MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors

Research evidence excerpt

MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors

Joshua Meyers - Specialist Sales - US TMT AC (1-617) 310 0767 North America Specialist Sales J P M O R G A Njoshua.meyers@jpmorgan.com

J.P. Morgan Securities LLC 21 June 2026

Sector Specialists:

US Hardware / Semis: Joshua Meyers joshua.meyers@jpmorgan.com (1-617) 310-0767

US TMT: Mark Schilsky mark.schilsky@jpmorgan.com (1-212) 622-2668

EU TMT: Scott Silver scott.silver@jpmorgan.com+44 207 134 0412

Asia Tech/Semis: Duncan Wagner duncan.wagner@jpmorgan.com+852 2800 8874

TMT Trading:

Brian Heavey – US TMT

Nick Gallo - US TMT

Michael Krueger – US TMT Derivatives

Richard Arnopp – EU TMT

Mike Kenneally – EU TMT Derivatives

Semis, Semi Cap Equipment & Tech Hardware Research:

Harlan Sur harlan.sur@jpmorgan.com(1-415) 315-6700

Pritesh Patel pritesh.x.patel@jpmorgan.com

Mayur Ramdhanimayur.ramdhani@jpmorgan.com

Telecom/Networking Equipment & IT Hardware Research:

Samik Chatterjee samik.x.chatterjee@jpmorgan.com(1-212) 622 0798

Joseph Cardoso joseph.cardoso@jpmchase.com(1-212) 622-9036

Manmohanpreet Sing manmohanpreet.singh@jpmchase.com (1-212) 622 4527

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