SEMI: AI computing demand fuels memory investment; global 300mm wafer fab equipment spending to exceed $50 billion for the first time in 2026

Global 300mm wafer fab equipment investment in the memory segment is projected to exceed USD 50 billion for the first time in 2026, rising 29% to USD 52 billion, and increasing a further 11% to USD 57 billion in 2027.

Zhitong FinanceJul 2 09:32 ET

Jefferies Flags Volcano Engine's $14.7 Billion Revenue Target as China AI Demand Builds

Proactive InvestorsJun 24 10:53 ET

Shares of IT Services Stocks Are Trading Higher Due to the U.S.-Iran Deal Buoying the Broader Technology Sector.

BenzingaJun 15 15:38 ET

Express News | Shares of IT Services Stocks Are Trading Higher Due to the U.S.-Iran Deal Buoying the Broader Technology Sector

BenzingaJun 15 15:38 ET

Summary of Hong Kong Stock Ratings: Guotai Haitong Maintains Buy Rating on Kingboard Laminates

Cailian Press will regularly compile ratings and target prices from various institutions for Hong Kong stocks.

cls.cnJun 15 03:06 ET

Hong Kong Stock Market Alert | Kingsoft Cloud (03896) Opens More Than 5% Higher as AI Computing Power-Related Product and Service Prices Increase by Approximately 15%–50%

Kingsoft Cloud (03896.HK) opened more than 5% higher and, as of this report, was up 5.18% at HK$5.89, with a trading volume of HK$10.1544 million.

Zhitong FinanceJun 14 21:27 ET