Bernstein Rates 6 Semiconductor Equipment Makers as Outperform, Targets Up to $680

According to Bernstein, on July 1, the firm gave outperform ratings to six semiconductor equipment leaders. U.S. targets include Applied Materials at $525, Lam Research at $340, and KLA at $197.50. Chinese targets are Huachuang Semiconductor at 680 yuan, Naura Technology at 500 yuan, and Tojing Technology at 580 yuan. Bernstein maintained its forecast for global wafer fab equipment (WFE) growth of 21.4% in 2026 and 18.2% in 2027, driven by DRAM and NAND capital expenditures.
Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.
Comment
0/400
No comments