Broker Research: Sector, Macro and Strategy Notes

UBS·2026-09-28Sector

MCHPNXPI.USSTMPA.PATXN

UBS·2026-09-28Sector

Hong Kong developers·Underweight

UBS·2026-09-28Sector

SKHYNIX002371.SZSMSN2308.TW2454.TWTOKYOELDelta Electronics·Top pickMediaTek·Top pickNaura·Top pickSamsung Electronics·Top pickTokyo Electron·Top pick

UBS·2026-09-28Sector

SAMSUNGEM6762.T6976.T6981.T

UBS·2026-09-28Sector

CRWDFTNT.USPANWQLYS.US

UBS·2026-09-28Macro

UBS·2026-09-28Sector

AMAT KLAC LRCX MU QCOM

UBS·2026-09-28Sector

SMIC2303.TW2330.TWHHGRACE GFS INTC

UBS·2026-09-27Sector

EMRIR.USJCIAOS.USFAST.US

UBS·2026-09-27Macro

UBS·2026-09-25Strategy

UBS·2026-09-25Sector

UBS·2026-09-25Macro

US nonfarm payrolls: forecastSep-2026

UBS·2026-09-25Sector

0688.HKBEKE.US

UBS·2026-09-24Sector

2345.TW2360.TW3443.TW3661.TWIC design service·Overweight3481.TW·Avoid

UBS·2026-09-24Thematic

CRWD OKTA PLTR MSFT NVDA

UBS·2026-09-24Sector

2330.TW2454.TW3711.TW5274.TWO2303.TW6770.TWAVGO INTCMature foundry·OverweightUMC·OverweightPSMC·OverweightMediaTek·Overweight

UBS·2026-09-24Strategy

UBS·2026-09-24Sector

1766.HK3808.HK600885.SH0631.HK300274.SZChina infrastructure FAI growth: forecast2026

Research: Broker notes on sectors, macro, rates and strategy

Semiconductors UBS Evidence Lab: Semis Distributor Tracker – the cycle continues

Hong Kong Property: Marketing feedback from Mainland & Singapore

APAC Tech Strategy: Sector Keys September 2026 v4: No signs of AI demand abating

MLCC UBS Evidence Lab Inside: Continued decline in inventory volume and rise in unit prices

U.S. Software: What's Going on In Cybersecurity?

US Economic Perspectives: Chartbook with focus on inflation

US Semiconductors and Semi Equipment: SemiBytes,QCOM Event, Semicap Valuation , MU Debates

UBS Global I O Semiconductors Foundry: Much larger N2 TAM and faster A14 expansion; mature foundry upcycle underway

US Electrical Equipment & Multi-Industry: 3Q Preview-Growth in rough water

US Economic Presentation US Economic Outlook 2026-2028: still bumpy

US Rates Strategy: The empire hikes back

Met Coal: Latest feedback from China

US Economics Weekly: Is there an r-star?

China Property: Beijing City Presale Policy Change

APAC Tech: Positioning for the AI and memory upcycle

AI Research: AI Debates and Emerging Trends

Global Gas: Improved pace, still some way to go

Asia Semiconductors Sector Keys Sep 2026: Stronger Cloud AI demand driving broader industry tight supply

Global Strategy: Rates Map-Sticky rates, fiscal fears

China Industrials Industrial insights (September): Industry performance continues to diverge