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TrendForce said in its latest industry survey that global smartphone production in Q2 2026 reached 275 million units, down 8% YoY but outperforming earlier forecasts. The firm cited two drivers: consumer front-loading driven by fears that sustained memory-chip price increases will push device prices higher in 2027, and inventory replenishment by brands that had cut production amid earlier memory-cost spikes. TrendForce raised its 2026 full-year production forecast to 1.07 billion units from 1.05 billion, narrowing the expected YoY decline from 16% to 14%.

US 3-year Treasury auction on Sept. 8: stop-out yield 4.474%, prior 4.29%.