17 August 2026 Silver Sunrise Euro TMT Daily Scott Silver - Specialist Sales - European TMT AC (44-20) 7134-0412 scott.silver@jpmorgan.com J.P. Morgan Securities plc Europe Specialist Sales J P M O R G A N Scott Silver +44 207 134 0412 scott.silver@jpmorgan.com RESEARCH SNIPPETS QUICK SILVER: SNIPPETS • **EVENT**:US All Stars Conference is taking place on the 22nd and 23rd of September. In Tech, we've Analog Devices, ARM Holding, Cisco Systems, Coherent, Texas Instruments and Verisek Analytics attending Reg ...

Alchip: we received several investor queries on Alchip potential entrance into Google TPU v10 compute die, which Gokul views as an optionality into FY29-30 if Google pursues COT (Customer Owned Tooling) model, which has been a key topic in the market. We continue to model MTK primary TPU v9 share and significant v10 share, which would include SerDES (networking) chip design. We have also increased Alchip FY27 Trainium 3 revs to grow +65% even w/ supply constraints, above prior 56%, and mgmt. also sounded mo ...