Ratings by Goldman Sachs (Toshiya Hari)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/13/2025 | MKS Instruments | MKSI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/11/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2025 | Impinj Inc | PI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2025 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2025 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 2/3/2025 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/31/2025 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 1/31/2025 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2025 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/30/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | MKS Instruments | MKSI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 1/13/2025 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/13/2025 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2025 | NXP Semiconductors NV | NXPI | Upgrade | Buy (Neutral) |
212.58 (273.36) |
28.59% | Details | |
| 1/10/2025 | AMD | AMD | Downgrade | Neutral (Buy) |
127.33 (517.82) |
306.68% | Details | |
| 12/19/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/16/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 12/4/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/27/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/15/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/8/2024 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2024 | MKS Instruments | MKSI | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 11/1/2024 | Cohu | COHU | Maintain | Sell (N/A) |
|
Details | ||
| 10/30/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 10/30/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/29/2024 | Amkor Technology | AMKR | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Impinj Inc | PI | Maintain | Neutral (N/A) |
|
Details | ||
| 10/25/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2024 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 10/17/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 10/14/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/26/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/11/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 9/10/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 9/5/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 9/3/2024 | MKS Instruments | MKSI | New Coverage | Neutral (N/A) |
119.23 (365.56) |
206.6% | Details | |
| 8/29/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 8/29/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 8/21/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2024 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 8/19/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 8/19/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 8/16/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/8/2024 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/5/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 8/5/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 8/2/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 8/1/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/31/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 7/26/2024 | Teradyne | TER | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 7/25/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/24/2024 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 7/24/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/27/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/13/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/11/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 6/5/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 6/4/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/3/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 5/28/2024 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 5/28/2024 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/28/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 5/23/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 5/20/2024 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/20/2024 | Impinj Inc | PI | Downgrade | Neutral (Buy) |
169.61 (141.58) |
-16.53% | Details | |
| 5/20/2024 | Teradyne | TER | Upgrade | Buy (Neutral) |
131.49 (369.09) |
180.7% | Details | |
