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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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bearish
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Mobileye Global
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10 Jan 2024 09:38
Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
Fabricated Knowledge
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337 Views
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bullish
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Silergy Corp
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29 Dec 2023 16:26
Silergy (6415.TT): Chinese Analog IC Could Raise up Prices by About 15%.
Analog Devices may raise prices by 20% while Silergy Corp considers a 15% increase in China. Investing in Silergy seems favorable.
Patrick Liao
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583 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2023 19:47
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Broker
China Technology – Global Fabless/IDM 3Q23 Wrap: PC/SP Recovery, Auto/ Industrial Mixed
Overall, SP/PC/NB (QCOM/MTK/Intel/AMD) started restocking given seasonal demand on new product launches, and server market (Intel/AMD) has shown...
CMB International
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389 Views
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bullish
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Thematic (Sector/Industry)
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16 Nov 2023 07:51
Semiconductor Cycles: Industrial and EVs
Plus my new taxonomy of cycles! Where I think each end market is in the cycle. This earnings season, Industrial semiconductor demand has been the...
Fabricated Knowledge
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312 Views
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bullish
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Silergy Corp
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02 Nov 2023 21:27
Silergy (6415.TT): The Revenue Could Be Upside Around 17% in 4Q23F.
Silergy could see an increase of about 17% QoQ and 3% YoY in 4Q23F. It needs to transfer its Foundry base from China to Taiwan and Singapore. The...
Patrick Liao
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641 Views
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