[SMM afternoon Review] Tin prices rose in Shanghai and the market traded coldly.

According to The Information, citing people familiar with the matter, Alibaba, ByteDance, and Tencent have turned to domestic chipmakers to ease pressure from the worsening global memory chip shortage. The companies are reportedly in talks to purchase more commodity memory chips (i.e., DRAM) and NAND flash memory from two Chinese firms. The report said that in recent months, Alibaba, ByteDance, and Tencent have sought additional chip supplies from Samsung Electronics and SK Hynix.

[SMM Tin Morning Update: SHFE Tin Prices Dropped Slightly in the Night Session Before Fluctuating and Rebounding; Downstream Enterprises’ Willingness to Purchase Cooled Significantly]

[SMM Announcement] Notice on the Discontinuation of Data Updates for South Korea Tin Product Import and Export Data Points: Hello! Thank you for your continued attention to and support for SMM! The SMM Tin Industry Research Department has always been committed to providing the market with accurate, reliable, and representative data references. Recently, during our routine review and evaluation of tin product import and export data, we found that the scale of South Korea’s tin product exports and imports has remained at a low level, accounting for only a negligible share of overall tin product trade flows. Meanwhile, through our regular communication with the market, we learned that market attention to this data point has continued to decline. Due to the relatively small size and insufficient activity of this regional market, the sampling available for relevant data collection is limited, making it difficult to form effective and continuous statistics. At the same time, constrained by occasional sporadic transactions, fluctuations in this data point can no longer objectively and truthfully reflect the actual supply-demand relationship in the East Asian tin product market, and its significance as a market reference has been substantially diminished. After a comprehensive evaluation, in order to ensure that the data we provide has practical reference value for the market, we have decided that, effective March 5, 2026, we will officially stop updating all data points related to South Korea tin product imports and exports. We will continue to focus on the mainstream domestic tin market and regions overseas with higher activity, providing everyone with market information of greater reference value. Thank you again for your understanding and support!