美国半导体与半导体设备-实地考察笔记：硅谷管理层会议要点_ U.S. Semiconductors and Semicap Equipment_ Notes from the road - takeaways from management meetings in Silicon Valley

22 September 2025 U.S. Semiconductors and Semiconductor Capital Equipment Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com U.S. Semiconductors and Semicap Equipment: Notes from the road - takeaways from management meetings in Silicon Valley | | | | 19 Sep | | TTM | | | Adjusted EPS | | | Adjusted P/E (x) | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 2025 | | | | | | | | | | | | | | Closing | Price | Rel. | | | | | | | | | Ticker | Rating | Cur ...