Bluefin Research

For the second straight day, Advanced Micro Devices, Inc. (NASDAQ: AMD) and Intel Corporation (NASDAQ: INTC) are on the move following a note from BlueFin Research suggesting Intel’s 10nm chips could be in production sooner than expected. What Happened AMD stock has gained more than 200...

Bluefin Research recently returned from a trip to Asia to survey demand in the semiconductor industry. Analyst Paul Peterson expects suppliers to beat Wall Street estimates in the coming earnings season and announce roughly in-line guidance. “We think the uncertainty surrounding the...

Intel Corporation (NASDAQ: INTC) is rumored to be on pace to launch its Coffee Lake chips sooner than expected, but analysts at BlueFin Research Partners expect an August timeframe launch. May Production Levels Intel's overall production levels remain strong across the fabs at Intel,...

Some Wall Street analysts have commented that Apple Inc. (NASDAQ: AAPL) is revising iPhone 8 build reductions lower. According to BlueFin Research Partners' John Donovan and Steve Mullane, however, there's no evidence of this. Donovan and Mullane commented in a report that the iPhone 8...

Apple Inc. (NASDAQ: AAPL) could face production delays on iPhone 8 as 3D image sensors from STMicroelectronics NV (ADR) (NYSE: STM) may not be ready for a September iPhone launch due to a fire at its fab in Crolles, France. Last week, DigiTimes reported that the iPhone 8 would not enter production...

Intel Corporation (NASDAQ: INTC) raised its 2017 capex budget by 26 percent to $12 billion in their latest earnings call, with $2.5 billion earmarked for Memory expansion. Intel's Relation With Others Analyst Steve Mullane of BlueFin Research says Intel’s additional spending on Memory will...

BlueFin Research’s Rebecca Duval expects the third-quarter earnings from Michael Kors Holdings Ltd (NYSE: KORS) to miss the $1.64 consensus estimate on continued weak traffic at North American department stores and sluggish retail sales during the holidays. Investors, Use Caution The handbag...

Analog Devices, Inc. (NASDAQ: ADI) announced the acquisition of Linear Technology Corporation (NASDAQ: LLTC) for nearly $15 billion, in a cash and stock deal. Bluefin Research’s Paul Peterson commented that the deal was a significant positive for Analog Devices. Huge Portfolio Added The...

Q2 looks to be shaping up to be a strong one for semiconductor suppliers. According to checks done by Bluefin Research, Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) supplier demand is on track to rise 14 percent sequentially in Q2 and another 3.0 percent sequentially in Q3. “The steep...