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Texas Instruments (TXN US)
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261
Analysis
Information Technology
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United States
Texas Instruments Incorporated operates as a semiconductor design and manufacturing company. The Company develops analog ICs and embedded processors. Texas Instruments has manufacturing or sales operations worldwide.
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bullish
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Thematic (Sector/Industry)
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27 Oct 2023 06:38
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Broker
Implications of Texas Instruments 3Q23: Weaker Industrial, Destocking and Slower China Recovery
3Q revenue declined 14% YoY to US$4.5bn and EPS dropped 25% YoY, mainly due to weakness across segments except auto business.
CMB International
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396 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Oct 2023 06:30
Taiwan Tech Weekly: Watch for Intel, Microsoft, Mediatek, ASE, UMC Results; AI Names Top Losers
TSMC results last week provided positive color on the 2024E onwards outlook for the company as well as comments regarding a turn around for PC and...
Vincent Fernando, CFA
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439 Views
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bullish
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Thematic (Sector/Industry)
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14 Sep 2023 05:49
SIA: Semiconductors Up for Fourth Consecutive Month
The semiconductor industry seems to be starting another cycle, with revenues increasing for the past four months. This Insight compares past...
Jim Handy
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314 Views
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bullish
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Thematic (Sector/Industry)
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24 Aug 2023 09:50
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Broker
China Technology – Global Fabless/IDM 2Q23 Wrap
Demand recovery is expected to remain weak in 2H23E with planned production cut for most companies especially for those with limited exposure to AI.
CMB International
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370 Views
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bearish
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Thematic (Sector/Industry)
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14 Aug 2023 11:02
Chinese EV's and the Lagging Edge Price War
Prices cuts imply price wars, Western chip subsidies are against strategy spending in China. Full stack margin at Chinese Automotive makers means...
Fabricated Knowledge
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264 Views
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