October 5, 2026 06:36 AM GMT Semiconductors | North America Weekly: SPE Earnings Thoughts & August SIA SPE likely to show significant strength around these prints. Separately, August SIA was stronger than expected overall, with broad markets softer than expected and memory still supported by tight supply and resilient pricing. Get ready for BIG SPE prints. The industry is blowing past both demand (cleanroom) and supply (supply chain) constraints. We expect beats and raises across the majority of our U.S. SP ...