邀请：分析师访问本周新时间：周五上午8点与Tom O'Malley交流

A quick review of interesting data points, news from the week, and key callback takeaways. Friday, 6 June 20258:00am – 8:30am EST This invitation is strictly and solely for the benefit of the intended recipients. By registeringfor this event, you confirm you have read and understood the Barclays Events Terms ofService and the Barclays Events Privacy Notice. Registering your interest does not guarantee access to this event. Additional details to follow. We appreciate your5-star votein the2025Extel All-America Research SurveyintheSemiconductors & Semiconductor Capital Equipment category.View ouranalysts » Vote 5 Stars for Barclays » Barclays Host Thomas O'Malley, Director, U.S. Semiconductors & Semiconductor Capital Equipment Event Description We invite you to attend our 'Chipping In' Semis investor call hosted by Tom O'Malley. Thecall is meant to be brief in nature and cover earnings callbacks and weekly events. Therewill be some time for Q&A at the end of the call. This week, Tom will discuss highlights andimportant takeaways from AVGO and CRDO's earnings. Relevant Research CRDO - Diversification Proving Out - Jun 3, 2025 Meet the Analysts Tom 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 U.S. Semiconductors & Semiconductor Capital Equipment Tom O'Malley+1 212 526 0692BCI, US Kyle Bleustein+1 212 526 7618BCI, US Sneha Muthe+1 212 526 8385BCI, US Matthew Pan+1 212 526 4106BCI, US This 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 Researchportal 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 Notice Disclaimer:BARCLAYS This 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 INTEREST BARCLAYS 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 POSITIONS Barclays 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 ONLY THIS 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 int