http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 12 Oct 2026 16:19:33 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/AI/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Analyst+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html <p>RBC: 'we continue to see a clear path to double-digit WFE growth through 2028'.</p><p>The analyst comments "We expect HBM base die migration to advanced logic nodes to continue given the need for faster pin speeds, lower power, and the integration of memory controller and other custom functionality. Samsung has already transitioned to 4nm, and we won't be surprised if SKHY/MU adopt advanced nodes for HBM4E (custom versions, if not the standard versions). Our analysis suggests that potential base die migration at SKHY/MU could drive 50–90k wafers (WSPM) of additional advanced- node capacity, or ~$30B in incremental WFE spending, compared to http://www.streetinsider.com/Hot+Comments/RBC%3A+%27we+continue+to+see+a+clear+path+to+double-digit+WFE+growth+through+2028%27/27175366.html Mon, 12 Oct 2026 16:19:33 -0400 AMAT ASML KLAC LRCX ONTO http://www.streetinsider.com/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24227+at+Morgan+Stanley/27151425.html <p>Morgan Stanley analyst Shane Brett lowered the price target on KLA Corporation (NASDAQ: KLAC) to $227.00 (from $253.00) while maintaining a Overweight rating.</p><p>The analyst comments "Where does this leave us? Conflicted on market dynamics but confident on 2027. Supply constrains will ease, leading logic mix will become a tailwind, and we do model KLA to outgrow WFE in 2027 (42% vs 37%). However, we’re doing more work around whether WFE is becoming more of a volume market. We revise up our leading logic forecasts and tweak up GM%, which brings up our CY27 forecast from $20.4bn/$6.23 to $21.4bn/$6.77. Consistent with http://www.streetinsider.com/Analyst+PT+Change/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24227+at+Morgan+Stanley/27151425.html Tue, 06 Oct 2026 06:16:20 -0400 KLAC http://www.streetinsider.com/Analyst+Comments/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24227+at+Morgan+Stanley/27151425.html <p>Morgan Stanley analyst Shane Brett lowered the price target on KLA Corporation (NASDAQ: KLAC) to $227.00 (from $253.00) while maintaining a Overweight rating.</p><p>The analyst comments "Where does this leave us? Conflicted on market dynamics but confident on 2027. Supply constrains will ease, leading logic mix will become a tailwind, and we do model KLA to outgrow WFE in 2027 (42% vs 37%). However, we’re doing more work around whether WFE is becoming more of a volume market. We revise up our leading logic forecasts and tweak up GM%, which brings up our CY27 forecast from $20.4bn/$6.23 to $21.4bn/$6.77. Consistent with http://www.streetinsider.com/Analyst+Comments/KLA+Corporation+%28KLAC%29+PT+Lowered+to+%24227+at+Morgan+Stanley/27151425.html Tue, 06 Oct 2026 06:16:20 -0400 KLAC http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/Hot+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/Hot+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/Hot+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/Hot+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/AI/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html <p>Goldman Sachs: 'Tactical Ideas: See upside for AMAT, STX, MCHP; downside for QCOM, KLAC, WDC'.</p><p>The analyst comments "Most estimate upside for SemiCap/Compute/Storage - risk/reward more favorable</p><p>We see upside to estimates across most sub-sectors of the semiconductor ecosystem heading into 3Q earnings. Following a significant pullback in the sector over the past two months driven by significant de-risking (SOX down 11% vs. SPX up 4%), we see a more constructive trading setup ahead of earnings. This stands in stark contrast to the 2Q setup, where we signaled a more cautious tactical outlook heading into results. We expect significant positive estimate revisions http://www.streetinsider.com/Analyst+Comments/Goldman+Sachs%3A+%27Tactical+Ideas%3A+See+upside+for+AMAT%2C+STX%2C+MCHP%3B+downside+for+QCOM%2C+KLAC%2C+WDC%27/27145727.html Mon, 05 Oct 2026 07:35:48 -0400 AMAT CDNS KLAC MCHP QCOM STX WDC