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Stock Analyst Notes (Semiconductors )
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Date Analyst Note Full Analyst Report
07-30-15 Broadcom Reports Slightly Disappointing Results as Its Merger With Avago Looms; FVE to $55 Broadcom Corp
07-30-15 Cavium's 2Q Fails to Spark Lightning, but ThunderX Adoption Is Promising Cavium Inc
07-30-15 Infineon Faring Well In Light of Macroeconomic Concerns; Maintain EUR 12 Fair Value Estimate Infineon Technologies AG
07-30-15 Infineon Faring Well In Light of Macroeconomic Concerns; Maintain EUR 12 Fair Value Estimate Infineon Technologies AG
07-28-15 Micron and Intel Joint Venture Announce 3D XPoint Memory; Maintain Very High Uncertainty for Micron Intel Corp
07-28-15 Micron and Intel Joint Venture Announce 3D XPoint Memory; Maintain Very High Uncertainty for Micron Intel Corp
07-24-15 Maxim Reacts to Sluggish Top-Line Results With Aggressive Cost-Saving Measures; Raising FVE to $33 Maxim Integrated Products Inc
07-24-15 Skyworks Reports Another Quarter of Exceptional Results; Maintain $75 Fair Value Estimate Skyworks Solutions Inc
07-23-15 Altera Reports Weak 2Q Results, Echoing Weakness in Wireless a la Its Competitor Xilinx Altera Corp
07-23-15 ST Offers Up a Surprisingly Healthy Outlook; Maintain $7 FVE STMicroelectronics NV
07-23-15 ST Offers Up a Surprisingly Healthy Outlook; Maintain $7 FVE STMicroelectronics NV
07-23-15 TI’s Near-Term Analog Outlook Is Relatively Rosy, While Our Long-Term Thesis Remains Intact Texas Instruments Inc
07-23-15 Xilinx's Fiscal 1Q Results Tempered by Weak Wireless Infrastructure Spending Xilinx Inc
07-22-15 ARM Faces Near-term Mobile Weakness but Retains its Long-term Muscle; Maintaining $45 FVE per ADR ARM Holdings PLC
07-22-15 ARM Faces Near-term Mobile Weakness but Retains its Long-term Muscle; Maintaining $45 FVE per ADR ARM Holdings PLC
07-22-15 Linear's Call for Cyclical Downturn May Open Up Buying Opportunity; Maintain $46 Fair Value Estimate Linear Technology Corp
07-17-15 We Are Raising Our Fair Value Estimate for Infineon to EUR 12 Per Share; Maintaining No Moat Rating Infineon Technologies AG
07-17-15 We Are Raising Our Fair Value Estimate for Infineon to EUR 12 Per Share; Maintaining No Moat Rating Infineon Technologies AG
07-16-15 AMD Reports Weak Second Quarter, With No Light at the End of the Tunnel; Shares Fairly Valued Advanced Micro Devices Inc
07-16-15 Intel Beats Expectations, but Updated Product Roadmap Is Real Story; Shares Fairly Valued Intel Corp
07-16-15 Taiwan Semiconductor’s Results Illustrate Weakness in Mobile Devices, Especially in Emerging Markets Taiwan Semiconductor Manufacturing Co Ltd
07-07-15 Advanced Micro Devices Lowers Quarterly Guidance; Shares Fall to Our FVE Advanced Micro Devices Inc
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