At OCP 2026 NVIDIA showed a single-Vera BlueField-4 STX server built for context memory, a cheaper platform than the earlier dual-Vera design, while Intel claimed the industry's only high-volume 300mm indium-phosphide silicon photonics capability.
Huawei-linked SiCarrier says every product line it sells has entered mass production and is running at multiple Chinese wafer fabs while adding photomask and AI wafer-inspection tools, and NAURA plans a RMB 405 million acquisition of a hybrid bonding specialist.
Mediterranean Shipping Co and German defence group Rheinmetall were awarded the auction for Romania's bankrupt Mangalia shipyard at 138 million euros, while COSCO Shipping Bulk contracted a further 16 multipurpose grain carriers at Fujian Shipbuilding in an order estimated near $800m.
ChangXin Memory Technologies forecast RMB 265-270 billion of revenue for the first nine months of 2026, more than sevenfold higher year on year, but told shareholders that third-quarter net profit growth slowed to just 1-4% sequentially as DRAM price gains moderate.
Market Pulse Scope's North American cobalt metal marker fell 9.0% over seven sessions to $35,705 a tonne on Oct 19, as hopes of a further tightening in Congolese export quotas went unmet and Chinese electrolytic cobalt, cobalt sulphate and cobalt chloride all posted weekly losses.
Market Pulse Scope's WTI crude series rose 10.4% over seven sessions to $101.41 a barrel on Oct 19, the steepest weekly gain on the site's energy board, as a fresh wave of tanker attacks in the Strait of Hormuz cut Persian Gulf loadings and pushed Brent back above $110.
Chinese yards took about 94% of the 62 firm orders tracked in the week to 18 October, headlined by MISC's five 174,000 m3 LNG carriers at Hudong-Zhonghua and up to 20 vessels at Fujian Shipbuilding.
MediaTek's Google TPU v9 programme may not ship until the first quarter of 2028 after a Core A redesign, even as Taiwanese ASIC designers posted September revenue growth of 97.8% and 496% on AI accelerator demand.