Ukraine's railway company said on Thursday morning two of the country's three Black Sea ports were operating normally, while grain intake at Chornomorsk fell sharply.

Hanmi Semiconductor is weighing construction of an eighth and largest production facility, to be sited next to its seventh plant now under construction in Incheon, after forecasting an AI-semiconductor equipment shortage from next year. Chairman Guo Dongxin said equipment demand will exceed supply beginning next year. The company expects rapid growth in demand for hot-press and hybrid bonders as global chipmakers increase investment, and plans to open a U.S. subsidiary in San Jose by end-2026 to strengthen technical support.

China's most-active futures contracts were mixed at midday. SHFE silver fell more than 3%; container-shipping Europe-route freight, glass and soda ash dropped over 2%. SHFE nickel rose more than 3%; styrene (EB), stainless steel (SS), platinum, synthetic rubber and rapeseed oil gained over 1%.