Automotive: Rev Your Engines
I’m calling a very definitive bottom in Automotive semiconductor stocks. I’ve been mixed on automotive for quite some time, and as recently as...
731 Views
Hitting the Breaks: Automotive Semiconductors
Its a quarter too soon to go dumpster diving in the automotive semiconductor industry. Another round of cuts is likely coming. Consider this my...
483 Views
Himax: Signs of Automotive Demand Rebound; Why Demand Strength Is Different Than NXP and Infineon
​Himax reported strong 1Q24 results, with rising margins and potential for growth in automotive demand. Despite a rally, the company is still below...
653 Views
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?
What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...
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Auto & Industrial Semi Part1: Background of the Ongoing Crash, Revising Down Lofty Expectations
​Auto & Industrial Semi close to end of long boom/bust cycle, with revenues down -20%. Recovery expected to be slow with no YoY growth till 2026....
477 Views