Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (92806)	8/7/2024 1:15:15 AM
From: Johnny Canuck	2 Recommendations Recommended By Julius Wong Return to Sender Read Replies (1) \| Respond to 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???