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- ASML 2Q22 Quick Take: strong momentum; revenue recognition delays; cautiously optimistic comments by New Street Research
- Tesla 2Q22: difficult quarter well navigated – monster second half ahead. Buy, $1,580. by New Street Research
- Semicap in the next 5 years, Part III. The next spending trough: How deep? by New Street Research
- SMIC manufacturing at 7nm? Our thoughts on a single slide. by New Street Research
- Tesla: 2025 deliveries likely closer to 4m than the <3m expected by consensus by New Street Research
- Soitec Coverage Initiation: Buy, €190 Silicon (and more) on insulator for everybody by New Street Research
- Intel 2FQ22: Product delays and weak demand shockwave; fragilizes the turnaround. Lowering TP to $46. by New Street Research
- Uber 2Q22: Excellent unit economics, despite macro headwinds by New Street Research
- AMD 2Q22: Weakening PC outlook, offset by continued datacenter momentum. Sell, $80 TP. by New Street Research
- Infineon 3FQ22: €42bn backlog, raised FY guide, record segment margin. Buy, €45. by New Street Research
- Tesla annual shareholder meeting 2022: The 5 datapoints we liked the most by New Street Research
- Airspan 2Q22: Near-term supply challenges persist. Long-term thesis intact. by New Street Research
- Sapphire Rapids, Genoa, ARM: Updated thoughts on server CPU roadmaps by New Street Research
- Semi weakness extending beyond consumers? Slowdown in Cloud in China? SiC demand accelerating. Tech Weekly Wrap-up by New Street Research
- Bible 2Q22: Service Provider Infrastructure – 5G peaking. Semi demand slowing already? by New Street Research
- Nvidia 2FQ23: Crypto winter hitting in full swing. Buy, $220 TP by New Street Research
- Grab 2Q22: bifurcating trends – mobility recovery, delivery plateauing. Long-term thesis intact. by New Street Research
- Bible 2Q22: Enterprise IT – mixed signals on demand; macro likely to weigh in coming quarters. by New Street Research
- Broadcom 3FQ22: No weakness in sight on any front. Buy, $700 TP. by New Street Research
- TSMC August Sales: strong momentum despite broadening weakness in semis by New Street Research
- TSMC in 2023: Material slowdown already in expectations; likely monster FCF beat. by New Street Research
- Micron 4FQ22: implications and read across for the industry. Buy, $75 by New Street Research
- Tesla A.I. Day: 7 take-aways you won’t read elsewhere. by New Street Research
- Mobileye: Early valuation thoughts by New Street Research
- TSMC September sales: steep slowdown ahead? by New Street Research
- ASML 2Q22: strong momentum; revenue recognition delays; cautiously optimistic comments. Neutral, €520. by New Street Research
- AMAT Company Model Update by New Street Research
- Nokia 2Q22: Resilient GM amid inflation concerns. Fundamental view unchanged. Cycle peak approaching by New Street Research
- Mixed signals on semi demand; cautious on WFE spending; 5G peaking; Tesla’s monster second half. Tech Weekly Wrap-up by New Street Research
- Intel Foundry Services & MediaTek entering strategic partnership. Our quick take. by New Street Research
- Samsung 2Q22: broad-based slowdown in 2H as weakness extends to the Enterprise. by New Street Research
- Intel turnaround fragilizes; cloud growth continues; memory cycle; auto cycle; enterprise weakening? - Tech Weekly Wrap-up by New Street Research
- Arista 2Q22: Continued strong demand and strong execution across the board. Buy, $180 TP. by New Street Research
- Uber 2Q22: Excellent unit economics, despite macro headwinds. Buy, $45 TP by New Street Research
- Infineon 3FQ22: €42bn backlog, raised FY guide, record segment margin. by New Street Research
- Micron: slowdown broadening – our perspective on implications for memory and beyond by New Street Research
- Bible 2Q22: Smartphones: Demand deteriorating in the lower-end & China; high expectations for semis. by New Street Research
- Wolfspeed 4FQ22: 2026 outlook raised by 30-40% by New Street Research
- Tesla FCF: Expect a monster beat in 3Q... And a rapidly growing cash pile beyond by New Street Research
- Bible 2Q22: Auto semis still strong, but a cyclical pullback is looming by New Street Research
- Tesla: Our quick impressions after visiting Giga Berlin by New Street Research
- Nvidia 2FQ23: steepening crypto and gaming correction – Datacenter holding strong. Buy, $220 TP. by New Street Research
- Bible 2Q22: PCs – Demand weakening across the board. CPU inventory correction in full swing. by New Street Research
- The Tech Infrastructure Quarterly Bible 2Q22 by New Street Research
- Tesla 3Q22: in line deliveries, but still >$1bn FCF beat. by New Street Research
- Apple: what datapoints so far tell us about the upcoming iPhone cycle, in a single slide. by New Street Research
- Tesla 3Q22 Deliveries: Transit inventory build up weighs on deliveries, but strong momentum is there. by New Street Research
- Samsung Foundry Forum 2022: our quick thoughts. by New Street Research
- AMD: datacenter momentum here to stay. Upgrade to Neutral, $65 TP. by New Street Research
- U.S. tightening semiconductor export controls. Our quick thoughts by New Street Research