Ib lub tuam txhab Wall Street rau hnub Wednesday tau txo qis ntau cov khoom lag luam semiconductor raws li qhov kev cia siab rau kev muag khoom nti. Tab sis nws pom chip tsim tuam txhab Cadence Tsim Cov Tshuab (CDNS) thiab Synopsys (SNPS) tuav thaum muaj kev lag luam poob qis.
X
BofA Securities tau txo nws cov kev kwv yees rau kev muag khoom semiconductor rau 9.5% xyoo no los ntawm 13% yav dhau los. Nws pom kev muag khoom semiconductor poob 1% hauv 2023, piv rau nws lub hom phiaj ua ntej rau 7% kev loj hlob.
"Kev poob qis ib nrab tshwm sim txhua 3-4 xyoos, thiab peb tuaj yeem them rau lwm qhov," BofA tus kws tshuaj ntsuam Vivek Arya tau hais hauv tsab ntawv rau cov neeg siv khoom. "Txoj cai tswjfwm nyiaj txiag thoob ntiaj teb nruj dua, kev kub ntxhov ntawm thaj chaw thiab cov neeg siv khoom tsis muaj zog yuav ua rau lub zog thib ob ntawm 2022 thiab 2023 nti xav tau."
Ntawm qhov ntxiv, kev txwv cov khoom siv thiab tus nqi zog tuaj yeem pab txhawb kev poob qis hauv kev lag luam semiconductor, Arya tau hais.
Semiconductor Stocks downgraded
Cov ntaub ntawv chaw, huab xam thiab automotive nti xav tau yuav tsum pab offset softening muag ntawm smartphones thiab computers tus kheej, nws hais.
Ntawm cov khoom lag luam semiconductor, nws txo qis cov chipmakers wireless Skyworks Solutions (SWKS) thiab Qorvo (QRVO) kom underperform los ntawm nruab nrab ntawm lub maturing 5G smartphone upgrade voj voog. Nws kuj tau taw qhia kom nce kev sib tw los ntawm Qualcomm (QCOM).
Ntxiv rau, Arya downgraded Texas seev (TXN) kom nruab nrab los ntawm kev yuav khoom raws li TI nce nws cov peev nyiaj siv rau US chip fabrication tshiab, feem ntau hu ua fabs.
Nws ntaus nqi Nvidia (NVDA) raws li nws qhov kev xaiv sab saum toj hauv cov khoom lag luam semiconductor vim nws raug rau huab xam thiab kev lag luam kev txawj ntse. Nyob rau hauv tib ntu, nws tau yuav kev ntaus nqi rau Advanced Micro Devices (AMD), Broadcom (AVGO) thiab Marvel Technology (MRVL).
Nws kuj nyiam cov khoom lag luam semiconductor uas ua si hauv kev ua lag luam tsheb, tshwj xeeb tshaj yog cov tsheb hluav taws xob thiab cov tshuab tsav tsheb-pab siab. Cov khoom lag luam no suav nrog Analog Li (Npe), NXP semiconductors (NXPI) thiab Onsemi (ON).
Cadence, Synopsys hu ua Resilient
Lub caij no, Arya tau hloov kho Cadence thiab Synopsys rau qhov nruab nrab los ntawm kev ua tsis tau zoo ntawm lawv qhov kev ua tau zoo hauv kev ua lag luam tam sim no.
"Peb cia siab tias qhov kev thov rau chip tsim software / kev pov thawj (kev tsim hluav taws xob tsim hluav taws xob lossis EDA) kom loj hlob tsis tu ncua ntawm kev loj hlob hauv ntiaj teb hauv R & D siv," nws hais.
Cadence thiab Synopsys yog ob qho tib si ntawm IBD Tech Leaders lis. Cadence stock muaj IBD Composite Rating ntawm 92 ntawm 99. Synopsys Tshuag muaj CR ntawm 93.
IBD's Composite Rating ua ke tsib qhov kev ntaus nqi ua ib qho yooj yim-rau-siv kev ntaus nqi. Cov txiaj ntsig kev loj hlob zoo tshaj plaws muaj Kev Sau Tseg Tshaj ntawm 90 lossis zoo dua.
Nyob rau Tshuag lag luam hnub no, Cadence Tshuag tau nce 0.5% rau 150.92 thiab Synopsys Tshuag nce siab 0.8% rau 306.06. Ob leeg stocks nyob rau hauv consolidation qauv, Raws li IB MarketSmith kab kos.
Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.
KOJ UA LI CAS:
Qualcomm Tshuag nce raws li Apple's 5G Modem Chip 'Fails,' Analyst hais
PC Market Chatter Roils Chip, Computer Makers
Semiconductor Stocks Brace Rau Kev Taw Qhia Txiav Nrog Q2 Daim Ntawv Qhia
Pom Cov Txiaj Ntsig Zoo Li Qub Nrog MarketSmith Txawv Cov Qauv Cim & Cov Duab Ntsej Muag
Tau qhov twg los: https://www.investors.com/news/technology/semiconductor-stocks-downgraded-chip-designers-upgraded/?src=A00220&yptr=yahoo