ASML Books a Record Quarter as Customers Chase 2029 and 2030 Lithography Capacity
ASML reported record third-quarter net sales of EUR 11.7bn and raised full-year guidance, saying planned 2027-2028 supply will not meet demand.
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Shagang Enters Shipbuilding as Emarat Maritime Adds Six LR1 Tankers in China
China's largest private steelmaker registered a wholly owned shipbuilding unit in Tianjin, while Dubai's Emarat Maritime ordered six 74,000 dwt LR1 product carriers.
US Fertilizer Costs Split as Urea Slides and Phosphates Climb Into Year-End
Weekly US fertilizer surveys show urea down 7.7% to $730 a short ton while DAP jumped 24.2% to $961.83 and anhydrous ammonia rose 11.1%, leaving growers with a record $13.8bn farm safety-net payment to spread across very different input curves.
Microsoft Maia 300 Pushes HBM4 Demand as Intel Bets on LPDDR5X for Inference
Microsoft and Intel unveiled in-house AI accelerators with opposite memory strategies at the OCP Global Summit: Maia 300 moves to eight HBM4 stacks on TSMC 2nm, while Intel's new GPU D-Series uses up to 480GB of cheaper LPDDR5X.
Nanya DRAM ASPs Jump Over 60% as NAND Makers Pivot to AI-Specific Products
Nanya Technology's third-quarter average selling prices rose more than 60% quarter on quarter with gross margin at 85.7%, while Samsung and SK hynix are developing AI-tuned NAND lines as enterprise SSD demand lifts profitability.
Copper Holds Near Record as Chilean Supply Setbacks Pile Up and Central Banks Turn Sellers
Fatalities at Codelco's El Teniente added to a run of weather and labour disruptions in Chile, keeping copper close to last month's record near $15,000 a tonne, while Kazakhstan's central bank became a gold seller and steel demand was revised lower.
ClarkSea Index Hits Record $84,951 a Day as Recycling Drought Leaves Fleet Ageing
Clarksons' cross-sector earnings barometer posted a fifth consecutive all-time high as VLCC rates topped $800,000 a day, while demolition volumes fell to their lowest sustained run in more than 50 years and owners kept ordering new tonnage from Chinese yards.
Oil Jumps 2% as Saudi Attacks and Hormuz Tanker Strikes Outweigh Russian Diesel Supply
Brent climbed back above $106 and WTI to $93.78 as weekend strikes on Saudi Arabia and two tankers near the Strait of Hormuz put Gulf supply risk back at the centre of the market, offsetting fresh Russian diesel volumes and a Gulf of Mexico output recovery after Hurricane Isaias.
US Nitrogen Costs Diverge: DAP Up 24% and Ammonia Up 11% in a Week While Urea Slides 8%
Weekly US fertilizer quotes show DAP up $187.30 to $961.83 a short ton and anhydrous ammonia up $90.17 to $905.67, while urea fell $60.94 to $730.00, even as USDA confirmed a record $13.8 billion of 2025 crop-year ARC and PLC payments.
TrendForce Sees 4Q26 DRAM Up 10-15% and NAND Up 15-20% as Enterprise SSD Accelerates
TrendForce projects conventional DRAM contract prices will rise 10-15% quarter on quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSD the only category where price growth accelerates, while CXMT readies 4F2-based server DDR5 RDIMMs.
TSMC Q3 Revenue Climbs 51% as ASML Plans 10% Parts Price Hike for 2027
TSMC reported consolidated September revenue of about NT$511.86 billion, up 54.6% year on year, taking third-quarter revenue up 51% to NT$1.49 trillion, while ASML notified Samsung and SK hynix of a 10% increase on all replacement parts from January 2027.
Copper Holds Weekly Gain on Chilean Strike Risk as LME Stocks Drop to Six-Week Low
Three-month copper closed at $14,550 a tonne, up 1.79% on the day and about 2% on the week, as strikes at Antofagasta and Centinela threatened Chilean output while LME-registered copper stocks fell to a six-week low.
ClarkSea Index Sets Fifth Straight Record as 181 Newbuilding Orders Land and Recycling Sinks to 50-Year Low
Clarksons' cross-sector ClarkSea Index jumped 12% in a week to an unprecedented $84,951 a day, 181 newbuilding orders totalling 6.05 million dwt were booked in week 41, and demolition sales fell to their lowest sustained pace since the early 1970s.
Brent Holds Above $100 as Hormuz Tanker Traffic Slumps and Isaias Shuts 71% of US Gulf Output
Crude benchmarks held a weekly gain with Brent above $100 a barrel as attacks on shipping cut traffic through the Strait of Hormuz to a two-month low, while Hurricane Isaias knocked almost 1.46 million barrels a day of US Gulf of Mexico production offline.
Urea Slips 7.7% While DAP and Ammonia Climb as Record US Farm Payments Land
US urea fell 7.7% on the week to $730 a short ton even as UAN28 jumped 20.5%, DAP rose 24.2% and anhydrous ammonia gained 11.1%, a split that comes as USDA confirmed a record $13.8 billion of 2025 crop-year revenue and price safety-net payments.
TSMC Posts Record NT$1.49 Trillion Quarter as AI Demand Drives 50% Revenue Jump
TSMC's third-quarter revenue reached a record NT$1.49 trillion, about US$46.71 billion, up 50% year on year and ahead of both its own guidance and analyst estimates, with third-quarter net profit expected to jump 64% to NT$740.8 billion.
TrendForce Sees DRAM Up 10-15% and NAND 15-20% in 4Q26 as AI Server Demand Bites
TrendForce projects conventional DRAM contract prices to rise 10-15% quarter on quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSDs the only category where price growth accelerates, as AI inference build-outs push 2026 enterprise SSD bit demand up more than 80% year on year.
Copper Climbs 2% on the Week as LME Stocks Hit Six-Week Low and Chile Strike Deepens
Copper closed the week 2% higher on the London Metal Exchange at $14,540 a tonne, supported by a six-week low in LME-registered stocks, a four-year high in a gauge of Chinese import demand and a widening strike at Antofagasta's Centinela mine in Chile.
Tanker Newbuilding Wave Lifts Orderbook to 10.2% of Fleet as 2029 Slots Tighten
A fresh wave of tanker and bulker contracting pushed 147 newbuilding orders across nine segments into the books in a single week, leaving the global tanker orderbook at 2,395 ships or 10.2% of the existing fleet, with owners paying up for 2029 and 2030 delivery positions.
Brent Holds Above $100 as Hormuz Traffic Slumps and Supertanker Rates Hit Record
Brent crude held above $100 a barrel at the end of a volatile week as tanker traffic through the Strait of Hormuz fell to a two-month low, while assessed VLCC rates on the Persian Gulf to East Asia route touched an all-time high near $1.4 million a day.