19 October 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semis and Semicap: Notes from the road - Takeaways from meetings at SEMICON West Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Aleksander Peterc +33 1 57 29 45 25 aleksander.peterc@bernsteinsg.com 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 at SEMICON West in San Francisc ...