Ratings by JPMorgan (Harlan Sur)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/14/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/14/2026 | SanDisk | SNDK | New Coverage | Overweight (N/A) |
1344.29 (1625.78) |
20.94% | Details | |
| 8/5/2026 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/24/2026 | Intel | INTC | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/23/2026 | Texas Instruments | TXN | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/29/2026 | Quantinuum Inc | QNT | New Coverage | Overweight (N/A) |
71.68 (59.50) |
-16.99% | Details | |
| 6/25/2026 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/17/2026 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/4/2026 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 5/28/2026 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/26/2026 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/21/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/15/2026 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2026 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2026 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/6/2026 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/5/2026 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/30/2026 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/29/2026 | NXP Semiconductors NV | NXPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/24/2026 | Intel | INTC | Maintain | Underweight (Underweight) |
|
Details | ||
| 4/23/2026 | Texas Instruments | TXN | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/23/2026 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/19/2026 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/17/2026 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2026 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/19/2026 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/12/2026 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2026 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/10/2026 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/6/2026 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/4/2026 | NXP Semiconductors NV | NXPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/30/2026 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/30/2026 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/28/2026 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/23/2026 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 1/6/2026 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/18/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/12/2025 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Maintain | Overweight (Overweight) |
|
Details | ||
| 12/9/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/8/2025 | SanDisk | SNDK | New Coverage | Neutral (N/A) |
213.31 (1344.29) |
530.2% | Details | |
| 12/3/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 12/3/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/26/2025 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/20/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/14/2025 | Applied Materials | AMAT | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/13/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 11/5/2025 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/31/2025 | Western Digital Corp. | WDC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/30/2025 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/29/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 10/28/2025 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/24/2025 | Intel | INTC | Maintain | Underweight (Underweight) |
|
Details | ||
| 10/23/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 10/22/2025 | Texas Instruments | TXN | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/24/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/10/2025 | Synopsys | SNPS | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/5/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2025 | Marvell | MRVL | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/28/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/21/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/19/2025 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/12/2025 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/8/2025 | Microchip Technology | MCHP | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 8/6/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 8/1/2025 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Lam Research | LRCX | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/31/2025 | Arm Holdings | ARM | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/25/2025 | Intel | INTC | Maintain | Underweight (Underweight) |
|
Details | ||
| 7/23/2025 | Texas Instruments | TXN | Maintain | Overweight (Overweight) |
|
Details | ||
| 7/23/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/9/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/26/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/6/2025 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/3/2025 | KLA Corporation | KLAC | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2025 | Broadcom Limited | AVGO | Maintain | Overweight (Overweight) |
|
Details | ||
| 6/3/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 5/29/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/27/2025 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2025 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/16/2025 | Applied Materials | AMAT | Maintain | Overweight (N/A) |
|
Details | ||
| 5/13/2025 | Western Digital Corp. | WDC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/9/2025 | MACOM Technology Solutions | MTSI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/8/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2025 | GlobalFoundries Inc. | GFS | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/7/2025 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 5/7/2025 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2025 | Western Digital Corp. | WDC | New Coverage | Overweight (Neutral) |
40.62 (496.16) |
1121.47% | Details | |
| 4/29/2025 | Cadence Designs | CDNS | Maintain | Overweight (Overweight) |
|
Details | ||
| 4/24/2025 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2025 | Cadence Designs | CDNS | Upgrade | Overweight (Neutral) |
258.15 (316.52) |
22.61% | Details | |
| 3/21/2025 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 3/20/2025 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 3/12/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/27/2025 | NVIDIA | NVDA | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/20/2025 | Analog Devices | ADI | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/11/2025 | Astera Labs | ALAB | Maintain | Overweight (Overweight) |
|
Details | ||
| 2/7/2025 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/5/2025 | NXP Semiconductors NV | NXPI | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/19/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/16/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2024 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/7/2024 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 11/5/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/5/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 10/2/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 8/22/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/7/2024 | Astera Labs | ALAB | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2024 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2024 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 7/30/2024 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 6/11/2024 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 5/22/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/1/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/26/2024 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 4/25/2024 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2024 | Astera Labs | ALAB | New Coverage | Overweight (N/A) |
