[SMM Tin News Flash: Commerzbank: Sharp Rise in Memory Chip Prices May Weaken European Currencies]

[SMM Tin Midday Review: Extension of Ceasefire Deadline Flattens Macro Sentiment, Tin Prices Continue Volatile Pattern]

Liyuan Information's subsidiary Wuhan Xinyuan Semiconductor issued a price adjustment notice, stating that starting from May 6, 2026, Wuhan Xinyuan Semiconductor will implement a new pricing system for its entire product lineup, and all product prices will need to be renegotiated. Xinyuan Semiconductor stated that core upstream raw materials in the semiconductor industry chain, such as wafers and packaging & testing, have continued to rise recently, and industry capacity supply is tight. The original prices can no longer support subsequent capacity assurance and product delivery.

Data released by Japan's Ministry of Finance on Wednesday showed that Japan's export growth accelerated in March, driven by recovering demand and strong exports of semiconductors and electronic parts. Japan's total exports in March were up 11.7% YoY, higher than the revised 4% growth rate in February and exceeding the analyst forecast median of 11%. Imports were up 10.9%, higher than the previous month's 10.3%. The non-seasonally adjusted trade surplus expanded to 667 billion yen ($4.2 billion). Affected by US tariffs, Japan's exports to the US grew 3.4%. Driven by chips, electronic parts, and non-ferrous metals, Japan's exports to the EU grew 18.2% as disruptions related to the Chinese New Year holiday subsided.