TrendForce expects reballed memory to grow from 3-4 percent of the smartphone market in 2026 to 7-9 percent in 2027, as mobile DRAM contract prices keep climbing and brands in the sub-CNY 1,299 segment lean on LPDDR4X 4GB recovered parts to hold the line on retail prices.
China's export controls on tungsten have disrupted micro drill bit supply for PCBs and chip substrates and sent prices up several-fold, Nikkei reported, with the APT benchmark climbing from about RMB 212,750 per tonne in February 2025 to more than RMB 530,000 and China holding roughly 79 percent of global mine output.
Nvidia is providing billions of dollars in financing to expand CoWoS advanced-packaging capacity at Siliconware Precision Industries, Reuters reported, as Yole Group forecasts advanced packaging revenue will overtake traditional packaging for the first time in 2026 with capital spending near $28 billion.
Brent settled the week at $98.32 per barrel, down 16.42 percent, its steepest weekly fall since 2020, as post-midterm de-escalation bets and rising OPEC exports crushed the war premium, even though Iran reported two tankers hitting mines in the Strait of Hormuz on November 8.
Tungsten concentrate prices rose more than 7 percent this week with 55-percent material approaching RMB 370,000 per standard tonne, after Ganzhou industry bodies and major producers issued firmer November guidance prices and strong mine-site auctions drained low-priced material from the spot market.
ICE March raw sugar closed the week at 18.24 cents per pound, down 5.79 percent and the third straight weekly loss, after ISMA data showed 184 Indian mills crushing 1.285 million tonnes by November 5, roughly four times last season's pace, while a weaker real spurs Brazilian producer hedging.
OpenAI has banked an initial $11 billion of a round it once pitched at $30 billion, at a $1.25 trillion valuation, while committed compute spending through 2030 reaches $856 billion.
Bloomberg reported that Micron has all but halted construction of Fab 11E in Taoyuan, a $3-4.5 billion HBM and DRAM plant due in 2028, after failing to settle a profit-sharing demand with its Taoyuan union.