Report Company Directory
- KLA Corporation "Another Nice Beat/Raise, But We Think Outperformance Wanes" by UBS AG
- HOLT Weekly Screen "Identifying Quality and Growth Opportunities" Smith by UBS AG
- Samsung Electronics "Discloses Won22.8tn foundry order - initial take" (Neutral) by UBS AG
- 2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more. by New Street Research
- EU-US Tariff Deal + Samsung/TSLA 2nm Deal by BNP Paribas Exane
- US Semiconductors and Semi Equipment "SemiBytes: Hyperscaler Capex, Analog..." by UBS AG
- America’s AI Action Plan. Our 5 quick takes. by New Street Research
- ASML: best positioned for 2026 in the Semicap pack. Upgrade to Buy, €790. by New Street Research
- H20 ban, TSMC beats, ASML cautious, Auto pull-ins, RAN muted. Our weekly wrap-up. by New Street Research
- US Semiconductors and Semi Equipment "SemiBytes: ASML Read-throughs;..." by UBS AG