[Semiconductor Consensus Tracker] 20260419 AI Consensus Diverges; Capital Becomes Selective

[US Stocks Top 15 Momentum List]

Rank	Identifier	Company Name	EPS Growth Est.	1W Consensus Upgrade %	1M Consensus Upgrade %	Weekly Change %	Current Price / Target Price	Label
1	ONTO.N	Onto Innovation Inc	184.46%	7.41%	7.41%	13.07%	0.95	Trap
2	DIOD.OQ	Diodes Inc	99.91%	5.83%	10.36%	14.17%	1.02	Leader / Trap
3	FORM.OQ	FormFactor Inc	201.98%	1.40%	1.40%	10.83%	1.43	Beat
4	AMD.OQ	Advanced Micro Devices Inc	219.52%	0.95%	1.74%	13.61%	0.99	—
5	MU.OQ	Micron Technology Inc	294.73%	0.83%	33.21%	8.20%	0.87	—
6	AVGO.OQ	Broadcom Inc	188.65%	0.60%	1.19%	9.42%	0.87	—
7	TSLA.OQ	Tesla Inc	90.30%	0.56%	-2.46%	14.81%	1	Trap
8	CIEN.N	Ciena Corp	361.88%	0.54%	0.75%	2.30%	1.36	Beat
9	BELFB.OQ	Bel Fuse Inc	64.26%	0.50%	-1.31%	7.89%	0.97	—
10	NVDA.OQ	NVIDIA Corp	87.01%	0.39%	0.57%	6.92%	0.76	—
11	KEYS.N	Keysight Technologies Inc	68.68%	0.29%	0.27%	3.13%	1.07	—
12	VRT.N	Vertiv Holdings Co	100.16%	0.29%	0.68%	4.14%	1.1	—
13	ADI.OQ	Analog Devices Inc	115.61%	0.13%	0.86%	6.09%	0.98	—
14	GLW.N	Corning Inc	86.09%	0.13%	-0.08%	-4.01%	1.18	—
15	ON.OQ	ON Semiconductor Corp	889.74%	0.12%	1.19%	20.92%	1.22	Leader / Trap

[Part 1. US Market Focus and Situation Insights]

§1 Sub-industry Themes

This week, analysts' earnings revision momentum is highly concentrated in the AI data center-related supply chain. From core computing power chips and key memory to peripheral infrastructure, all have received positive outlooks from the market. This is evident from AI chip giants on the list such as Advanced Micro Devices (AMD.OQ), Broadcom (AVGO.OQ), and NVIDIA (NVDA.OQ), which play key roles in the GPU, AI ASIC, and networking chip sectors, respectively. Furthermore, the AI computing power arms race has directly boosted demand for High Bandwidth Memory (HBM), leading to a significant increase in earnings expectations for Micron Technology (MU.OQ). Beyond this, market attention has also extended to high-density power and thermal solutions required to support AI computing, causing earnings expectations for data center infrastructure provider Vertiv (VRT.N) to be upgraded simultaneously. Overall, the market continues to be optimistic about infrastructure build-out driven by AI computing power demand, viewing it as the clearest and strongest growth theme in the semiconductor industry.