提醒分析师通道，今日上午10:30与Tom O'Malley一起探讨芯片问题

Tom O'Malley+1 212 526 0692BCI, USKyle Bleustein+1 212 526 7618BCI, USSneha Muthe+1 212 526 8385BCI, USMeet the AnalystsU.S. Semiconductors & Semiconductor Capital EquipmentThis event is intended for Barclays institutional investor clients only. This event is strictly and solelyfor the benefit of the intended recipients. Please do not forward this invitation to any other partywithout written consent from Barclays Research. Barclays' Investment Bankers are permitted toattend this event. Participant comments are not for attribution.If your firm is in-scope for research unbundling under MiFID II and you require further informationregarding pricing to participate in this Barclays Research content event, please contact your salesrepresentative.Barclays Capital Inc. and/or one of itsaffiliatesdoes and seeks to do business with companies coveredin its research reports. As a result, investors should be aware that the firm may have a conflict ofinterest that couldaffectthe objectivity of this report. Investors should consider this report as only asingle factor in making their investment decision.Any views or opinions by Barclays research analysts have been previously published in researchreports available to our clients on Barclays Live. Click here to view the guide to the Barclaysfundamental equity research rating system.For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) included in this email or go to our Research Scott Fessler+1 212 526 2604BCI, USMatthew Pan+1 212 526 4106BCI, USTom O'Malley is a Director and Equity Research analystcovering U.S. Semiconductors & Semiconductor CapitalEquipment. He joined Barclays in 2014 as a member of theSemiconductor team and went on to lead coverage ofSMID Cap Semis. Tom took over coverage of theSemiconductor & Semiconductor Capital Equipmentfranchise at the end of 2023. Prior to joining Barclays, Tomworked at Ernst & Young in Advisory Services and earned aB.S. in Finance and English minor from Lehigh University.View Analyst Page portal on Barclays Live. To access conflict of interest disclosures relating to issuers covered byBarclays Research, please see https://publicresearch.barclays.com.Barclays Events Terms of Service | Barclays Events Privacy NoticeDisclaimer:BARCLAYSThis communication has been prepared by Barclays.“Barclays” means any entity within the Barclays Group of companies, where “Barclays Group” meansBarclays Bank PLC, Barclays PLC and any of their subsidiaries,affiliates,ultimate holding companyand any subsidiaries oraffiliatesof such holding company.CONFLICTS OF INTERESTBARCLAYS IS A FULL SERVICE INVESTMENT BANK. In the normal course ofofferinginvestment bankingproducts and services to clients, Barclays may act in several capacities (including issuer, marketmaker and/or liquidity provider, underwriter, distributor, index sponsor, swap counterparty andcalculation agent) simultaneously with respect to a product, giving rise to potential conflicts ofinterest which may impact the performance of a product.BARCLAYS POSITIONSBarclays may at any time acquire, hold or dispose of long or short positions (including hedging andtrading positions) and trade or otherwiseeffecttransactions for their own account or the account oftheir customers in the products referred to herein which may impact the performance of a product.FOR INFORMATION ONLYTHIS DOCUMENT IS PROVIDED FOR INFORMATION PURPOSES ONLY AND IT IS SUBJECT TO CHANGE.This information has been prepared by the Research Department within the Investment Bank ofBarclays. The information, analytic tools, and/or models referenced herein (and any reports or resultsderived from their use) are intended for informational purposes only. Barclays has no obligation toupdate this information and may cease provision of this information at any time and without notice.NO OFFERBarclays is notofferingto sell or seekingoffersto buy any product or enter into any transaction. Anyofferor entry into any transaction requires Barclays’ subsequent formal agreement which will besubject to internal approvals and execution of binding transaction documents. The productsmentioned may not be eligible for sale in some states or countries, nor suitable for all types ofinvestors. Without limitation to the foregoing, any transaction may also be subject to review byBarclays Group against its published Tax Principles.NO LIABILITYNeither Barclays nor any of its directors,officers,employees, representatives or agents, accepts anyliability whatsoever for any direct, indirect or consequential losses (in contract, tort or otherwise)arising from the use of this communication or its contents or reliance on the information containedherein, except to the extent this would be prohibited by law or regulation.NO ADVICEBarclays is not acting as a fiduciary. Barclays does n