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Earnings Takeaways- Tower Semiconductor (TSEM) • 2Q26 revenue $460mn (+24% YoY), GP +72%, OP +125%; EPS $0.79 a beat, driven by higher utilization, better mix & accelerating silicon photonics demand
• 3Q26 guide: record $520mn (+31% YoY, +13% QoQ) suggests a strong growth 
• The co targets sequential revenue & profit improvement through 2026
• Raised 2026/27 EPS to $4.5 / $10; Maintain Buy, TP $260 (26x 2027E)
• $1.3bn contract SiPho revenue locked for 2027 from hyperscalers
• 2028 wafer order commitments expected to exceed 2027 levels
• Additional new SiPho customer qualifications underway
• Leading specialty foundry for NPO (near-package optics); CPO longer-term
• Capacity ramp focused on Japan Fab 7; NPO volume ramp expected 2H27 #TSEM# #Towersemi#

Earnings Takeaways- AMD • Raised 2026/27 EPS by +8%/+23%; TP lifted from $640 → $700 on 45x 2027E or 31x 2028E • After-hours weakness as market digests high expectations despite solid results • 2Q26 revenue $11.5bn (+50% YoY) in line; EPS $1.66 slightly above consensus
• 3Q26 guide: $13bn revenue above consensus, GM 56% soft
• Mgmt sees datacenter >100% YoY growth in 2027 (CPU + GPU)
• MI450/MI455X on track. Helios ramping in 3Q/4Q26 with further step-up in 1Q27 • We see Helios rack supply chain build plan ROBUST (>20k racks 2H26-27) 
• MI500 expected to outperform Nvidia’s Rubin Ultra in hardware performance

• Business tracking well ahead of long-term model (>35% revenue CAGR, EPS >$20)
• Strength from AI GPUs (MI450/Helios/MI500) + server CPU TAM/share gains
• Margin wise, AI GPU margins to stay below corporate avg due to large-memory strategy, while CPU and Embedded recovery are positive drivers #AMD#

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Earnings Takeaways - MTK (2454 TT) * 2Q26 revenue NT$152.2B (+2% QoQ, +1% YoY) was above guidance. * 2Q26 GM/EPS in line: 46.2% GM; EPS NT$15.28. * Smart Edge +19% QoQ, offsetting smartphone weakness. * 3Q26 guide: Revenue NT$152.2–159.8B (flat to +5% QoQ) better than recent broker’s -5% but inline with us * 3Q26 GM: 46.0% ±1.5%, inline. * Maintain Buy: TP NT$6,420 * ASIC guidance raised: 2026 from $2B to >$2B. * 2027 ASIC share target: Raised to 15–20% (from 10–15%). * We estimate Zebrafish shipments to be 2–3 months earlier than Sunfish * MTK’s Triggersfish to drive inference share gains with larger SRAM (4x 250MB) in 2028 * Reit SpaceX is the likely 2nd datacenter ASIC customer * We est. MTK’s Icefish is by now the only official v10 project. * Smartphone better than feared; 2nm SoC to drive share gains in Android’a Ultra models #MTK# #Mediatek#

Earnings Takeaways Note - FORM * 2Q26 beat across the board: Revenue $258.2M and 53.3% GM exceeded expectations * 3Q26 guided to ~$270M revenue with margins expanding to 54%. * AI recovery gaining traction: AI probe card share continues to rise, with stronger CPU and CPO demand supporting the next growth leg. * Rubin & Intel are key catalysts: Expect 10%+ share on Nvidia Rubin, further gains with Rubin Ultra/Humusfish, while Intel’s 18A ramp drives server CPU probe card demand and 20–30% pricing upside from node migration. * HBM to reaccelerate: Memory mix shifts toward DDR in 3Q26, but HBM revenue is expected to reach a record high in 4Q26 with next-gen AI platform ramps. * CPO momentum accelerating: Management expects CPO revenue to hit the high end of FY26 guidance by 3Q26, driven by Triton adoption and insertion leadership. * Valuation: Shares have corrected 38% from the peak and now trade at 25x 2027E P/E (vs. 33x/42x for MPI/Technoprobe), offering an attractive risk/reward. #FORM# #Formfactor#