First Take: KLAC, NXPI, TER...: US Hardware / Semiconductors Sector Specialist Commentary

Research evidence excerpt

First Take: KLAC, NXPI, TER...: US Hardware / Semiconductors Sector Specialist Commentary

Specialist Sales J P M O R G A N

28 July 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

Semis, Semi Cap Equipment & Tech Hardware Research:

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

Mayur Ramdhanimayur.ramdhani@jpmorgan.com +1 (212) 622-1664

Apoorva Kumar apoorva.kumar@jpmorgan.com+1 (212) 270-0668

Telecom/Networking Equipment & IT Hardware Research:

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

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

Disclaimers:

This communication is intended for institutional & professional clients only. Do not forward to any non-institutional clients.