Coverage.
Bottom-up research across 14 names in semiconductors, semicap equipment, and AI infrastructure.
Company | Segment | Target | Rating |
|---|---|---|---|
AMAT | Semicap | $650 | BUY |
AMD | Fabless | $800 | BUY |
Arm | Fabless | $300 | Neutral |
ASML | Semicap | €2,250 | BUY |
Broadcom | Fabless | $700 | BUY |
Intel | Logic | $130 | NEUTRAL |
KLAC | Semicap | $213 | NEUTRAL |
LAM | Semicap | $300 | NEUTRAL |
Micron | Memory | $1,550 | BUY |
Nvidia | Fabless | $345 | BUY |
Samsung | Memory | ₩520,000 | BUY |
SK Hynix | Memory | ₩4,000,000 | BUY |
Tokyo Electron | Semicap | ¥64,000 | NEUTRAL |
TSMC | Logic | NT$3,850 | BUY |