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South Korean restocking provides brief support, but Asian primary aluminium spot premiums remain weak

The overseas primary aluminium spot market remained subdued this week. Although limited restocking briefly improved trading activity in South Korea at the beginning of the week, the recovery was not sustained, and transactions weakened again from midweek. Elsewhere in Asia, the traditional downstream off-season continued to restrict purchasing activity. Thailand recorded few inquiries and particularly weak trading, while Japan’s spot MJP moved lower as sellers faced increasing difficulty secu ...

Primary AL

China June primary aluminium imports slump 13.2 per cent as Russia share tops 90 per cent; exports surge on South Korea demand

In June 2026, China's primary aluminium trade exhibited a pronounced divergence, marked by contracting imports and surging exports. Imports declined sharply in both volume and value, while their origins remained highly concentrated, with Russia retaining its firm lead as the top supplier. On the export front, Asian markets asserted clear dominance, with South Korea and India collectively accounting for nearly 80 per cent of total outbound shipments. Export volumes soared across the board, wit ...

SupplementAL

Samsung and SK Hynix: How South Korea came to power two-thirds of the world's memory chips

Pick up almost any electronic device made over the past five years—a smartphone, an AI server, a laptop or an autonomous-driving computer. Hidden beneath the casing, the memory chips inside are likely to have been manufactured in just three South Korean cities: Hwaseong, Pyeongtaek or Icheon. Even more remarkable is that those chips were probably made by only two companies—Samsung Electronics and SK Hynix. Together, they produce roughly two-thirds of the world's memory chips and have a combin ...

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