Last week, eight companies key bank Analyst John Bin's semi-coverage universe was reported and he highlighted key points from it.Companies included Advanced Micro Devices Company AMD, Lattice Semiconductor Company LSCC, Monolithic Power Systems, Inc. MPWR, NXP Semiconductors NV NXPI, ON Semiconductor Corporation upon, Qualcomm Corporation QCOM, Corbo Co., Ltd. QRVOand Skyworks Solutions Co., Ltd. S.W.K.S..
He pointed out that the analog cycle half-year has gradually shown signs of stabilization and bottoming out, with the booking trend improving and channel inventory further decreasing.
Sales agent Arrow Electronics Co., Ltd. ARW and Avnet Co., Ltd. AVT It shows signs of green shoots in NA transport, EUR A&D, data centers and Asian consumers. However, the guidance reflects a gradual easing of more aggressive customer inventory reduction trends.
The automotive industry is on a correction trend, except for the following: tesla company TSLA Although it is not as bad as feared, the industry is showing further signs of green shoots through the inventory reduction process.
AI data centers remain strong, with traditional demand gradually recovering as evidenced by the rise of new CPU platforms.
together with Apple's AAPL Performance and outlook show that iPhone demand is broadly in line, with strength in China's emerging markets, which is stronger than feared, offsetting weakness in RoW's mature markets.
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Furthermore, while demand for high-end Android remains strong, the mass market segment is sluggish.
Looking at this week, Mr. Bin is scheduled to report on five companies.Companies include: Arm Holdings Co., Ltd. arm, Cirrus Logic cruise, Indie Semiconductor Co., Ltd. indy, microchip technology company MCHPand Synaptics Co., Ltd. China.
He expects strong results from ARM and CRUS in the mobile and consumer supply chain. CRUS guidance suggests moderate risk from high AAPL exposure, and ARM should further benefit from continued share gains in cloud and AI licensing momentum and healthy demand for high-end devices is.
For SYNA, analysts will look for Inline results that remain soft for the company and slightly lower Inline guidance.
As for analog, Vinh expects solid results and guidance, similar to NXPI and MCHP. Texas Instruments Co., Ltd. texasbooking trends have stabilized and inventories are further normalizing.
For Indie Semiconductor, Bin foresees some risk to Inline's results and guidance due to continued vehicle weakness in both internal combustion engine (ICE) vehicles and electric vehicles (EVs) (outside China).
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