ASX

All these stocks hit new ALL TIME HIGHS at some point today Apple $AAPL AMD $AMD Taiwan Semiconductor $TSM Micron Technology $MU Marvell Technology $MRVL Lam Research $LRCX Rocket Lab $RKLB Astera Labs $ALAB FedEx $FDX Applied Materials $AMAT Sandisk $SNDK Delta Air Lines $DAL Dell Technologies $DELL Applied Digital $APLD Aramark Holdings $ARMK Ast Spacemobile $ASTS Ase Industrial $ASX Bank of Montreal $BMO Bank of Nova Scotia $BNS Borgwarner $BWA Cipher Digital $CIFR Canadian Imperial Bank $CM Core Scientific $CORZ Cirrus Logic $CRUS Datadog $DDOG Hyatt Hotels $H Hut 8 $HUT Intercontinental Hotels $IHG J.B. Hunt $JBHT KLA Corporation $KLAC Lattice Semiconductor $LSCC Marriott $MAR MDA Space $MDA MKS Instruments $MKSI Monster Beverage $MNST Madison Square Garden $MSGS MSC Industrial $MSM Macom Technology $MTSI Norfolk Southern $NSC Nucor $NUE NXP Semiconductors $NXPI Ross Stores $ROST Synnex $SNX Steel Dynamics $STLD State Street $STT Seagate Technology $STX Texas Instruments $TXN Viking Holdings $VIK Western Digital $WDC

GlobalWafers, the 3rd biggest silicon wafer maker behind Japan’s Shin-Etsu and SUMCO, said demand for 12-inch wafers has fully recovered thanks to AI, and it is in talks with customers over 2nd half price hikes to offset rising costs, depreciation, media report, citing Chair Doris Hsu. She also said 12-inch square silicon wafers have been sent to clients for verification and hopes to be in mass production in the 4th quarter. (18-inch ingots pulled, cut into 310x310mm square wafers). $TSM $ASX #GlobalWafers #ShinEtsu #SUMCO $4063 $3436

华为韬（τ）定律引发半导体新格局？利空什么，利好什么？ 利好侧： 1.先进封装需求大增；利好 $AMKR $ASX 2.3D堆叠设备需求爆发, 利好 $AMAT $LRCX $KLAC https://x.com/lordwilliamuk/status/2058933296881344914?s=46

Nvidia CEO Jensen Huang arrived in Taipei Saturday (5/23) to meet with supply chain partners and deliver speeches ahead of the Computex Taipei 2026 trade show (6/2-5), media report, noting he dined with TSMC founder Morris Chang Sunday and plans to meet suppliers, including Quanta Computer Chair Barry Lam and Vice Chair C.C. Leung Monday (5/25). His plans this week include meeting TSMC Chair C.C. Wei on Tuesday (5/26), Taipei City Govt 5/27 and the ‘Trillion Dollar Banquet’ with supply chain partners on Thursday (5/28). He reportedly said ‘Taiwan supply chain partners will be incredibly busy in the 2nd half of this year’ because each Vera Rubin system holds nearly 2 million components and requires coordination across 100 - 150 suppliers. $TSM $ASX $NVDA #semiconductors