May 9 | Hot Topics in the Memory and Semiconductor Industry Chain Goldman Sachs: The Korean #KOSPI Index could rise another 20%, targeting 9,000 points. Counterpoint Research Report: Global smartphone revenue grew 8% year-on-year in Q1 2026, reaching $117 billion. #Apple and #Intel have reached a preliminary agreement under which Intel will manufacture chips for certain Apple devices. #ASML’s stock price hit an all-time high, making it the first European company to surpass $600 billion in market capitalization. Tech giants are rushing to invest in SK Hynix to secure supply; multiple companies have offered funding to support SK Hynix’s capacity expansion, aiming to lock in memory chip supply ahead of competitors. The battle to establish the seventh-generation DRAM (1d) process standard has entered a critical phase: #Samsung’s GAAFET technology competes head-to-head with #SKHynix’s 4F² solution, each vying to have its architecture adopted as the next-generation DRAM industry standard. #ASE Group reported April sales of NT$6.225 billion, up 19.2% year-on-year. #SKHynix employees are expected to receive an average bonus of USD $430,000; chip engineers have become the “top catch” in China’s marriage market. #AMD launched the #DGFS ultra-compression technology: further compressing the DGF format, achieving up to 22% size reduction while maintaining full cross-platform compatibility. #NewTsinghua’s Frontier Technology Research Institute unveiled the “ZiXian” 3D near-memory architecture—the industry’s first 3.5D heterogeneous-homogeneous integration solution—delivering memory bandwidth up to 30 TB/s, outperforming HBM4.

Fusion Worldwide’s 2024 Quarterly Revenue Report for Semiconductor Manufacturers — Volume II (Part I)

"From the Source’s Mouth" is Fusion Worldwide’s analysis of semiconductor manufacturers’ quarterly revenue reports. This analytical report draws insights directly from supply-side market intelligence to provide readers with forward-looking perspectives on demand, capacity, and supply trends. The latest edition covers the following manufacturers: ・Seagate Technology Holdings ・Texas Instruments ・NXP Semiconductors N.V. ・Taiwan Semiconductor Manufacturing Co. (TSMC) ・Advanced Micro Devices, Inc. (AMD) ・Lattice Semiconductor Corp. ・ON Semiconductor Corp. ・Silicon Laboratories Inc. ・STMicroelectronics N.V. ・Renesas Electronics Corp. The report is updated quarterly. Below are key highlights from the most recent edition, covering the period from June 18, 2024, to September 27, 2024: Seagate Technology Holdings Key Highlights: · Strong HDD (hard disk drive) growth offset declines in traditional business segments and non-HDD businesses; · AI-related HDD demand remains stable for now but is expected to surge significantly; · Seagate anticipates substantial revenue growth from high-capacity products in the next quarter; · Challenges persist due to macroeconomic uncertainty and cautious approaches toward capacity expansion. Supporting Data: · Total Q2 revenue: USD $1.89 billion—up 14% quarter-on-quarter (QoQ) and 18% year-on-year (YoY); · HDD shipped exabyte (EB) capacity rose 15% QoQ; HDD revenue rose 17% QoQ; · Revenue from high-capacity products rose 22% QoQ, accounting for 90% of total HDD shipped EB capacity; · Mozaic 4+ drives offer 33% higher capacity than current HAMR drives, yet their BOM (bill of materials) differs only marginally from HAMR drives; · Q3 total revenue forecast: USD $2.1 billion (±$150 million), representing a 11% QoQ increase and 44% YoY growth. Texas Instruments Inc. Key Highlights: · Revenue declined QoQ in industrial and automotive markets, but rose in personal electronics, communications equipment, and enterprise systems markets;

SenesTech, Inc. (SNES) Posts Preliminary Q3 Revenue Of ~$1.1M, Up ~40% QoQ

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SenesTech reported preliminary Q3 2026 revenue of approximately $1.1 million, marking its first quarter exceeding $1 million. This reflects a 40% quarter-over-quarter increase, with final financial details expected in early November.

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SenesTech, Inc. (SNES) Posts Preliminary Q3 Revenue ~$1.1M, Up ~40% QoQ

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