Coverage.
Bottom-up research across 14 names in semiconductors, semicap equipment, and AI infrastructure.
Company | Segment | Target | Rating |
|---|---|---|---|
AMAT | Semicap | $570 | BUY |
AMD | Fabless | $800 | BUY |
Arm | Fabless | $276 | Neutral |
ASML | Semicap | €1,630 | BUY |
Broadcom | Fabless | $700 | BUY |
Intel | Logic | $130 | NEUTRAL |
KLAC | Semicap | $1,950 | NEUTRAL |
LAM | Semicap | $280 | NEUTRAL |
Micron | Memory | $1,000 | BUY |
Nvidia | Fabless | $345 | BUY |
Samsung | Memory | ₩390,000 | BUY |
SK Hynix | Memory | ₩2,900,000 | BUY |
Tokyo Electron | Semicap | ¥57,000 | NEUTRAL |
TSMC | Logic | NT$3,600 | BUY |