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AI GossipAug 18 at 01:16 AM

Taiwan power semiconductor makers plan to hike prices 10%-15% on chips not-under-contract by October amid hot AI demand and after industry giant Infineon raised prices, media report. This is the 3rd time Taiwan firms have raised prices, up an average 15%-20% in the 1st half of 2026. Demand in the 2nd half has further strengthened.

Nvidia’s AI Factory plans call for an upgrade to 800VDC, raising performance demands for all components and opening new growth for high end power chips made using SiC and GaN materials (Silicon Carbide and Gallium Nitride). $Infineon Technologies(IFNNY.US) $STMicroelectronics NV(STM.US) $Texas Instruments(TXN.US) $ON Semiconductor(ON.US) $Wolfspeed(WOLF.US) #FujiElectric #Rohm #MitsubishiElectric

Source: Dan Nystedt

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What TrendSpider SayAug 3 at 08:17 PM

$ON Semiconductor(ON.US) Q2 Earnings Double Beat 🔥

Adj. EPS: $0.74 vs $0.71 est

Sales: $1.603B vs $1.588B est

🟩 +5.73%

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Equity researchAug 2 at 10:06 PM

Speedrun | Upcoming Events This Week - [August 3 - August 7, 2026]

🌐 Geopolitical & Macro Updates: Iran Conflict & Energy

Ceasefire Confusion: President Trump initially announced he was calling off planned strikes on Iran after requests from Middle Eastern countries and claims that a preliminary deal—including opening the Strait of Hormuz and ending nuclear threats—had been reached. However, Iranian state media quickly denied that any such deal exists.

Oman Negotiations: Iran and Oman are in the final stages of negotiations regarding transit through the Strait of Hormuz, though Iran claims it is separate from closing or reopening the strait.

Human & Economic Toll: The conflict has resulted in 653 U.S. military casualties (including 64 high-ranking officers).

Gas & Inflation: Elevated gas prices (trending lower at $3.11/gallon from recent highs of $3.50) continue to drive inflationary concerns, which may prompt the Federal Reserve to consider a rate hike before year-end.

📊 Earnings Calendar Highlights (August 3 – August 7)

While major hyperscalers wrapped up earnings last week, several market-moving names are reporting this week:

Monday ($Palantir Tech(PLTR.US),$ON Semiconductor(ON.US)): Focus on Palantir's high-growth sustainability and AI platforms, alongside ON Semiconductor's power semi demand.

Tuesday ($AMD(AMD.US),$Arista Networks(ANET.US), $Astera Labs(ALAB.US),$Caterpillar(CAT.US)): Key items include AMD's sales growth and CPU demand, Arista Networks' networking demand, Astera Labs' supply dynamics, and Caterpillar's generator sales.

Wednesday ($Sandisk(SNDK.US), $Western Digital(WDC.US),$TTM Tech(TTMI.US)): Sandisk and Western Digital will offer insight into NAND/HDD demand, margins, and outlooks, while TTM Technologies reports on PCB demand for AI.

Thursday & Friday ($Applied Optoelectronics(AAOI.US), $Himax Tech(HIMX.US),$Aecom(ACM.US), $Oklo(OKLO.US),$Vistra(VST.US)): Focus areas include transceiver demand (AAOI), WFE spending in China (ACM), and AI power needs (Oklo, Vistra).

📈 Market Sentiment & Technicals

Semis Oversold: Semiconductors are currently experiencing their most oversold conditions since the late March bottom. However, the SOX index remains 19% off its peak, suggesting caution against FOMO buying.

Risk/Reward: Many stock names are perceived as having a much better risk/reward profile compared to April and May.

📅 Economic Calendar (Friday, August 7)

Jobs Report: Nonfarm payrolls are expected to come in at 91K (up from prior), and the unemployment rate is expected to edge up to 4.3% (from 4.2%).

Market Implication: A stronger-than-expected labor market could give the Fed more reason to implement a future rate hike, potentially driving bond yields higher.

Link 👇

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Equity researchJul 22 at 10:25 PM

Texas Instruments $Texas Instruments(TXN.US) doubled DC sales YoY and grew gross margins by 330 bps QoQ. FCF exploded with cut back in CapEx, but this is one of the few companies that was ahead of the curve with all their CapEx spend to get capacity ready.

