Mingtai Aluminium said its recycled aluminium finished-product capacity exceeds 1 mln tonnes and is currently operating at full capacity.

Trump said on social media he will hold a press conference in 45 minutes in France. He said an agreement has been reached under which Iran will not obtain nuclear weapons and the Strait of Hormuz will be immediately reopened. He said U.S. economic indicators are strong, employment is at record highs and the U.S. has attracted more than $19.1 trillion of investment. He added that the agreement has driven U.S. equities sharply higher while oil prices have fallen substantially.

TrendForce says the AI arms race among global cloud service providers and shift to in‑house ASIC accelerator platforms are driving heavy use of small‑size, high‑capacitance, high‑temperature tolerant high‑end special‑spec MLCCs, concentrating demand on a few top specifications. Supplier capacity expansion is lagging, creating a material risk of structural shortages in these high‑end MLCCs in H2 2026.