| 5/8/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 5/7/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 5/7/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/3/2024 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2024 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | Amkor Technology | AMKR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/30/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2024 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 4/29/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/29/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 4/26/2024 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 4/26/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 4/25/2024 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2024 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 4/24/2024 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 4/24/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 4/16/2024 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/10/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/21/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/20/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/19/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 3/18/2024 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/11/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/8/2024 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2024 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 2/29/2024 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 2/29/2024 | Amkor Technology | AMKR | New Coverage | Neutral (N/A) |
30.51 (69.65) |
128.29% | Details | |
| 2/28/2024 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/21/2024 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/20/2024 | Cohu | COHU | Maintain | Sell (N/A) |
|
Details | ||
| 2/16/2024 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/15/2024 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2024 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 2/9/2024 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 2/8/2024 | Arm Holdings | ARM | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 2/2/2024 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2024 | Avnet | AVT | Maintain | Sell (N/A) |
|
Details | ||
| 2/1/2024 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2024 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/29/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/29/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 1/26/2024 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 1/26/2024 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/25/2024 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 1/25/2024 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Broadcom Limited | AVGO | New Coverage | Buy (N/A) |
1103.67 (360.45) |
-67.34% | Details | |
| 1/16/2024 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 1/16/2024 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 12/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/17/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 11/22/2023 | NVIDIA | NVDA | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/21/2023 | Western Digital Corp. | WDC | Upgrade | Neutral (Sell) |
47.35 (539.00) |
1038.33% | Details | |
| 11/1/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/27/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 10/25/2023 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 10/19/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 10/9/2023 | Arm Holdings | ARM | New Coverage | Buy (N/A) |
52.51 (315.28) |
500.42% | Details | |
| 9/19/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/28/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2023 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Arrow Electronics | ARW | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 8/1/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 7/28/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 7/28/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 7/26/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 7/10/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 6/21/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 6/2/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 5/30/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/26/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 5/25/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 5/3/2023 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 5/1/2023 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 4/28/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 4/28/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 4/10/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 4/3/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2023 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/10/2023 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/6/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/3/2023 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 2/23/2023 | NVIDIA | NVDA | Upgrade | Buy (Neutral) |
20.75 (160.00) |
671.08% | Details | |
| 2/21/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/17/2023 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Credo Technology Group Holding Ltd. | CRDO | Maintain | Buy (N/A) |
|
Details | ||
| 2/16/2023 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2023 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/7/2023 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 2/6/2023 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2023 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | KLA Corporation | KLAC | Maintain | Buy (N/A) |
|
Details | ||
