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Pierre FerraguÊ
  • Pierre FerraguÊ

Semi cycle update. Much ado about nothing: Tariff and DeepSeek effects...

We publish today our quarterly and extensive review of where fundamentals, expectations, and valuations stand in semis and give our views on how investors should be positioned for the rest of the year. For details, please follow the link below.

Pierre FerraguÊ
  • Pierre FerraguÊ

Memory: China XPU ban lifted. Samsung most exposed. All benefit

Nvidia announced it can resume shipping XPUs to China. We’ve prepared a one-slider summarising the implications for memory vendors.

Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon 3FQ25 preview: We expect a guide-up on overdone tariff concer...

Infineon will report 3FQ25 (June-25Q) in three weeks. Click below for our one-slide preview of the print.

 PRESS RELEASE

STMicroelectronics Announces Status of Common Share Repurchase Program

STMicroelectronics Announces Status of Common Share Repurchase Program PR N°C3347C STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from July 7, 2025 to July 11, 2025 AMSTERDAM – July 14, 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 shareh...

 PRESS RELEASE

STMicroelectronics et Metalenz signent un nouvel accord de licence pou...

STMicroelectronics et Metalenz signent un nouvel accord de licence pour accélérer l’adoption des optiques métasurfaces STMicroelectronics et Metalenz signent un nouvel accord de licence pour accélérer l’adoption des optiques métasurfaces Nouvel accord de licence permettant la prolifération des optiques métasurfaces sur les marchés à forts volumes de l’électronique grand public, de l’automobile et de l’industriel : des applications pour smartphones telles que la biométrie, la détection LIDAR ou l’assistance des caméras jusqu’à la robotique, la reconnaissance de gestes ou la détection d’obje...

 PRESS RELEASE

STMicroelectronics and Metalenz Sign a New License Agreement to Accele...

STMicroelectronics and Metalenz Sign a New License Agreement to Accelerate Metasurface Optics Adoption T4717D STMicroelectronics and Metalenz Sign a New License Agreement to Accelerate Metasurface Optics Adoption New license agreement enabling the proliferation of metasurface optics across high-volume consumer, automotive and industrial markets: from smartphone applications like biometrics, LIDAR and camera assist, to robotics, gesture recognition, or object detection. The agreement broadens ST’s capability to use Metalenz IP to produce advanced metasurface optics while leveraging ST’s un...

 PRESS RELEASE

NXP Semiconductors Announces Conference Call to Review Second Quarter ...

NXP Semiconductors Announces Conference Call to Review Second Quarter 2025 Financial Results EINDHOVEN, The Netherlands, July 08, 2025 (GLOBE NEWSWIRE) -- NXP Semiconductors N.V. (NASDAQ: NXPI) today announced it will release financial results for the second quarter 2025 after the close of normal trading on the NASDAQ Global Select Market on Monday, July 21, 2025. The company will host a conference call with the financial community on Tuesday, July 22, 2025, at 8:00 a.m. U.S. Eastern Daylight Time (EDT). Earnings Conference Call Details Interested parties may pre-register for the or obt...

 PRESS RELEASE

STMicroelectronics Announces Status of Common Share Repurchase Program

STMicroelectronics Announces Status of Common Share Repurchase Program PR N°C3346C STMicroelectronics Announces Status ofCommon Share Repurchase Program Disclosure of Transactions in Own Shares – Period from June 30, 2025 to July 04, 2025 AMSTERDAM – July 07, 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 ...

 PRESS RELEASE

STMicroelectronics Announces Timing for Second Quarter 2025 Earnings ...

STMicroelectronics Announces Timing for Second Quarter 2025 Earnings Release and Conference Call STMicroelectronics Announces Timing for Second Quarter 2025 Earnings Release and Conference Call Geneva – July 3 2025 – STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, announced that it will release second quarter 2025 earnings before the opening of trading on the European Stock Exchanges on July 24, 2025. The press release will be available immediately after the release on the Company’s website at . STMicroelec...

 PRESS RELEASE

STMicroelectronics annonce la date de publication et l’heure de la con...

STMicroelectronics annonce la date de publication et l’heure de la conférence téléphonique de ses résultats financiers du deuxième trimestre 2025 STMicroelectronics annonce la date de publication et l’heure de la conférence téléphonique de ses résultats financiers du deuxième trimestre 2025 Genève, le 3 juillet 2025 – STMicroelectronics (NYSE : STM), un leader mondial des semiconducteurs dont les clients couvrent toute la gamme des applications électroniques, annonce la publication de ses résultats financiers du deuxième trimestre 2025 le 24 juillet 2025, avant l’ouverture des bourses e...

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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