Industry sources say Samsung Electronics aims to complete R&D on 1d nm DRAM by September 2026, move to production-transfer in December 2026, begin production-line construction in 1H 2027, and is expected to reach first mass production by end-2027.

China's foreign ministry said Wang Yi will visit South Korea. The ministry said the trip is expected to help implement important leaders' consensus, strengthen communication and mutual trust, deepen exchanges and cooperation, and advance the China-South Korea strategic cooperative partnership.

Huatai Securities says spandex prices and company margins were pressured from 2022 by sustained capacity additions. With the current expansion cycle ending, exit of inefficient capacity and rising elastic-apparel demand and spandex penetration, supply-demand began to improve from 2025. Early-2026 inventory drawdown combined with geopolitically driven cost pressure triggered a sharp price rebound; as feedstock costs later eased, industry price spreads widened. Huatai expects limited new capacity and steady demand to push spandex toward a supply-tight market, supporting further price and spread expansion.