Global Memory: MEMORY TRACKER (May): Price hike c. 60% QoQ in 2QCY26, but likely at a slower pace in 2HCY26
Bernstein (Societe Generale Group)2026-06-0230 页
ASIA TECHNOLOGY ABF price hikes to outpace our estimates, with solid GM expansion from 2Q26; revise up TPs for all our TW ABF substrate players by 81% to 112%
Goldman Sachs2026-07-1224 页