Rakesh Vijay

We believe there is a lot of gas left in the tank as AI capex … and [gigawatt] power installations ramp well beyond 2028-29E … all driving semiconductor demand with a wide supply gap,

• Vijay Rakesh at Mizuho wrote to clients in a Saturday note
  CNBCcnbc.com/2026/07…Jul 20, 13:15

We see RGTI continuing to refine its chiplet superconducting technology,

• analyst Vijay Rakesh wrote, noting
  CNBCcnbc.com/2026/06…Jun 8, 20:09

With higher revised 2026E/2027E WFE spend, we now see significant upside to consensus estimates for LRCX, MKSI, and AMAT, with LRCX potentially offering the most compelling estimate upside as the steady outperformer vs. WFE and peers,

• said Rakesh
  CNBCcnbc.com/2026/05…May 31, 11:50

Pricing remains a key catalyst in the memory market for 2026E, as we estimate NAND contract pricing potentially up about 510% year over year, while DRAM could also be up about 355% year over year, as demand from AI remains strong and supply stays tight,

• Mizuho analyst Vijay Rakesh wrote
  CNBCcnbc.com/2026/05…May 11, 18:03

MU remains well positioned across the memory landscape with leading edge DRAM nodes helping drive cost-downs year-over-year, while NAND sees increasing layer counts drive better costs and increase wafer capacity,

• Mizuho analyst Vijay Rakesh wrote in a research report this week
  CNBCcnbc.com/2026/05…May 8, 18:25