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Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24 – Industrials: Bouncing Along the Bottom; Glimpses of a 20...

Today, we are publishing the Industrial section our 25th 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. Industrial semi revenues were again below seasonality in 3Q24, and most companies have guided for a further decline in 4Q24. Visibility on a 2025 recovery remains limited, although Analog Devices remains p...

 PRESS RELEASE

NXP to Acquire Automotive Networking Pioneer Aviva Links, Accelerating...

NXP to Acquire Automotive Networking Pioneer Aviva Links, Accelerating Asymmetrical ASA Multi-Gigabit Connectivity in Software Defined Vehicles NXP expands its automotive networking & connectivity portfolio with the acquisition of Aviva Links, a pioneer of ASA-based asymmetrical links for ADAS and IVI applicationsASA-based asymmetrical multi-gigabit links help OEMs produce interoperable network architecture based on an open standardOEMs and Tier-1-suppliers benefit from NXP’s complete networking and connectivity solution covering asymmetrical and symmetrical links EINDHOVEN, The Netherland...

Hybridan Team
  • Hybridan Team

Hybridan Small Cap Feast

Adsure Services 20.50p £2.17m (AQSE:ADS) The specialist and diversified business assurance provider reports Interims to September. It operates across the Housing, Healthcare, Government, Education, Charities offering a wide range of services. There are two operational divisions, Risk & Assurance and the long-established Risk & Advisory. The Interims show a 19% increase in Revenue to £5.1m, its EBITDA jumped to £0.55m against £0.16m, with PBT of £0.33m from a £0.3m loss. This is evidence of th...

Pierre FerraguÊ
  • Pierre FerraguÊ

35 Meetings in Taiwan, Korea & Japan Dec 2-12th Our top takeaways

We just returned from 2 weeks in Taiwan, Korea ad Japan where we me with leading tech suppliers. We have incremental colour on Blackwell design changes, ASIC ramps and HBM & CoWoS capacity, see below for our takeaways.

Pierre FerraguÊ
  • Pierre FerraguÊ

Auto and Industrial semis in 2025 – a health check in 5 questions

Following the pullback in auto and industrial semis this year, we address the top existential questions for anyone wondering how the segments will perform next year: end demand, semiconductor demand, inventory, and the best way to play the recovery.

Bella Lu Yifei ... (+2)
  • Bella Lu Yifei
  • Ken Lee

China Automobile Weekly: PV sales growth accelerated to 34% yoy last w...

The growth in China’s PV insurance registrations accelerated to 33.9% yoy in 2-8 Dec 24, beating expectations on upbeat ICE-car sales. Tesla was the best-performing EV brand last week with regard to mom/wow sales growth due to price cuts, and it will probably launch a new compact sedan, facelifted Model Y and Cybertruck in China’s market in 2025. CATL is partnering Stellantis to build a battery plant in Spain. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuyao, and Desay SV.

Dave Nicoski ... (+2)
  • 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.

 PRESS RELEASE

STMicroelectronics : Quobly établit une collaboration stratégique avec...

STMicroelectronics : Quobly établit une collaboration stratégique avec STMicroelectronics pour accélérer la fabrication de son processeur quantique pour des solutions de calcul quantique à grande échelle Quobly établit une collaboration stratégique avec STMicroelectronics pour accélérer la fabrication de son processeur quantique pour des solutions de calcul quantique à grande échelle Cette collaboration s’appuiera sur les procédés de fabrication en volume de semiconducteurs en technologie FD-SOI 28 nm de ST ouvrant la voie à des solutions de calcul quantique à grande échelle et au coût com...

 PRESS RELEASE

Quobly Forges Strategic Collaboration with STMicroelectronics to Accel...

Quobly Forges Strategic Collaboration with STMicroelectronics to Accelerate its Quantum Processor Manufacturing for Large-Scale Quantum Computing Solutions Quobly Forges Strategic Collaboration with STMicroelectronicsto Accelerate its Quantum Processor Manufacturing for Large-Scale Quantum Computing Solutions Collaboration will leverage ST’s 28nm FD-SOI commercial semiconductor volume manufacturing processes to pave the way towards cost-competitive, large-scale quantum computing solutions.Quobly and ST envision the first generation of commercial products to be available by 2027, targeting ...

 PRESS RELEASE

STMicroelectronics présente les premiers modules IoT sans fil pour l’é...

STMicroelectronics présente les premiers modules IoT sans fil pour l’écosystème STM32 issus de la collaboration avec Qualcomm STMicroelectronics présente les premiers modules IoT sans fil pour l’écosystème STM32 issus de la collaboration avec Qualcomm Les modules WiFi6/Bluetooth 5.3/Thread ST67W611M1 accélèrent le développement et augmentent la flexibilité pour fournir des solutions IoT avancées pour les marchés industriel et grand public. Genève (Suisse), le 11 décembre 2024 — STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme ...

