Tech Giants Report Q3 Earnings, Storage Conference and Hot Chips 2026 Approaching

On July 30, tech giants began to release their earnings reports. Microsoft and Meta have already announced their results, while Apple and Amazon are set to release theirs early tomorrow morning. NVIDIA's earnings report will be available on August 26. The reports will focus on AI chip demand, data center revenue, gross margins, and future guidance to assess the health of cloud computing, AI capital expenditures, advertising, and consumer electronics. Additionally, the Future Memory and Storage Conference will take place on August 4, featuring companies such as Samsung, SK Hynix, Micron, and NVIDIA, which is significant for the storage industry chain. Hot Chips 2026, scheduled for August 23-25, is an important technical conference in the fields of chip architecture and AI hardware, where NVIDIA will unveil the Vera CPU, HBM architecture, advanced packaging, and next-generation processors from multiple companies, potentially impacting expectations for the CPU, GPU, HBM, and packaging supply chains.