Morningstar

Morningstar, Inc.

Equity Bottom-Up

We are maintaining our fair value estimates for the U.S.- and European-based chipmakers across our coverage despite reports from Bloomberg and elsewhere that leading U.S. tech and semiconductor firms, such as Google, Qualcomm, Broadcom, Intel, and Xilinx, have cut off supplying Huawei until further notice. Our valuations imply that the Huawei ban will be used as short-term leverage by the U.S. in ongoing negotiations with China involving tariffs and other trade negotiations. However, our models…

Xilinx hosted its annual investor meeting on May 14 at which management provided long-term expectations for the firm’s plethora of end markets. Key areas of focus include 5G, artificial intelligence, and Data Center, as the firm’s FPGAs have substantial opportunities to gain silicon content
We appreciated the expected market growth trajectories, case studies, and examples of relevant products from Xilinx to underscore the narrow-moat FPGA leader’s momentum it has cultivated in recent years.…

Narrow-moat Xilinx reported strong fourth-quarter results primarily due to the communications segment because early 5G deployments in South Korea and other countries have bolstered the firm’s sales in radio and baseband applications. Compared with the prior 4G ramp, the firm has greater content in radios, basebands, and RF systems on a chip. CEO Victor Peng reiterated that the firm is capturing more than its typical share in baseband, with custom chips likely to replace Xilinx’s FPGAs in time…

United States

Xilinx, Inc. designs, develops, and markets complete programmable logic solutions. The Company's solutions include advanced integrated circuits, software design tools, predefined system functions delivered as cores of logic, and field engineering support. Xilinx sells its products through several channels of distribution to customers in the United States and overseas.

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