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According to the General Administration of Customs, China imported 63,323 tons of rare earths from January to July.

2026-08-07

According to the General Administration of Customs, China imported 63,323 tons of rare earths from January to July.

Other News
2026-08-06

U.S. July Challenger job-cut announcements down 46.1% YoY, prior -4.5%.

U.S. July Challenger job-cut announcements down 46.1% YoY, prior -4.5%.
2026-08-06

Wedbush says TSMC's 3nm capacity could expand 2–3 months ahead of prior Raising expectations, 3nm monthly wafer starts to about 180,000 by early Q4. Sources say the acceleration is driven by strong orders from core customers Nvidia, AMD and Broadcom.

Wedbush says TSMC's 3nm capacity could expand 2–3 months ahead of prior Raising expectations, 3nm monthly wafer starts to about 180,000 by early Q4. Sources say the acceleration is driven by strong orders from core customers Nvidia, AMD and Broadcom. Wedbush also estimates 2nm monthly wafer starts at roughly 50–60k in 1H2026, rising to more than 80k by early Q4 2026 and approaching 100k by end‑2026. The analyst added that, if confirmed, these developments would reaffirm TSMC's prior optimism on 2nm and support the The company's outlook for stronger H2 revenue momentum.
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