First Take: CDNS, CLS...: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors

Research evidence excerpt

First Take: CDNS, CLS...: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors

Specialist Sales J P M O R G A N

27 July 2026

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

Marc Vitenzonmarc.vitenzon@jpmchase.com (1-212) 622-3342

Global Semis / Hardware Research:

Sandeep Deshpande (European Tech Hardware & Payments) sandeep.s.deshpande@jpmorgan.com (44-20) 7134-5276

Billy Feng (China – Tech) billy.feng@jpmorgan.com (86-21) 6106 6359

Gokul Hariharan (AsiaPac TMT) gokul.hariharan@jpmorgan.com (852) 2800-8564

William Yang (Taiwan – Technology) william.yang@jpmorgan.com (886-2) 2725-9899

Jerry Tsai (Taiwan – Technology) jerry.tsai@jpmorgan.com (886-2) 2725-9867

Jimmy Huang (Taiwan – Technology) jimmy.huang@jpmorgan.com (886-2) 2725-9865

Albert Hung (Taiwan Tech Hardware) albert.hung@jpmchase.com (886-2) 2725-9875

Jay Kwon (Seoul – Semis) jay.h.kwon@jpmorgan.com (82-2) 758-5725

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