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

Thematic (Sector/Industry)

<p>The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.</p>

The September semiconductor revenues are in, bringing the third quarter to a close.  Both the month and the quarter reached all-time highs.  Although today's boom shows no sign of ending, there is ample precedent to tell us what will occur once supply catches up with demand.  This Insight explores the current market and the likely outcome.

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

<p>Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet to retest either the highs or the lows, we still see both as critical levels. With support levels holding, we retain our long-term bullish stance despite the expectation of continued volatility and consolidation. In today’s report we highlight attractive and actionable groups within Technology and Financials. Within Tech we focus on TE-01 and TE-02, our Large- and Mid-Cap Semiconductor Groups (respectively), and within Financials we highlight FN-34, our Electronic Exchanges/Markets Group.</p>

Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet to retest either the highs or the lows, we still see both as critical levels. With support levels holding, we retain our long-term bullish stance despite the expectation of continued volatility and consolidation. In today’s report we highlight attractive and actionable groups within Technology and Financials. Within Tech we focus on TE-01 and TE-02, our Large- and Mid-Cap Semiconductor Groups (respectively), and within Financials we highlight FN-34, our Electronic Exchanges/Markets Group.

U.S. Equity Strategy: Heightened Volatility; Further Consolidation; Bullish Outlook Intact.

Asia and Global Semiconductor and Tech Research

Andrew Lu

Event-Driven

<h2><strong>What's new?</strong></h2><p>According to Bloomberg News today, US President <a href="https://www.bloomberg.com/billionaires/id/1252249" target="_blank">Donald Trump</a> blocked a Chinese-backed Canyon Bridge Capital Partners from buying <a href="https://www.smartkarma.com/entities/7855" target="_blank" data-smartkarma-citation="entities:7855:1">Lattice Semiconductor Corp (LSCC US)</a>, a tier three FPGA/PLD semiconductor vendor, for security risk. "Consistent with the administration’s commitment to take all actions necessary to ensure the protection of U.S. national security, the president issued an order prohibiting the acquisition," Treasury Secretary Steven Mnuchin said in a statement.</p><p>The Trump…</p>

What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice Semiconductor Corp (LSCC US), a tier three FPGA/PLD semiconductor vendor, for security risk. "Consistent with the administration’s commitment to take all actions necessary to ensure the protection of U.S. national security, the president issued an order prohibiting the acquisition," Treasury Secretary Steven Mnuchin said in a statement.The Trump…

US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<h2><em>Summary of finding the beneficiaries</em></h2><p><em>After our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "<a href="https://www.smartkarma.com/insights/fiat-chrysler-is-leaving-waymo-to-join-bmw-intel-autonomous-platform-negative-positive-to" target="_blank" data-smartkarma-citation="insights:12899">Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To?</a> " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using </em>…</p>

Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and more NVME (Non-Volatile Memory Express) SSD flash storages, networking I/O cards, and AI used GPU/FPGA/TPU cards (please see Table 3 in our earlier report "Fiat Chrysler Is Leaving Waymo to Join BMW-Intel Autonomous Platform; Negative/Positive To? " dated 17 August 2017) are driving a big demand on PCI Express lanes or PCI Express switch if using …

Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center

United States

Microsemi Corporation offers a comprehensive portfolio of semiconductor solutions for communications, defense, aerospace, and industrial markets. The Company's products include analog and RF devices, mixed-signal and RF ICs, ultra low-power radios, customizable SoCs,  FPGAs and complete subsystems.

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Microsemi Corp (MSCC US)

Semiconductors Continue Full Speed Ahead

Again chip sales have reached record highs. How long will this last? What will happen when it ends? This Insight dips into that to provide some...

Jim Handy

U.S. Equity Strategy: Heightened Volatility; Further Consolidation; Bullish Outlook Intact.

Equity markets have remained volatile, consolidating between the recent high in late January and the low on February 9th. While the market has yet...

Vermilion Research

US Trump Blocks Lattice Acquisition for Security Risk - China Will Have to Build Its Own Now

What's new?According to Bloomberg News today, US President Donald Trump blocked a Chinese-backed Canyon Bridge Capital Partners from buying Lattice...

Andrew Lu

Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center

Summary of finding the beneficiariesAfter our recent discussions with two cloud data center experts, we conclude a rising requirement on faster and...

Andrew Lu

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