South Korean battery equipment manufacturer PNT has announced its revenue target for 2026, aiming to reach KRW 1.5 trillion, a 50% increase from KRW 1 trillion in 2024. PNT CEO JoonSup Kim stated that this goal will be driven by the company’s expansion into new business areas, such as semicondu...

SOCAMM, dubbed “the next HBM"  is beginning to gain traction in the market. According to ITHome, citing South Korean outlet ETNews, NVIDIA is expected to procure between 600,000 and 800,000 units of SOCAMM this year. Wccftech adds that demand is projected to accelerate further in 2026, driven by ...

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...