OpenAI founder Altman said the company has made 'many adjustments' after communicating with government.

Yole Group projects global semiconductor device industry revenue of $1.6tn in 2026 and says it could approach $2tn as early as 2027. The firm attributes the expansion to structural value‑chain shifts driven by AI infrastructure, high‑bandwidth memory (HBM), advanced packaging and renewed data‑centre investment, not a standard semiconductor cycle. The top five firms account for more than half of revenues among the top 80 companies. China’s semiconductor sector is steadily improving competitiveness, rapidly narrowing the gap with European and Japanese manufacturers.

伦敦金属交易所(LME)：镍库存持平，锡库存减少110吨，铜库存减少2900吨，铝库存减少1600吨，锌库存减少400吨，铅库存持平。