October 4, 2026 11:58 PM GMT Semiconductor Production Equipment | Japan M Update Asia Investor Trip Feedback We visited institutional investors in Hong Kong and Singapore from Sep 28 to Oct 2, and highlight key takeaways from our meetings below. Key Takeaways We visited institutional investors in Hong Kong and Singapore from Sep 28 to Oct 2. We continue to recommend Advantest as our Top Pick, while also favoring Tokyo Electron and SCREEN heading into Jul-Sep quarter results. We also see an attractive risk/r ...