Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Equity Bottom-Up

Last Friday Bloomberg published an article on Infineon's acquisition of Cypress Semiconductor that was based on a rumor and a misunderstanding of the market.  Today Bloomberg reiterated this article's conclusions as truths.  This is one of those cases where a careful and mindful understanding of the article leads to a different conclusion than the one advocated by Bloomberg's correspondents.

Last Friday Bloomberg published an article on Infineon's acquisition of Cypress Semiconductor that was based on a rumor and a misunderstanding of the market.  Today Bloomberg reiterated this article's conclusions as truths.  This is one of those cases where a careful and mindful understanding of the article leads to a different conclusion than the one advocated by Bloomberg's correspondents.

Cypress/Infineon Versus Bloomberg: A Case for Mindful Understanding of the Press

Thematic (Sector/Industry)

WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow in January.  Still, excessive capital spending, COVID-19, and trade wars are likely to prevent the market from realizing a full recovery in 2020.

WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow in January.  Still, excessive capital spending, COVID-19, and trade wars are likely to prevent the market from realizing a full recovery in 2020.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in our 1/24/20 and 1/30/20 Int’l Compass reports: we continue to believe this is a bull market until proven otherwise, and a “buy the dip” strategy remains warranted. In our February International Strategy, we highlight various themes which lead to our bullish outlook, and offer several attractive opportunities we are seeing in the global health care and technology sectors..

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in our 1/24/20 and 1/30/20 Int’l Compass reports: we continue to believe this is a bull market until proven otherwise, and a “buy the dip” strategy remains warranted. In our February International Strategy, we highlight various themes which lead to our bullish outlook, and offer several attractive opportunities we are seeing in the global health care and technology sectors..

Objective Analysis recently updated its 2020 semiconductor forecast.  We are calling for the market to see zero growth at best, but our model actually predicts -6%.  This  SmartKarma Insight explains what went into that forecast and how we determined what the chip market should look like in 2020 and beyond.

Objective Analysis recently updated its 2020 semiconductor forecast.  We are calling for the market to see zero growth at best, but our model actually predicts -6%.  This  SmartKarma Insight explains what went into that forecast and how we determined what the chip market should look like in 2020 and beyond.

Composing the 2020 Semiconductor Forecast

Monthly chip revenues declined slightly in November, according to the SIA.  This SmartKarma Insight examines recently-reported industry revenues to see how they compare with the long-term trend and to understand whether or not the current uptick is likely to continue.  The conclusion is that today's market is higher than it would be if the China-US trade war were not a concern.  A mid-2020 collapse is more than likely.

Monthly chip revenues declined slightly in November, according to the SIA.  This SmartKarma Insight examines recently-reported industry revenues to see how they compare with the long-term trend and to understand whether or not the current uptick is likely to continue.  The conclusion is that today's market is higher than it would be if the China-US trade war were not a concern.  A mid-2020 collapse is more than likely.

November Semiconductor Stats Good, But China Inventory Build May Be Misleading

Germany

Infineon Technologies AG designs, manufactures, and markets semiconductors. The Company offers products include power semiconductors, microcontrollers, security controllers, radio frequency products, and sensors. Infineon markets its products to the automotive, industrial, communications, and consumer and security electronics sectors.

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Infineon Technologies (IFX GR)

Cypress/Infineon Versus Bloomberg: A Case for Mindful Understanding of the Press

Last Friday Bloomberg published an article on Infineon's acquisition of Cypress Semiconductor that was based on a rumor and a misunderstanding of...

Jim Handy

WSTS Reports Slowing Chip Decline

WSTS, the agency that tracks monthly semiconductor revenues, reported this week that the decline of the semiconductor market has continued to slow...

Jim Handy

Global Equity Strategy: Buy the Dips

Despite recent weakness across global markets, our weight of the evidence approach continues to lead us to the same conclusions as we posited in...

Vermilion Research

Composing the 2020 Semiconductor Forecast

Objective Analysis recently updated its 2020 semiconductor forecast. We are calling for the market to see zero growth at best, but our model...

Jim Handy

November Semiconductor Stats Good, But China Inventory Build May Be Misleading

Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...

Jim Handy

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