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半导体周报:设备企业业绩观点与8月SIA数据Semiconductors-Weekly SPE Earnings Thoughts & August SIA
2026-10-21 18:37
October 5, 2026 06:36 AM GMT Semiconductors | North America Weekly: SPE Earnings Thoughts & August SIA SPE likely to show significant strength around these prints. Separately, August SIA was stronger than expected overall, with broad markets softer than expected and memory still supported by tight supply and resilient pricing. Get ready for BIG SPE prints. The industry is blowing past both demand (cleanroom) and supply (supply chain) constraints. We expect beats and raises across the majority of our U.S. SP ...
Gujarat woos Japanese investors in Tokyo ahead of Vibrant Gujarat summit-2027
BusinessLine· 2026-10-21 18:00
Gujarat Deputy Chief Minister Harsh Sanghavi led a delegation to Tokyo on Tuesday, holding 20 meetings and two roundtable discussions with Japanese government officials and industry representatives to attract investments in automobiles, semiconductors, clean energy, chemicals and other sectors ahead of the upcoming Vibrant Gujarat Global Summit in January 2027.The delegation met representatives of major Japanese companies, including Suzuki Motor Corporation, JERA, Tokyo Electron, Sumitomo Chemical, Furukawa ...