UK Defence Secretary Healey has resigned after disagreements with Prime Minister Starmer over defence spending.

Polysilicon most-active futures contract hit the limit-up, rising 8.99% to 37,710 yuan/ton — the third limit-up this year.

Jon Peddie Research said PC discrete GPU shipments totaled 11.82 mln in Q1 2026, up 28.3% YoY and down 0.6% QoQ, about 12.07% below the ten‑year same‑quarter average. Desktop discrete‑GPU attach rate rose to 76% in Q1, up roughly 33.2 percentage points versus Q4 2025. Intel's market share in discrete GPUs increased about 0.4 percentage points, NVIDIA's fell about 0.4 percentage points, and AMD's share was flat.