U.S. Vice President Vance said on Iran talks that Iran has agreed to invite IAEA inspectors to return.

TrendForce's latest research says structural supply tightening in mature-node DRAM is forcing consumer DRAM buyers to shift to older-generation chips to secure allocations, triggering a fresh wave of legacy consumer DRAM procurement. That dynamic is expected to extend the Q1 2026 price rally for DDR2 and DDR3. TrendForce forecasts DDR2 contract prices to rise about 55–60 pct in Q2 2026 and a further 35–40 pct in Q3 2026.

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