Information Technology
Semiconductor Materials & Equipment
2 companies under coverage.
Coverage
Semiconductor Materials & Equipment
Equity Research
Qnity Electronics, Inc (Q)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $281, +72% vs spot. It needs the multiple to hold or expand.
Equity Research
KLA Corporation (KLAC)
The bull case — 'Bull — Supercycle Re-Rate' (8% weight) — targets $458, +52% vs spot. It needs the multiple to hold or expand.