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Alphabet 2Q26 Preview: Cloud Demand Outruns Capacity as Capex Doubles to About US$185bn
July 14, 20268 min read
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Winbond 2Q26 Preview: The Street's Full Year Needs Monthly Revenue 22% Above June's Record
Winbond is expected to report 2Q26 results on 5 August. Quarterly revenue is already public at NT$59.8bn, up 56% QoQ, on reported monthlies. The release's new information is the margin print and the pricing outlook; the street's FY26E implies second-half monthly revenue 22% above June's record.
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Nanya posted record 2Q26 revenue of NT$82.55bn (+68% QoQ) at a 79.5% gross margin, and guided the third quarter to improve further, refuting the sequential decline consensus had modelled.
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ASML reports 2Q26 on 15 July. Street revenue of EUR40.0bn for the year sits at the top of the EUR36-40bn guide, and the print arrives without the quarterly bookings number the market used to lean on.
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