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On Aug 4 (Tue) the Baltic Dry Index (BDI) climbed for a fourth consecutive session, gaining 93 points (+3.3%) to 2,936, its highest level since July 14. The Capesize index (BCI) rose 214 points (+4.7%) to 4,778, the strongest since June 5; Capesize d

2026-08-04

On Aug 4 (Tue) the Baltic Dry Index (BDI) climbed for a fourth consecutive session, gaining 93 points (+3.3%) to 2,936, its highest level since July 14. The Capesize index (BCI) rose 214 points (+4.7%) to 4,778, the strongest since June 5; Capesize daily earnings increased $1,939 to $39,831 per day. The Panamax index (BPI) added 52 points (+2.4%) to 2,187, the highest since July 20; Panamax daily earnings rose $474 to $19,686 per day. The Supramax index (BSI) was up 3 points (+0.19%) at 1,613, while the Handy index (BHSI) slipped 3 points to 881.

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2026-08-05

1. Executives of two South Korean memory giants have been charged with breach of trust, and police have launched an investigation. 2. Samsung explores new memory technology: vertically stacked on top of AI accelerators, achieving a density ten times

1. Executives of two South Korean memory giants have been charged with breach of trust, and police have launched an investigation. 2. Samsung explores new memory technology: vertically stacked on top of AI accelerators, achieving a density ten times higher than traditional HBM5. 3. South Korean media: South Korea's leading position in memory will continue until 2031. 4. The AI storage boom boosts performance; Moody's gives SK Hynix an A rating for the first time. 5. Institutions: AI is reshaping the storage market landscape; Changxin Memory becomes the world's fastest-growing DRAM manufacturer. 6. Institutions: In Q2, Samsung regained the top spot in the global DRAM market with a 39% market share, while Micron narrowed the gap. 7. Institutions: Potential demand driven by the growth of Agent AI and AI server CPUs will further push up the price of traditional DRAM. 8. South Korea's semiconductor cluster receives policy support; the government will cover up to 100% of infrastructure construction costs. 9. Kioxia launches the GP1 series of high-performance solid-state drives to seize the AI storage market. 10. Institution: DRAM supply will remain tight in 2027; Nvidia downgrades its Rubin Ultra HBM configuration assessment. 11. GlobalWafers, a semiconductor silicon wafer supplier: Its silicon wafer production lines are almost fully utilized, and it is negotiating new long-term contracts with multiple customers. 12. Affected by the backlog of goods in the trading market and the difficulty in effectively digesting them in the short term, the price of 64GB eMMC fell again this week.
2026-08-04

SoftBank Group reported Q1 revenue of 1.81 trillion yen and net income of 155.07 billion yen.

SoftBank Group reported Q1 revenue of 1.81 trillion yen and net income of 155.07 billion yen.
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