They mentioned in the CC that power semis content will only grow as more DCs get built and come online.

They had a great report despite the AH reaction, and expect data center sales to be strong for the foreseeable future.

Power semis look good while many are ignoring them for other names.

$Infineon Technologies(IFNNY.US) $ON Semiconductor(ON.US) $STMicroelectronics NV(STM.US) $Analog Devices(ADI.US)

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FaithAnchor

Go Beyond!

Rate Of ReturnJul 12 at 11:33 PM

Featured

$Lululemon(LULU.US)

Lululemon’s share price has been punished as investors question whether its premium athleisure moat is fading. The transition from Calvin McDonald to former Nike executive Heidi O’Neill adds execution risk, but also offers an opportunity to reinvigorate product innovation and global expansion. FY2025 revenue reached US$11.1 billion, while Q1 FY2026 revenue rose 4% to US$2.5 billion, although comparable sales grew just 1% and management acknowledged softer demand in North America. (Lululemon)

Its moat remains differentiated. Unlike Nike, Adidas and On, Lululemon dominates the premium yoga and lifestyle apparel niche through direct-to-consumer sales, strong community engagement and premium pricing, producing margins that still exceed most peers. However, competitors including Alo, Vuori and traditional sportswear brands are narrowing the innovation gap, while China—once its growth engine—is showing signs of slowing. (Financial Times)

Fundamentally, Lululemon still boasts a debt-light balance sheet, healthy cash generation and a sizeable net cash position. Technically, the stock remains in a long-term downtrend after losing over half its value, suggesting investors should wait for a sustained higher-high pattern before turning bullish. The business remains highly relevant, but the next 12 months will determine whether management can restore product momentum and prove that its premium brand still commands pricing power.

Trade Showcase: Trade, Show & Earn Rewards!

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Equity researchJul 10 at 04:12 AM

Goldman Sachs had released a supply/demand heatmap and price trends for major sub-segments/products. To provide an overview, here are some key names at each layer:

DRAM

SK Hynix $000660.KS

Micron $Micron Tech(MU.US)

CXMT

Nanya Technology $2408.TW

Samsung Electronics $005930.KS

NAND

SK Hynix $000660.KS

Micron $Micron Tech(MU.US)

Samsung Electronics $005930.KS

Sandisk $Sandisk(SNDK.US)

Kioxia $285A.T

Western Digital $Western Digital(WDC.US)

YMTC

Nearline HDD

Seagate $Seagate Tech(STX.US)

Toshiba

Western Digital $Western Digital(WDC.US)

Foundry - TSMC & Local China

SMIC $0981.HK

Hua Hong Grace Semiconductor $1347.HK

Taiwan Semiconductor Manufacturing $Taiwan Semiconductor(TSM.US)

Analog Semis - Global & Local China

Infineon Technologies $IFX.DE

Texas Instruments $Texas Instruments(TXN.US)

ON Semiconductor $ON Semiconductor(ON.US)

STMicroelectronics $STMicroelectronics NV(STM.US)

OmniVision Integrated Circuits $603501.SS

StarPower Semiconductor $603290.SS

Nexperia

SPE (Front/Back-End) - Japan & Local China

Tokyo Electron $8035.T

Advantest $6857.T

Lasertec $6920.T

Disco $6146.T

Naura Technology $002371.SZ

Advanced Micro-Fabrication Equipment $688012.SS

Kingsemi $688037.SS

Optics - Cables, Connectors, Devices

Coherent $Coherent Corp.(COHR.US)

Lumentum $Lumentum(LITE.US)

Applied Optoelectronics $Applied Optoelectronics(AAOI.US)

Fabrinet $Fabrinet(FN.US)

Zhongji Innolight $300308.SZ

Eoptolink $300502.SZ

Amphenol $Amphenol(APH.US)

Credo $Credo Tech(CRDO.US)

Semtech $Semtech(SMTC.US)

Macom $Macom Tech(MTSI.US)

TE Connectivity $TE Connectivity(TEL.US)

Corning $Corning(GLW.US)

MLCC

Vishay Intertechnology $Vishay Intertech(VSH.US)

