@JinYu762: Don't just focus on single tech stocks. What the July earnings truly reveal is the AI supply chain. Is it still burning hot, or is the market starting to cool? 7/7 Samsung Q2 preliminary results: First, check the temperature of memory, HBM and DRAM prices, AI server demand – all will indicate some trends. 7/15 $ASML: Watch equipment orders, EUV/DUV, advanced process demand, revenue from China region, and impact of export restrictions…
Summary
This article outlines key points of the AI supply chain in July earnings reports from multiple tech companies, including trends in memory, equipment, foundry, AI chips, and cloud services, emphasizing TSMC's central role in the AI supply chain.
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Don’t just fixate on a single tech stock — the real focus for July earnings is the AI industry chain.
Is it still burning hot, or has the market already started cooling down?
7/7 Samsung Q2 preliminary results: First, check the temperature of storage — HBM, DRAM prices, and AI server demand will all show some direction.
7/15 $ASML: Look at equipment orders, EUV / DUV, demand for advanced processes, revenue from the CN region, and the impact of export restrictions.
7/16 $TSM: This is the one I’m most looking forward to. Advanced processes, CoWoS capacity, AI chip orders, full-year capex.
7/22 $TSLA: Don’t just look at auto margins — focus on how far FSD, Robotaxi, and Optimus have progressed in their AI stories.
7/23 $INTC: Check if PC and server demand continues to recover, and whether foundry, advanced processes, and AI products are showing improvement.
7/28 $GOOGL: Look at cloud business, the impact of AI search on advertising, and whether capex will keep heading upward.
7/29 $META, $MSFT, $ARM, Vertiv, SK hynix: This day is packed with information — Meta and Microsoft for AI investment and monetization, ARM for endpoint and data center demand, Vertiv for data center power and cooling, and SK hynix for HBM supply-demand and pricing.
7/30 $AAPL, advanced processes, CoWoS capacity, AI chip orders, full-year capex: Apple for AI features, upgrade cycle, and supply chain guidance.
Amazon for AWS, AI infrastructure investment, and margin pressure.
These reports will together reveal the AI capital expenditure cycle.
I personally care most about TSMC — it stands right at the center of the AI supply chain.
All the major clients’ demand ultimately lands on its capacity, advanced processes, and CoWoS advanced packaging.
JinYu (@JinYu762):
How can a retail investor build their own conviction in a stock?I resonated with @leto_bao’s story about ByteDance colleagues visiting Micron’s Singapore fab to refuel their conviction.
I believe conviction is not blindly holding — it’s a judgment formed after validation.
I’ve organized this process into 5 steps:To help turn “someone else’s recommended opportunity” into “the confidence to hold it.”
Sharing step by step below — suggest saving and reading slowly ⬇️
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