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...
388 Views
Ferrari: Classic Fisher Company, Almost Perfect Score on The Fisher 15 Framework
Ferrari is a classic Fisher stock. We analyze Ferrari based on the Fisher 15 criteria and find that it meets almost all criteria, implying it could...
540 Views
Stmicroelectronics Nv (STM) - Friday, Nov 10, 2023
STMicroelectronics, originally named SGS Microelettronica, was founded in 1977. Carlo Bozotti started working at the company and eventually became...
466 Views
Semis Just Broke a Record. Why Did Nobody Notice?
August's semiconductor revenues hit a record high of over $53 billion, but concerns about a potential market collapse are overshadowing the...
318 Views
Top Foundries See Cut in Automotive Industry Wafer Sales, Implications
Top foundries see worse than expected automotive wafer sales, implying more automotive supply chain members are going to miss earnings expectation...
937 Views