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JPMorgan: Samsung under short-term pressure, TSMC's A14 is a key catalyst

DeepFlowTech
robot
Abstract generation in progress
Shenchao TechFlow news: According to Chaoxiang Research, JPMorgan’s July 8 Asia-Pacific tech brief shows that Samsung’s 2Q profit of 89.4 trillion KRW hit a record high, but leveraged ETF liquidation and rising volatility are temporarily suppressing the stock price. NAND pricing may exceed expectations with a quarter-on-quarter increase of +20%, and the direction of the storage cycle remains unchanged. TSMC’s A14 process certification is expected to be completed between the end of 2026 and the early part of 2027; Lasertec will directly benefit. Ebara, TEL, and Screen will gain market share on the DRAM equipment side. JPMorgan expects WFE growth of 28%/29%/16% in 2026–2028. MLCC is expected to see a shortage in 2027, and Murata’s Q1 operating profit is expected to reach 90 billion JPY. The PCB substrate industry is shifting from BT to ABF, and Unimicron Electronic plans to exit half of its BT capacity.
JPM-2.57%
TSM0.76%
TEL-0.81%
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