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2024-07-05 02:23:53 ET Summary Weaker EV and industrial demand and increased wafer and chip capacity have hit SiC semiconductor companies like onsemi hard over the last nine months. There are valid reasons to be worried about a SiC glut in 2025, but onsemi has structurally improve...
2024-06-30 10:51:46 ET Summary NXP Semiconductors has outperformed peers with strong inventory management and content wins, and could be poised for second-half outperformance despite macro challenges. Weaker than expected EV adoption is a meaningful threat to sales growth expectat...
2024-06-28 12:47:13 ET More on ASML Holding, Infineon Technologies AG, etc. ASML: The Linchpin To The Next Cloud Super Cycle ASML: Poised For Growth As The Semiconductor Industry Bounces Back ASML: TSMC Order Creates Strong Upside Chip stocks spike across boa...
PowerUP Asia 2024 Opens Tomorrow TAIPEI, TW, June 10, 2024 - (ACN Newswire) - PowerUP Asia 2024, a two-day virtual conference focused on power semiconductor technologies and industry developments in Asia, opens tomorrow, June 11. Organized by AspenCore, publisher of EETimes Asia...
2024-06-04 01:40:34 ET Summary Infineon is expanding its manufacturing infrastructure with new modules in Malaysia, Germany, and Indonesia; this highlights its capital-intensive business model. IFNNY boasts the highest growth rates among its major competitors, but has relatively l...
2024-05-29 10:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
2024-05-29 10:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
2024-05-29 09:25:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
PowerUP Asia 2024: Leading Power Semiconductor Companies to Discuss Challenges, Trends, and Latest Innovations TAIPEI, TW, May 23, 2024 - (ACN Newswire) - Leading power semiconductor companies including STMicroelectronics (ST), Texas Instruments Inc. (TI), Efficient Power Conversion...
2024-05-15 06:43:58 ET Summary We were expecting lower guidance, but there are additional interesting upsides. China EV and a new cost-cutting program are encouraging. This might help Infineon Technologies' operating leverage. With AI upside, the company has a long re-rating s...
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PowerUP Asia 2024 Opens Tomorrow TAIPEI, TW, June 10, 2024 - (ACN Newswire) - PowerUP Asia 2024, a two-day virtual conference focused on power semiconductor technologies and industry developments in Asia, opens tomorrow, June 11. Organized by AspenCore, publisher of EETimes Asia...
PowerUP Asia 2024: Leading Power Semiconductor Companies to Discuss Challenges, Trends, and Latest Innovations TAIPEI, TW, May 23, 2024 - (ACN Newswire) - Leading power semiconductor companies including STMicroelectronics (ST), Texas Instruments Inc. (TI), Efficient Power Conversion...
Resideo Technologies Inc. (REZI) is expected to report $0.33 for Q1 2024 Schneider National Inc. (SNDR) is expected to report $0.13 for Q1 2024 Murphy Oil Corporation (MUR) is expected to report $0.82 for Q1 2024 Astronics Corp. - Class B (ATROB) is expected to report for Q1 2024 ...