市場消息：鎧俠（Kioxia）與閃迪(SNDK.O)開始在北上工廠Fab2生產第十代3D閃存產品。

Industry sources and a letter seen by Refinitiv show a customs platform outage in the DRC could cause producers to lose part of their 1H cobalt export quotas after a new regulatory directive requires reclaiming unused allocations. The technical failure may delay up to about 20,000 tonnes of cobalt — roughly $1.1 bln at current prices — from shipping on schedule. The DRC accounts for about 70% of global cobalt production.

市場消息：歐盟擔憂，維旺迪在獲得歐盟批准前就已完成對拉加代爾的收購交易。歐盟此前已就此案發出異議聲明