Semiconductors Research Reports

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

Morgan Stanley 2026-06-27

Equity Funding Implies a Tumultuous Quarter-End

Market Report EN 16 Pages

Bernstein 2026-06-25

ASICS: Fireside chat with the new China head (ex-Group CFO) – Structural upside

Company Report EN 20 Pages

Citi 2026-06-25

Sandisk Corp (SNDK.O): MU Read-Thru: NAND Now Tight Thru CY27; Reit. Buy on Cont‘d Demand Strength & Pricing Outlook, TP Higher to $2,500

Company Report EN 16 Pages

UBS 2026-06-24

Time to shine with structural shift in supply

Company Report EN 20 Pages

JPMorgan 2026-06-23

Vanguard International Semiconductor Corp.: Strong 12” expansion, more AI revenues and further 8” price hikes; Stay OW and raise PT to NT$220

Company Report EN 15 Pages

Morgan Stanley 2026-06-23

AI Supply Chain: Preliminary 2027 TSMC CoWoS Allocation

Market Report EN 18 Pages

Morgan Stanley 2026-06-23

Technology - European Semiconductors | Europe AI GPU/ASIC Tracker, China LLMs, Advanced Packaging and MLCC - The Next AI Bottleneck

Industry Report EN 37 Pages

UBS 2026-06-23

China Semiconductor: How to position China tech stocks in 2026?

Industry Report EN 135 Pages

Goldman Sachs 2026-06-21

Qantas Airways (QAN.AX): First Take: Sunrise Showcase - summary and key takeaways

Company Report EN 9 Pages

Goldman Sachs 2026-06-21

Ajinomoto (2802.T) Raising target price to reflect strong ABF demand outlook; maintain Buy

Company Report EN 11 Pages