Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Cover Story: Why is China’s powerful export engine losing steam?</li><li>How a nursing home resident in a body bag was found alive</li><li>Exclusive: Several Chinese regions to delay savings bond issuances to keep Covid at bay</li></ul>

Cover Story: Why is China’s powerful export engine losing steam?How a nursing home resident in a body bag was found aliveExclusive: Several Chinese regions to delay savings bond issuances to keep Covid at bay

CX Daily: Why Is China’s Powerful Export Engine Losing Steam?

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>The semiconductor market is now 45% above its normal revenue trend.</li>
<li>This situation is driven mostly by today's COVID-related demand changes.</li>
<li>Eventually the market will return to its normal growth, with revenues dropping by over 30%.</li>
</ul>


The semiconductor market is now 45% above its normal revenue trend.
This situation is driven mostly by today's COVID-related demand changes.
Eventually the market will return to its normal growth, with revenues dropping by over 30%.


Semiconductor Revenues Remain Well Above Trend

<ul>
<li>A strong earthquake hit Japan 100km south of the 2011 Fukishima earthquake</li>
<li>Yesterday's earthquake was about one fortieth the power of the 2011 quake</li>
<li>Four or five fabs might be impacted.  Results were not yet been reported as this Insight was being written, 15 hours after the event</li>
</ul>


A strong earthquake hit Japan 100km south of the 2011 Fukishima earthquake
Yesterday's earthquake was about one fortieth the power of the 2011 quake
Four or five fabs might be impacted.  Results were not yet been reported as this Insight was being written, 15 hours after the event


Will Japan's Earthquake Worsen Semiconductor Shortage?

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

Texas Instruments / Equity Capital Markets

<ul><li>Texas Instruments had a strong fourth quarter, with revenue up 19% year on year, due to strong demand in the industrial and automotive markets.</li><li>Analog revenue increased by 20% year over year, embedded processing by 6%, and the company's other segment increased by 35% from the previous quarter.</li><li>They also paid $1.1 billion in dividends and raised its dividend per share by 13%, marking the eighteenth consecutive year of dividend increases.</li></ul>

Texas Instruments had a strong fourth quarter, with revenue up 19% year on year, due to strong demand in the industrial and automotive markets.Analog revenue increased by 20% year over year, embedded processing by 6%, and the company's other segment increased by 35% from the previous quarter.They also paid $1.1 billion in dividends and raised its dividend per share by 13%, marking the eighteenth consecutive year of dividend increases.

Texas Instruments Incorporated - A True Analog Market Leader (02/22)

<ul>
<li>November semiconductor revenues set a record for the highest shipment month in the history of the industry</li>
<li>Year-To-Date revenues and unit shipments, excluding December, are still higher than any full year in the industry's history</li>
<li>There is plenty of room for this to continue, barring a global economic meltdown</li>
</ul>


November semiconductor revenues set a record for the highest shipment month in the history of the industry
Year-To-Date revenues and unit shipments, excluding December, are still higher than any full year in the industry's history
There is plenty of room for this to continue, barring a global economic meltdown


November Semiconductors Once Again Set Records

United States

Texas Instruments Incorporated operates as a semiconductor design and manufacturing company. The Company develops analog ICs and embedded processors. Texas Instruments has manufacturing or sales operations worldwide.

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Texas Instruments (TXN US)

CX Daily: Why Is China’s Powerful Export Engine Losing Steam?

Cover Story: Why is China’s powerful export engine losing steam? How a nursing home resident in a body bag was found alive

Caixin Global

Semiconductor Revenues Remain Well Above Trend

Semiconductors are 45% above their long-term revenue trend. This is poised to continue for the near term, but a big change will occur further out.

Jim Handy

Will Japan's Earthquake Worsen Semiconductor Shortage?

Will last night's Japan earthquake worsen the current tightness in the chip market? A few companies are near the epicenter, but the quake's...

Jim Handy

Texas Instruments Incorporated - A True Analog Market Leader (02/22)

Texas Instruments had a strong fourth quarter, with revenue up 19% year on year, due to strong demand in the industrial and automotive...

Baptista Research

November Semiconductors Once Again Set Records

The semiconductor market once again set records in November, with 2021 revenues and unit shipments out-stripping all prior record years in its...

Jim Handy

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