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Texas Instruments (TXN US)
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258
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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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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307 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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636 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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429 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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307 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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258 Views
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