Latest ideas and analyses related to semi shortage

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GM

+31 pts



$GM Trim 2Q & Boost 2H After Pre-Announcement Suggests Different Cadence on Semis; Full Year Again Surprisingly Reiterated

By realjoe on July 6, 2022, 11:08 a.m.
Tagged topics: preannouncement , semi shortage

Views: 10, Votes: 2, Responses: 0, Attachments: 1
MU

+33 pts



MU another CUP & HANDLE

By silverquest on Feb. 12, 2022, 5:59 p.m.
Tagged topics: semiconductors , chipset business , semi shortage

Views: 42, Votes: 2, Responses: 0, Attachments: 1
MU

+34 pts



Micron Technology Inc $MU breakout of C&H

By silverquest on Nov. 21, 2021, 8:51 p.m.
Tagged topics: semiconductors , semi shortage

Views: 50, Votes: 4, Responses: 0, Attachments: 1
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: 66, Votes: 4, Responses: 0, Attachments: 2
AAPL

+32 pts



AMD ready to breakout

By silverquest on Oct. 17, 2021, 7:46 p.m.
Tagged topics: supply constrained , semiconductors , semi shortage

Views: 54, Votes: 2, Responses: 0, Attachments: 1
TSLA

+41 pts



$TSLA - analysts raise estimates following Q3 deliveries beat, as Telsa continues to weather #chipshortage better than peers

By cassie on Oct. 4, 2021, 12:30 p.m.
Tagged topics: electric vehicles , analyst raises estimates , vehicle deliveries , semi shortage , upside to estimates

Views: 2491, Votes: 4, Responses: 0, Attachments: 8
APTV , INVZ , VLDR , RIDE , GM , TSLA , F , LEA , GNTX , BWA , MGA , Autos

+37 pts



Goldman lowers auto sales forecast on supply constraints, but raises estimates on $GM $TSLA $F on higher pricing

By cassie on Sept. 27, 2021, 2:04 p.m.
Tagged topics: electric vehicles , analyst lowers estimates , supply constrained , Goldman Sachs , semi shortage

Views: 1431, Votes: 3, Responses: 0, Attachments: 2
F , GM

+35 pts



Barclays says #chipshortages could drive distribution model shifts that favor OEMs over suppliers

By cassie on Sept. 20, 2021, 2:39 p.m.
Tagged topics: electric vehicles , Barclays , semi shortage

Views: 218, Votes: 2, Responses: 0, Attachments: 2
F , FSR , GPI , PAG , SAH , APTV , CAR , QS

+41 pts



Morgan Stanley says vehicle supply may take a year or more to recover, expects 'messy' Q3

By cassie on Sept. 17, 2021, 12:19 p.m.
Tagged topics: electric vehicles , Morgan Stanley , semi shortage

Views: 196, Votes: 7, Responses: 0, Attachments: 2
STM , INTC , VSH

+36 pts



Morgan Stanley checks indicate Covid-related shutdowns in Malaysia is having greater impact on $INTC and $STM

By bbern3 on Sept. 15, 2021, 11:17 a.m.
Tagged topics: supply constrained , covid restrictions , Morgan Stanley , semiconductors , semi shortage

Views: 192, Votes: 3, Responses: 0, Attachments: 3
Semiconductors

+10 pts



#deep dive* Will define the next superpower #gaming* very important #compute* Gives edge over others #Quantum Computing* Next major tech #superpower competition* Next bully...

By kyunbhai on Sept. 9, 2021, 11:08 a.m.
Tagged topics: gaming , deep dive , supply constrained , BMO , semi shortage , superpower competition , compute , Quantum Computing

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Semiconductors

+42 pts



BMO expects #semishortage to extend into 1H22, but says focus will shift to easing supply by year-end

By bbern3 on Sept. 9, 2021, 10:16 a.m.
Tagged topics: deep dive , supply constrained , BMO , semi shortage

Views: 223, Votes: 5, Responses: 1, Attachments: 2
NIO , LI

+10 pts



I think the fundamentals of NIO remains strong. Don't pay attention to delivery numbers , pay attention to Business model and how it is executed....

By khlifihussein on Sept. 4, 2021, 4:56 p.m.
Tagged topics: China , electric vehicles , semi shortage

Views: 3, Votes: 1, Responses: 0, Attachments: 0
LI , NIO

+36 pts



August data indicate $LI leads again while $NIO dragged down by semis

By cassie on Sept. 3, 2021, 11:44 a.m.
Tagged topics: China , electric vehicles , semi shortage

Views: 215, Votes: 3, Responses: 1, Attachments: 2
Autos

+32 pts



Deutsche lowers full year US auto sales estimate, says automakers struggling to replenish dealer inventories

By cassie on Sept. 2, 2021, 1:38 p.m.
Tagged topics: supply constrained , Deutsche Bank , strong demand , semi shortage

Views: 146, Votes: 2, Responses: 0, Attachments: 2
LI

+32 pts



$LI beat on 2021 Li One launch, but #chipshortage remains the biggest bottleneck with no visibility to improvement

By cassie on Aug. 31, 2021, 11:12 a.m.
Tagged topics: China , electric vehicles , supply constrained , Deutsche Bank , Needham , semi shortage

Views: 127, Votes: 2, Responses: 0, Attachments: 4
AVGO

+32 pts



$AVGO - Oppenheimer see a beat and raise set up for Q3, and well positioned to secure supply in constrained semi environment

By rIsILAwr on Aug. 26, 2021, 11:25 p.m.
Tagged topics: earnings preview , Oppenheimer , semiconductors , semi shortage , upside to estimates

Views: 51, Votes: 2, Responses: 0, Attachments: 2
TSLA , GM , F , APTV , LEA , MGA , VC , TSM , Semiconductors

+39 pts



Despite some optimism of #semishortage easing in 2H, the situation remains 'dynamic and visibility is limited'

By cassie on Aug. 16, 2021, 12:59 p.m.
Tagged topics: electric vehicles , Goldman Sachs , semiconductors , semi shortage , limited visibility

Views: 328, Votes: 5, Responses: 0, Attachments: 2
Autos

+31 pts



RBC says the semi shortage issue could be structural for autos

By cassie on Aug. 16, 2021, 11:32 a.m.
Tagged topics: supply constrained , RBC , semiconductors , semi shortage

Views: 180, Votes: 1, Responses: 0, Attachments: 2
AAPL , QCOM , TSM

+33 pts



Jefferies believes iPhone supply chain intact despite semi shortage and flooding in China

By bbern3 on Aug. 2, 2021, 9:17 p.m.
Tagged topics: China , supply chain data , Jefferies , semi shortage , flooding

Views: 71, Votes: 2, Responses: 0, Attachments: 2