Auto & Industrial Semiconductors: the bad & the ugly (NXPI, Renesas, STM, TXN). Mostly negative comments from firms, imo.

Written By Nicolas Baratte

Results of Automotive & Industrial semiconductor firms (Analog Devices, Renesas, ST Micro, Texas Instruments) all point to 2 problems. Auto demand is weakening, unexpectedly, as EV demand is below plans and inventories high. Industrial demand is not recovering in EU, Japan, US.

Nicolas Baratte
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