Ten US military transport aircraft landed on Oct. 28 at Ovda and Nevatim air bases in southern Israel, delivering large quantities of air-defence and interceptor missiles from Fort Bliss, Texas to replenish Israeli stocks as Washington and Jerusalem prepare for potential renewed military action against Iran. Analysts say the shipments are intended to replace expended munitions and that US forces have not ruled out directly deploying Patriot air-defence batteries to Israel. Israeli officials say

Axios, citing two U.S. officials, reports CENTCOM commander Admiral Cooper briefed President Trump on the 29th on the Iran conflict, focusing on an ongoing maritime blockade. Officials said Trump sought a direct assessment of whether the blockade is effective. Cooper also outlined U.S. military escort operations guiding oil tankers through the Strait of Hormuz to global energy markets, and described coordinated military and Treasury economic-pressure measures. The meeting included the defense secretary, Treasury Secretary Bessent, the chairman of the Joint Chiefs and a White House envoy. Separately, a Qatar-led mediation push is urging the U.S. and Iran to avoid renewed hostilities after the U.S. midterms and to resume negotiations; a regional source called talks at a "very sensitive stage." Qatar recently delivered a letter from a vice president to Iran’s Supreme National Security Council secretary Rezaei.

日本海關數據顯示，2026年9月，日本NAND相關出口籃子出口額同比增長134.8%至24.74億美元，出口單價同比上漲137.6%。按出口額與單價的增幅推算，隱含出口數量同比下降約1.2%，意味着本輪出口增長几乎完全由漲價驅動，而非出貨量擴張。韓國半導體行業觀察者J2Wick據此指出，存儲芯片漲價正在顯著推高產業鏈收入。對於鎧俠等NAND供應商而言，供給偏緊帶來的定價能力是當前週期的重要驅動力；但這也意味着，若未來供需緩和、單價回落，即使出貨量保持穩定，出口額和利潤仍可能面臨明顯壓力。