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UBS' Stephen Chin joins Susquehanna and Citi analysts in making a bullish call on chip equipment...

UBS' Stephen Chin joins Susquehanna and Citi analysts in making a bullish call on chip equipment stocks. Chin thinks equipment orders from Taiwanese chipmakers such as TSM and UMC have reached trough levels, and will help lead a new up cycle going forward. His favorite chip equipment names are KLAC and LRCX. (Gartner) (TSM capex)
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