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Applied Materials (AMAT.O): Service revenue is projected to grow by more than 20% in 2026 and exceed $12 billion by 2030.

2026-10-14

Applied Materials (AMAT.O): Service revenue is projected to grow by more than 20% in 2026 and exceed $12 billion by 2030.

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2026-10-13

1. Counterpoint reports that memory shortages are impacting the global smartphone market: Q3 2026 shipments are expected to hit a 14-year low, while average selling prices have already risen by 20% this year. 2. Analysts predict TSMC's Q3 net profit

1. Counterpoint reports that memory shortages are impacting the global smartphone market: Q3 2026 shipments are expected to hit a 14-year low, while average selling prices have already risen by 20% this year. 2. Analysts predict TSMC's Q3 net profit will surge 65% year-on-year, marking the sixth consecutive quarter of record highs. 3. SK Hynix announces its compact processor H-TPU for SSDs. 4. Samsung Electronics is developing three types of z-NAND flash memory. 5. The 2026 Korea Semiconductor Exhibition is approaching; Samsung Electronics and SK Hynix will showcase next-generation memory technologies. 6. Nanya Technology: DRAM memory shortages will continue until early 2028. 7. Analysts predict that global PC shipments in Q3 2026 will fall to their lowest level since early 2023. 8. Marvell Technology (MRVL.O) releases its second-generation CXL memory expansion controller, the first to support 6 channels and 4 hosts. 9. Liu Weiping of Huada Jiutian: The coverage rate of domestically produced EDA tools has increased to 85%. 10. Marvell launches the second-generation Structera X CXL memory expander, supporting up to 9TB of DDR4 memory with a single controller. 11. Institution: TSMC's Q3 net profit is expected to increase by 65% year-on-year, marking a record high for the sixth consecutive quarter. 12. Due to the surge in memory prices and the rush to buy GTA 6: Reports indicate that Microsoft's XBOX Series X game console continues to face supply shortages in the international market.
2026-10-13

Bank of England MPC member Greene said waiting until second-round effects materialize would be too late.

Bank of England MPC member Greene said waiting until second-round effects materialize would be too late.
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