ab 4 January 2026 CES this week (NVDA, MU, MRVL, TXN, ADI, ON, MCHP, SWKS, private companies) 2026 Preview - Another Good Year for Semis Along with our 2026 US Semiconductors Preview, we updated our 180+ page comprehensive slide deck featuring key charts, commentary by end market, messages, forecasts, analyses, most read research, and investment thesis/risks for each of the stocks in our broad semis/SPE coverage. 2025 In Retrospective Semis returned 42% in 2025 vs Tech at 23% and the broader market at 16%. ...