Ahead of the 2026 All-American Game, @MizunoSportsUSA and Prep Baseball Shop teamed up to create this 𝙇𝙞𝙢𝙞𝙩𝙚𝙙 𝙀𝙙𝙞𝙩𝙞𝙤𝙣 @PBTF × @Vs_Cancer shirt, with 𝟭𝟬𝟬% 𝗢𝗙 𝗣𝗥𝗢𝗖𝗘𝗘𝗗𝗦 benefiting the Pediatric Brain Tumor Foundation and Vs. Cancer. 💛⚾️ 𝗪𝗲 𝗔𝗿𝗲 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗧𝗼𝗴𝗲𝘁𝗵𝗲𝗿 🎗️ 🔗:

𝗛𝘂𝗻𝘁𝗲𝗿𝘀𝘃𝗶𝗹𝗹𝗲, 𝗡𝗖 ➡️ 𝗧𝗵𝗲 𝟯𝟬𝟱 🏝️ The No. 14 ranked player in the country, @TrendynMotley (@Pro5Baseball) is #𝙇𝙤𝙘𝙠𝙚𝙙𝙄𝙣# for the 2026 Prep Baseball All-American Game ✅ #PBAAG26# 🇺🇸 #PBFG26# participant for Team @PrepBaseballNC 👍 @MizunoSportsUSA | @ShooterHunt

𝗟𝗮𝗳𝗮𝘆𝗲𝘁𝘁𝗲 𝗛𝗶𝗹𝗹, 𝗣𝗔 ➡️ 𝗧𝗵𝗲 𝟯𝟬𝟱 🏝️ The No. 2 ranked arm in @PrepBaseballPA and #PBFG25# standout, @chrissgrasso (@SJPrepBasebal) is #𝙇𝙤𝙘𝙠𝙚𝙙𝙄𝙣# for the 2026 Prep Baseball All-American Game ✅ #PBAAG26# 🇺🇸 @MizunoSportsUSA | @ShooterHunt

Mizuho semi supply chain tracker: no delays 800VDC & strong demand $NVDA CPO switch: "In the HVDC/800VDC investment case, the deployment schedule should be an average of 12-month lead-time from the initial system (like power rack) shipment by vendors, in our view" "Lumentum ( $LITE ) highlighted a rising adoption rate of InP-based NPO from its clients and we also expect stronger Google TPU demand to boost $AVGO VCSEL-based NPO sales. "micro-LED (uLED) based optical solutions that are developed and promoted by other chipmakers, such as Credo ( $CRDO ) in ALC (LED cables) and Avicena (private), to capture future scale-up (XPU to XPU) and scale-in (XPU to HBM) opportunities."

Mizuho ASIC channel checks: pounding table on $AVGO "potential >35M TPU shipments in 2028E (up 8x from 2026E ~4.3M and 2025 ~2.4M), which is significantly above our estimates of ~7M ASIC shipments for AVGO" "We believe OAI ASIC is in development with 10GW AVGO project (Nexus) adding to TPU/MTIA/ARM roadmap." "Our call noted $ARM AI ASIC chip development ongoing as we continue to expect a launch in late-2026E/early-2027E" " $MU : With potential for TPU shipments to reach a cumulative 50M units in 2026-28E, we think ASICs could command an increasing share of the HBM market, especially as some of the next-gen ASICs move to HBM4e"

Analogs- Mizuho: "we see as many as 6 OEMs implementing price hikes into 2H26E as demand for select components remains very tight. We see $NXPI, $TXN, IFX, Molex, $STM and Shanghai Belling all noting price increases with some noting price increases of up 5-30% as AI servers drive increased demand. We believe some analog suppliers are having to absorb some of the cost increases being handed out by wafer suppliers. Additionally, we continue to see suppliers of memory and MLCC raising prices, further straining the supply chain and increasing the cost for end consumers across auto and industrial end markets. We believe memory/storage component and AI DC power price increases will be able to be passed on to customers, with only high-end MCUs and HV MOSFET/IGBTs seeing higher prices passed on." Evercore: Our $ON checks remain positive, and SYNA accelerates ON’s development of edge-AI processors and accelerates its push into edge and physical AI."