Recently, semiconductor analyst BlayneCurtis adjusted the stock ratings of three analog chip makers, AnalogDevices (ADI) and NXP Semiconductor's rating from "plus" to "equal weight", but also down Silicon Laboratories originally revised its "equal weight" rating to "reduce".
and said the three analog chip stocks fear greater downside.
The three shares fell to varying degrees yesterday, ADI fell 1.41%, NXP fell 0.21%, Silicon Laboratories plunged 5.10%.
With the impact of the epidemic and inflation, as well as people's expectations for the future of the economy, the analog chip market has also seen a downturn. Curtis expects that as chip orders begin to decline due to weak demand, ADI will significantly lower its profit expectations for 2023, and although this quarter's earnings may not happen, he believes it will happen sooner rather than later.
The analyst is understood to have lowered his target price for ADI to $140 from $180, lowered his target price for NXP shares to $140 from $200, and lowered his target price for Silicon Laboratories shares to $95 from $140.
source：aijiwei
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
