ISNA reported Iran's chief negotiator Karibaf said Iran will resume appropriate measures if the US and Israel do not fulfill their commitments.

CSC Financial says AI-driven cost pressure has shifted to the materials end, where exposure is fragmented and many leading suppliers are Japanese. Since H2 2025 bilateral tensions have shown signs of accelerating, tightening supply via de-Japanization while AI-led demand-side inflation reinforces the effect. The firm expects the de-Japanization theme to have further room to run and recommends continued de-Japanization trades, prioritizing domestic powder materials and fluorinated-polymer names for faster growth and accelerating import-substitution opportunities.

Market sources: Kioxia and SanDisk (SNDK.O) have begun production of 10th-generation 3D NAND flash at Fab2 of the Beishang factory.