STMicro (STM): Can It Get Any Worse? Yes, It Will in 1Q25. Let's Wait for that Reset.
Negative 1Q25 double warning for company, with poor automotive outlook and consensus likely to revise lower for 1H25. Stock trading at 12.5x 2025...
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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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Infineon: Large Miss and Reset. Auto & Industrial Semi Is a Good Space for Shorts.
On Consensus before earnings release, the stock trades at 12.5x FY25. After Consensus adjustment, the stock should be trading at ~16-17x FY25 EPS.
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Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
391 Views