Murata Manufacturing $6981.T

Taiyo Yuden $6937.T

TDK $6762.T

Yageo $2327.TW

ABF Substrate

Unimicron $2302.TW

Shinko Electric $6967.T

Ibiden $4062.T

AT&S $ATS(ATS.US).VI

Nan Ya PCB $8046.TW

PCB/CCL

Victory Giant Technology $300476.SZ

Unimicron $2302.TW

Elite Material $2383.TW

WUS Printed Circuit $2368.TW

Furukawa Electric $5801.T

Taiwan Union Technology $6274.TW

Doosan $000150.KS

Shennan Circuits $002916.SZ

T-Glass

Nittobo $6762.T

InP Substrate

AXT Inc $AXT(AXTI.US)

Sumitomo Electric $5802.T

Tantalum Powder

Advanced Metallurgical Group $Affiliated Managers(AMG.US).AS

Silicon Wafers

Shin-Etsu Chemical $4063.T

SUMCO $3436.T

GlobalWafers $6488.TW

Siltronics AG $WAF.DE

Note: Does not cover all possible names. This is a brief overview.

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First FellowJun 26 at 09:25 PM

$ON Semiconductor(ON.US) I understand you got FOMO from other AI companies, but show what you can do first before splashing a lot of money on buying companies. $Synaptics(SYNA.US)

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Hardik ShahJun 25 at 08:26 PM

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: onsemi to Acquire Synaptics in $7 Billion All-Stock Deal - $ON Semiconductor(ON.US) $Synaptics(SYNA.US)

👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:

➤ 𝐨𝐧𝐬𝐞𝐦𝐢 will acquire 𝐒𝐲𝐧𝐚𝐩𝐭𝐢𝐜𝐬 in an all-stock deal valued at approximately 𝟕 𝐛𝐢𝐥𝐥𝐢𝐨𝐧.

➤ Synaptics shareholders will receive 𝟏.𝟑𝟓𝟎 onsemi shares for each Synaptics share.

➤ Exchange ratio represents a 𝟏𝟗% premium to the 10-day volume-weighted average price.

➤ Synaptics shareholders will own approximately 𝟏𝟐% of the combined company.

➤ Transaction was 𝐮𝐧𝐚𝐧𝐢𝐦𝐨𝐮𝐬𝐥𝐲 approved by both companies' boards.

➤ Deal is expected to close in 𝐦𝐢𝐝-𝟐𝟎𝟐𝟕, subject to shareholder and regulatory approvals.

➤ onsemi expects the acquisition to be 𝐚𝐜𝐜𝐫𝐞𝐭𝐢𝐯𝐞 to non-GAAP EPS within 𝟏𝟖 months.

➤ Company targets 𝟐𝟎𝟎 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 in annual synergies after the acquisition.

➤ Combined company could expand its 𝐓𝐀𝐌 by 𝟑𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 to 𝟐𝟒𝟑 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 by 2030.

👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:

➤ Acquisition broadens onsemi's portfolio across 𝐞𝐝𝐠𝐞 𝐀𝐈, connectivity, and sensing.

➤ Combined technologies strengthen exposure to 𝐚𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞, industrial, and AI infrastructure markets.

➤ Expected synergies and EPS accretion could enhance 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 shareholder value.

👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:

➤ "This shift towards Physical AI will require Power, Sense, Connected Compute and Control to work together seamlessly." — 𝐇𝐚𝐬𝐬𝐚𝐧𝐞 𝐄𝐥-𝐊𝐡𝐨𝐮𝐫𝐲, President and CEO of onsemi.

➤ "The all-stock structure allows our shareholders to participate in the compelling growth and value creation opportunities ahead." — 𝐑𝐚𝐡𝐮𝐥 𝐏𝐚𝐭𝐞𝐥, President and CEO of Synaptics.

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Hardik ShahJun 9 at 11:36 AM

$ON Semiconductor(ON.US) | Wells Fargo 𝐚𝐝𝐣𝐮𝐬𝐭𝐬 𝐏𝐓 on 𝐎𝐍 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 to $𝟏𝟒𝟎 from $𝟏𝟏𝟓, maintains 𝐁𝐮𝐲

Analyst reiterates a Buy rating while raising the price target to $140.

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What TrendSpider SayMay 17 at 09:07 PM

Choose your semi. ⚔️