| 1/26/2023 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2022 | Western Digital Corp. | WDC | Downgrade | Sell (Neutral) |
36.30 (47.35) |
30.44% | Details | |
| 11/23/2022 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/21/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/18/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 11/11/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 11/7/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/4/2022 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 11/4/2022 | Microchip Technology | MCHP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/3/2022 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/2/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/31/2022 | Cohu | COHU | Maintain | Sell (N/A) |
|
Details | ||
| 10/28/2022 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 10/28/2022 | Impinj Inc | PI | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2022 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/26/2022 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 10/13/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 10/11/2022 | Skyworks Solutions | SWKS | Maintain | Neutral (N/A) |
|
Details | ||
| 10/4/2022 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 10/4/2022 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 9/23/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 9/23/2022 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 9/13/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 9/6/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 8/25/2022 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 8/19/2022 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 8/16/2022 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2022 | NVIDIA | NVDA | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2022 | Seagate Technology | STX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2022 | Entegris Inc | ENTG | New Coverage | Buy (N/A) |
94.50 (146.66) |
55.2% | Details | |
| 7/1/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 5/19/2022 | IonQ, Inc. | IONQ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/21/2022 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/28/2022 | Teradyne | TER | Downgrade | Neutral (Buy) |
122.69 (131.49) |
7.17% | Details | |
| 3/28/2022 | Qorvo Inc | QRVO | Downgrade | Neutral (Buy) |
130.70 (87.57) |
-33% | Details | |
| 3/28/2022 | Microchip Technology | MCHP | Downgrade | Neutral (Buy) |
77.68 (84.64) |
8.96% | Details | |
| 3/28/2022 | KLA Corporation | KLAC | Upgrade | Buy (Neutral) |
365.89 (235.55) |
-35.62% | Details | |
| 3/28/2022 | AMD | AMD | Downgrade | Buy (Conviction Buy) |
120.53 (517.82) |
329.62% | Details | |
| 3/10/2022 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/10/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2022 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 3/7/2022 | NVIDIA | NVDA | New Coverage | Neutral (N/A) |
23.71 (194.83) |
721.72% | Details | |
| 3/4/2022 | Marvell | MRVL | Maintain | Buy (N/A) |
|
Details | ||
| 3/4/2022 | Broadcom Limited | AVGO | Maintain | Buy (N/A) |
|
Details | ||
| 2/22/2022 | Credo Technology Group Holding Ltd. | CRDO | New Coverage | Buy (N/A) |
15.20 (127.91) |
741.51% | Details | |
| 1/31/2022 | Avnet | AVT | Maintain | Sell (N/A) |
|
Details | ||
| 1/28/2022 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/28/2022 | Western Digital Corp. | WDC | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 1/5/2022 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/21/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/3/2021 | Marvell | MRVL | Upgrade | Buy (Neutral) |
71.03 (245.29) |
245.33% | Details | |
| 11/22/2021 | IonQ, Inc. | IONQ | New Coverage | Neutral (N/A) |
27.96 (49.12) |
75.68% | Details | |
| 11/15/2021 | CMC Materials, Inc. | CCMP | Upgrade | Buy (Neutral) |
144.94 (173.69) |
19.84% | Details | |
| 11/9/2021 | AMD | AMD | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 11/2/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 10/28/2021 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 10/27/2021 | AMD | AMD | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 10/22/2021 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 10/15/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 10/15/2021 | Western Digital Corp. | WDC | Downgrade | Neutral (Buy) |
54.21 (539.00) |
894.28% | Details | |
| 10/15/2021 | Broadcom Limited | AVGO | Upgrade | Buy (Neutral) |
485.01 (1103.67) |
127.56% | Details | |
| 9/23/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 8/24/2021 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 8/12/2021 | Cohu | COHU | Downgrade | Sell (Neutral) |
33.83 (59.27) |
75.2% | Details | |
| 8/12/2021 | Seagate Technology | STX | Upgrade | Neutral (Sell) |
92.77 (820.16) |
784.08% | Details | |
| 7/21/2021 | Cohu | COHU | New Coverage | Neutral (N/A) |
34.36 (59.27) |
72.5% | Details | |
| 7/8/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 7/8/2021 | AMD | AMD | Maintain | Conviction Buy (N/A) |
|
Details | ||