 PRESS RELEASE

STMicroelectronics introduces first STM32-ready wireless IoT modules l...

STMicroelectronics introduces first STM32-ready wireless IoT modules leveraging collaboration with Qualcomm STMicroelectronics introduces first STM32-ready wireless IoT modules leveraging collaboration with Qualcomm WiFi6/Bluetooth 5.3/Thread ST67W611M1 modules accelerate development and boosts flexibility to deliver advanced consumer and industrial IoT solutions Geneva, Switzerland, December 11, 2024 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has introduced the first product of its strategic collabor...

 PRESS RELEASE

STMicroelectronics to boost AI at the edge with new NPU-accelerated ST...

STMicroelectronics to boost AI at the edge with new NPU-accelerated STM32 microcontrollers STMicroelectronics to boost AI at the edgewith new NPU-accelerated STM32 microcontrollers New machine-learning capabilities make it possible to run computer vision, audio processing, sound analysis and more consumer and industrial applications at the edge STM32N6 MCU series is the most powerful in STM32 family, and first to feature proprietary Neural-ART Accelerator™ NPU, architected for embedded inferenceCombination of software and tools ecosystem continues to lower the barrier to entry for develop...

 PRESS RELEASE

STMicroelectronics accélère l’IA embarquée avec ses nouveaux microcont...

STMicroelectronics accélère l’IA embarquée avec ses nouveaux microcontrôleurs STM32 dotés d’un processeur neuronal  STMicroelectronics accélère l’IA embarquée avec ses nouveaux microcontrôleurs STM32 dotés d’un processeur neuronal  Les nouvelles fonctionnalités d’apprentissage automatique (machine learning) permettent d’exécuter des applications de vision informatisée, de traitement audio, d’analyse du son, ainsi que d’autres applications grand public et industrielles embarquées. La série de microcontrôleurs STM32N6 est la plus puissante de la famille STM32, et la première à intégrer le pr...

Pelham Smithers
  • Pelham Smithers

PSA Technology: Semiconductor Industry 2025 Outlook

Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.

LOGI LOGITECH INTERNATIONAL S.A.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
Bella Lu Yifei ... (+8)
  • Bella Lu Yifei
  • Benjaphol Suthwanish
  • Benyamin Mikael
  • Heidi Mo Jinghui
  • John Cheong Ming Chern
  • Ken Lee
  • Kong Ho Meng
  • Philip Wong

Regional Morning Meeting Notes: Friday, December 06, 2024

GREATER CHINA Sector Automobile Weekly: PV sales up 16% yoy last week, beating estimates. Maintain MARKET WEIGHT. Top BUYs: Geely, Fuyao and Desay. INDONESIA Update Vale Indonesia (INCO IJ/HOLD/Rp3,640/Target: Rp3,800) Unlocking its true potential. MALAYSIA Sector Consumer Sector is trading at -1SD to it...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q24 – Autos: weakness across the board. We still expect a rebo...

Today, we are publishing the automotive section of our 25th 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. In the coming weeks we will publish sections on Cloud Infrastructure, Telecom Equipment, Industrials, Enterprise IT, Ride sharing & Delivery, and Foundry. Automotive demand has slowed in the West, leadi...

 PRESS RELEASE

Ampere et STMicroelectronics collaborent dans les systèmes de puissanc...

Ampere et STMicroelectronics collaborent dans les systèmes de puissance avec un approvisionnement de long terme en carbure de silicium AMPERE ET STMICROELECTRONICS COLLABORENT DANS LES SYSTÈMES DE PUISSANCE AVEC UN APPROVISIONNEMENT DE LONG TERME EN CARBURE DE SILICIUM Un accord pluriannuel entre STMicroelectronics et Renault Group pour sécuriser l’approvisionnement d’Ampere en modules de puissance en carbure de silicium.Une collaboration sur les systèmes de puissance et les systèmes de refroidissement pour l’onduleur permettant d’optimiser l’efficacité des futures générations de moteur...

 PRESS RELEASE

Ampere and STMicroelectronics collaborate on powerbox with long term s...

Ampere and STMicroelectronics collaborate on powerbox with long term supply for silicon carbide Ampere and STMicroelectronics collaborate on powerboxwith long term supply for silicon carbide Multi-year agreement between STMicroelectronics and Renault Group secures Ampere’s supply of Silicon Carbide power modulesCollaboration on powerbox and cooling systems for the inverter to get the best efficiency for Ampere's new generation electric motorsAgreement aligned with Ampere’s strategy of working upstream with its partners to design the best solutions for each one of its EV technologies Boulo...

Pierre FerraguÊ
  • Pierre FerraguÊ

Delayed PC Recovery; Blackwell supply constraints; Autos/Industrials r...

As always, during earnings season, we wrap-up what happened in the previous week.

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