Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
337 Views
Semiconductor Events Deserving Your Attention @9/1/2024
Quintaurius, a RISC-V collaboration between Bosch, Infineon, Nordic, NXP & Qualcomm, launches. Intel gets first ASML High-NA EUV tool. Great photo...
410 Views
Silicon Motion: Next Wave of the Memory Recovery; High-End NAND Prices More Than Doubled From Lows
Silicon Motion shares are down 5% over the last year. They have been weighed down by their terminated acquisition by MaxLinear, but now could offer...
305 Views
Micron. Earnings Puts & Takes. Take Your Pick
Q1FY24 revenue $4.7 billion, +18% QoQ, +16% YoY. Q2FY24 guidance of $5.3 billion, + 13% QoQ. Things are looking up for Micron, but 2024 will still...
476 Views
Micron Analysis, Industry Takeaways: Memory Market TAM New Highs into 2025; SK Hynix Trade
We expect memory volume growth and rising memory chip prices to continue through both calendar years 2024 & 2025. Our Micron relative trade has...
815 Views