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Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Skyworks Solutions, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 25 April 2025 in which we reassessed the appropriateness of the ratings in the con...
- Pierre FerraguÊ
NOW SERVICENOW INC.
TXN TEXAS INSTRUMENTS INCORPORATED
TSLA TESLA INC
T AT&T INC.
MXL MAXLINEAR INC
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
6723 RENESAS ELECTRONICS CORPORATION
DLR DIGITAL REALTY TRUST INC.
ASML ASML HOLDING N.V.
DHER ASML HOLDING NV
MBLY DELIVERY HERO SE
IBM MOBILEYE NV
STM INTERNATIONAL BUSINESS MACHINES CORPORATION
BESI STMICROELECTRONICS NV
VRT VERTIV HOLDINGS CO (A)
HYUELE SK HYNIX
- Pierre FerraguÊ
Tariffs & Semicap equipment: the baseline & what’s next.
Evaluating the consequences of tariffs is challenging. As we strengthen our understanding of the tech supply chain, we follow-up on our initial analysis to evaluate the impact on semicap equipment with more precision. This follows our recent deep dives on the impact on Nvidia, Broadcom, and AMD/Intel. Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.
MACOM to Report Second Quarter 2025 Financial Results on May 8, 2025
MACOM to Report Second Quarter 2025 Financial Results on May 8, 2025 LOWELL, Mass., April 24, 2025 (GLOBE NEWSWIRE) -- MACOM Technology Solutions Holdings, Inc. (“MACOM”) (Nasdaq: MTSI) plans to announce financial results for its second quarter ended April 4, 2025, before market open on Thursday, May 8, 2025. In conjunction with the release, MACOM will conduct a conference call at 8:30 a.m. Eastern Time on Thursday, May 8, 2025, hosted by Mr. Stephen G. Daly, President and Chief Executive Officer, and Mr. John F. Kober, Senior Vice President and Chief Financial Officer. Please visit MACO...
- Dave Nicoski
- Ross LaDuke
Vermilion Short Shots: Technically Vulnerable Stocks
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
TXN TEXAS INSTRUMENTS INCORPORATED
TRN TRINITY INDUSTRIES INC.
THRM GENTHERM INCORPORATED
TER TERADYNE INC.
SLAB SILICON LABORATORIES INC.
SCL STEPAN COMPANY
ROG ROGERS CORPORATION
ROCK GIBRALTAR INDUSTRIES INC.
RBC REGAL BELOIT CORP
PCAR PACCAR INC
MGPI MGP INGREDIENTS INC.
LFUS LITTELFUSE INC.
LEN LENNAR CORPORATION CLASS A
KWR QUAKER CHEMICAL CORPORATION
IOSP INNOSPEC INC.
CGNX COGNEX CORPORATION
CCS CENTURY COMMUNITIES INC.
BZH BEAZER HOMES USA INC.
BCC BOISE CASCADE CO.
AOSL ALPHA & OMEGA SEMICONDUCTOR
AMPH AMPHASTAR PHARMACEUTICALS INC
ALB ALBEMARLE CORPORATION
MHK MOHAWK INDUSTRIES INC.
MG/CN MAGNA INTERNATIONAL INC.
BC BRUNSWICK CORPORATION
AMWD AMERICAN WOODMARK CORPORATION
LPX LOUISIANA-PACIFIC CORPORATION
MLHR HERMAN MILLER INC.
NX QUANEX BUILDING PRODUCTS CORPORATION
TNC TENNANT COMPANY
SITE SITEONE LANDSCAPE SUPPLY INC.
ICHR ICHOR HOLDINGS LTD.
APLS APELLIS PHARMACEUTICALS
YETI YETI HOLDINGS
HLIO HELIOS TECHNOLOGIES INC.
MBC_w MASTERBRAND INC
ZK ZEEKR INTELLIGENT TECHNOLOGY HOLDING LIMITED
TE ALUSSA ENERGY ACQUISITION CORP
Broadcom Inc: 1 director
Three Directors at Broadcom Inc bought/sold 25,254 shares at between 0.000USD and 180.000USD. The significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors ove...
Innovative MACOM Solutions on Display at OFC 2025
Innovative MACOM Solutions on Display at OFC 2025 LOWELL, Mass., March 27, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, will showcase its latest connectivity solutions at Booth 2028, during OFC 2025 from April 1 to 3, 2025 in San Francisco, California. MACOM will host live demonstrations and present its extensive portfolio of optical and copper connectivity solutions, including lasers, laser and modulator drivers, photodiodes, transimpedance amplifiers (TIAs), linear equalizers, optical clock recovery (OCR) modules, high speed optical receiver solutions, optic...
MACOM Enhances Fronthaul Solutions With New Low Power EML Driver
MACOM Enhances Fronthaul Solutions With New Low Power EML Driver LOWELL, Mass., March 26, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced the availability of a new MACOM PURE DRIVE™ EML laser driver with equalizer targeting low power linear SFP112 modules for next- generation 50G and 100G Fronthaul applications. MACOM PURE DRIVE solutions present a compelling alternative to retimed architectures for pluggable optical modules, offering significant benefits such as reduced power consumption, improved signal latency and lower overall costs. The lates...
MACOM Launches New High Performance Solutions for 1.6T Applications
MACOM Launches New High Performance Solutions for 1.6T Applications LOWELL, Mass., March 25, 2025 (GLOBE NEWSWIRE) -- , a leading supplier of semiconductor products, today announced the availability of four new 200G per lane solutions for 1.6T data center optical connectivity. These solutions represent a meaningful addition to the MACOM portfolio, enabling next-generation capabilities and high-speed connectivity that are crucial for the rapidly evolving digital landscape. 100 mW and 75 mW CW Lasers for DR4 and DR8 Optical ModulesMACOM’s new 100 mW and 75 mW Continuous Wave (CW) lasers ar...