| 4/22/2021 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 4/1/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 3/16/2021 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2021 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 3/5/2021 | Broadcom Limited | AVGO | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/5/2021 | Micron Technology | MU | Maintain | Buy (Buy) |
|
Details | ||
| 3/5/2021 | Skyworks Solutions | SWKS | Downgrade | Neutral (Buy) |
175.21 (62.56) |
-64.29% | Details | |
| 3/4/2021 | Marvell | MRVL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/22/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2021 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2021 | NXP Semiconductors NV | NXPI | Maintain | Neutral (N/A) |
|
Details | ||
| 2/1/2021 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 1/18/2021 | Cabot Microelectronics | CCMP | Upgrade | Neutral (Sell) |
167.62 (144.94) |
-13.53% | Details | |
| 1/8/2021 | Keysight Technologies | KEYS | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2021 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/15/2020 | NXP Semiconductors NV | NXPI | Downgrade | Neutral (Buy) |
157.10 (273.36) |
74% | Details | |
| 12/14/2020 | Teradyne | TER | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Seagate Technology | STX | Maintain | Sell (N/A) |
|
Details | ||
| 12/14/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 12/14/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 12/14/2020 | AMD | AMD | Maintain | Buy (N/A) |
|
Details | ||
| 12/14/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 12/11/2020 | Broadcom Limited | AVGO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/30/2020 | Micron Technology | MU | Maintain | Buy (N/A) |
|
Details | ||
| 11/30/2020 | Impinj Inc | PI | New Coverage | Buy (N/A) |
35.23 (169.61) |
381.44% | Details | |
| 11/4/2020 | Teradyne | TER | Upgrade | Buy (Neutral) |
89.70 (369.09) |
311.47% | Details | |
| 11/4/2020 | Intel | INTC | Maintain | Sell (N/A) |
|
Details | ||
| 11/4/2020 | AMD | AMD | Upgrade | Conviction Buy (Neutral) |
74.70 (517.82) |
593.2% | Details | |
| 10/28/2020 | Maxim Integrated Products | MXIM | Maintain | Neutral (N/A) |
|
Details | ||
| 10/26/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 10/23/2020 | Seagate Technology | STX | Maintain | Sell (N/A) |
|
Details | ||
| 10/22/2020 | Xilinx | XLNX | Downgrade | Neutral (Buy) |
111.30 (194.92) |
75.13% | Details | |
| 9/14/2020 | Micron Technology | MU | Upgrade | Buy (Neutral) |
46.09 (975.56) |
2016.64% | Details | |
| 9/8/2020 | Broadcom Limited | AVGO | Maintain | Neutral (N/A) |
|
Details | ||
| 9/2/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/21/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/20/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2020 | ON Semiconductor | ON | Maintain | Buy (N/A) |
|
Details | ||
| 8/13/2020 | Keysight Technologies | KEYS | Upgrade | Buy (Neutral) |
99.57 (313.86) |
215.22% | Details | |
| 8/6/2020 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2020 | Maxim Integrated Products | MXIM | Downgrade | Neutral (Buy) |
69.29 (103.14) |
48.85% | Details | |
| 7/6/2020 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 7/6/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 7/6/2020 | Intel | INTC | Downgrade | Sell (Neutral) |
58.81 (131.65) |
123.86% | Details | |
| 7/6/2020 | Xilinx | XLNX | Upgrade | Conviction Buy (Buy) |
93.27 (194.92) |
108.98% | Details | |
| 6/30/2020 | Micron Technology | MU | Maintain | Neutral (N/A) |
|
Details | ||
| 6/12/2020 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2020 | Texas Instruments | TXN | Maintain | Sell (N/A) |
|
Details | ||
| 6/12/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 6/12/2020 | Maxim Integrated Products | MXIM | Maintain | Sell (N/A) |
|
Details | ||
| 6/12/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 6/8/2020 | Broadcom Limited | AVGO | Maintain | Neutral (N/A) |
|
Details | ||
| 5/22/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 5/8/2020 | Cabot Microelectronics | CCMP | Maintain | Sell (N/A) |
|
Details | ||
| 5/6/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 4/27/2020 | Intel | INTC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/15/2020 | Cabot Microelectronics | CCMP | Downgrade | Sell (Neutral) |
118.66 (173.69) |
46.38% | Details | |
| 4/13/2020 | Seagate Technology | STX | Maintain | Sell (N/A) |
|
Details | ||
| 4/13/2020 | Seagate Technology | STX | New Coverage | Sell (N/A) |
51.03 (820.16) |
1507.21% | Details | |
| 4/13/2020 | Walker & Dunlop | WD | New Coverage | Neutral (N/A) |
36.26 (54.55) |
50.44% | Details | |
| 4/13/2020 | Micron Technology | MU | New Coverage | Buy (N/A) |
48.29 (46.09) |
-4.56% | Details | |
| 3/24/2020 | Qorvo Inc | QRVO | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | Teradyne | TER | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | Maxim Integrated Products | MXIM | Maintain | Sell (N/A) |
|
Details | ||
