NXP Semiconductor: Initiation of Coverage- Igniting An Auto Revolution with Game-Changing Software-Defined Vehicle Tech!
NXP Semiconductors N.V. has reported its financial performance for the second quarter of 2025, providing insights into both the challenges and...
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NXP 2Q25: Slowly Getting Out of the Hole
​Management predicts the start of a new upcycle with improving financials, but stock valuations are high with little margin for error.
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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...
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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...
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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...
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