• Guotai Asset Management flagged short-term volatility in communications and semiconductors, citing weaker sentiment and tighter liquidity.
• Korea Investment & Securities cut SK Hynix 2Q26 operating profit to KRW 60.4 trillion, about 7%-8% below consensus.
• It also lowered 2026 and 2027 operating profit forecasts by about 9% and 11%, citing limited HBM pricing upside and contract effects.
• Guotai expects the memory supply-demand gap to widen, with supply growth near 30% versus demand above 40%, supporting high prices through 2028.
• AI compute demand seen resilient; Meta targets a 2027 doubling in AI capacity, Nvidia expects quarterly revenue above USD 100 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Guotai Asset Management Co. Ltd. published the original content used to generate this news brief on July 13, 2026, and is solely responsible for the information contained therein.