Australia Exports (MoM): -0.9% (January) vs previous 1%

TradingKey - An article from financial blog ZeroHedge points out that Chinese semiconductor firms have begun flooding the market with domestic DRAM and NAND chips, which may drive down the prices of memory and storage devices. Is the chip market approaching a devastating moment? Could the impact of the Chinese chip price war become a "black swan" event for the three major industry giants: Samsung, SK Hynix, and Micron (MU)?

Tradingkey - Broadcom (AVGO) will release its fiscal second quarter 2026 earnings report after the U.S. market close on June 3, 2026, Eastern Time. As a leading global provider of AI infrastructure chips and private cloud software platform services, the company has benefited from the accelerated construction of data centers and the continued surge in demand for custom AI chips. Since the release of its previous quarterly results, Broadcom's share price has risen by approximately 36%, significantly outperforming the S&P 500 over the same period.

TradingKey - Dell Technologies (NYSE: DELL) released Q1 fiscal 2027 earnings toward the end of May, and the numbers were better than analysts predicted on both sales and profit fronts: $23.8 billion in sales, a 12% year-over-year increase

TradingKey - Amid the global memory supercycle fueled by the AI boom, Samsung Electronics and SK Hynix are shattering financial and market capitalization records at an unprecedented pace, collectively joining the trillion-dollar market cap club. While both compete in the same sector, their underlying logic, growth trajectories, and market narratives differ fundamentally. How should investors choose between them, and what is the optimal entry strategy?

TradingKey - As the most anticipated annual technology event in global capital markets, COMPUTEX 2026 is set to take place at the Taipei Nangang Exhibition Center from June 2 to 5.