Paul Peterson

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...

Graphics card prices have been on the decline so far in 2018, but a new report from BlueFin Research Partners suggests the lower prices aren’t driving higher sales numbers. Graphics card sales have continued to decline through the first nine weeks of the second quarter, based on the latest...

The PC market may be taking its baby steps toward turning things around, going by a research published by Bluefin Research Partners on Monday. Given the semblance of stability in the PC environment, the firm said it likes Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ:...

Semiconductors reported Q4 revenues marginally better than expected, driven by PC and China smartphone upside. The outlook for Q1 is “largely seasonal, with pockets of weakness in the smartphone market,” BlueFin’s Paul Peterson said in a report. BlueFin forecast 6.7 percent...

It has been a good year for the technology sector, the largest sector allocation in the S&P 500. The tech-heavy NASDAQ-100 Index is up 8.7 percent while the Technology SPDR (ETF) (NYSE: XLK), the largest technology exchange-traded fund, is higher by 16.5 percent. PSI, Ahead Of The Rest...

According to an article in the Commercial Times in Asia published earlier this week, Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) had increased its 16nm production for the Apple Inc. (NASDAQ: AAPL) A10 processor, since iPhone 7 sales were exceeding expectations. Latest checks indicate...

Business in the semiconductor segment appears to be “pretty good” and the implications of recent iPhone reductions on the semiconductor supply chain aren't as bad as they were last year, Bluefin’s Paul Peterson said in a report. Semiconductor companies largely announced...

Semiconductor companies largely announced a slight earnings beat for Q3 and projected in-line guidance following a string of disappointing growth outlooks, while Q4 seems to be tracking modestly ahead of expectations, Bluefin’s Paul Peterson said in a report. Peterson mentioned business...

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...

Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) appears poised to significantly exceed Street expectations in the back half of 2016, BlueFin's Paul Peterson said in a report. He added that while 28nm was near capacity, 16nm was set to ramp to volume. Bigger Die Size To Benefit The...

While Semtech Corporation (NASDAQ: SMTC) has been expected to return to strong growth, the magnitude was underestimated, BlueFin Research Partners’ Paul Peterson said in a report. In February, the rating for the company has been raised from Negative to Neutral.  Compelling Story...

Analog Devices, Inc. (NASDAQ: ADI) is likely to report its April quarter results at the higher-end of its guidance range, with channel upside, BlueFin's Paul Peterson said in a report. The analyst added that the company’s core business was tracking ahead of expectations. He expects an...