Semiconductors Research Reports

Goldman Sachs 2026-08-20

Ulvac (6728.T): Conf. call takeaways: Potential for order guidance beat, mainly in 2H, but FY6/28 medium-term plan targets are a high hurdle

Company Report EN 8 Pages

Goldman Sachs 2026-08-18

Earnings wrap-up: Shipping/airlines earnings outlook set to move up another notch; maintain Buy on MOL, ANA, and Japan Post HD

Industry Report EN 14 Pages

Morgan Stanley 2026-08-18

F12/26 2Q Results Interview Takeaways: No Letup in Capacity Expansion and Next-Generation Technology Development

Industry Report EN 8 Pages

Morgan Stanley 2026-08-14

A Break from the Heat, For Now: US Credit Strategy | North America

Market Report EN 24 Pages

Citi 2026-08-02

Taiwan Economics: 2Q26A GDP: Another Beat on Exports and Investment Strength

Economic Report EN 10 Pages

Citi 2026-08-02

South Korea Economics: Raising Our 2026E Current Account Surplus to 18.2% of GDP

Economic Report EN 12 Pages

JPMorgan 2026-07-30

Philippines: Trade deficit narrows in June: Tech exporters start to pass on higher import costs

Industry Report EN 9 Pages

Morgan Stanley 2026-07-30

Asia Economics: AI capex, oil, the Fed, tariffs, and El Niño: climbing the wall of worry

Industry Report EN 9 Pages

Citi 2026-07-14

China Economics: AI Supercycle Powers a Structural Export Upswing

Economic Report EN 10 Pages

Goldman Sachs 2026-07-13

Transmission of AI Super Surplus in Korea - Mostly Through FX and Fiscal Policy

Economic Report EN 12 Pages

Morgan Stanley 2026-07-12

Niche DRAM Upcycle May Extend to 2028; OW

Market Report EN 18 Pages

Goldman Sachs 2026-07-11

CHINA WEEKLY KICKSTART: MXCN gained 3% while A-shares lost 1%; PBoC Governor Pan unveiled package to support CNH market in HK; CPI inflation softened in June

Economic Report EN 25 Pages

UBS 2026-07-09

Atlas Copco A: Semiconductor capex and a potential short-cycle uptick overpower our structural concerns. Upgrade to Neutral.

Industry Report EN 32 Pages

JPMorgan 2026-07-02

Rohm (6963): Maintain Overweight: Raise price target, reflecting analog/discrete semiconductor squeeze, Kioxia‘s share price rise

Company Report EN 20 Pages

Citi 2026-06-30

South Korea Economics: We Raise Our 2026E-28E GDP with Resilient April-May data and Strong CAPEX plan

Economic Report EN 11 Pages