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London Metal Exchange (LME): Aluminum inventories remained unchanged, tin inventories decreased by 55 tons, zinc inventories increased by 925 tons, lead inventories decreased by 3,525 tons, nickel inventories decreased by 24 tons, and copper inventor

2026-09-07

London Metal Exchange (LME): Aluminum inventories remained unchanged, tin inventories decreased by 55 tons, zinc inventories increased by 925 tons, lead inventories decreased by 3,525 tons, nickel inventories decreased by 24 tons, and copper inventories increased by 2,300 tons.

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2026-09-07

Jukan, a semiconductor analyst at Citrini Research, has shifted to a more positive stance on DRAM, following a bearish report released on July 3rd. Specifically, Citrini Research believes the fundamentals of DRAM are solid. DRAM inventories at US hyp

Jukan, a semiconductor analyst at Citrini Research, has shifted to a more positive stance on DRAM, following a bearish report released on July 3rd. Specifically, Citrini Research believes the fundamentals of DRAM are solid. DRAM inventories at US hyperscale manufacturers are already at low levels, with further room for reduction. Regarding prices, Citrini Research expects DRAM mixed contract prices to rise by approximately 10% quarter-over-quarter in Q4 2026 (compared to a high-double-digit increase in Q3). The fundamentals of NAND are weaker. While prices achieved high-double-digit quarter-over-quarter growth in Q3 2026, the increase is expected to slow significantly in Q4, recording only low single-digit quarter-over-quarter growth, due to weakening demand from mobile devices and high inventory levels.
2026-09-07

Saudi outlet Hadath reports the Yemeni government air force struck Houthi military equipment at the Kofur military camp west of Marib, Yemen.

Saudi outlet Hadath reports the Yemeni government air force struck Houthi military equipment at the Kofur military camp west of Marib, Yemen.
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