UBS has upgraded the company from Neutral to Buy and significantly raised its price target, predicting it will outperform the already strong wafer fabrication equipment market over the next two years. The analyst notes that despite the company's recent stock underperformance, it is a top supplier for memory, logic chips, and DRAM hardware. This positive outlook is driven by an anticipated explosive boom in DRAM spending and strong, AI-driven chip demand momentum, positioning the company favorably for growth.