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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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13 Oct 2023 02:57
Are Semiconductors Finally Recovering?
The chip sector is beginning to recover with rising memory prices and six consecutive months of above-average revenue growth, suggesting the onset...
Jim Handy
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631 Views
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bullish
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Thematic (Sector/Industry)
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19 Jul 2023 21:22
Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
Fabricated Knowledge
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285 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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24 Apr 2023 22:26
Taiwan Tech Weekly: This Is a Major Earnings Week; Are We Entering a 2-Track Semiconductor Recovery?
TSMC & ASML results last week indicate that the cycle could be bottoming in 2Q23E for these leading firms... But are we entering a two-track...
Vincent Fernando, CFA
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345 Views
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bearish
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Softbank Group
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18 Oct 2022 19:44
Softbank Group - The Most Important Number in Q2 Results May Be ARM Royalty Revenue
Recent semiconductor weakness is worrisome but results from TSMC are reassuring on the timing of an ARM IPO. We value ARM at $37bn v Softbank's $40bn.
Kirk Boodry
382 Views
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bearish
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Thematic (Sector/Industry)
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22 Aug 2024 03:31
Could a Japan "Megaquake" Disrupt Semis?
Japan's Meteorological Agency predicted that a catastrophic earthquake is now many times more likely than before. This insight examines what that...
Jim Handy
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169 Views
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