TrendForce says structural tightness in mature-process DRAM supply is pushing consumer DRAM buyers toward older-generation parts to secure allocations, triggering renewed procurement of legacy consumer DRAM dies. TrendForce projects DDR2 contract prices will rise about 55–60% in Q2 2026 and a further 35–40% in Q3; DDR3 and other legacy consumer DRAM contract prices are expected to extend the Q1 2026 rally.

Takuya Hoshino of the Dai-ichi Life Research Institute said Tokyo-area CPI rebounded in June for the first time in eight months but is unlikely to push the Bank of Japan to accelerate rate hikes. Tokyo consumer prices excluding fresh food rose 1.6% YoY in June, up from 1.3% in May. Hoshino said the print shows some underlying price resilience but is insufficient to prompt concern about faster cost pass-through to consumers and is unlikely to move the BOJ to bring forward hikes.

EU extends suspension of tariffs in Boeing-Airbus trade dispute.