Latest ideas and analyses related to semiconductors

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AMD

+60 pts



$AMD AMD maintains full year guidance amid historic inventory correction

By realmomobags on Aug. 3, 2022, 5:27 a.m.
Tagged topics: earnings results , semiconductors

Views: 38, Votes: 6, Responses: 0, Attachments: 1
ON , US Macro

+31 pts



2Q22 First Take

By P on Aug. 1, 2022, 7:31 p.m.
Tagged topics: semiconductors

Views: 4, Votes: 2, Responses: 0, Attachments: 1
INTC

+55 pts



A "Historic" Miss

By Thomasidea on July 30, 2022, 8:50 a.m.
Tagged topics: semiconductors

Views: 17, Votes: 3, Responses: 0, Attachments: 1
TXN

+53 pts



Demand Was Strong, After All

By Thomasidea on July 29, 2022, 1:43 a.m.
Tagged topics: semiconductors

Views: 9, Votes: 4, Responses: 0, Attachments: 1
TXN

+30 pts



Demand Was Strong, After All

By Thomasidea on July 29, 2022, 1:31 a.m.
Tagged topics: semiconductors

Views: 2, Votes: 1, Responses: 0, Attachments: 0
ASML

+43 pts



commodity checkpoints for chips

By targeteer9 on July 5, 2022, 2:18 a.m.
Tagged topics: semiconductors

Views: 36, Votes: 9, Responses: 0, Attachments: 1
MU

+10 pts



MU stock -42% in 1H 2022 , as anticipation of weak demand was pricing in lessened revenues and profits . BUT , are we close...

By 12MeterYacht on July 4, 2022, 5:35 p.m.
Tagged topics: earnings results , semiconductors

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

+11 pts



I guess Semiconductor sector is closer to the bottom as the earning finally face the fact that economic downturn is real. So that the real...

By wallstreetfront on July 4, 2022, 2:18 p.m.
Tagged topics: earnings results , semiconductors

Views: 3, Votes: 2, Responses: 0, Attachments: 0
MU

+0 pts



s...

By wngnln on July 2, 2022, 6:35 a.m.
Tagged topics: semiconductors

Views: 8, Votes: 1, Responses: 0, Attachments: 0
MU

+39 pts



Resetting Expectations

By toastcrunch.info on July 1, 2022, 8:14 a.m.
Tagged topics: semiconductors

Views: 42, Votes: 5, Responses: 1, Attachments: 0
MU

+49 pts



$MU Customer inventory correction happening faster but still see major headwinds

By realmomobags on July 1, 2022, 5:49 a.m.
Tagged topics: earnings results , semiconductors

Views: 53, Votes: 8, Responses: 2, Attachments: 1
SNPS , CDNS , NVDA , AMD , INTC , AVGO , MRVL

+42 pts



Semiconductors Chip Design Software Outlook Solid on Increasing Chip Design Activity and Expanding Customer Base; SNPS and CDNS Winners

By scorpioduck on June 21, 2022, 3:20 p.m.
Tagged topics: semiconductors

Views: 169, Votes: 6, Responses: 0, Attachments: 1
Semiconductors , China

+32 pts



Will Semiconductor - Long term share gain of CIS and improving product mix driven by consolidation

By rIsILAwr on June 6, 2022, 5:03 p.m.
Tagged topics: semiconductors

Views: 12, Votes: 2, Responses: 0, Attachments: 1
QCOM , MRVL , AVGO , ON , NXPI , MXL

+2 pts



thx...

By DrogLukaku on June 6, 2022, 2:29 p.m.
Tagged topics: semiconductors , easing supply

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AVGO , MRVL , MXL , NXPI , ON , QCOM

+48 pts



Checks indicate semiconductor supplies normalizing for the first time since pandemic

By cassie on June 6, 2022, 12:57 p.m.
Tagged topics: semiconductors , easing supply

Views: 159, Votes: 10, Responses: 1, Attachments: 1
MRVL

+34 pts



Steady Growth

By potato on May 29, 2022, 11:23 p.m.
Tagged topics: semiconductors

Views: 15, Votes: 4, Responses: 0, Attachments: 1
AVGO

+56 pts



AVGO to Acquire VMW; F2Q Results Quick Take

By toastcrunch.info on May 29, 2022, 10:44 p.m.
Tagged topics: semiconductors

Views: 32, Votes: 7, Responses: 0, Attachments: 1
AVGO

+52 pts



Strong Quarter, Acquiring VMWare

By toastcrunch.info on May 29, 2022, 10:42 p.m.
Tagged topics: semiconductors

Views: 15, Votes: 3, Responses: 0, Attachments: 1
NVDA

+20 pts



Thanks for sharing the report. I personally agree with most of the points in the report except for the gaming contraction part. I think mining...

By irenyang.to on May 27, 2022, 7:41 a.m.
Tagged topics: earnings results , semiconductors

Views: 33, Votes: 9, Responses: 0, Attachments: 0
NVDA

+6 pts



NVDA's recent correction is a solid buy opportunity. Hyperscalers, Metaverse and Gaming are flywheels which will be 20-50x TAM over the next 5-7 years....

By Previous_Answer_9660 on May 26, 2022, 3:05 a.m.
Tagged topics: earnings results , semiconductors

Views: 3, Votes: 2, Responses: 0, Attachments: 0