STMicroelectronics: The Stress Test Is Fab Utilization Not The 41% Communications Revenue Surge!
STMicroelectronics reported first quarter 2026 net revenues of $3.1 billion, reflecting solid performance across multiple end markets and...
93 Views
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...
657 Views
STMicroelectronics: Inside the Expansion Into Cloud, Photonics, and AI Server Infrastructure!
STMicroelectronics presented its financial results for the fourth quarter and full year 2025. Positive aspects of the results highlight revenue...
201 Views
STMicroelectronics: Inside the Expansion Into Cloud, Photonics, and AI Server Infrastructure!
STMicroelectronics presented its financial results for the fourth quarter and full year 2025. Positive aspects of the results highlight revenue...
137 Views
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....
428 Views