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- Wolfspeed 3FQ22 – Commercial momentum accelerating. Increasing supply to meet the demand curve. Buy $140 by New Street Research
- Infineon 2FQ22: strong momentum, backlog >€30bn, improving profitability profile. by New Street Research
- SoftBank 4FQ21: turning defensive as Vision Fund performance deteriorates. No liquidity concerns. by New Street Research
- In the sell-off, where to find quality compounders, with pricing power, and at a reasonable price? by New Street Research
- Impacts of China lockdowns, Softbank VF performance deteriorates, Infineon momentum strong, Optical networking revenues accelerate. Tech Weekly Wrap-Up by New Street Research
- Grab 1Q22 QT: Competitive pressure easing already; very positive setup. by New Street Research
- Arista CEO Unplugged. Our main takeaways & transcript. by New Street Research
- Nvidia gaming: downward revision brings expectations back to the long-term trend by New Street Research
- Will Tesla burn cash in the second quarter? by New Street Research
- Bible 1Q22 - Autos: Cyclical pullback approaching? by New Street Research
- Bible 1Q22: Enterprise IT – Legacy slows and Cisco underperforms, amid supply constraints. by New Street Research
- The Tech Infrastructure Quarterly Bible 1Q22 by New Street Research
- Bible 1Q22: Smartphones - Demand plummets in China with lockdowns, remains strong elsewhere. by New Street Research
- TSMC May Sales: Momentum continues despite consumer electronics slowdown by New Street Research
- Ericsson / Nokia: The 5G cycle is peaking this year. What happens next? by New Street Research
- TSMC: repeating the FinFet playbook with Gate all Around? by New Street Research
- Intel cutting Alder Lake CPU prices. Our quick take. by New Street Research
- Tesla 2Q22: Challenging quarter with low deliveries and minimal free cash flow by New Street Research
- Demand collapsing in PCs? Implications for Intel & AMD. by New Street Research
- Chinese smartphone vendors cutting orders. Our quick take. by New Street Research
- Volkswagen Software issues. Remember Nokia vs Apple? by New Street Research
- Nvidia: PC demand slowing; crypto winter in full swing. by New Street Research
- TSMC 2Q22: swimming against the tide. 2022 growth outlook raised to 35%. by New Street Research
- Semicon West 2022: Cycle; CHIPS act; GAA, SiC, Hybrid Bonding – our take from the event by New Street Research
- Graviton powering 15-20% of AWS servers? Our quick take. by New Street Research
- SiC & Renewables accelerating, Uber outperforming Lyft, Auto OEMs suffering; semis outperforming, and more. Tech Weekly Wrap-Up by New Street Research
- Infineon 2FQ22: strong momentum, backlog >€30bn, improving profitability profile. Buy, €45. by New Street Research
- Didi pausing expansion. Further evidence our ride-sharing thesis is playing out by New Street Research
- Airspan 1Q22: Logistical challenges improving, but constraints to persist in the near-term. Long-term fundamentals intact. by New Street Research
- Cisco 3FQ22: Ukraine & China lockdowns impacting near-term, but the underlying momentum remains strong by New Street Research
- Grab 1Q22: Competitive pressure easing already; very positive setup. Buy $8 by New Street Research
- Bible 1Q22: Industrials – Downcycle approaching by New Street Research
- Bible 1Q22: Service Providers - 5G peak approaching as operators signal capex decline. Semi momentum remains strong by New Street Research
- Uber partnering with Waymo. Our quick take. by New Street Research
- Bible 1Q22: Cloud infrastructure – 2022 build-out under way and benefits compute, memory & networking. by New Street Research
- Bible 1Q22: PCs – Weakening consumer; Optimism about 2H22 seriously challenged. by New Street Research
- Nvidia: Ethereum transition to proof of stake and declining hash rate. Our quick take. by New Street Research
- Bible 1Q22: Leading Edge & Semicap – supply worsens; Cloud strength compensates weakening consumer demand by New Street Research
- AMD investor day. Our 5 key take-aways. by New Street Research
- Semicap in the next 5 years, Part II: Secular growth: what will the next WFE peak look like? by New Street Research
- Nvidia: crypto winter materializing? by New Street Research
- Micron: Consumer weakness may cause near-term headwinds, but the cycle will be shallow by New Street Research
- Micron 3FQ22: Healthy short downcycle shaping up by New Street Research
- Arista: What can we learn from the recent 10x spike in purchase commitments? by New Street Research
- PCIM 2022: SiC, SmartSiC, GaN, energy storage… Our take on latest trends in power semiconductors. by New Street Research
- Semicap in the next 5 years, Part IV. What about geopolitics and subsidies? by New Street Research
- PC Shipments down sharply in 2Q22. Our quick take. by New Street Research
- Ericsson 2Q22: inflation impacting margins despite 5G momentum. Neutral, SEK 75. by New Street Research
- Tesla 2Q22 Earnings: EPS down >50% sequentially, FCF likely to miss materially. by New Street Research
- CHIPS Act moving ahead. Positive for secular growth; no impact on the cyclical risk by New Street Research