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TSM , AMAT , ASML , KLAC , LRCX , TER

+45 pts



$TSM's results are a positive read for $AMAT $ASML $KLAC $LRCX and $TER

By bbern3 on Jan. 13, 2022, 12:09 p.m.
Tagged topics: semiconductors

Views: 157, Votes: 6, Responses: 0, Attachments: 1
AMD , MRVL , TER , PI , MU , ADI , ON , QRVO

+49 pts



Semiconductor EPS revisions likely to moderate & relative valuation multiples to stabilize in 2022

By ethonomics on Jan. 3, 2022, 1:22 p.m.
Tagged topics: semiconductors

Views: 162, Votes: 6, Responses: 2, Attachments: 1
APH , NXPI , ON , SLAB , ST , TEL , QCOM , LRCX , KLAC , TER , AMAT

+99 pts



2022 global semis outlook - fundamental recovery appears fully discounted but should still be a solid growth year

By bbern3 on Dec. 15, 2021, 11:44 a.m.
Tagged topics: deep dive , semiconductors , 2022 outlook

Views: 70, Votes: 8, Responses: 1, Attachments: 1
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: 184, Votes: 3, Responses: 0, Attachments: 2
TER , AAPL

+33 pts



$TER - Deutsche sees upside to Q2 estimates and Q3 guide from fall iPhone launch

By josiebe on July 23, 2021, 1:29 a.m.
Tagged topics: 5G iPhone cycle , earnings preview , Deutsche Bank , semiconductors , upside to estimates

Views: 479, Votes: 1, 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: 181, 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: 210, Votes: 3, Responses: 0, Attachments: 38
QCOM , TER , ST

+42 pts



$QCOM, $TER, $ST - Morgan Stanley recommends buying Qualcomm, Teradyne and Sensata for the best risk-reward opportunities in semiconductors for 2021

By josiebe on Dec. 14, 2020, 4:03 p.m.
Tagged topics: buying opportunity , cyclical recovery , analyst upgrade , economic recovery

Views: 248, Votes: 4, Responses: 0, Attachments: 156