Podcast | Morgan Stanley Tech Talk: Joe Moore & Shane Brett on Memory & Semicap checks covering MU SNDK AMAT LRCX KLAC MKSI ONTO | Episode 310

Research evidence excerpt

Podcast | Morgan Stanley Tech Talk: Joe Moore & Shane Brett on Memory & Semicap checks covering MU SNDK AMAT LRCX KLAC MKSI ONTO | Episode 310

rise, HP Inc., IBM, Ingram Micro, Intel

Corporation, IonQ Inc, Marvell Technology Group Ltd, Microchip Technology Inc., Micron Technology Inc., MKS Inc., NetApp Inc, Nutanix Inc, NVIDIA Corp., NXP Semiconductor NV, ON

Semiconductor Corp., Qualcomm Inc., Resideo Technologies Inc, Seagate Technology, Semtech Corp., Silicon Laboratories Inc., Sonos Inc., Synopsys Inc., Texas Instruments, Wolfspeed, INC.

An employee, director or consultant of Morgan Stanley is a director of HP Inc.. This person is not a research analyst or a member of a research analyst's household.

Morgan Stanley & Co. LLC makes a market in the securities of Aeva Technologies Inc, Ambarella Inc, Cerebras Systems, Garmin Ltd, MKS Inc., ONTO Innovation Inc, Resideo Technologies Inc,

Silicon Laboratories Inc., Sonos Inc., TD Synnex Corporation, Teradata.

The equity research analysts or strategists principally responsible for the preparation of Morgan Stanley Research have received compensation based upon various factors, including quality

of research, investor client feedback, stock picking, competitive factors, firm revenues and overall investment banking revenues. Equity Research analysts' or strategists' compensation is not

linked to investment banking or capital markets transactions performed by Morgan Stanley or the profitability or revenues of particular trading desks.

Morgan Stanley and its affiliates do business that relates to companies/instruments covered in Morgan Stanley Research, including market making, providing liquidity, fund management,

commercial banking, extension of credit, investment services and investment banking.