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Samsung Electronics (005930 KS) has allocated half of its HBM production capacity to HBM4, Chosun reports. The other half is on HBM3E 12-layer. HBM3E 8-layer was suspended and diverted to HBM4

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U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYGeopolitics

Pakistani sources say Pakistan PM Sharif and Army Chief Munir will visit Saudi Arabia tomorrow, Al Hadath reports

U.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)