubber, styrene (EB), low-sulfur fuel oil (LU) and p-xylene declined more than 6%; LPG was down nearly 6%. On the upside, palladium, platinum and Shanghai silver rose over 3%; lithium carbonate and Shanghai tin gained over 2%; red dates, Shanghai gold and caustic soda were up more than 1%.
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