Semiconductor Industry Outlook - April April 26, Similar to the Technology sector, Zacks also breaks down each of the other sectors into groups such that there are a total of sub-sectors or industries.
Semiconductor Industry Outlook - September September 08, Similar to the Technology sector, Zacks also breaks down each of the other sectors into groups such that there are a total of sub-sectors or industries. These industries are then ranked based on the average rank of companies comprising the industry.
Therefore the Zacks Industry Rank is a very good indicator of investment opportunities within an industry at any given time. Moreover, because stocks in the same industry have certain common positive or negative factors affecting them, it has been observed that even companies with a neutral Zacks Rank when part of an industry with a "positive" outlook will perform better than similar ranked stocks in industries with "neutral" or "negative" outlooks.
The average rank of stocks in each sub-sector is indicated in the last column. Earnings Trends at a Glance One of the main factors driving the Zacks Rank for individual stocks is earnings results.
Therefore, it makes sense to take a look at how those have been.
From the latest earnings trends reportwe see that Semiconductor stocks did better than the overall sector with an earnings beat ratio of Major Drivers This section can be divided into the current and emerging drivers.
This includes a shrinking traditional market mainly PCs that still consumes the bulk of chips as well as several emerging categories that have extremely strong growth potential.
This means that while the industry as a whole may appear sluggish, there are solid opportunities waiting to be picked. Current Drivers As far as current drivers are concerned, the most significant is cloud computing, big data and artificial intelligence that are increasing demand for servers and data centers exponentially.
HPC is where a lot of the innovation is going on. The social networking company generates huge volumes of data that it needs to store, manage and process as quickly and cost-efficiently as possible. Facebook designs the chip that is then optimized by the OCP so it becomes something members can standardize on.
So far so good.
This explains why Intel is part of the effort. But Intel has other challengers too. And the company is now also seeking growth in the IaaS segment. Google has done two things in the recent past that could be viewed as second sourcing or maybe creating leverage against Intel to lower prices.
This is another chip-hungry segment with long-term demand for the devices.
This is perhaps the reason that some time back, Amazon started dabbling with low-end ARM-chips. Another important segment for semiconductor companies that is relatively low-key is Industrial. Since semiconductors facilitate increased automation on the factory floor, they are increasingly used to drive efficiency and lower cost.
IC Insights estimates that global medical semiconductor sales will grow at a The semiconductor market has become more competitive than ever before with new players joining the industry. There is pressure for innovation and differentiation in this industry to maintain.
The following are the top ten ranked semiconductor industry leaders as of Intel, Samsung Electronics, Toshiba Semiconductors, Texas Instruments, Renesas Electronics, Hynix, STMicroelectronics, Micron Technology, Qualcomm, and Elpida Memory (Ford, ).
- Texas Instruments - Maxim Integrated - Devolo - Cypress Semiconductor - ST Microelectronics Market Analysis by Type Global Power Line Communication (PLC) Market Size Growth Rate by Type () Market Research Report' is a professional and in-depth study on the current state of the global Acsr industry with a.
- Texas Instruments - Maxim Integrated - Ozic - Qualcomm - Analog Devices Market Analysis by Type Global Delta-sigma Modulator Market Size Growth Rate by Type () Fiber optic connectors are a substantial fragment of the global telecommunication industry.
Optical fibers are joined using fiber optic connectors, which. Innovative Glaring Report on Global Embedded Software Market with Analysis of Technologies, Types (C, C++, Java, Assembly, Net), CAGR Values & Major Vendors- IBM, Intel, Mitsubishi Electric, Texas Instruments Texas Instruments Insightful case studies from some significant industry experts help to make a report more authentic.
Various. Texas Instruments Global Pricing in the Semiconductor Industry The Case Issue The major issue of the case is dealing with the question, if a global pricing strategy would be adequate to pursue in the semiconductor industry. So far, semiconductors had been bought and sold at different price.