Texas Instruments (TXN) has been transitioning to a 300mm (millimeter) wafer and investing in the fast-growing industrial and automotive markets, boosting its earnings and cash flow.
Worldwide semiconductor sales growth remained strong in H1 2018 thanks to the growing adoption of AI (artificial intelligence) and IoT (Internet of Things).
NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.
The Cavium (CAVM) acquisition could lead to several synergies and boost long-term growth for Marvell Technology (MRVL). This acquisition is very important for Marvell.
Fiscal 2Q17 revenue Texas Instruments (TXN) has exposure in diverse markets which helps it reduce the seasonal impact on its earnings. When demand from personal electronics is weak the demand in industrial is high. Hence, the company’s revenue growth and decline have been in low to mid-single digits. However, this trend broke in fiscal 1Q17 […]
Broadcom’s mergers and acquisitions Broadcom (AVGO) is looking to tap opportunities from the connected world through its massive portfolio, which spans the wired, wireless, enterprise storage, and industrial sectors. The company built the portfolio through M&A (mergers and acquisitions), which significantly increased its debt. Cash-debt position After completing the $37-billion Broadcom-Avago deal, CEO Hock Tan stated […]
Apart from ADAS cameras, the increasing adoption of LED lighting in mid-range cars presents another growth opportunity for ON Semiconductor (ON), which supplies front and rear LED lighting driver solutions.
ON Semiconductor (ON) stock rose to a 15-year high of $15.81 on February 13, the day after it released better-than-expected 4Q16 earnings. ON’s strong earnings were driven by its rapid integration of Fairchild Semiconductor.
Communications semiconductor supplier Marvell Technology (MRVL)—a name that has been in the spotlight for an accounting scandal—is showing signs of revival.
Apart from seasonality, Broadcom is slowly realizing that its merger synergies and future growth opportunities seem bright. Analysts see a strong upside potential for its stock.
Broadcom’s next acquisition after the Avago-Broadcom merger came faster than expected. The $37 billion merger left the combined company with very high net debt.
Marvell Technology (MRVL) has been in the news for all the wrong reasons in fiscal 2016. MRVL experienced accounting, legal, and management issues that brought its fiscal 2Q16 earnings under scrutiny and resulted in the removal of its co-founders.
Samsung’s recall and production issues were visible in the stock market. Shares of Qorvo (QRVO) fell 5.4% in just two days after the announcement, while shares of Intel (INTC), Broadcom, IDT, and Qualcomm fell at least 2%.
Analog Devices (ADI) recently announced the acquisition of Linear Technology for $14.8 billion and then revised its fiscal 3Q16 earnings guidance upward.
Texas Instruments’ last major acquisition was of National Semiconductor in 2011. Cowen analysts have urged TXN to reignite acquisition talks with Maxim.
On July 26, 2016, Analog Devices (ADI) announced that it is acquiring Linear Technology (LLTC) in a cash-stock deal worth $14.8 billion. This equates to $60 per share of Linear Technology.
When Marvell’s management came into question, its two founders Sehat Sutardja and Weili Dai were forced to resign with immediate effect on April 5, 2016.
From a purely NAV (net asset value) return standpoint, the American Century Growth Fund – Investor Class has had a better one-year period until March 18, 2016, than ten of its peers in the group.
So far in this series, we’ve seen that Maxim Integrated (MXIM) posted a 10% year-over-year fall in fiscal 2Q16 revenue. But the company is optimistic about its results for fiscal 3Q16.
