WS #13589
ACM Research beats estimates and raises FY26 guidance, signaling robust demand in semiconductor equipment. US reviews China's offshore access to Nvidia chips after AI gains, potentially tightening export controls and impacting Nvidia's revenue outlook. Meta ordered to pay $567M in New Mexico child safety case, adding to regulatory overhang and potential operational changes. Apple faces DRAM supply constraints for iPhone 18 as CXMT refuses price cuts, potentially pressuring margins and supply.
Semiconductor equipment strength
ACM Research beats estimates and raises FY26 guidance, signaling robust demand in semiconductor equipment.
US reviews China's offshore access to Nvidia chips after AI gains, potentially tightening export controls and impacting Nvidia's revenue outlook.
Meta ordered to pay $567M in New Mexico child safety case, adding to regulatory overhang and potential operational changes.
Apple faces DRAM supply constraints for iPhone 18 as CXMT refuses price cuts, potentially pressuring margins and supply.