http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 20 Oct 2026 08:38:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p><p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p><p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207300.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/Investing/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html <p>Investing.com -- BofA Securities said it remained bullish on semiconductor capital equipment stocks, reiterating “buy” ratings on ASML, <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">ASM</span></span> and VAT, which it prefers within the group.</p> <p dir="ltr"></p> <p dir="ltr">The brokerage cited five reasons for its positive stance: likely upside to revenues and gross margins in the second half of the year driven by mix, potential like-for-like price hikes into CY27/28E that could lift gross margins above consensus expectations for those years, the opening of new NAND greenfield fabs in 2028E, and upside from China wafer fab equipment spending in 2H26E. </p> <p dir="ltr">It also pointed to bearish positioning and http://www.streetinsider.com/General+News/BofA+Securities+prefers+semicaps+top+picks+on+mix%2C+pricing%2C+NAND%2C+China+upside/27207299.html Tue, 20 Oct 2026 08:38:00 -0400 ASMI ASML BESI http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/Investing/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html <p>Investing.com -- UBS analyst Francois-Xavier Bouvignies maintains a constructive outlook on European semiconductor stocks heading into third-quarter 2026 earnings, favoring companies with clear market share gains and meaningful exposure to artificial intelligence demand. In a September 29 research note, the analyst highlighted semiconductor capital equipment makers as top picks, citing AI-driven capacity expansion supporting a robust multi-year growth outlook.</p> <div id="message-list_1790278101.205999" aria-setsize="-1"> <div> <div aria-roledescription="message"> <div> <div> <div> <div> <div> <div> <div draggable="false"> <div> <div> </div> <div> The investment bank raised its wafer-fab equipment forecast for 2026 through 2028, projecting total WFE reaching approximately $225 billion in 2027, up 43% year-over-year, with potential to climb toward $275 billion to $300 billion by 2028. UBS http://www.streetinsider.com/General+News/UBS+names+top+European+chip+stocks+to+watch+ahead+of+Q3+2026+earnings+season/27122291.html Tue, 29 Sep 2026 16:00:44 -0400 ASMI ASML STM http://www.streetinsider.com/Investing/ASM+beats+own+Q2+revenue+guidance%2C+sees+stronger+second+half/26825535.html <p>Investing.com -- ASM International posted record second-quarter revenue above the midpoint of its own guidance and forecast higher third-quarter sales, buoyed by strong demand for equipment used in advanced AI chip production.</p> <p>The Dutch chip equipment maker posted second-quarter revenue of €1.003 billion, up 20% from a year earlier and above the midpoint of its guidance of €980 million, plus or minus 5% at constant currency. Growth was driven by strong demand from leading-edge logic and foundry customers, robust high-bandwidth memory (HBM) DRAM sales, and continued strength in China&amp;#39;s mature logic/foundry market.</p> <p></p> <p data-start="754" data-end="1145">The company said AI-related investments continued to accelerate during http://www.streetinsider.com/Investing/ASM+beats+own+Q2+revenue+guidance%2C+sees+stronger+second+half/26825535.html Tue, 28 Jul 2026 13:20:27 -0400 ASMI http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA