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Stock Analyst Notes (Semiconductors )
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Date Analyst Note Full Analyst Report
07-30-14 Infineon Reports Solid 3Q, but Auto Chip Sales Due to Pause; Maintaining Our $10 Fair Value Estimate Infineon Technologies AG
07-30-14 Infineon Reports Solid 3Q, but Auto Chip Sales Due to Pause; Maintaining Our $10 Fair Value Estimate Infineon Technologies AG
07-30-14 United Microelectronics Reports 2Q Results United Microelectronics Corp
07-25-14 Maxim Faces Another Consumer Inventory Correction Due to Samsung's Woes; Cutting Fair Value to $31 Maxim Integrated Products Inc
07-24-14 Altera Reports Solid Second Quarter, Appears to Be Taking Market Share From Xilinx Altera Corp
07-23-14 Broadcom Forecasts Healthy Sales Growth, Gross Margin Accretion; Raising Fair Value Estimate Broadcom Corp
07-23-14 Linear Technology Gives a Less Rosy Forecast; Maintaining Our $42 Fair Value Estimate Linear Technology
07-23-14 STMicro Reports Modestly Disappointing 2Q Earnings; Maintaining Our Fair Value Estimate STMicroelectronics NV
07-23-14 STMicro Reports Modestly Disappointing 2Q Earnings; Maintaining Our Fair Value Estimate STMicroelectronics NV
07-23-14 Xilinx Reports 1Q Results Xilinx Inc
07-22-14 ARM Reports Solid 2Q Results, Thanks to Embedded Chip Growth; Maintaining Our $38 FVE ARM Holdings PLC
07-22-14 ARM Reports Solid 2Q Results, Thanks to Embedded Chip Growth; Maintaining Our $38 FVE ARM Holdings PLC
07-22-14 Wide-Moat Texas Instruments Reports Solid 2Q Results; Raising Fair Value Estimate to $47 Texas Instruments Inc
07-17-14 AMD Reports Second-Quarter Results; Limited Benefits From Corporate PC Refresh Cycle Advanced Micro Devices Inc
07-17-14 Skyworks Reports Another Blowout Quarter and Likely Gains Content in New iPhones; Raising FVE to $47 Skyworks Solutions Inc
07-16-14 Taiwan Semiconductor Reports In-Line 2Q Taiwan Semiconductor Manufacturing Co Ltd
07-15-14 Intel Reports Solid Second-Quarter Results; Shares Now Appear Overvalued Intel Corp
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