Huawei is moving to capitalize on a tightening consumer solid-state drive (SSD) market in South Korea, introducing new products this month as established suppliers raise prices and Micron prepares to exit the segment. The shift, driven by surging demand for enterprise products supporting artificial intelligence (AI) data centers, is pushing South Korean PC makers to seek alternative suppliers, potentially opening the door for Chinese brands
China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage a swelling glut, and US-backed overseas production to diversify supply chains. The trend highlights a deepening geopolitical divide over a material essential to both solar manufacturing and high-purity semiconductor applications
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
