Cross Asset Research 26 March 2026 U.S. Semiconductors & Semiconductor Capital Equipment Helium Pocket?; US Semis Implications This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research reports prepared for retail investors under U.S. FINRA Rule 2242. Barclays trades the securities covered in this report for its own account and on a discretionary basis on behalf of certain clients. Such trading interests may be con ...