普通外文研报
Arista Rack-Scale Webinar, KVCache Memory Expansion, China Smartphones, China CPU-Only Supercompute Now #1, & More
研报英文原文证据摘录
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
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