75.59 (303.44) |
301.43% | Details | |
| 3/21/2024 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2024 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2024 | GlobalFoundries Inc. | GFS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Overweight (N/A) |
|
Details | ||
| 2/6/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | GlobalFoundries Inc. | GFS | Downgrade | Neutral (Overweight) |
55.27 (49.90) |
-9.72% | Details | |
| 2/2/2024 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2024 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/30/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/28/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2023 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/7/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/1/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2023 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 10/26/2023 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 10/24/2023 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2023 | Lam Research | LRCX | Maintain | Overweight (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Overweight (N/A) |
52.51 (253.32) |
382.42% | Details | |
| 9/28/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/17/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 8/2/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 7/28/2023 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 5/30/2023 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/18/2023 | Synopsys | SNPS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/10/2023 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 5/5/2023 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/28/2023 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 4/25/2023 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/29/2023 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/3/2023 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/15/2023 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2023 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/3/2023 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2023 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2023 | Intel | INTC | Maintain | Underweight (N/A) |
|
Details | ||
| 12/2/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/28/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 11/11/2022 | Intel | INTC | New Coverage | Underweight (N/A) |
27.52 (96.69) |
251.34% | Details | |
| 11/9/2022 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/4/2022 | MACOM Technology Solutions | MTSI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2022 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/7/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/28/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/1/2022 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 6/23/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 6/6/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/31/2022 | Synopsys | SNPS | New Coverage | Overweight (N/A) |
322.96 (404.41) |
25.22% | Details | |
| 5/31/2022 | Cadence Designs | CDNS | New Coverage | Neutral (N/A) |
156.24 (258.15) |
65.23% | Details | |
| 5/4/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 4/5/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/4/2022 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/28/2022 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/8/2022 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2022 | Microchip Technology | MCHP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/2/2022 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/2/2022 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/27/2022 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2022 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/10/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/6/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 12/1/2021 | GlobalFoundries Inc. | GFS | Maintain | Overweight (N/A) |
|
Details | ||
| 11/24/2021 | Analog Devices | ADI | Maintain | Overweight (N/A) |
|
Details | ||
| 11/22/2021 | GlobalFoundries Inc. | GFS | New Coverage | Overweight (N/A) |
64.27 (55.27) |
-14% | Details | |
| 10/28/2021 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Overweight (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 9/24/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2021 | Analog Devices | ADI | New Coverage | Overweight (N/A) |
171.52 (376.63) |
119.58% | Details | |
| 7/22/2021 | Texas Instruments | TXN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2021 | Vishay Intertechnology | VSH | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2021 | MACOM Technology Solutions | MTSI | Upgrade | Neutral (Underweight) |
55.68 (292.88) |
426.01% | Details | |
| 3/17/2021 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 1/27/2021 | AMD | AMD | New Coverage | Neutral (N/A) |
94.13 (484.39) |
414.6% | Details | |
| 10/28/2020 | Xilinx | XLNX | Upgrade | Neutral (Underweight) |
114.55 (194.92) |
70.16% | Details | |
| 9/10/2020 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/4/2020 | Broadcom Limited | AVGO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2020 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/26/2020 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/6/2020 | ON Semiconductor | ON | Maintain | Neutral (N/A) |
|
Details | ||
| 3/2/2020 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/4/2020 | Vishay Intertechnology | VSH | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 12/19/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 12/4/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 9/20/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/30/2019 | Marvell | MRVL | Maintain | Overweight (N/A) |
|
Details | ||
| 6/21/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 4/3/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 3/21/2019 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 3/7/2019 | KLA-Tencor | KLAC | New Coverage | Overweight (N/A) |
115.24 (194.79) |
69.03% | Details | |
| 1/30/2019 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2019 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 1/24/2019 | Xilinx | XLNX | Maintain | Underweight (N/A) |
|
Details | ||
| 12/19/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | Broadcom Limited | AVGO | New Coverage | Overweight (N/A) |
228.25 (380.00) |
66.48% | Details | |
| 10/25/2018 | Mellanox Technologies | MLNX | Upgrade | Overweight (Neutral) |
71.34 (124.89) |
75.06% | Details | |
| 9/28/2018 | Intel | INTC | Maintain | Overweight (N/A) |
|
Details | ||
| 9/21/2018 | Inphi Corp. | IPHI | Maintain | Overweight (N/A) |
|
Details | ||
| 9/21/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2018 | Micron Technology | MU | Maintain | Overweight (Overweight) |
|
Details | ||
| 9/7/2018 | Marvell | MRVL | New Coverage | Overweight (N/A) |
20.48 (216.00) |
954.69% | Details | |
| 9/6/2018 | Micron Technology | MU | Maintain | Overweight (N/A) |
|
Details | ||
| 8/14/2018 | M/A-COM Technology Solutions | MTSI | Downgrade | Underweight (Neutral) |
23.30 (292.88) |
1157% | Details |
