Arista Rack-Scale Webinar, KVCache Memory Expansion, China Smartphones, China CPU-Only Supercompute Now #1, & More

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Arista Rack-Scale Webinar, KVCache Memory Expansion, China Smartphones, China CPU-Only Supercompute Now #1, & More

Equity Research

Industry Update — June 26, 2026

IT Hardware & Communications Networking

Semiconductors

Semiconductor Capital Equipment

Arista Rack-Scale Webinar, KVCache Memory

Expansion, China Smartphones, China CPU-

Only Supercompute Now #1, & More

Wells Fargo Technology Weekly—Semiconductors, Semi

Cap Equipment, & IT Hardware

Our Call Wells Fargo Semiconductors & IT Hardware

TeamIn our weekly report, we discuss/analyze the most notable topics/news from the week.

Wells Fargo Securities, LLC

Click on the links below to read further/see charts. WellsFargoSemiconductorsandITHardwareTeam@wellsfargo.com

Aaron Rakers, CFA

Samsung Reportedly Planning to Announce ₩1 Quadrillion (~$650B) 10-Year Capex Equity Analyst | Wells Fargo Securities, LLC

Investment Plan? Aaron.Rakers@wellsfargo.com | 314-875-2508

Joe Quatrochi, CFATakeaways From Arista’s “A New Era of Rack-Scale AI Fabrics” Webinar Equity Analyst | Wells Fargo Securities, LLC

Takeaways From Marvell's Presentation at EETimes' Road to Chiplet Scalability Event Joe.Quatrochi@wellsfargo.com | 314-875-2055

Michael Tsvetanov, CFA

China's CPU-only (Arm-based) LineShine Supercomputer; Highlights Massive Memory Associate Equity Analyst | Wells Fargo Securities, LLC

Footprint (HBM & DDR) Michael.Tsvetanov@wellsfargo.com | 314-875-2558

Travis Poulin

Apple Increases Pricing ~20% Across Its (non-iPhone) Product Portfolio Associate Equity Analyst | Wells Fargo Securities, LLC

Travis.Poulin@wellsfargo.com | 617-603-4263

Microsoft Outlines Plans to Continue Scaling AI Data Center Capacity Richard Strifler, CFA

Associate Equity Analyst | Wells Fargo Securities, LLC