Bernin, on July 7, 2025 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITECParc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of voting rights 06/30/2025 35,727, ...

In today's video, I discuss recent updates affecting Nvidia (NVDA -0.99%) and Advanced Micro Devices (AMD -2.28%). To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of July 3, 2025. The video was published on July 5, 2025. ...

July 6, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Cloud Semis: Brighter Outlook Ahead With more clarity on Rubin architecture and ongoing ASIC growth in 2026, cloud semis could grow further in 2026. The near-term outlook remains positive for non-rack servers. We reiterate OW on Aspeed and Montage, and raise our Aspeed PT to NT$6100. Key Takeaways 2026 GPU server outlook turning more clear: Post our cloud semis upgrade (link), the key pushback has been the 2026 cloud capex outlook. It rem ...

We met with over 35 investors during our marketing trip in Singapore over the past week. Overall, we continued to observe a resurgence in sentiment particularly around AI while sentiment towards non-AI segments remains subdued. However, we feel that investors' positioning remains on the cautious side despite the recent recovery in sentiment. From a positioning perspective, many investors did not fully participate in the rally over the past few months and are still largely underexposed or waiting on the side ...

V i e w p o i n t | 02 Jul 2025 10:54:37 ET │ 33 pages Taiwan Semiconductors GPU vs AI ASIC- More Than Just Chip Design - Interoperability and System Integration are Key CITI'S TAKE We see major CSPs turning more aggressive on ASIC systems to achieve cost efficiency and differentiation. Yet, success would depend on several factors than just building a chip: 1) interconnect and packaging - must be able to support scalability; 2) software stacks - must be CUDA-competitive to drive adaptation; 3) system integr ...

July 6, 2025 10:11 PM GMT Greater China Semiconductors | Asia Pacific China WFE outlook remains strong in 2H25 and 1H26 We remain positive on China's wafer fab equipment (WFE) market, thanks to better-than-expected logic foundry demand in 2H25 and ongoing share gains driven by localization demand. We expect a robust 2H25 for China WFE: After our Asia Semi trip (Semiconductors: Takeaways from Taiwan/Beijing (30 Jun 2025), European Semiconductors: Our takes from Taiwan (1 Jul 2025)), we now foresee much stron ...

Core Viewpoint - ASM International N.V. reported that no transactions were executed under its current share buyback program during the week of June 30 – July 4, 2025 [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [1]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [1]. Investor Relations - For further details regarding the share buyback program and individual transaction information, investors are directed to visit ASM's investor relations website [1]. - Contact information for investor and media relations is provided, including Victor Bareño and Valentina Fantigrossi, with respective contact numbers and email addresses [2].

Global Research Risk and Alpha amid Rising Volatility Cathy Fang Analyst S1460518100001 cathy.fang@ubs.com +86 21 3866 8891 July 2025 This document has been prepared by UBS Securities Co. Limited. UBS does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. ...

ASML will report its 2Q25 earnings on July 16, and we summarise the key themes and our latest perspectives on the company. Key focus areas include: (1) Key drivers underpinning ASML's growth expectations for 2026; (2) The extent to which AI will continue to drive demand for leading-edge Logic/Memory chips; (3) The cadence of orders required in the coming quarters to reach sell-side consensus estimates for 2026; and (4) The trajectory of Lithography intensity following the Gate-All-Around architectural trans ...

M Update Empyrean Technology Co Ltd | Asia Pacific US lifts EDA export restriction What's new? According to Reuters (link), Synopsys (SNPS.O) and Cadence Design Systems (CDNS.O) are restoring access to their software and technology for their customers in China. To our knowledge, Cadence hasn't yet confirmed the news. Meanwhile, Synopsys issued a statement in connection to the lifting of recent US export restrictions related to China (link) that it is working to restore access to recently restricted products ...