reports
- Pierre FerraguÊ
The Great Replatforming, part I – the Special Theory
Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
ROHM Launches an Isolated Gate Driver IC Optimized for High-Voltage Ga...
ROHM Launches an Isolated Gate Driver IC Optimized for High-Voltage GaN Devices Santa Clara, CA and Kyoto, Japan, June 25, 2025 (GLOBE NEWSWIRE) -- today announced the development of the , an isolated gate driver IC optimized for driving 600V-class high-voltage GaN HEMTs. When combined with GaN devices, this driver enables stable operation under high-frequency, high-speed switching conditions – contributing to greater miniaturization and efficiency in high-current applications such as motors and server power supplies. As global energy consumption continues to grow, energy-saving initi...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 23 June 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports there were no purchases of Melexis shares on Euronext Brussels in the period from 16 to 20 June 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)16/6/20250----17/6/20250----18/6/20250----19/6/20250----20/6/20250----TOTAL0---- As a result of purchases made since the launch of the share buy-back program for up t...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 23 juni 2025, 17.45 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er geen eigen aandelen ingekocht werden op Euronext Brussel tussen 16 en 20 juni 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)16/6/20250----17/6/20250----18/6/20250----19/6/20250----20/6/20250----TOTAAL0---- Als gevolg van aankopen die zijn gedaan sinds de lancering van he...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 16, 2025 to June 18, 2025 AMSTERDAM – June 23, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolu...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q25
We publish today our comprehensive quarterly bible: 237 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
LRCX LAM RESEARCH CORPORATION
NOKIA NOKIA OYJ
2330 TSMC
SOI SOITEC SA
CSCO CISCO SYSTEMS INC.
ASML ASML HOLDING NV
MBLY MOBILEYE NV
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
ERIC-B ERICSSON LM-B SHS
0084207D UBER TECHNOLOGIES INC
ME 23ANDME HLDG CO
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
- Pierre FerraguÊ
Growth in Public Cloud: Where from? What’s next?
Growth in Public Cloud reaccelerated, in line with our expectations, and, if anything, even stronger than we thought, and shifting fast, with AI representing an increasing share of public cloud growth, and with the fast-growing crowd of native AI start-ups becoming a meaningful segment. We gathered all the initial datapoints at hand and looked at all angles we could, to provide a first perspective of how public cloud is growing today and where it is headed next.
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformat...
NXP Completes Acquisition of TTTech Auto to Accelerate the Transformation to Software-Defined Vehicles EINDHOVEN, The Netherlands, June 17, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced the completion of the acquisition of , a leader in innovating unique safety-critical systems and middleware for software-defined vehicles (SDVs), pursuant to the terms of the previously announced agreement from . The open and modular offering of the and TTTech Auto’s MotionWise safety middleware helps automakers overcome software and hardware integration barriers, while ...
STMicroelectronics : Avec sa nouvelle solution de détection de présenc...
STMicroelectronics : Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau Avec sa nouvelle solution de détection de présence humaine, STMicroelectronics améliore l’expérience des utilisateurs d’ordinateurs portables et de bureau La nouvelle technologie permet de réduire la consommation d'énergiede plus de 20 % chaque jour tout en améliorant la sécurité et la confidentialité. La solution proposée par ST associe des capteurs de distance infrarouges (Time-of-Flight) leaders sur le marché à de...
STMicroelectronics introduces advanced Human Presence Detection soluti...
STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience STMicroelectronics introduces advanced Human Presence Detection solution to enhance laptop and PC user experience New technology delivers more than 20% power consumption reduction per day in addition to improved security and privacyST solution combines market leading Time-of-Flight (ToF) sensors and unique AI algorithms for a seamless user experience Geneva, Switzerland, June 17, 2025 -- STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 16 June 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 2,624 Melexis shares on Euronext Brussels in the period from 9 to 13 June 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)9/6/20251,97264.7164.3565.00127,61410/6/20250----11/6/20250----12/6/20250----13/6/202565265.0065.0065.0042,380TOTAL2,62464.7864.3565.00169,994 As a result of purchases made...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 16 juni 2025, 17.45 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 2.624 eigen aandelen ingekocht werden op Euronext Brussel tussen 9 en 13 juni 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)9/6/20251.97264,7164,3565,00127.61410/6/20250----11/6/20250----12/6/20250----13/6/202565265,0065,0065,0042.380TOTAAL2.62464,7864,3565,00169.994 Als...
STMicroelectronics Announces Status of Common Share Repurchase Program
STMicroelectronics Announces Status of Common Share Repurchase Program STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 9, 2025 to June 13, 2025 AMSTERDAM – June 16, 2025 -- STMicroelectronics N.V. (the “Company” or “STMicroelectronics”), a global semiconductor leader serving customers across the spectrum of electronics applications, announces full details of its common share repurchase program (the “Program”) disclosed via a press release dated June 21, 2024. The Program was approved by a shareholder resolut...
