US Semiconductors and Semi Equipment SemiBytes: SEMICON West Recap, Earnings Previews (TXN, LRCX, INTC) Takeaways from SEMICON West - memory orders are inflecting higher Investor attendance at SEMICON West (moved to Phoenix this year) was very high despite limited on-site presence from major equipment companies. Our discussions reveal a big recent positive inflection in orders for most SPE suppliers - particularly from memory makers. We have already written extensively about C2026 being a very strong year f ...