The Information reports TSMC’s capacity shortfall is prompting major AI chip designers, including Google and NVIDIA, to quietly treat Intel as an alternative foundry. NVIDIA is evaluating Intel’s advanced packaging and 18A process for future chips, and Google has reportedly ordered Intel to produce more than 3 million TPUs in 2028. Intel shares rose over 10% in US pre-market trading on the report.

據日經新聞：日本製鐵將向美國鋼鐵(X.N)公司位於賓夕法尼亞州的綜合設施投資至多25億美元。

At the midday close, China’s main futures contracts were mixed. Container shipping (Europe route) jumped more than 9%; LPG rose over 6%; methanol rose over 5%; PET chips, asphalt, low-sulfur fuel oil (LU) and fuel oil gained more than 4%; urea was up over 3%. On the downside, Shanghai silver tumbled more than 8%; Shanghai tin fell about 6%; palladium and platinum dropped over 5%; caustic soda fell ~4%; Shanghai gold was down over 3%; apples and rubber declined about 2%.