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AMAT , KLAC , NVMI , NVDA , LRCX , ENTG , ONTO , VECO

+58 pts



Accelerated computing, AI, and the Omniverse will reach all markets in "Industry 4.0" over the next decade, bullish on semis

By bbern3 on Nov. 12, 2021, 11:54 a.m.
Tagged topics: secular growth , semiconductors , omniverse , Industry 4.0

Views: 395, Votes: 9, Responses: 1, Attachments: 1
AMD , AMAT , ADI , LRCX , MU , TSM , NXPI

+47 pts



Semiconductors's weighting in ESG funds should increase as its role as a green enabler is better understood

By bbern3 on Nov. 11, 2021, 11:43 a.m.
Tagged topics: buying opportunity , deep dive , semiconductors , ESG investors

Views: 172, Votes: 9, Responses: 0, Attachments: 2
LRCX

+36 pts



$LRCX - Benefiting from both short and long-term trends

By beat_the_street on Oct. 3, 2021, 12:12 a.m.
Tagged topics: 5G , IoT , chip shortage

Views: 40, Votes: 3, Responses: 0, Attachments: 2
ASML , AMAT , KLAC , LRCX , TSM , INTC , MU , ENTG

+58 pts



Goldman says use of Extreme Ultraviolet (EUV) lithography in semiconductors is more extensive than previously thought

By bbern3 on Sept. 22, 2021, 12:45 p.m.
Tagged topics: deep dive , Goldman Sachs , semiconductors , EUV , Extreme Ultraviolet lithography

Views: 279, Votes: 7, Responses: 2, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 439, Votes: 6, Responses: 1, Attachments: 2
TSM , AMAT , LRCX , TER , ENTG

+40 pts



Goldman raises estimates for Wafer Fab Equipment to reflect capex upside, remains constructive on semiconductors

By bbern3 on Sept. 16, 2021, 11:05 a.m.
Tagged topics: analyst raises estimates , Goldman Sachs , semiconductors , wafer fab equipment

Views: 177, Votes: 3, Responses: 0, Attachments: 2
AMAT , LRCX , TER , ENTG

+37 pts



$AMAT, $LRCX, $TER, $ENTG - Goldman raised estimates on Wafer Fab Equipment market, and see upside to street estimates

By mooreideas on June 2, 2021, 10:47 a.m.
Tagged topics: Goldman Sachs , semiconductors , upside to estimates , WFE , wafer fab equipment

Views: 175, Votes: 3, Responses: 1, Attachments: 6
QRVO , SWKS , ADI , MU , AMAT , LRCX , TER , ENTG , Semiconductors , Autos

+72 pts



Goldman says current semi shortage span across wide range of devices, but most severe for automotive MCU

By mooreideas on Feb. 16, 2021, 12:21 p.m.
Tagged topics: China , electric vehicles , supply constrained , Goldman Sachs , semi shortage , worse than expected

Views: 205, Votes: 3, Responses: 0, Attachments: 38