The Blade Weekly: Memory's Big Run Wobbles, But Other Supply Chain Shortages Keep Broadening

July 5, 202611 min read

Share this article

Related Research

The 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.

Winbond 2Q26 Preview: The Street's Full Year Needs Monthly Revenue 22% Above June's Record

Winbond is expected to report 2Q26 results on 5 August. Quarterly revenue is already public at NT$59.8bn, up 56% QoQ, on reported monthlies. The release's new information is the margin print and the pricing outlook; the street's FY26E implies second-half monthly revenue 22% above June's record.

Nanya's Shortage Extends Through the Second Half

Nanya posted record 2Q26 revenue of NT$82.55bn (+68% QoQ) at a 79.5% gross margin, and guided the third quarter to improve further, refuting the sequential decline consensus had modelled.