TechFlow reports, According to TechFlow Research, JPMorgan's July 8 Asia-Pacific Technology Briefing shows that Samsung's 2Q profit of 89.4 trillion won hit a record high, but leveraged ETF liquidation and rising volatility are suppressing stock price in the short term; NAND pricing may exceed expectations with QoQ +20%, and the memory cycle direction remains unchanged. TSMC A14 process certification is expected to be completed between late 2026 and early 2027, directly benefiting Lasertec; Ebara, TEL, and Screen gain share in the DRAM equipment segment. JPMorgan expects WFE growth of 28%/29%/16% in 2026-2028. MLCC shortage is expected in 2027, Murata Q1 OP is expected to reach 90 billion yen. The substrate industry is shifting from BT to ABF, Unimicron plans to exit half of BT capacity.
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