英国房屋建筑商股票上涨，此前政府表示将在10月预算案中确认购房贷款计划。Persimmon、Barratt、Taylor Wimpey、Vistry和Berkeley股价上涨6%至23%。

VIS inaugurated its first advanced wafer fab in Singapore, VSMC, a joint venture with NXP. Trial production began in June; construction-to-trial took 18 months, well below the typical >2 years. Driven by AI infrastructure demand the new fab’s initial capacity was sold out on start-up and first-batch yields are at least 99%. The plant is slated for mass production in early 2027 and will produce interposers/mid-layers for advanced packaging used by NVIDIA, Google and Broadcom. TSMC holds about a 19% stake in VIS.

London Metal Exchange stocks: tin down 25 tonnes, nickel down 24 tonnes, aluminium unchanged, copper down 150 tonnes, lead down 3,825 tonnes, zinc up 1,875 tonnes.