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fst_tech_restricted / Equity
- AMAT 4FQ20 – strength in Foundry and NAND to persist; DRAM next driver of growth. by New Street Research
- DoorDash IPO: implications for the Vision Fund and SoftBank Group by New Street Research
- Semis in 2021: HPC and 5G to drive another strong year by New Street Research
- Will 2020-2030 be the decade of power semiconductors? by New Street Research
- Lyft 2Q21: Healthy demand lead to profits despite trailing supply by New Street Research
- Newsflow of recent weeks suggest Tesla should beat delivery expectations by New Street Research
- AMAT 2FQ22 – Strong visibility on demand until 2023, but supply chain issues result in near-term miss. by New Street Research
- Palo Alto 2FQ21: Cybersecurity awareness increasing with recent attacks, strengthening momentum. Buy, TP $500. by New Street Research
- Besi: enabling the next leg of Moore’s Law. Buy, €90 Target Price by New Street Research
- Besi 2Q23: Trough extending; uncertainty remains; strong momentum for hybrid bonding by New Street Research
- Besi: Hybrid Bonding off the table for HBM? Implications by New Street Research
- Besi 2024 CMD: Our key takeaways. by New Street Research
- Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. by New Street Research
- Besi 2Q24: Prolonged downturn in mainstream packaging; strong momentum in hybrid bonding. Buy, €160 TP by New Street Research
- Infineon 4FQ24: Inventory digestion hits. Steep recovery embedded in the guide. Buy, €45. by New Street Research
- Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a bottom by New Street Research
- Bible 1Q25 – Autos: recovery on track. Expect strong momentum through 2025 by New Street Research
- Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slightly ahead of an uncertain OEMs outlook by New Street Research
- Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM growth pressures capacity by New Street Research
- Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, and CPU sales could be slightly ahead of themselves by New Street Research