Latest ideas and analyses related to auto semi

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TSM

+32 pts



Implications of TSMC results for Japanese SPE

By KHUN on Oct. 18, 2021, 3:20 a.m.
Tagged topics: semiconductors , semi shortage , auto semi

Views: 40, Votes: 4, 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: 151, Votes: 1, Responses: 0, Attachments: 2
TSM , UMC

+42 pts



$TSMC, $UMC - Goldman sees semiconductor tightness extending to 2023, estimates auto semi market will nearly double to $75.5bn in 2025

By bbern3 on July 9, 2021, 10:22 a.m.
Tagged topics: electric vehicles , secular growth , Goldman Sachs , strong demand , semiconductors , auto semi

Views: 239, Votes: 7, Responses: 0, Attachments: 8