Semiconductors

Showing 1–12 of 32 results

Universal Display Corp

Universal Display Corp (OLED) (Q4FY23) – Dominating its leadership in OLED Tech

Universal Display Corporation has exhibited impressive resilience and adaptability despite facing challenges in consumer markets, as evidenced by its consistent revenue and income growth.
$312 Purchase
Nvidia

Nvidia Corporation (NVDA) (Q4FY24) – Amplified by partnerships

NVIDIA exceeded revenue expectations in the fourth quarter and throughout the fiscal year 2024. The data center revenue showed remarkable growth, tripling year over-year.
$320 Purchase
Analog Devices

Analog Devices, Inc. (ADI) (Q1FY24) – Expect slow growth in FY24

ADI has appointed Richard Puccio as the new CFO to strengthen the company’s financial leadership with top-tier talent.
$280 Purchase
Applied Materials

Applied Materials Inc.(AMAT) (Q1FY24) – Expansion in progress but needs to be monitored

Applied Materials emphasis on identifying pivotal technology advancements, such as AI, IoT, electric vehicles, and renewable energy, positions them to seize emerging market opportunities actively.
$296 Purchase
ON Semiconductor

ON Semiconductor Corporation (ON) (Q4FY23) – Embracing slow growth with expanding TAM

On Semiconductor’s strategic initiatives have notably strengthened its position in the market. The company’s aggressive expansion in the silicon carbide segment has yielded impressive results, with an estimated 25% market share capture.
$280 Purchase
Intel

Intel Corporation (INTC) (Q4FY23) – “AI everywhere” and collaborations boost growth

Intel’s strategic focus on integrating artificial intelligence (AI) across a wide array of applications and industries embodies a forward-thinking vision aimed at harnessing AI’s transformative capabilities.
$288 Purchase
NXP Semiconductors

NXP Semiconductors N.V. (NXPI) (Q4FY23) – Automotive sector navigating for NXP

Despite facing economic challenges, NXP showcased commendable resilience in its financial performance. In Q4FY23, the company’s revenue exceeded the midpoint of guidance, while non-GAAP gross profit surpassed expectations, indicating robust operational execution.
$256 Purchase
Qualcomm

Qualcomm, Inc. (QCOM) (Q1FY24) – Expansion in QTC segment helping QCOM

Qualcomm’s Qualcomm CDMA Technologies (QCT) segment experienced significant expansion during the first fiscal quarter. This expansion was particularly notable in the handset sector, driven by increased demand for smartphones powered by Qualcomm’s chipsets.
$272 Purchase
Microchip Technology

Microchip Technology Inc. (MCHP) (Q3FY24) – Slow growth vision and weak outlook

Microchip Technology pursues growth through two primary avenues: Technology and System Solutions (TSS) and a focus on emerging Megatrends. TSS serves as a comprehensive solution center, offering pre-assembled systems that integrate Microchip’s microcontrollers, mixed-signal ICs, and software.
$312 Purchase
Qorvo

Qorvo, Inc. (QRVO) (Q3FY24) – Acquisition helps to expand QRVO

The semiconductor market grapples with a global chip shortage and the U.S – China trade tensions. Factors like COVID-19, the Ukraine conflict, and surging demand have strained chip supply. However, this shortage is expected to gradually ease.
$264 Purchase
Skyworks Solutions

Skyworks Solutions, Inc. (SWKS) (Q1FY24) – Inventory management concerns for SWKS

Skyworks Solutions strategically positions itself in mobile and broad markets, emphasizing RF content expansion for 6G and growth areas like IoT and vehicle electrification. Key to its success is Bulk Acoustic Wave (BAW) technology, driving revenue growth and competitive edge.
$280 Purchase
Teradyne

Teradyne Inc. (TER) (Q4FY23) – Needs to navigate challenges in the test market

Teradyne’s strategic emphasis on expanding its market share is evident from its successful capture of the majority of key VIP sockets in strategic regions such as the United States and China.
$288 Purchase