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2026-07-04

Mali's military said the situation was 'fully under control' after insurgent attacks on five cities and towns.

Mali's military said the situation was 'fully under control' after insurgent attacks on five cities and towns.
2026-07-04

The Malian military stated that the situation is "completely under control" after insurgent attacks in five cities and towns.

The Malian military stated that the situation is "completely under control" after insurgent attacks in five cities and towns.
2026-07-04

I. SK Hynix 1. Cheongju M15X (Key DRAM/HBM Capacity): Expected Shipment Schedule: Gradually contributing to HBM-related supply from 2026 onwards; becoming one of the core sources of incremental AI DRAM supply in 2026-2027. 2. Yongin Cluster: Expect

I. SK Hynix 1. Cheongju M15X (Key DRAM/HBM Capacity): Expected Shipment Schedule: Gradually contributing to HBM-related supply from 2026 onwards; becoming one of the core sources of incremental AI DRAM supply in 2026-2027. 2. Yongin Cluster: Expected Shipment Schedule: First fab enters production stage in 2027; multiple fabs continuously expand capacity from 2028-2030; full-scale HBM and advanced DRAM base by 2030+. 3. HBM Packaging Base in Indiana, USA: Expected Shipment Schedule: Packaging capacity gradually forms in 2027-2028; large-scale support for HBM shipments begins in 2028. II. Samsung Electronics 1. Pyeongtaek P4/P5 Production Line Cluster (Core DRAM and HBM): Expected Shipment Schedule: Partial trial production and customer verification in 2027; mass production stage in 2028. 2. HBM Dedicated Capacity Expansion (Cheonan / Onyang) Expected Shipment Schedule: Entering the HBM4 mass production window in 2027–2028. III. Micron 1. Idaho / New York (Advanced DRAM Base) Expected Shipment Schedule: Initial wafer output begins in mid-to-late 2027; large-scale supply begins in 2028+. 2. Singapore NAND + DRAM Hybrid Capacity Expansion Expected Shipment Schedule: HBM/NAND related capacity expansion begins to contribute to output in 2027; stable shipment cycle begins in 2028. Summary: From the capacity expansion situation, the expansion of the three companies will begin to "gradually materialize" in 2027, but structural gaps still exist. HBM supply will remain a bottleneck. A new round of concentrated release of HBM and DRAM capacity will begin in 2028, and the price cycle may enter a rebalancing phase.
2026-07-04

At 17:30 Beijing time on July 4, 2026, China launched 13 Qianfan polar-orbit satellites from Taiyuan Satellite Launch Center aboard a modified Long March-6 carrier rocket; all satellites reached their planned orbits and the mission was declared succe

At 17:30 Beijing time on July 4, 2026, China launched 13 Qianfan polar-orbit satellites from Taiyuan Satellite Launch Center aboard a modified Long March-6 carrier rocket; all satellites reached their planned orbits and the mission was declared successful.
2026-07-04

ECB policymaker Moulin said on Saturday that following last month’s rate hike Inflation has eased with a sharp fall in oil prices, leaving the central bank "well placed." He said the ECB does not give forward guidance and therefore will not signal wh

ECB policymaker Moulin said on Saturday that following last month’s rate hike Inflation has eased with a sharp fall in oil prices, leaving the central bank "well placed." He said the ECB does not give forward guidance and therefore will not signal what it will do in July. Moulin added the ECB's 2.25% policy rate is "very low" versus other central banks, that June's hike was "reasonable," and that ECB communication indicated the June increase did not mark the start of a new tightening cycle.
2026-07-04

German Chancellor Merz held a phone call with Ukrainian President Zelenskiy to discuss Russian airstrikes on Kyiv and other parts of Ukraine.

German Chancellor Merz held a phone call with Ukrainian President Zelenskiy to discuss Russian airstrikes on Kyiv and other parts of Ukraine.
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