1) There’s plenty of bad news within$インテル(INTC.US)$'s report, and recent news/reports about competitors ($タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$'s A16 commentary, reported demand for$エヌビディア(NVDA.US)$'s Arm-powered GB200, reported IPC gains for$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$'s Zen 5) don’t help matters either. But with the EV down to ~$170B, maybe we’re at the point where the stock could work again on an SOTP basis, at least for a trade, given the value of Intel’s assets/IP, som...
The company's Q4 performance was slightly below expectations, with slower growth in the automotive business offsetting gains in personal electronics. The company's outlook for 2024 suggests a cautious stance, with a lower revenue target and gross margin percentage.
Analysts forecast STMicroelectronics will see margin recovery by H2 2024, due to strong silicon carbide sales, fresh products, and a sluggish consumer rebound. Bulls dominate the opinion, with a 'strong buy' from Seeking Alpha authors, a 'buy' from Wall Street while Seeking Alpha's system ranks it a 'hold'.
Gerra expressed concern about potential market oversupply impacting gross margins. Despite bullish ratings, he believes supply and demand normalization and weakening sectors might affect companies negatively in the coming year.
STマイクロエレクトロニクスに関するコメント
Random thoughts on semis:
Key suppliers for Apple's iPhone 15
$シーラス・ロジック(CRUS.US)$ Kioxia Japan $テキサス・インスツルメンツ(TXN.US)$$NXPセミコンダクターズ(NXPI.US)$$ブロードコム(AVGO.US)$ Skhynix Korea $RENESAS ELECTRONICS CORP(RNECF.US)$$STマイクロエレクトロニクス(STM.US)$ Bosch $スカイワークス・ソリューションズ(SWKS.US)$$クアルコム(QCOM.US)$$クォルボ(QRVO.US)$
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