U.S. Semiconductors and Semicap Equipment: Notes from the road - takeaways from management meetings in Silicon Valley Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com 8 21 September 2026 U.S. Semiconductors and Semiconductor Capital Equipment Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Eva Zhang +1 212 845 7839 eva.zhang@bernsteinsg.com Last week we hosted a semiconductor investor bus tour in Silicon Valley, meetin ...