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ResearchAug 1, 2026· 4063
The Materials Fork — Sensio Printed +415% on Bismuth and Asahi Kasei +34% the Same 72 Hours Shin-Etsu's FY27 Consensus Was Cut 4.1%
AI-attach split Japan's materials layer in two — advanced-packaging inputs printed records while the commodity-wafer consensus was cut.
ResearchAug 1, 2026· 2454
The ASIC Baton Session — The Afternoon MediaTek's Inventory Hit 102 Days and the Stock Still Hit Limit-Up
In TAIEX's biggest-ever +3,186pt session, Taiwan's two design houses both printed hyperscaler ASIC wins in one afternoon — and the market ignored Q2 earnings quality to pay for the Q4 ramp story.
ResearchAug 1, 2026· 005930
The Pass-Through Moment — The Week Qualcomm Ate a 20% Revenue Cut and Semiconductors Became 99% of Samsung's Profit
70% memory margins, HBM4 at 60% of memory revenue, and the first downstream signal that Qualcomm will pass the bill to smartphone OEMs
ResearchJul 31, 2026· NVDA
The Memory Tax — Nvidia Prepared a 30% GPU Hike, Samsung Locked Five-Year Contracts, and Qualcomm Warned Smartphones Were Being Squeezed — All in One Week
Research
ResearchJul 31, 2026· 8035
The Restart-and-Raise — The 72 Hours TEL Reopened Kumamoto on August 3 and Raised H2 Net Profit Guidance to +44%
Bundling 'restart' with 'guidance raise' pulled the Nikkei from peak oversold to +5% inside 48 hours
ResearchJul 31, 2026· 000660
The Analyst Fracture — When Identical Record Earnings Produced a 3x Price-Target Spread, and No One Could Anchor the Cycle
SK Hynix targets span 1.48M–4.7M won, UBS models a 2027 Samsung takeover in HBM, the chairman quietly buys, and OSAT emerges as the next bottleneck
ResearchJul 30, 2026· MU
The Allocation Cliff — Hyperscalers Booked Through 2028, Module Makers Face a 70% Cut, and Gaming SSDs Doubled in the Trickle-Down Shutoff
ResearchJul 30, 2026· 7735
The Wet-Process Print — SCREEN Booked +25% Net Profit and Three Display Makers Pivoted Into Coating the Same 72 Hours Shin-Etsu Got Sold -6%
What Nomura's SOX -20% call missed: Japan's wet-process supply chain is quietly printing while the dry-process and materials layers get sold
ResearchJul 29, 2026· 8035
The Silicon Island Halt — TEL Stopped Koshi and Otsu the Same 72 Hours Advantest Printed +76% Net Profit and Kioxia Triggered a Circuit Breaker
Three AI earnings prints landed in the same window while the physical fab went offline for seismic inspection. TEL's July 30 print is the swing signal for the cycle.

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