-
Bluefin Research Talks Trade War Impact On Nvidia, AMD
Friday, July 13, 2018 - 3:51pm | 658Bluefin 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...
-
BlueFin Research: Graphics Card Market For AMD, Nvidia Continues To Cool In Q2
Wednesday, June 6, 2018 - 10:28am | 481Graphics 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...
-
March PC Shipments Exceed Forecasts, Bode Well For Advanced Micro Devices And Intel
Tuesday, April 4, 2017 - 11:01am | 612The 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 In 2017: BlueFin Previews The Year Ahead
Monday, January 23, 2017 - 10:14am | 605Semiconductors 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...
-
Meet This Year's Best Technology ETF
Tuesday, December 27, 2016 - 1:03pm | 427It 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...
-
16nm Production Increases At TSM Are For The Apple Watch, Not The iPhone
Friday, December 9, 2016 - 12:21pm | 318According 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...
-
Apple's iPhone 7 Cuts On Semi Supply Chain: Not As Bad As Last Year
Wednesday, December 7, 2016 - 10:37am | 370Business 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...
-
Bluefin On Semi Earnings: Q3 A 'Modest Beat,' Q4 Tracking Ahead Of Expectations
Wednesday, December 7, 2016 - 9:58am | 347Semiconductor 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...
-
Semtech Executing Well, BlueFin Expects A Modest Estimate Beat
Wednesday, August 24, 2016 - 11:00am | 302BlueFin expects Semtech Corporation (NASDAQ: SMTC) to modestly beat consensus estimates for the second quarter and guide revenues flattish to up slightly for the third quarter when it releases July quarter earnings on August 31. Semtech guided revenues of $130-$140 million, up 3 percent at the...
-
Bluefin Research Reviews Analog Devices-Linear Technology Deal
Wednesday, July 27, 2016 - 9:22am | 344Analog 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 Could Blow Street Estimates Away
Tuesday, June 28, 2016 - 8:10am | 351Taiwan 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...
-
We Might Be Underestimating The Magnitude Of Semtech's Return To Growth
Thursday, May 26, 2016 - 11:31am | 325While 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...
-
iPhone Mix Should Drive Analog Devices' Q3 Guidance Higher
Tuesday, May 17, 2016 - 8:21am | 332Analog 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...
-
BlueFin: Some Apple Supply Chain Reduction Rumors Might Have Been Due To This
Thursday, April 21, 2016 - 11:09am | 261BlueFin Research said some of the Apple Inc. (NASDAQ: AAPL) supply chain reduction rumors may have been due to "small adjustments" for a few component suppliers in the iPhone supply chain to account for the CMOS image sensor delays. Analyst Paul Peterson noted that the April 14 and 16...