Component Signals: Intel results: CPU recovery becoming increasingly evident, led by servers

Research evidence excerpt

Component Signals: Intel results: CPU recovery becoming increasingly evident, led by servers

Japan – Semiconductors/Tech Hardware/ Software & IT Svc Coverage Cluster

Investment rating Company BofA Ticker Bloomberg symbol Analyst

BUY

Advantest ADTTF 6857 JP Mikio Hirakawa

Anritsu AITUF 6754 JP Mikio Hirakawa

Baycurrent BYCRF 6532 JP Hiromu Yabuki

DISCO DISPF 6146 JP Mikio Hirakawa

Fujitsu FJTSF 6702 JP Hideaki Tanaka

Fujitsu FJTSY FJTSY US Hideaki Tanaka

Hitachi HTHIF 6501 JP Mikio Hirakawa

Hitachi HTHIY HTHIY US Mikio Hirakawa

HOYA HOCPF 7741 JP Masashi Kubota

HOYA HOCPY HOCPY US Masashi Kubota

Ibiden IBIDF 4062 JP Masashi Kubota

JEOL XJEOF 6951 JP Mayako Ouchi

KIOXIA XIYUF 285A JP Mikio Hirakawa

Lasertec LSRCF 6920 JP Mikio Hirakawa

MinebeaMitsumi MNBEF 6479 JP Masashi Kubota

Mitsubishi Electric MIELF 6503 JP Mikio Hirakawa

Murata Mfg MRAAF 6981 JP Masashi Kubota

NEC NIPNF 6701 JP Hideaki Tanaka

Niterra NGKSF 5334 JP Masashi Kubota

Nitto Denko NDEKF 6988 JP Masashi Kubota

Nomura Research Institute NURAF 4307 JP Hideaki Tanaka

Nomura Research Institute NRILY NRILY US Hideaki Tanaka

Obic OBIIF 4684 JP Hideaki Tanaka

OBIC OBICY OBICY US Hideaki Tanaka

Obic Business Consultants OBIBF 4733 JP Hideaki Tanaka

Oracle Japan OCLCF 4716 JP Hideaki Tanaka

Panasonic PCRFF 6752 JP Mikio Hirakawa

Renesas Electronics RNECF 6723 JP Mikio Hirakawa

Rigaku Corporation RGAKF 268A JP Mikio Hirakawa

Sony Group Corporation SONY SONY US Mikio Hirakawa

Sony Group Corporation SNEJF 6758 JP Mikio Hirakawa

TDK TTDKY TTDKY US Masashi Kubota

TDK TTDKF 6762 JP Masashi Kubota

Tokyo Electron TOELF 8035 JP Mikio Hirakawa

Tokyo Seimitsu TMIUF 7729 JP Mayako Ouchi

ULVAC ULVAF 6728 JP Mayako Ouchi

NEUTRAL

BIPROGY NTULF 8056 JP Hideaki Tanaka

Canon CAJFF 7751 JP Mayako Ouchi