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INTC , AMD

+34 pts



$INTC $AMD - Goldman says Intel's aggressive investment posture will weigh on margins and returns for foreseeable future

By bbern3 on July 23, 2021, 11:19 a.m.
Tagged topics: growing competition , earnings results , market share gains , Goldman Sachs , semiconductors

Views: 210, Votes: 1, Responses: 0, Attachments: 2
INTC , AMD

+33 pts



$INTC - Oppenheimer says Q2 results beat, but margin outlook weak as it tries to stall $AMD share gains

By josiebe on July 23, 2021, 1:37 a.m.
Tagged topics: margin pressure , growing competition , earnings results , Oppenheimer , semiconductors

Views: 208, Votes: 2, Responses: 0, Attachments: 2
TSM , INTC , AAPL , AMD , QCOM , NVDA

+34 pts



$TSMC - Deutsche sees scope for 20% growth in 2022 even with a smaller initial 3nm ramp

By bbern3 on July 21, 2021, 12:11 p.m.
Tagged topics: buying opportunity , secular growth , Deutsche Bank , semiconductors

Views: 115, Votes: 2, Responses: 0, Attachments: 2
INTC

+35 pts



$INTC - Morgan Stanley (bull) warns of 'sharp 2H deceleration', says turnaround will take time

By bbern3 on July 19, 2021, 3:09 p.m.
Tagged topics: downside risk , earnings preview , Morgan Stanley , semiconductors , downside to estimates

Views: 139, Votes: 2, Responses: 0, Attachments: 5
TSM , AAPL , INTC

+32 pts



$TSMC - Needham addresses the bears, says 5nm margin 'issue' is transitory, sees $AAPL and $INTC 3nm ramp in 2022/2023

By bbern3 on July 19, 2021, 11:02 a.m.
Tagged topics: Needham , semiconductors , bull vs bear

Views: 283, Votes: 3, Responses: 0, Attachments: 11
INTC

+30 pts



$INTC - Stifel says GlobalFoundries would be an 'incremental positive' for Intel, enhancing its presence in the automotive, industrial and mobility markets

By bbern3 on July 16, 2021, 10:46 a.m.
Tagged topics: mergers and acquisitions , Stifel , semiconductors , GlobalFoundries

Views: 138, Votes: 1, Responses: 0, Attachments: 1
TSM , INTC

+34 pts



$INTC, $TSMC - Goldman says GlobalFoundries acquisition would unlikely enhance Intel's advanced process technology, believes TSMC's superior competitive position intact

By bbern3 on July 16, 2021, 10:34 a.m.
Tagged topics: growing competition , market chatters , mergers and acquisitions , semiconductors , GlobalFoundries

Views: 121, Votes: 2, Responses: 0, Attachments: 4
AMD , INTC , TSM

+41 pts



Raymond James reiterates long $AMD (strong datacenter growth in 2022) and short $INTC (excess ODM inventory, mean reversion on PC demand)

By bbern3 on July 13, 2021, 1:35 p.m.
Tagged topics: analyst checks , market share gains , pair trade , Raymond James , semiconductors , long-short , datacenter

Views: 120, Votes: 5, Responses: 0, Attachments: 11
TSM , INTC

+35 pts



$TSMC, $INTC - Needham says TSMC's competitive advantage is 'self-reinforcing' and difficult to eclipse, says the greater risk is geopolitical

By bbern3 on July 13, 2021, 1:20 p.m.
Tagged topics: US-China rivalry , competitive advantage , Needham , semiconductors , geopolitical tensions , superpower competition

Views: 138, Votes: 3, Responses: 0, Attachments: 42
TSM , AMD , AAPL , INTC

+31 pts



$TSM - JP Morgan expects strong 2H21 driven by new iPhone processors, and $INTC likely a key part of 3nm ramp in 2023

By bbern3 on July 12, 2021, 12:16 p.m.
Tagged topics: earnings preview , JP Morgan , strong demand , semiconductors

Views: 172, Votes: 1, Responses: 0, Attachments: 7