SusquehannaFinancial analyst ChrisCaso published a research report on the 30th, pointing out that after participating in the conference in Asia, it was discovered that the semiconductor industry should have entered the classic down-cycle trend.
Caso pointed out that the PC industry is the weakest market, and most of the consumer-oriented industrial blocks are also quite weak; the securities believe that this should be a reflection of the supply chain's overall environmental deterioration. Based on the above reasons, he decided to reduce the investment rating of the mobile phone chip giant Texas Instruments from "positive" to "neutral." Caso also pointed out that it is expected that the financial industry's financial performance will generally weaken next year.
Philadelphia Semiconductor Index constituent stocks Deyi fell on the 30th and fell 3.73% to close at $23.25, the lowest level since July 6th.
Intel Corp. issued a press release on August 27 stating that due to the weaker-than-expected demand for home personal computers (PCs) in mature markets, the revenue for Q3 2010 will be lower than the previous forecast. It will be in the range of $108.1-21.2 billion (with a median value of $11 billion), which was originally $112-$12 billion (with a median value of $11.6 billion). Intel said that the supply chain inventory appears to be in line with the company's revised expectations. Intel also pointed out that Q3 gross margin will be between 65-67% (median value is 66%), which is a few percentage points lower than the original forecast of 67%. Other expectations remain unchanged.
ThomsonReuters reported that Texas Instruments Chief Financial Officer Kevin March pointed out on July 19 that a major mobile phone customer's order quantity was lower than expected, which affected Q2 revenue. He did not disclose the name of the customer. Texas Instruments’ largest wireless chip customer, Nokia, said on June 17 that due to a number of negative factors, the impact was greater than expected, and mobile phone unit revenue will be slightly lower than or at the lower end of the previously set target range.
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