- Wim Lewi
Dollar Weakness The impact on our Benelux Coverage
In general, a weaker USD has a negative impact on Benelux stocks, particularly for companies with significant exports to the US. In this note we selected a list of companies with high US export exposure and we examine the potential impact on FY25 earninings. On top of the weak dollar, rising trade tensions or the introduction of tariffs further harm Benelux exporters. As the dollar depreciates against the euro, European goods become costlier for American consumers. At the same time, revenues ear...
EVS EVS BROADCAST EQUIPMENT SA
SOLB SOLVAY SA
UCB UCB S.A.
DIE D'IETEREN SA
SIP SIPEF GROUP
SOF SOFINA SA
ASM ASM INTERNATIONAL N.V.
ARCAD ARCADIS NV
ROYAL VOPAK NV
AALB AALBERTS N.V.
MELE MELEXIS NV
KIN KINEPOLIS GROUP NV
ABI ANHEUSER-BUSCH INBEV SA/NV
AD KONINKLIJKE AHOLD DELHAIZE N.V.
ASML ASML HOLDING NV
ARGX ARGEN-X SE
BESI BE SEMICONDUCTOR INDUSTRIES N.V.
ADYEN ADYEN NV
BAR BARCO NV
FUR FUGRO NV
DSFIR KONINKLIJKE DSM N.V.
AGN AEGON N.V.
SYENS SYENSQO
ROHM Builds the Future of AI with Optimized Solutions for NVIDIA 800V ...
ROHM Builds the Future of AI with Optimized Solutions for NVIDIA 800V Architecture Santa Clara, CA, June 12, 2025 (GLOBE NEWSWIRE) -- As artificial intelligence continues to redefine the boundaries of computing, the infrastructure powering these advancements must evolve in parallel. A recognized leader in power semiconductor technology, ROHM is proud to be among the key silicon providers supporting NVIDIA’s new 800 V High Voltage Direct Current (HVDC) architecture. This marks a pivotal shift in data center design, enabling megawatt-scale AI factories that are more efficient, scalable, and...
NXP Semiconductors Announces Quarterly Dividend
NXP Semiconductors Announces Quarterly Dividend EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- As part of its ongoing capital return program, NXP Semiconductors N.V. (NASDAQ: NXPI) today announced that its board of directors has approved the payment of an interim dividend. The actions are based on the continued and significant strength of the NXP capital structure, and the board’s confidence in the company’s ability to drive long-term growth and strong cash flow. The board of directors has approved the payment of an interim dividend of $1.014 per ordinary share for the s...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture f...
NXP and Rimac Technology Co-Develop Centralized Vehicle Architecture for Advanced Domain and Zonal Control Rimac Technology is the first to deploy NXP’s S32E2 real-time processor series in its upcoming next-generation ECU platform for software-defined vehicles (SDV)NXP and Rimac’s jointly developed centralized architecture consolidates more than 20 electronic control units into just three centralized unitsCollaboration enables OEMs to adopt SDV architectures with advanced domain and zonal control applications EINDHOVEN, The Netherlands, June 12, 2025 (GLOBE NEWSWIRE) -- NXP Semiconduct...
New High Accuracy Current Sense Amps Compatible with Both Negative and...
New High Accuracy Current Sense Amps Compatible with Both Negative and High Voltages Santa Clara, CA and Kyoto Japan, June 11, 2025 (GLOBE NEWSWIRE) -- today announced they have developed a new lineup of high accuracy current sense amps – the and the . Both series are qualified under the AEC-Q100 automotive reliability standard. The BD1423xFVJ-C series, offered in the TSSOP-B8J package, supports input voltages up to +80V, making it ideal for high-voltage environments such as 48V DC-DC converters, redundant power supplies, auxiliary batteries, and electric compressors. The lineup include...
Melexis: update over het aandeleninkoopprogramma
Melexis: update over het aandeleninkoopprogramma Persbericht - Gereglementeerde informatie Ieper, België – 9 juni 2025, 17.45 uur CET Naar aanleiding van het aandeleninkoopprogramma dat op 10 december 2024 werd aangekondigd, maakt Melexis bekend dat er 19.334 eigen aandelen ingekocht werden op Euronext Brussel tussen 2 en 6 june 2025. InkoopdatumAantal verworven aandelenGemiddelde prijs (€)Laagste prijs (€)Hoogste prijs (€)Aankoop bedrag (€)2/6/20255.00058,6058,0059,25292.9803/6/20255.00059,7157,8060,45298.5414/6/20255.00062,6861,3563,30313.4225/6/202533463,8663,6064,0021.3286/6/20254.0...
Melexis: update on the share buy-back program
Melexis: update on the share buy-back program Press release - Regulated Information Ieper, Belgium – 9 June 2025, 17.45 hrs CET Further to the initiation of the share buy-back program announced on 10 December 2024, Melexis reports the purchase of 19,334 Melexis shares on Euronext Brussels in the period from 2 to 6 June 2025. Trade dateTotal shares purchasedAverage price (€)Min price (€)Max price (€)Buyback amount (€)2/6/20255,00058.6058.0059.25292,9803/6/20255,00059.7157.8060.45298,5414/6/20255,00062.6861.3563.30313,4225/6/202533463.8663.6064.0021,3286/6/20254,00064.7164.4065.00258,851T...
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