Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

Nov 12 4:00 PM EST

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Julius Wong

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To: Return to Sender who wrote (92806)	8/7/2024 1:15:15 AM
From: Johnny Canuck	2 Recommendations Read Replies (1) of 95406

The companies that raised guidance seems to highlight some interesting trends. TXN is the world's largest supplier of analog components, Those components essentially go into any electronic product. So they are needed for AI data centers and cars. MPWR does DC-DC converters for electric vehicles and solar power. QCOM is a play on the re-bound in handsets with AI and some new in car automotive applications. Internet of thing is still not significant if I read the numbers properly. SWKS is most automotive products for China??? Under the surface there may be re-bound in automotive applications happening???

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