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Pierre FerraguÊ
  • Pierre FerraguÊ

Auto semi: Our cyclical thesis is playing out across the board

The auto and industrial semi markets are recovering following an inventory correction. In this one-slider, we analyze how the recovery is playing out across companies.

 PRESS RELEASE

STMicroelectronics associe les fonctions de suivi d’activité et de dét...

STMicroelectronics associe les fonctions de suivi d’activité et de détection de fort impact dans un capteur miniature doté d’IA pour l’électronique personnelle et l’IoT STMicroelectronics associe les fonctions de suivi d’activité et de détection de fort impact dans un capteur miniature doté d’IA pour l’électronique personnelle et l’IoT C’est la première centrale inertielle (IMU) de l’industrie dotée d’un double accéléromètre MEMS et d’une intelligence artificielle embarquée capable de mesurer avec précision une accélération pouvant atteindre jusqu’à 320g pleine échelle. Genève (Suisse), l...

 PRESS RELEASE

STMicroelectronics combines activity tracking and high-impact sensing ...

STMicroelectronics combines activity tracking and high-impact sensing in miniature AI-enabled sensor for personal electronics and IoT STMicroelectronics combines activity tracking and high-impact sensingin miniature AI-enabled sensor for personal electronics and IoT Industry-first inertial measurement unit (IMU) with dual MEMS accelerometerand embedded AI measures accurately up to 320g full-scale range Geneva, Switzerland, May 13, 2025 -- STMicroelectronics (NYSE: STM), a global semiconductor leader serving customers across the spectrum of electronics applications, has revealed an inert...

 PRESS RELEASE

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 May 5, 2025 to May 9, 2025 AMSTERDAM – May 12, 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 resolution ...

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

Tariffs & Memory: 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 with targeted deep dives across our coverage. This note follows recent ones we published on Nvidia, Broadcom, Intel & AMD, TSMC, and Semicap. ​​Read also our broader notes on tariffs: our baseline thesis for an overall perspective, and our assessment of the macro risk.

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Italgas, Infineon, Swisscom and Telecom It...

Utilities - Italgas: good 1Q25 results and 2i Rete Gas acquisition completed

Pierre FerraguÊ
  • Pierre FerraguÊ

Infineon 2FQ25: Recovery on track, despite tariff uncertainty. Top pic...

Infineon reported 2FQ25 this morning. See below for our take on the print.

 PRESS RELEASE

NXP Unveils Third-Generation Imaging Radar Processors for Level 2+ to ...

NXP Unveils Third-Generation Imaging Radar Processors for Level 2+ to 4 Autonomous Driving S32R47 family are NXP’s highest performing radar processors, addressing the demanding requirements of Level 2+ to 4 autonomous drivingHigher resolution sensing enables advanced use cases like detection of vulnerable road users (VRUs) and lost cargoMore compute capability allows OEMs to develop advanced applications like navigation on autopilot while meeting the demands of tomorrow’s software-defined vehicles (SDVs) at scale EINDHOVEN, The Netherlands, May 08, 2025 (GLOBE NEWSWIRE) -- NXP Semiconduc...

 PRESS RELEASE

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 Apr 28, 2025 to May 2, 2025 AMSTERDAM – May 5, 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 resolution ...

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