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Texas Instruments (TXN US)
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260
Analysis
Information Technology
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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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bullish
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Silergy Corp
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29 Dec 2023 16:26
Silergy (6415.TT): Chinese Analog IC Could Raise up Prices by About 15%.
Analog Devices may raise prices by 20% while Silergy Corp considers a 15% increase in China. Investing in Silergy seems favorable.
Patrick Liao
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581 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2023 19:47
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Broker
China Technology – Global Fabless/IDM 3Q23 Wrap: PC/SP Recovery, Auto/ Industrial Mixed
Overall, SP/PC/NB (QCOM/MTK/Intel/AMD) started restocking given seasonal demand on new product launches, and server market (Intel/AMD) has shown...
CMB International
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389 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
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309 Views
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bullish
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Silergy Corp
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02 Nov 2023 21:27
Silergy (6415.TT): The Revenue Could Be Upside Around 17% in 4Q23F.
Silergy could see an increase of about 17% QoQ and 3% YoY in 4Q23F. It needs to transfer its Foundry base from China to Taiwan and Singapore. The...
Patrick Liao
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639 Views
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bullish
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Thematic (Sector/Industry)
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27 Oct 2023 06:38
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Broker
Implications of Texas Instruments 3Q23: Weaker Industrial, Destocking and Slower China Recovery
3Q revenue declined 14% YoY to US$4.5bn and EPS dropped 25% YoY, mainly due to weakness across segments except auto business.
CMB International
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394 Views
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