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5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Brokerage firm Needham & Company reiterated its bullish view on a group of semiconductor equipment stocks following a five-day visit to the SEMICON Taiwan 2026 conference, arguing that optical networking will be the key technology ramp for AI over the next several years.

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

5 stocks to buy as AI's memory problem has turned into a networking problem

Tue, 15 Sep 2026 09:00:00 -0400

Analyst Charles Shi said co-packaged optics, in particular, will be "the most important technology ramp for AI over the next few years."

"In some sense, AI's memory problem has turned into a networking problem, and the holy grail to solve the networking problem is CPO," Shi wrote.

The analyst said co-packaged optics' value accretion to semiconductor capital equipment makers will

Form 4 ONTO INNOVATION INC. For: Sep 02 Filed by: Chen Shirley

Fri, 11 Sep 2026 11:35:00 -0400

si-local-file:///var/storage/secattach/20260911/27051794.html

Form 4 ONTO INNOVATION INC. For: Sep 02 Filed by: ROBERTS BRIAN K

Fri, 11 Sep 2026 11:35:00 -0400

si-local-file:///var/storage/secattach/20260911/27051801.html

Onto Innovation Inc. (ONTO) PT Lowered to $360 at Morgan Stanley

Tue, 08 Sep 2026 05:42:00 -0400

Morgan Stanley analyst Shane Brett lowered the price target on Onto Innovation Inc. (NYSE: ONTO) to $360.00 (from $383.00) while maintaining a Overweight rating.

The analyst comments "Mix should continue to favor ONTO. We’re bullish on Intel and memory WFE into 2027, with Intel WFE growing the fastest among major spenders at ~70% and memory WFE continuing to outpace logic (+41% vs. +35%). Beyond these favorable mix dynamics, we expect process control intensity headwinds to reverse in 2027. In DRAM, initial 1D wafer adds should drive 30%+ growth in process control investment, while at TSMC, initial 1.4nm wafer adds should drive

Onto Innovation Inc. (ONTO) PT Lowered to $360 at Morgan Stanley

Tue, 08 Sep 2026 05:42:00 -0400

Morgan Stanley analyst Shane Brett lowered the price target on Onto Innovation Inc. (NYSE: ONTO) to $360.00 (from $383.00) while maintaining a Overweight rating.

Form 4 ONTO INNOVATION INC. For: Sep 02 Filed by: ROBERTS BRIAN K

Fri, 04 Sep 2026 21:54:00 -0400

si-local-file:///var/storage/secattach/20260904/27030996.html

Form 4 ONTO INNOVATION INC. For: Sep 02 Filed by: Chen Shirley

Fri, 04 Sep 2026 19:41:00 -0400

si-local-file:///var/storage/secattach/20260904/27030935.html

Form 4/A ONTO INNOVATION INC. For: Sep 02 Filed by: ROBERTS BRIAN K

Fri, 04 Sep 2026 19:29:00 -0400

si-local-file:///var/storage/secattach/20260904/27030923.html

Form 4 ONTO INNOVATION INC. For: Aug 21 Filed by: Lynch Susan D

Tue, 25 Aug 2026 17:26:00 -0400

si-local-file:///var/storage/secattach/20260825/26975804.html

Form 4 ONTO INNOVATION INC. For: Aug 21 Filed by: Lynch Susan D

Tue, 25 Aug 2026 17:26:00 -0400

si-local-file:///var/storage/secattach/20260825/26975804.html

Form 144 ONTO INNOVATION INC. Filed by: Lynch Susan D

Fri, 21 Aug 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260821/26961636.html

Form 144 ONTO INNOVATION INC. Filed by: Lynch Susan D

Fri, 21 Aug 2026 16:18:00 -0400

si-local-file:///var/storage/secattach/20260821/26961636.html

Goldman Sachs Starts Onto Innovation Inc. (ONTO) at Buy

Mon, 17 Aug 2026 05:09:33 -0400

Goldman Sachs analyst James Schneider initiates coverage on Onto Innovation Inc. (NYSE: ONTO) with a Buy rating and a price target of $400.00.

The analyst comments "We initiate coverage of ONTO with a Buy rating and a 12-month price target of $400 (19% upside). We see a compelling risk/reward profile for ONTO as AI demand is underpinning idiosyncratic growth in inspection and metrology. As semiconductor designs grow in complexity and see increasing 3D integration, yield preservation has become a key focus. This structural shift dramatically increases process control intensity, positioning Onto’s newly launched Dragonfly G5 and Atlas G6 platforms to capture

Goldman Sachs Starts Onto Innovation Inc. (ONTO) at Buy

Mon, 17 Aug 2026 05:09:33 -0400

Goldman Sachs analyst James Schneider initiates coverage on Onto Innovation Inc. (NYSE: ONTO) with a Buy rating and a price target of $400.00.

Goldman Sachs Starts Onto Innovation Inc. (ONTO) at Buy

Mon, 17 Aug 2026 05:09:33 -0400

Goldman Sachs analyst James Schneider initiates coverage on Onto Innovation Inc. (NYSE: ONTO) with a Buy rating and a price target of $400.00.

Goldman Sachs Starts Onto Innovation Inc. (ONTO) at Buy

Mon, 17 Aug 2026 05:09:33 -0400

Goldman Sachs analyst James Schneider initiates coverage on Onto Innovation Inc. (NYSE: ONTO) with a Buy rating and a price target of $400.00.