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Alphabet 2Q26 Preview: Cloud Demand Outruns Capacity as Capex Doubles to About US$185bn
July 14, 20268 min read
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Semiconductors
ASML 2Q26 Preview: Consensus Sits at the Top of the Full-Year Guide
ASML reports 2Q26 on 15 July. Street revenue of EUR40.0bn for the year sits at the top of the EUR36-40bn guide, and the print arrives without the quarterly bookings number the market used to lean on.
Read more SemiconductorsTSMC 2Q26 Preview: A Record June Lands 2Q Revenue at the Upper End of the Guide
TSMC reports 16 July. With a record June now in, 2Q26 revenue of NT$1,270.4bn (about US$40.1bn) lands at the upper end of the guided band. The open question is whether management lifts the full-year growth guide.
Read more WeeklyThe Blade Weekly: Micron, Apple and AMD Start Funding Their Suppliers
Chip buyers moved from ordering capacity to financing it, memory margins set records on flat shipments, and SK Hynix raised US$26.5bn in the largest US listing by a foreign company.
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