Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation high-bandwidth memory, aiming to secure supply for global cloud providers and AI chipmakers as demand intensifies. The company has reportedly approved plans to convert additional space in its P4 fab into dedicated 1c DRAM lines and has advanced completion dates for key production zones, according to Korean media reports
China's slowdown, marked by weak consumption, a deep property slump, deflationary pressure, and softer investment, is weighing on steel production. The IMF expects GDP growth to ease to 4.8% in 2025 and 4.2% in 2026. With domestic ore mining falling, steelmakers are turning to cheaper imported low-grade ore that requires higher volumes to produce equivalent output. Taiwanese dry-bulk carriers say this substitution is lifting tonne-mile demand
