Mobileye Profit Warning Is A Harbinger Of Gloom As Q423 Earnings Loom
From a growth forecast of >20% YoY just two months ago, Mobileye's 2024 is now pegged as a low-to-no growth year. Bad news for Infineon, ST Micro,...
426 Views
Mobileye Guides Down; Automotive Inventory, Memory Strength, and Marvell
Mobileye surprised markets with an extensive guide down to their results. Shares reacted poorly, but at first blush, it makes sense given the...
312 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...
185 Views
ARM IPO Breakdown
ARM prices this Wednesday and trades on Thursday. I have a lot of thoughts. This will be a great post if you want to learn about ARM. So, without...
464 Views
Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Worth to Follow?
Intel Is Shifting Focus to Products, Away from Manufacturing/Foundry; Three structural improvement check points to follow
659 Views