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Marvell Technology Inc: 3 directors

Three Directors at Marvell Technology Inc sold 17,505 shares at between 121.120USD and 122.500USD. The significance rating of the trade was 75/100. 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 director...

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
Pierre FerraguÊ
  • Pierre FerraguÊ

AI outlook strengthening further? Trailing edge recovering slowly, new...

As always, during earnings season, we start the week with a wrap-up of what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 4 names we followed last week

Pierre FerraguÊ
  • Pierre FerraguÊ

AI expectations increasing, PC and Non-AI cloud spending recovering, A...

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

Pierre FerraguÊ
  • Pierre FerraguÊ

Generative AI – Use cases & infrastructure evolution: Updated thoughts...

We hosted on September 14th the third edition of our “Big Idea” conference, organized jointly by New Street Research and Boston Consulting Group. We had an exceptional line up of speakers for this full day event, focused on Generative AI and spanning from use cases to underlying technology infrastructure.

Pelham Smithers
  • Pelham Smithers

PSA Global Semiconductors: Opportunities & Risks from the AI Chip Boom

This report looks at the potential for the AI chip market and at who the winners and losers might be.

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