Saudi civil defense says danger in the Jizan region has been lifted.

LME三個月期銅突破1月高點並刷新紀錄，電網擴建、數據中心和電氣化確實構成長週期需求支撐，IEA預計銅需求到2040年將增加約700萬噸。供應端同樣承壓：上半年全球礦山產量下降1.1%，智利7月銅產量同比減少9.4%至40.34萬噸。但據路透報道，本輪創新高不能簡單歸結爲“全球庫存耗盡”。美國潛在精煉銅關稅吸引大量金屬流入COMEX，導致LME及其他非美市場庫存下降；與此同時，上半年全球精煉銅仍有約13.1萬噸過剩。

At its Sept. 8 interim results meeting Yandong Micro said Yandong Technology’s 12‑inch line is planned at 40k wafers/month; construction capacity has reached 40k and yields exceed 99%, with output set to rise as new products move to mass production. The Beidian Integration 12‑inch project is planned at 50k wafers/month, began construction in 2024, had equipment moved in during Q4 2025 and is in equipment debugging and capacity ramp; mass production is expected by end‑2026 and full capacity by 2030. The company noted foundry profitability remains sensitive to downstream demand, industry supply and upstream costs; both lines are steadily ramping and will approach breakeven as orders and yields improve.