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Texas Instruments (TXN US)
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266
Analysis
Information Technology
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United States
Texas Instruments Incorporated operates as a semiconductor design and manufacturing company. The Company develops analog ICs and embedded processors. Texas Instruments has manufacturing or sales operations worldwide.
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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22 Jul 2025 12:14
Taiwan Tech Weekly: TSMC Preparing 5x 2nm Ramp into 2027; Altman 'Jokes' About Buying 100x More GPUs
TSMC's upcoming 2nm node could see a significant increase in wafer capacity, OpenAI's Sam Altman jokes about owning trillions worth of GPUs, and...
Vincent Fernando, CFA
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286 Views
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bullish
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Himax Technologies Inc Adr
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22 Jun 2025 11:18
TechChain Insights: Himax Threatened by China Auto Chip Push? CPO Tech with TSMC Remains Bright Spot
China's push for auto chip localization poses some risk to Himax, but its local production may offer some protection. Himax's role in Copackaged...
Vincent Fernando, CFA
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522 Views
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bullish
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Lam Research
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15 Jun 2025 00:12
MV US Listed Semiconductor 25 Index Rebalance: US$1.2bn Round-Trip Trade
There are no constituent changes but float and capping changes result in an estimated one-way turnover of 2.5% and in a round-trip trade of...
Brian Freitas
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425 Views
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bearish
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United Microelectron Sp Adr
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06 Jun 2025 08:00
UMC (2303.TT; UMC.US): Gloomy Outlook for 3Q25.
UMC may beat 2Q25 guidance, but 3Q25 outlook appears flat; QCOM and NVDA allocating wafers at UMC, signaling end of product cycle; Samsung...
Patrick Liao
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530 Views
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bearish
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Thematic (Sector/Industry)
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27 May 2025 01:00
Semiconductor Tariffs. No Thanks, But If You Insist...
The submissions on proposed semiconductor tariffs were universally negative with many warnings about unintended consequences as well as the threat...
William Keating
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537 Views
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