[IDC: Smartphone Market to Shrink Nearly 13% Due to Storage Chip Shortage]

According to data released by the Indonesian Ministry of Trade, tin ingot exports in January 2026 fell 47% to 2,653.7 mt. 1) Imports from China surged to 1,775.0 mt in January, up 162% MoM, accounting for 67% of the total. 2) However, major export destinations from the previous quarter saw significant declines: exports to Singapore dropped sharply to 170.4 mt from 1,399.5 mt in December last year, down 88% MoM; exports to South Korea fell to 384.0 mt from 902.5 mt, a 57% MoM decrease.

Broadcom (AVGO.O) Vice President of Product Marketing Harish Baladwaj said on Wednesday that based on its stacking design, the company is expected to sell at least 1 million chips by 2027. This forecast marks the launch of a new product by Broadcom and sets a new sales target, which could potentially bring in revenue sources worth billions of US dollars. These chips are manufactured based on a technology developed by Broadcom, which stacks two chips together, enabling different silicon dies to be closely connected, thereby increasing the speed of data transmission from one chip to another. Baladwaj stated that the company's stacking technology allows clients to produce chips with higher performance and lower energy consumption, meeting the rapidly growing computational demands driven by artificial intelligence software.

[Aluminum Express] On February 19, 2026, Alba released its Q4 and annual report for 2025. The report shows that in Q4 2025, Alba's profit reached $289 million, hitting a record high, primarily benefiting from the rise in LME aluminum prices and premiums; Alba's production in 2025 also reached a record high of 1,623,139 mt, and despite a fire incident at the end of 2025, production still exceeded targets. The production line affected by the fire at Alba is currently in the recovery phase.