An IMF official said inventory levels have fallen and idle capacity is tighter; another supply disruption could trigger larger price adjustments.

SARB governor expects this year’s average inf at 4.4% and a return to the 3% target by 2028.

Huawei semiconductor EDA chief scientist Huang Yu told the 2026 Bay Chip Expo that Huawei's 'Tao's Law' is structured in four layers: device (optimize transistor structures and interconnects to compress device time constants); link (the firm's main innovation); chip (hardware-software co-design to enable new architectures); and system (supernodes and cabinet interconnects that need faster links and better protocols). He said the primary bottleneck is EDA tools; process, engineering and system-design challenges also remain.