ASML released its Q2 2025 financial results today. While second-quarter bookings exceeded market expectations, the company cautioned that it may fall short of growth in 2026, according to Reuters. As noted by its press release, ASML notes that while the fundamentals for AI customers remain strong...

With TSMC’s earnings call just around the corner (July 17th), foreign and local brokers are lining up with key predictions. While the foundry giant’s Q2 revenue came in strong at $31.9 billion (NT$ 933.80 billion), surpassing guidance of $28.4–29.2 billion, analysts now expect Q3 sales to be r...

According to TrendForce's latest memory spot price trend report, regarding DRAM, spot prices have eased slightly after earlier hikes, especially for DDR4 products, which had seen sharp increases. As for NAND flash, buying sentiment remains weak in the spot market, with prices for once-popular MLC eM...

According to Reuters, the U.S. government is stepping up efforts to reduce reliance on China’s rare earths supply by introducing a separate, higher pricing system aimed at boosting domestic investment. As part of this initiative, the Department of Defense (DoD) will provide price guarantees to MP ...

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...