Ratings by Needham (Charles Shi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 10/15/2026 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 10/12/2026 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 9/25/2026 | PDF Solutions Inc. | PDFS | New Coverage | Buy (N/A) |
47.88 (44.01) |
-8.08% | Details | |
| 8/4/2026 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 7/31/2026 | AXT, Inc. | AXTI | Upgrade | Buy (Hold) |
46.94 (59.28) |
26.29% | Details | |
| 7/31/2026 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 7/27/2026 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2026 | Arm Holdings | ARM | Maintain | Buy (Buy) |
|
Details | ||
| 5/11/2026 | Silvaco Group Inc | SVCO | Maintain | Buy (N/A) |
|
Details | ||
| 5/7/2026 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 5/5/2026 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2026 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2026 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 4/20/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 4/16/2026 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 3/26/2026 | Arm Holdings | ARM | Upgrade | Buy (Hold) |
157.07 (226.59) |
44.26% | Details | |
| 3/16/2026 | Silvaco Group Inc | SVCO | Maintain | Buy (Buy) |
|
Details | ||
| 2/26/2026 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 2/26/2026 | Veeco Instruments Inc. | VECO | Maintain | Hold (N/A) |
|
Details | ||
| 2/20/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2026 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2026 | Cohu | COHU | Maintain | Buy (N/A) |
|
Details | ||
| 2/12/2026 | GlobalFoundries Inc. | GFS | New Coverage | Buy (N/A) |
48.74 (47.70) |
-2.13% | Details | |
| 2/10/2026 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2026 | Ichor Holdings | ICHR | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2026 | Arm Holdings | ARM | Maintain | Hold (N/A) |
|
Details | ||
| 1/29/2026 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/20/2026 | AXT, Inc. | AXTI | Downgrade | Hold (Buy) |
22.09 (46.94) |
112.49% | Details | |
| 1/20/2026 | Nova Measuring Instruments | NVMI | Upgrade | Buy (Hold) |
445.70 (331.22) |
-25.69% | Details | |
| 1/20/2026 | Ichor Holdings | ICHR | Upgrade | Buy (Hold) |
29.78 (43.34) |
45.53% | Details | |
| 1/15/2026 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | Onto Innovation Inc. | ONTO | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2026 | Cohu | COHU | Upgrade | Buy (Hold) |
25.10 (55.29) |
120.28% | Details | |
| 1/5/2026 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 11/13/2025 | Silvaco Group Inc | SVCO | Maintain | Buy (Buy) |
|
Details | ||
| 11/6/2025 | Arm Holdings | ARM | Maintain | Hold (Hold) |
|
Details | ||
| 10/31/2025 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2025 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/16/2025 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2025 | Veeco Instruments Inc. | VECO | Downgrade | Hold (Buy) |
33.10 (46.66) |
40.97% | Details | |
| 9/10/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Veeco Instruments Inc. | VECO | Maintain | Buy (N/A) |
|
Details | ||
| 8/7/2025 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2025 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/17/2025 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2025 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 7/1/2025 | Taiwan Semi | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2025 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2025 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2025 | Veeco Instruments Inc. | VECO | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | FormFactor | FORM | Downgrade | Hold (Buy) |
44.11 (112.18) |
154.32% | Details | |
| 12/4/2024 | ACM Research, Inc. | ACMR | Downgrade | Hold (Buy) |
16.20 (54.69) |
237.59% | Details | |
| 11/15/2024 | Kulicke and Soffa Industries | KLIC | Upgrade | Buy (Hold) |
45.61 (81.43) |
78.54% | Details | |
| 11/8/2024 | Veeco Instruments Inc. | VECO | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2024 | Arm Holdings | ARM | Maintain | Hold (Hold) |
|
Details | ||
| 11/5/2024 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2024 | Altair Engineering | ALTR | Downgrade | Hold (Buy) |
108.63 (111.85) |
2.96% | Details | |
| 10/29/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 10/22/2024 | Synopsys | SNPS | Maintain | Buy (Buy) |
|
Details | ||
| 10/17/2024 | Silvaco Group Inc | SVCO | Maintain | Buy (N/A) |
|
Details | ||
| 7/30/2024 | Amkor Technology | AMKR | Maintain | Buy (N/A) |
|
Details | ||
| 7/18/2024 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2024 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 6/7/2024 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | Silvaco Group Inc | SVCO | New Coverage | Buy (N/A) |
18.27 (6.68) |
-63.44% | Details | |
| 5/8/2024 | Veeco Instruments Inc. | VECO | Maintain | Buy (N/A) |
|
Details | ||
| 5/2/2024 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 4/18/2024 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2024 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2024 | Amkor Technology | AMKR | New Coverage | Buy (N/A) |
31.34 (43.73) |
39.53% | Details | |
| 2/23/2024 | Altair Engineering | ALTR | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Veeco Instruments Inc. | VECO | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2024 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 1/10/2024 | ACM Research, Inc. | ACMR | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 9/15/2023 | ArvinMeritor | ARM | New Coverage | Hold (N/A) |
2.42 (157.07) |
6390.5% | Details | |
| 9/1/2023 | Veeco Instruments Inc. | VECO | New Coverage | Buy (N/A) |
29.19 (33.10) |
13.39% | Details | |
| 7/21/2023 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 6/16/2023 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 6/1/2023 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2023 | Altair Engineering | ALTR | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 2/24/2023 | Altair Engineering | ALTR | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2023 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2023 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 1/4/2023 | Entegris Inc | ENTG | New Coverage | Buy (N/A) |
65.59 (147.69) |
125.17% | Details | |
| 11/16/2022 | Altair Engineering | ALTR | New Coverage | Buy (N/A) |
50.07 (111.85) |
123.39% | Details | |
| 10/28/2022 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2022 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/17/2022 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 7/29/2022 | AXT, Inc. | AXTI | Maintain | Buy (N/A) |
|
Details | ||
| 7/12/2022 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 6/27/2022 | AXT, Inc. | AXTI | New Coverage | Buy (N/A) |
6.19 (59.28) |
857.67% | Details | |
| 5/19/2022 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 5/11/2022 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2022 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2022 | Kulicke and Soffa Industries | KLIC | Downgrade | Hold (Buy) |
53.00 (81.43) |
53.64% | Details | |
| 2/3/2022 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 1/6/2022 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 12/2/2021 | Synopsys | SNPS | Maintain | Buy (N/A) |
|
Details | ||
| 11/19/2021 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2021 | Cadence Designs | CDNS | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2021 | Cadence Designs | CDNS | New Coverage | Buy (N/A) |
157.54 (326.07) |
106.98% | Details | |
| 10/20/2021 | Synopsys | SNPS | New Coverage | Buy (N/A) |
307.22 (451.19) |
46.86% | Details | |
| 9/24/2021 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 9/20/2021 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 8/6/2021 | Kulicke and Soffa Industries | KLIC | Maintain | Buy (N/A) |
|
Details | ||
| 8/5/2021 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | Taiwan Semiconductor Manufacturing Co. Ltd. | TSM | Maintain | Buy (N/A) |
|
Details | ||
| 5/17/2021 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2021 | FormFactor | FORM | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2021 | Camtek | CAMT | Maintain | Buy (N/A) |
|
Details | ||
| 4/19/2021 | Kulicke and Soffa Industries | KLIC | New Coverage | Buy (N/A) |
54.42 (81.43) |
49.63% | Details | |
| 2/10/2021 | Camtek | CAMT | New Coverage | Buy (N/A) |
27.16 (133.09) |
390.02% | Details |