Semtech CEO to Share Market Vision at Optica Executive Forum
CAMARILLO, Calif.--(BUSINESS WIRE)-- (Nasdaq: SMTC), a high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service provider, announced that Dr. Hong Hou, Semtech president and chief executive officer, will join the CEO panel at Optica Executive Forum. The event will take place on March 31, 2025, in San Francisco. This press release features multimedia. View the full release here: Semtech CEO to Share Market Vision at Optica Executive Forum The CEO panel, moderated by Michael Lebby of GenusTechnik Inc., brings together influential leaders from the optical co...
Semtech Expands Anterix-Compatible Solutions for Utility Infrastructur...
CAMARILLO, Calif.--(BUSINESS WIRE)-- (Nasdaq: SMTC), a high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service provider, announced a key enhancement to its AirLink router portfolio with additional support for Anterix spectrum. Anterix, Inc. is the largest holder of licensed spectrum in the 900 MHz band (896-901/935-940 MHz) throughout the United States, including Alaska, Hawaii, and Puerto Rico. Central to this collaboration between Semtech and Anterix is the integration of the newly standardized Band 106 private LTE band into the ultra-rugged tailored...
Semtech Brings LoRaWAN® Expertise to Global Smart Grid Standards Forum
NEW DELHI & CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, Internet of Things (IoT) systems and cloud connectivity service provider, announced that Rémi Demerlé, marketing director of Semtech's LoRa® ecosystem, will deliver a keynote address at the 9th IEC-IEEE-BIS Smart Energy Standardization Coordination Workshop during India Smart Utility Week (ISUW) 2025. The session, “Emerging Smart Energy Technologies and Standardization Landscape,” will take place on March 18, 2025, in New Delhi, India. This press release features multimedia. V...
- Pierre FerraguÊ
Bible 4Q24 – Memory: AI HBM accelerating, cycle elsewhere close to a b...
Today, we are publishing the Memory section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. DRAM COGS increased 7% QoQ, with HBM up 65%, accounting for virtually all the growth. HBM demand remains strong, with revenues expected to more than double in 2025. The non-datacenter outlook is still blea...
Semtech Announces Upcoming Investor Conference
CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today announced Hong Hou, president and chief executive officer, and Mark Lin, executive vice president and chief financial officer, are scheduled to attend the 37th Annual ROTH Conference in Dana Point, Calif. on Mar. 17, 2025. About Semtech Semtech Corporation (Nasdaq: SMTC) is a high-performance semiconductor, IoT systems and cloud connectivity service provider dedicated to delivering high-quality technology solutions that enable a...
Semtech Announces Fourth Quarter and Fiscal Year 2025 Results
CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today reported unaudited financial results for its fourth quarter and fiscal year 2025, which ended January 26, 2025. "Fiscal year 2025 represented a year of positive inflection on many fronts, with sequential improvement for each quarter reported in net sales, gross margin, operating margin and earnings per share," said Hong Hou, Semtech's president and chief executive officer. "In the new fiscal year, we are intently focusing on thre...
- Pierre FerraguÊ
Bible 4Q24 – Semicap: everyone aims to gain share in a muted WFE marke...
Today, we are publishing the Semicap Equipment section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Semicap equipment revenues were up 10% QoQ with non-Chinese spending recovering and Chinese spending beginning to decline. Vendors expect Chinese spending to decline significantly in 2025 but st...
- Pierre FerraguÊ
Bible 4Q24: Telecom Infrastructure – Recovery across the board
Today, we are publishing the Telecom Infrastructure section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.
Semtech Launches LoRa Plus™ LR2021 Transceiver with LoRa® Gen 4 Techno...
CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a leading provider of high-performance semiconductors, Internet of Things (IoT) systems and cloud connectivity services, introduced the , the first chip in the family. Incorporating a fourth-generation LoRa IP, the transceiver supports both terrestrial and SATCOM networks in the sub-GHz, 2.4 GHz ISM bands and licensed S-band. The transceiver is designed to be backward compatible with previous LoRa devices, ensuring seamless LoRaWAN® compatibility. Additionally, it features expanded physical layer modulations for fast lon...
Semtech Receives 2024 IoT Excellence Award
CAMARILLO, Calif.--(BUSINESS WIRE)-- (Nasdaq: SMTC), a high-performance semiconductor, IoT systems, and cloud connectivity service provider, announced that its received a 2024 IoT Excellence Award from TMC and Crossfire Media. This press release features multimedia. View the full release here: Semtech Receives 2024 IoT Excellence Award (Graphic: Business Wire) The technology was recognized for its foundational role in a LoRaWAN-based wireless alert system that covers more than 10,000 flats in Singapore’s public housing and has enabled over 800 seniors to receive emergency care. The low power...
Semtech Provides Details on Fireside Chat at Upcoming Conference
CAMARILLO, Calif.--(BUSINESS WIRE)-- Semtech Corporation (Nasdaq: SMTC), a high-performance semiconductor, IoT systems and cloud connectivity service provider, today provided details on its scheduled participation at the Morgan Stanley Technology, Media, & Telecom Conference. Hong Hou, president and chief executive officer, and Mark Lin, executive vice president and chief financial officer, will host a fireside chat at 4:50 p.m. PT (7:50 p.m. ET) Monday, March 3, 2025. The fireside chat will be webcast live. The webcast link will be accessible under the section of Semtech’s . A replay of th...
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