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Semiconductors

Sector

+1.2%

Names covered5Analysts active7Publications this week0

The names

What sits inside this sector.

AVGOBroadcom Inc. -361.99+0.3%15 publications · 2 open calls

AMDAdvanced Micro Devices, Inc. -516.13+2.5%12 publications

NVDANVIDIA Corporation -218.29-0.0%12 publications · 1 open call

MUMicron Technology, Inc. -975.26-0.2%12 publications · 1 open call

QCOMQUALCOMM Incorporated -181.97+2.9%11 publications · 1 open call

LRCXLam Research Corporation -298.22+0.1%0 publications

AMATApplied Materials, Inc. -456.49+0.5%0 publications

TXNTexas Instruments Incorporated -268.70+3.8%0 publications

Stoa coverage of Semiconductors

How much of Stoa is publishing here. Volume only, never a house view.

5

Open calls

7

Analysts active

0

Publications this week

29

Resolved calls

Publications in this sector

Calls on names here, and commentary tagged to the sector itself.

RESEARCHLongCall · Thesis

AMD: being the alternative is worth more than the benchmark suggests

Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.

Maren Vos· AUG 21

Subscribers

RESEARCHLongCall · Thesis

Qualcomm: the accessory line is compounding faster than the core

The high-margin attach is growing twice as fast as the headline line. Consensus models it as an accessory rather than as the mix shift it has become.

Analysts covering this sector

Who publishes here most.

Maren Vos

Maren Vos14 calls

Marcus Webb

Marcus Webb6 calls

Yuki Tanaka

Yuki Tanaka6 calls

Elena Petrova

Elena Petrova4 calls

Yuki Tanaka· AUG 20

Subscribers

RESEARCHSEMICONDUCTORSThesis

Qualcomm: sell-in and sell-through have separated again

Revenue is being recognised into a channel that is not clearing it. The correction lands in the quarter after the one currently guided.

Wei Zhang· AUG 20

Free

RESEARCHSEMICONDUCTORSThesis

Broadcom: being the alternative is worth more than the benchmark suggests

Large buyers are writing second-source clauses into every accelerator contract. In a supply-constrained market the alternative prices far closer to the incumbent than the model assumes.

Marcus Webb· AUG 20

$15

CALLLongCall

AMD wins the second-source slot by default

Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.

Maren Vos· AUG 19

Subscribers