Stock Analysts

Semiconductor Earnings Scorecard: INTC, TXN, XLNX, LRCX, ASML

There are signs that the semiconductor cycle has peaked driven by softening in smartphone and PC demand. The next wave of growth for semiconductors will come from things like cloud computing, artificial intelligence, smart cities, IoT, 5G and auto. Some of the current demand is already aligned with expansion in these markets, but we’re just beginning to scratch the surface of that potential. […]