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2023-07-04 16:23:25 ET Summary The company's competitive advantages include its high quality management team, innovative product portfolio and strong relationships with customers. There are high barriers to entry for new entrants looking to compete against indie. The company c...
2023-06-27 16:26:20 ET Summary Navitas has been on fire this year (over 150% returns YTD); we highlight why this is one of the most exciting stories in the semi universe. Despite high forward valuation multiples, Navitas' expected revenue growth of 95% over the next three years co...
2023-06-09 15:00:43 ET Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week or the Seeking Alpha earnings calendar ...
2023-06-08 14:25:02 ET Summary Micron Technology is confident about the long-term earnings trend. Infineon decided to raise its 2023 guidance. Our buy rating target is confirmed. Equity research analysts should re-price Infineon. Since our publication called Infine...
2023-06-06 15:30:51 ET Summary Semtech Corporation's growth remains sluggish due to weak consumer demand and exposure to China's economy, causing the stock to underperform in the wider technology sector. The company has made progress with cost-cutting measures and integration syne...
PowerUP Asia 2023 Opens Tomorrow with Power Electronics Trends in Focus TAIPEI, TW, May 23, 2023 - (ACN Newswire) - The inaugural PowerUP Asia, organized by AspenCore, publisher of EETimes Asia, EETimes India, and EDN Asia, opens tomorrow with the latest power electronics topics, in...
2023-05-19 11:47:46 ET Summary Qualcomm's revenue for the first three months of 2023 was $9.28 billion, down 1.9% from the previous quarter and 13.4% from the prior year. We initiate our coverage of Qualcomm with a "hold" rating for the next 12 months. At the end of the second...
2023-05-07 01:35:11 ET Summary Infineon reported its Q1 earnings last week and delivered outstanding results with the company barely impacted by the cyclical downturn in semiconductors. Key to this outperformance is its exposure to the automotive industry and the decarbonization t...
2023-05-04 16:45:25 ET Infineon Technologies AG (IFNNY) Q2 2023 Results Conference Call May 04, 2023 03:30 AM ET Company Participants Alexander Foltin - Executive Vice President, Finance, Treasury and Investor Relations Jochen Hanebeck - Chief Executive Officer S...
2023-05-04 12:52:09 ET Semiconductor stocks were largely lower on Thursday as investors worried about weak guidance from some of the industry's largest companies. Qualcomm ( NASDAQ: QCOM ) shares fell more than 6% after the San Diego-based chipmaker issued a weak outlook...
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Both companies commit to actively engage with common suppliers to help them drive effective decarbonization strategies. The aim is to identify areas for improvement and support suppliers in setting their own science-based emissions reduction targets. The partnership of Infineon and Amkor ...
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...