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- Tariffs. Figuring the right baseline to assess implications by New Street Research
- Infineon to acquire Marvell’s Auto Ethernet Business. Our take. by New Street Research
- Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our take by New Street Research
- Getting over Tariffs – Step back. Rethink. Move on. by New Street Research
- TSMC: AI still very strong; unchanged FY25 guide reflects tariffs caution. Maintain Buy. by New Street Research
- Besi 1Q25 QT: further push-out in mainstream; hybrid bonding adoption on track. Long-term thesis intact. by New Street Research
- Nokia 1Q25: Recovery slowing; limited tariff impact; guide unchanged. by New Street Research
- Tariffs & Semicap equipment: the baseline & what’s next. by New Street Research
- Intel 1Q25: Weakening outlook near term; hints on the road ahead. by New Street Research
- Autos & Industrials, AI re-platforming, HBM, Tesla, Intel, LAM, and more. Our weekly wrap-up. by New Street Research
- Tokyo Electron 4FQ25 QT: back-end weighted FY26 guide at risk. We are cautious. by New Street Research
- Tariffs & TSMC: the baseline & what’s next by New Street Research
- Tariffs: Autos, Industrials, and Infineon: the baseline & what's next by New Street Research
- AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up. by New Street Research
- Infineon 2FQ25: Recovery on track, despite tariff uncertainty. Top pick by New Street Research
- Tariffs & Memory: the baseline & what’s next. by New Street Research
- Bible 1Q25 - Smartphones: 2025 weak and front-loaded? Rest of the year is at risk, including for the iPhone. by New Street Research
- Tier 2 AI capex, PC pull-ins, Cisco downgrade. Our weekly wrap-up. by New Street Research
- Palo Alto Networks 3FQ25: Guide disappoints but everything playing out according to plan. by New Street Research
- Nvidia 1FQ26 preview: 2Q guide may be at risk, but 2025/2026 signals remain strong. Buy, $200 TP. by New Street Research
- Bible 1Q25 – Industrials: the recovery is on. Expect strong momentum through 2025. by New Street Research
- Nvidia 1FQ26: Monster beat ex-China curbs. Has come, the time of inference - Buy, $200 TP by New Street Research
- Bible 1Q25 – Foundries: Upside at TSMC, others at risk. by New Street Research
- Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2026 growth, green shoots of AI re-platforming by New Street Research
- AMD 1Q25 – Export restrictions hurt badly, but the GPU opportunity is still strong. Buy, $150 TP. by New Street Research
- Semiconductors in the crash: Relative valuations walked back 15 years in 18 months by New Street Research
- Tariffs @ Nvidia & Supply Chain: the baseline & what’s next. by New Street Research
- AMAT acquiring a 9% stake in Besi. Our take. by New Street Research
- Nvidia: H20 exports to China banned. Walking on eggs. by New Street Research
- TSMC & ASML signals, Auto semi recovery, and more. The Tech Weekly Wrap-up. by New Street Research
- Tesla 1Q25: Catalysts on track. Buy, $465 by New Street Research
- LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price. by New Street Research
- The Auto and Industrial Semi Recovery is on by New Street Research
- Google 1Q25: Compute is king and calls for a re-platforming by New Street Research
- Tariffs & Intel/AMD: the baseline & what’s next by New Street Research
- Grab 1Q25: guidance raise, as expected. We see further upside. $5.6 price target by New Street Research
- Tokyo Electron 4FQ25: back-end weighted FY26guide at risk. We are cautious. Neutral, ¥22,975. by New Street Research
- Apple 2FQ25: minimal tariff impact, weak iPhone, Intelligence debacle. Neutral, $215 TP by New Street Research
- Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum by New Street Research
- Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum. Buy, $100 by New Street Research
- Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista. by New Street Research
- AMAT 2FQ25: Cautious semicap stance justified. Neutral, $190. by New Street Research
- NVLink Fusion - Some early thoughts. by New Street Research
- Ride-sharing & Delivery: Lower prices fuel accelerating volumes by New Street Research
- Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more. by New Street Research
- Nvidia gains share in AI Ethernet, but loses share in AI networking, benefiting Arista by New Street Research
- Bible 1Q25 – Semicap: Not everyone can gain market share. by New Street Research
- Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55. by New Street Research
- Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, waiting for 6G, fixed rebounds by New Street Research
- Double-clicking on AI growth in 2026 – GTC Paris: the European AI buildout is on by New Street Research