Harlan’s 2Q Semi/SPE Earnings Preview; Gokul Again Raises CoWoS Estimates; Analog Buyside Survey - What Should I Survey?; MU/GlobalWafers; Garmin Connect

研报英文原文证据摘录

Harlan’s 2Q Semi/SPE Earnings Preview; Gokul Again Raises CoWoS Estimates; Analog Buyside Survey - What Should I Survey?; MU/GlobalWafers; Garmin Connect

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 10 July 2026

Harlan’s 2Q Semi/SPE Earnings Preview; Gokul Again Raises CoWoS Estimates; Analog

Buyside Survey - What Should I Survey?; MU/GlobalWafers; Garmin Connect

Joshua Meyers

+1 617 310 0767

joshua.meyers@jpmorgan.com

I’m sending my first earnings survey in 30 minutes - for the analog reporters. Anything (other than earnings vitals) you think I

should survey for APH, MCHP, NXPI, ON & TXN?

Calls & Events

• Thursday July 16 Gokul Hariharan hosts a TSMC earnings takeaway call at 8:30am ET. Register here.

• Samik Chatterjee and Joseph Cardoso are hosting one of their favorite contacts, Neil Anderson of World Wide Technology,

for a discussion of Enterprise IT Purchasing Trends on Friday, July 17 at 11am ET. Register here.

• Albert Hung will host Delta Electronics Group Rodney Liu (IR, but he's been there for over 23 years...) for a group call on

Thu, Aug 6 @ 9:30am ET. Seats are limited/pending management approval; request one here.

• On Aug 12, Joe and Harlan will host one my favorite events: our HW & Semis Management Access Forum. We’ll host

AAOI, CDNS, LITE, LRCX (with more to come) and panels of optical companies (Ranovus & Avicena) and the 650 Group

team for an open dialogue in Palo Alto. Register to join here.

• On Aug 26 at 9pm ET Harlan Sur will host a Custom ASIC Deep-dive for Asia investors. Happy for US investors to join if

there’s interest. You can register here