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AAPL , MCHP , TXN

+35 pts



$AAPL $MCHP $TXN - RayJay checks indicate #iPhone13 production change related to component shortages

By mooreideas on Oct. 13, 2021, 10:11 a.m.
Tagged topics: analyst checks , supply constrained , Raymond James , iPhone 13

Views: 136, Votes: 4, Responses: 0, Attachments: 2
APTV , NXPI , ON , ADI , MCHP

+33 pts



Piper Sandler says $APTV guidance cut should caution investors on exposure to the auto market such as $NXP $ON $ADI and $MCHP

By bbern3 on Oct. 12, 2021, 11:49 a.m.
Tagged topics: supply constrained , Piper Sandler , risk to estimates , semiconductors

Views: 87, Votes: 2, Responses: 0, Attachments: 2
ADI , MCHP , ON

+35 pts



Goldman says we are in the middle of the auto #semiconductor upturn, bullish on $ADI $MCHP and $ON

By cassie on Sept. 29, 2021, 10:01 a.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , auto semi

Views: 118, Votes: 1, Responses: 0, Attachments: 2
AMD , ADI , MCHP , ON , PI

+36 pts



Goldman believes semiconductor suppliers well positioned to pass through cost inflation from $TSMC wafer price hikes

By bbern3 on Sept. 22, 2021, 11 a.m.
Tagged topics: price increase , supply constrained , Goldman Sachs , semiconductors

Views: 353, Votes: 3, Responses: 0, 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: 424, Votes: 6, Responses: 1, Attachments: 2
ADI , MRVL , NXPI , XLNX , ON , TXN , MCHP

+46 pts



Goldman expects tight semi supply to extend to at least 2022, recommends owning stocks in the sector

By bbern3 on Sept. 3, 2021, 9:35 a.m.
Tagged topics: buying opportunity , supply constrained , Goldman Sachs , strong demand , semiconductors

Views: 169, Votes: 5, Responses: 1, Attachments: 2
AMD , MRVL , NVDA , INTC , MU , AVGO , TXN , ADI , XLNX , MXIM , SWKS , QRVO , MCHP , NXPI

+36 pts



$AMD, $INTC, $MRVL, $NVDA - BMO says inflation typically hurts semis, estimates every 100bps increase in rates decrease semis valuation by 13%

By bbern3 on May 17, 2021, 11:18 a.m.
Tagged topics: valuations , interest rates , BMO , semiconductors , inflation fears

Views: 131, Votes: 3, Responses: 0, Attachments: 10
NVDA , MCHP , ADI , MRVL

+69 pts



$NVDA - Jefferies says the mid-cycle correction has largely played out and it's time to add semis again

By bbern3 on March 14, 2021, 12:44 a.m.
Tagged topics: analyst top pick , Jefferies , semiconductors , buy the dip , mid-cycle correction

Views: 181, Votes: 4, Responses: 2, Attachments: 16