NXP, Renesas, STMicro: Only Bad News. Auto & Industrial Semi Firms Give Poor Signals on End-Demand.
Cautious outlook for Auto and Industrial Semiconductor due to high inventories and slowing end-demand. NXP, Renesas and STMicro stocks look cheap...
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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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Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...
391 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
220 Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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