Micron Technology (NasdaqGS:MU) Update / briefing October 21, 2026 10:00 AM ET Thank you, Christine, and welcome to Micron Technology's webinar on technology and products leadership for the AI era and beyond. On the call with me today is Dr. Scott DeBoer, President and Chief Technology and Products Officer. AI is driving significant changes in memory and storage requirements. We are excited to have Scott here with us today to provide investors a deeper look at our technology roadmap and innovation strategy. ...

Technology and products leadership for the AI era October 21, 2026 This presentation contains forward-looking statements regarding our industry, our strategic position, customer demand, investments and the goals for such investments, our business opportunities, our products and technology, including our product and technology roadmaps and expected capabilities and timing, and our financial and operating performance. These forward-looking statements are subject to a number of risks and uncertainties that cou ...

on 24-Sep-2026 China Semiconductors China Next Winners: Montage - riding on the Agentic AI boom CHINA NEXT WINNERS 24 September 2026 Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Kai Zhang +852 2123 2665 kai.zhang@bernsteinsg.com This report is part of a series on China Next Winners in which we identify the next generation of industries and corporate winners in China. We highlight Montage as the key beneficiary to the accelerating Agenti ...

28 September 2026 | 3:25AM HKT Equity Research Montage (688008.SS): AI agent drives CPU servers demand and Memory interconnect ICs; CXL MXC riding on DDR4 reuse; Buy We talked to Montage management recently where the company reiterated it remains positive on its business outlook, driven by: (1) AI agent continuing to drive CPU servers demand, with new platforms requiring more memory channels, driving DDR5 demand, along with generation migration, (2) DDR6 drives RCD demand, as per DDR6 RDIMM requires two RCD ...

Flash | 27 Sep 2026 17:12:26 ET │ 12 pages Montage Technology (688008.SS) Founder Share Sale Likely Non-Event; Robust Growth Outlook Intact CITI'S TAKE Montage announced on Sep 25 founder-linked shareholder WLT Partners plans to sell up to 2.33mn (0.19% of total) Montage-A shares (688008.SS) to fund an upcoming equity-incentive exercise requiring over Rmb500mn. We expect limited share price impact given the small disposal size and clearly identified funding purpose. We see robust multi- year growth outlook ...

30 September 2026 | 11:49PM SGT Equity Research South Korea Tech: Memory Pricing Tracker: September 2026: 4Q26 DRAM/NAND ASP forecast overall higher than GSe TrendForce expects 4Q26 DRAM ASP for PC/server/mobile to increase by +13-18%/+10-15%/+0-5% qoq, while forecasts NAND ASP to grow 15-20% qoq during the same period. TrendForce estimates are higher than GSe for PC DRAM, server DRAM, and NAND, while inline for mobile DRAM. We reiterate our Buy ratings on SEC (on CL) and Hynix. PC DRAM: 4Q26 pricing foreca ...

Equity Research 30 September 2026 | 11:46PM SGT GS DRAM Sentiment Indicator: Sep. 2026: Conventional memory and HBM ASP expectations largely reset and starting to recover Our DRAM sentiment indicator for September 2026 is pointing in a moderately positive direction (same as August). Notable highlights include: 1) DDR5/DDR4 pricing continued its upward trend in September, 2) Taiwan Tech companies overall posted solid yoy growth with server ODM monthly revenue reaching record high growth rate at +130% yoy, an ...

纪要 关注公众亏:水木纪要 6 October 2026 Global Memorv MEMORY TRACKER (Sep): ~20% price hike QoQ,in 3Q, & perhaps teens% in 4Q Mark Li +852 2123 2645 mark.li@bernsteinsg.com Mark C. Newman +1 212 845 7822 mark.newman@bernsteinsg.com Edward Hou. CFA +852 2123 2623 edward.hou@bernsteinsg.com Yipin Cai. CFA +852 2123 266 vipin.cai@be This monthly tracker (download dataset here) summarizes contract/spot price data released by TrendForce/DRAMeXchange & compares that with our model & investor expectations. DRAM: Sep contract ...

半导体设备、材料、零部件观点更新 20261011 半导体设备行业的增长驱动力主要来自存储和先进逻辑两大领域。在存储领域， 美光 2027 财年上半年资本开支为 250 亿美元，下半年预计更高，且主要用于 新建晶圆厂，预示着后续设备采购需求。国内方面，长鑫存储、长江存储及晋 华的扩产节奏正在加速，预计 2027 年将延续加速扩产周期。长鑫存储宣布将 于 2026 年年底推出采用新架构的 DDR5 产品，该架构能显著增加单位面积内 的晶体管数量，提升存储密度。行业催化剂包括新一轮的采购 VP 等活动的密 集落地。 在先进逻辑领域，台积电 9 月份营收大幅超预期，其即将发布的三季 度业绩说明会可能披露新的海外扩产规划。若确认 AI 拉动下先进制程需求远大 于供给，为配套海外客户，其资本开支或将进一步提升。国内方面，成熟制程 产能非常紧缺，先进制程也处于供不应求状态，主要由国内领先的大算力芯片 设计公司驱动龙头晶圆代工厂积极扩产。目前国内先进制程设备的国产化率约 在 15%以下，随着过去几年国产设备在各制程节点进行核心验证与突破，预计 从 2027 年开始，伴随晶圆厂的多点开花，国产设备将进入从验证到放量的阶 段。 ...

October 12, 2026 03:39 PM GMT Greater China Semiconductors – DRAM | Asia Pacific Nanya 3Q beat; CXMT updates DRAM supply constraints continue. Contract renewals drove Nanya's 3Q beat. CXMT's G5 milestone strengthens its tech roadmap, but yield ramp and customer qualification take time. Nanya 3Q beat; LTAs in spotlight: Nanya reported 3Q revenue of NT$134bn, +62% Q/Q, +612% Y/Y, 8% above consensus. 3Q gross profit was NT$114bn, +114% Q/Q, 12% above consensus, implying a GM of 85.7%. 3Q net profit was NT$88bn ...