半导体、半导体资本设备及芯片设计软件（EDA）-2026 及长期展望- Semiconductor, Semiconductor Capital Equipment, and Chip Design Software (EDA)_IP 2026 and Long-Term Outlook

North America Equity Research Dec 2025 J.P. Morgan Semiconductor, Semiconductor Capital Equipment, and Chip Design Software (EDA)/IP 2026 and Long-Term Outlook Harlan Sur AC 415-315-6700 harlan.sur@jpmorgan.com J.P. Morgan Securities LLC Peter Peng 415-315-8327 peter.k.peng@jpmorgan.com J.P. Morgan Securities LLC Mayur Ramdhani 212-622-1664 mayur.ramdhani@jpmorgan.com J.P. Morgan Securities LLC See the end pages of this presentation for analyst certification and important disclosures, including non-US analy ...