Equity Research 17 June 2025 U.S. Semiconductors & Semiconductor Capital Equipment Asia Supply Chain Checks Post Q1 Earnings: Raising NVDA PT to $200 as Builds Point to 2H Upside, ASIC/ Interconnect Update, Pull- Forwards Real We checked in with the supply chain post Q1 prints. Please see our key takeaways below: We appreciate your 5-star vote in the 2025 Extel All-America Research Survey in the Semiconductors & Semiconductor Capital Equipment category. View our analysts » Vote 5 Stars for Barclays » Update ...