Automotive & Industrial Semiconductors Part 2: Is It the Bottom, Finally? Time to Buy?
1Q25 revenues hitting bottom, firms see QoQ growth in 2Q. Auto and Industrial show signs of improvement. Profit recovery may lag (inventory, price...
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ON Semiconductor: Silicon Carbide Growth & Market Positioning Driving Our Optimism!
On Semiconductor Corporation's latest earnings call for the fourth quarter and full year 2024 reveals a mixed set of results, shaped by a...
203 Views
Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
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ON Semiconductor Corporation: Mass Market Strategy & Inventory Management Driving Our Optimism! - Major Drivers
ON Semiconductor Corporation's recent earnings report for the third quarter of 2024 reveals a balance between challenges in the macroeconomic...
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Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
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