At its Q3 2026 earnings briefing, Dekoli said datacom optical-module deliveries were mainly constrained by tight supply of core components such as DSPs. The company has bolstered material security through long-term supply agreements, multi-sourcing and advance stocking, and expects delivery capacity to gradually improve in Q4.

Following Saudi price cuts, Abu Dhabi state oil firm ADNOC cut the premium on December-loading Murban crude by more than 60% to $4/bbl above the Dubai benchmark, traders said. Official selling prices for other major UAE grades were also lowered versus November. The Murban reduction exceeds ARAMCO’s cut announced last week. Middle East crude exports are recovering toward pre-war levels as flows resume via tankers through the Strait of Hormuz and pipelines that bypass it, a development weighing on global oil prices.

Several storage industry sources say some leading chipmakers have verbally told channel partners they intend to raise prices on enterprise-grade memory die; formal notices have not been issued but channel prices have already moved up. Distributors report second‑hand buyback prices rising, lifting overall quotes, with provincial agents adjusting prices weekly and passing changes down the chain. Sources say the increases are concentrated in DRAM contract allocations and enterprise SSDs at OEM/channel levels rather than across consumer NAND; demand is centered on data‑centre compute while grassroots demand remains weak. Because the hikes originate at chipmakers, the first pass‑through will hit OEMs and module makers, not end consumers.