UBS
#Semiconductors：UBS Evidence Lab inside，Enhanced Semis Distributor Tracker
China Tech Semiconductor：Beyond the cycle， what are structural opportunities for 2025？
US Semiconductors and Semi Equipment：#SemiBytes，Thoughts on DeepSeek R1 and Project 
US Semiconductors and Semi Equipment #SemiBytes： Earnings Previews  $AMD $ARM $MCHP $QCOM
US Semiconductors Sifting Through A Few Aspects of The DeepSeek Debate
J.P. Morgan
Semiconductors DeepSeek Sparks Investor Concerns On AI Spending Momentum
Malaysia Tech Hardware：Takeaways from two_day tour to Malaysia’s semis hub Pena
European Semiconductors #DeepseekR1 is a discontinuity but a positive one
#Tech Snippets：DeepSeek’s efficiency concerns investors； European semicap NOT

Deutsche Bank
Semiconductors：#AI Upheaval？ #DeepSeek's impact on our semis coverage
#Semiconductors #SemiBytes