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05:39
Analog Devices sends notification: Lead times for some products extended, advises customers to place orders six months in advance
```htmlGolden Ten Data reported on July 6 that analog chip manufacturer Analog Devices (ADI) has once again notified its customers, stating that the recovery in demand has tightened supply. Delivery times for some products may be up to six months, and if customers do not place orders six months in advance, they may face even longer delivery times in the future.```
05:36
Kepler raises Siemens' target price to 280 euros
Glonhui, July 6|Kepler Cheuvreux has upgraded its rating on Siemens AG from “Reduce” to “Hold”, raising the target price from 255 euros to 280 euros, citing that the company is at a critical turning point.
05:34
Citrini analyst jukan: Samsung Foundry achieved monthly profitability in June, the first time since 2023
According to Odaily, Citrini analyst Jukan posted on X that, according to Korean media reports, Samsung Foundry achieved monthly profitability in June, marking the first time since 2023. With June’s monthly profit turning positive, it is reportedly believed within Samsung that the likelihood of a turnaround in profitability starting from the third quarter has increased. The use of Samsung's 4nm process for HBM4 base dies is considered a key factor driving the turnaround, and improved yield is also seen as a main factor supporting the return to monthly profitability. Industry sources estimate that the yield rate of Samsung's 4nm process has risen to around 80%.
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