| 3/24/2020 | Lam Research | LRCX | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | KLA Corporation | KLAC | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2020 | Keysight Technologies | KEYS | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | Broadcom Limited | AVGO | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2020 | Analog Devices | ADI | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2020 | AMD | AMD | Maintain | Neutral (N/A) |
|
Details | ||
| 3/24/2020 | Applied Materials | AMAT | Downgrade | Buy (Conviction Buy) |
37.99 (603.04) |
1487.37% | Details | |
| 3/24/2020 | Cabot Microelectronics | CCMP | Downgrade | Neutral (Buy) |
89.07 (173.69) |
95% | Details | |
| 3/24/2020 | Texas Instruments | TXN | Downgrade | Sell (Neutral) |
97.60 (293.08) |
200.29% | Details | |
| 3/24/2020 | Intel | INTC | Upgrade | Neutral (Sell) |
45.83 (120.35) |
162.6% | Details | |
| 3/24/2020 | Xilinx | XLNX | Upgrade | Buy (Neutral) |
71.86 (194.92) |
171.25% | Details | |
| 3/4/2020 | Skyworks Solutions | SWKS | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/14/2020 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2020 | Applied Materials | AMAT | Maintain | Buy (N/A) |
|
Details | ||
| 2/6/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/5/2020 | Entegris Inc | ENTG | Maintain | Buy (N/A) |
|
Details | ||
| 2/3/2020 | Maxim Integrated Products | MXIM | Maintain | Sell (N/A) |
|
Details | ||
| 11/1/2019 | Maxim Integrated Products | MXIM | Maintain | Sell (N/A) |
|
Details | ||
| 10/31/2019 | Maxim Integrated Products | MXIM | Maintain | Sell (N/A) |
|
Details | ||
| 10/30/2019 | NXP Semiconductors NV | NXPI | Maintain | Buy (N/A) |
|
Details | ||
| 10/3/2019 | Xilinx | XLNX | Maintain | Neutral (N/A) |
|
Details | ||
| 7/22/2019 | KLA-Tencor | KLAC | Upgrade | Neutral (Sell) |
133.41 (235.55) |
76.56% | Details | |
| 7/22/2019 | Lam Research | LRCX | Upgrade | Buy (Neutral) |
198.23 (351.41) |
77.27% | Details | |
| 7/22/2019 | Applied Materials | AMAT | Upgrade | Conviction Buy (Neutral) |
48.17 (603.04) |
1151.9% | Details | |
| 7/22/2019 | Keysight Technologies | KEYS | Downgrade | Neutral (Buy) |
87.38 (313.86) |
259.19% | Details | |
| 7/8/2019 | Cabot Microelectronics | CCMP | New Coverage | Buy (N/A) |
110.38 (173.69) |
57.36% | Details | |
| 7/2/2019 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 6/10/2019 | Entegris Inc | ENTG | New Coverage | Buy (N/A) |
35.58 (146.66) |
312.2% | Details | |
| 6/10/2019 | Analog Devices | ADI | Upgrade | Buy (Sell) |
99.97 (377.16) |
277.27% | Details | |
| 5/13/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 4/25/2019 | Xilinx | XLNX | Downgrade | Neutral (Buy) |
137.15 (194.92) |
42.12% | Details | |
| 4/9/2019 | KLA-Tencor | KLAC | New Coverage | Sell (N/A) |
124.34 (133.41) |
7.29% | Details | |
| 3/21/2019 | Qorvo Inc | QRVO | Upgrade | Buy (Neutral) |
70.11 (87.57) |
24.9% | Details | |
| 2/6/2019 | Skyworks Solutions | SWKS | Upgrade | Buy (Neutral) |
75.96 (62.56) |
-17.64% | Details | |
| 2/4/2019 | Xilinx | XLNX | Maintain | Buy (N/A) |
|
Details | ||
| 2/4/2019 | Xilinx | XLNX | Downgrade | Buy (Neutral) |
112.02 (137.15) |
22.43% | Details | |
| 2/1/2019 | Versum Materials | VSM | Upgrade | Neutral (Sell) |
37.52 (52.99) |
41.23% | Details | |
| 1/29/2019 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 1/8/2019 | Entegris Inc | ENTG | Downgrade | Neutral (Buy) |
28.72 (35.58) |
23.89% | Details | |
| 12/11/2018 | Versum Materials | VSM | Downgrade | Sell (Neutral) |
31.60 (37.52) |
18.73% | Details | |
| 11/16/2018 | NVIDIA | NVDA | Downgrade | Buy (Conviction Buy) |
20.24 (194.83) |
862.6% | Details | |
| 11/14/2018 | Qorvo Inc | QRVO | Maintain | Neutral (N/A) |
|
Details | ||
| 11/12/2018 | NVIDIA | NVDA | Maintain | Buy (N/A) |
|
Details | ||
| 10/18/2018 | NXP Semiconductors NV | NXPI | Upgrade | Buy (Neutral) |
81.19 (273.36) |
236.69% | Details | |
| 10/18/2018 | Keysight Technologies | KEYS | Upgrade | Buy (Neutral) |
63.08 (87.38) |
38.52% | Details | |
| 10/18/2018 | NVIDIA | NVDA | Upgrade | Conviction Buy (Buy) |
24.31 (20.24) |
-16.74% | Details | |
| 10/18/2018 | Teradyne | TER | Downgrade | Neutral (Buy) |
34.59 (369.09) |
967.04% | Details | |
| 10/18/2018 | Texas Instruments | TXN | Upgrade | Neutral (Sell) |
102.15 (293.08) |
186.91% | Details | |
| 10/18/2018 | Maxim Integrated Products | MXIM | Downgrade | Sell (Neutral) |
52.98 (103.14) |
94.68% | Details | |
| 10/18/2018 | Analog Devices | ADI | Downgrade | Sell (Neutral) |
85.76 (99.97) |
16.57% | Details | |
| 10/1/2018 | Xilinx | XLNX | Maintain | Buy (Buy) |
|
Details | ||
| 9/12/2018 | Applied Materials | AMAT | Maintain | Neutral (N/A) |
|
Details | ||
| 9/12/2018 | Entegris Inc | ENTG | Downgrade | Buy (Conviction Buy) |
31.60 (28.72) |
-9.11% | Details | |
| 9/12/2018 | Lam Research | LRCX | Downgrade | Neutral (Buy) |
159.46 (198.23) |
24.31% | Details | |
| 8/21/2018 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 8/17/2018 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details | ||
| 8/14/2018 | NVIDIA | NVDA | Maintain | Buy (Buy) |
|
Details |
