ភាគហ៊ុន Semiconductor ធ្លាក់ចុះ អ្នករចនាបន្ទះឈីបត្រូវបានអាប់ដេត

A Wall Street firm on Wednesday downgraded several semiconductor stocks as the outlook for chip sales ebbs. But it sees chip design firms Cadence Design Systems (ស៊ីអេសអេស) និង Synopsys (អេសភីភី) holding up amid a possible industry downturn.

X

BofA Securities lowered its forecast for semiconductor sales growth to 9.5% this year from 13% previously. It sees semiconductor sales falling 1% in 2023, vs. its prior target for 7% growth.

“Semi downturns happen every 3-4 years, and we could be due for another one,” BofA analyst Vivek Arya said in a note to clients. “Tighter global monetary policy, geopolitical turmoil and consumer weakness is likely to pressure second-half 2022 and 2023 chip demand.”

On the plus side, constrained supply and pricing strength could help cushion a cyclical downturn in the semiconductor industry, Arya said.

Semiconductor Stocks Downgraded

Data center, cloud computing and automotive chip demand should help offset softening sales of smartphones and personal computers, he said.

Among semiconductor stocks, he downgraded wireless chipmakers Skyworks ដំណោះស្រាយ (SWKS) និង Qorvo (QRVO) to underperform from neutral on the maturing 5G smartphone upgrade cycle. He also pointed to rising competition from ក្រុមហ៊ុន qualcomm (QCOM).

Plus, Arya downgraded ឧបករណ៍រដ្ឋតិចសាស់ (TXN) to neutral from buy as TI increases its capital spending on new U.S. chip fabrication plants, commonly called fabs.

He rates nvidia បាន (NVDA) as his top pick in semiconductor stocks because of its exposure to cloud computing and artificial intelligence markets. In the same segment, he has buy ratings on Advanced Micro Devices (AMD បាន), Broadcom (AVGO) និង បច្ចេកវិទ្យាម៉ារេល (MRVL).

He also likes semiconductor stocks that play in the automotive market, especially electric vehicles and advanced driver-assistance systems. Those stocks include ឧបករណ៍អាណាឡូក (ADI), ឧបករណ៍អេឡិចត្រូនិកអិចអេចភី។ (អិនអេភីភី) និង Onsemi (ON).

Cadence, Synopsys Called Resilient

Meanwhile, Arya upgraded Cadence and Synopsys to neutral from underperform on their resiliency in the current market.

“We expect demand for chip design software/verification (electronic design automation or EDA) to grow unabated on secular growth in R&D intensity,” he said.

Cadence and Synopsys are both on the អ្នកដឹកនាំបច្ចេកវិទ្យា IBD list. Cadence stock has an ការវាយតម្លៃសមាសធាតុ IBD of 92 out of 99. Synopsys stock has a CR of 93.

ការវាយតំលៃសមាសធាតុផ្សំរបស់អេ។ ឌី។ អេ។ បញ្ចូលគ្នានូវការចាត់ចំណាត់ថ្នាក់កម្មសិទ្ធិ ៥ ដាច់ដោយឡែកពីគ្នាទៅក្នុងចំណាត់ថ្នាក់ងាយស្រួលប្រើមួយ។ ស្តុកកំណើនល្អបំផុតមានចំណាត់ថ្នាក់ Composite នៃ ៩០ ឬច្រើនជាងនេះ។

នៅ​លើ ផ្សារភាគហ៊ុនថ្ងៃនេះ, Cadence stock rose 0.5% to 150.92 and Synopsys stock advanced 0.8% to 306.06. Both stocks are in គំរូនៃការបង្រួបបង្រួម, យោង​ទៅ​តាម IBD MarketSmith គំនូសតាង។

តាម Patrick Seitz នៅលើ Twitter នៅ @IBD_PSeitz សម្រាប់រឿងរ៉ាវជាច្រើនទៀតទាក់ទងនឹងបច្ចេកវិទ្យាអ្នកប្រើប្រាស់សូហ្វវែរនិងស្តុកអេឡិចត្រូនិច។

អ្នកអាចចូលចិត្តបានផងដែរ៖

អ្នកវិភាគនិយាយថា ភាគហ៊ុន Qualcomm កើនឡើង ខណៈដែលបន្ទះឈីប 5G Modem របស់ Apple 'បរាជ័យ'

PC Market Chatter Roils Chip អ្នកបង្កើតកុំព្យូទ័រ

ភាគហ៊ុន Semiconductor Brace សម្រាប់ការកាត់បន្ថយការណែនាំជាមួយនឹងរបាយការណ៍ Q2

ភាគហ៊ុនរីកចម្រើនល្អបំផុតដើម្បីទិញនិងមើល: សូមមើលការធ្វើបច្ចុប្បន្នភាពទៅបញ្ជីភាគហ៊ុនអេអាយឌីឌី

រកឃើញភាគហ៊ុនដែលឈ្នះជាមួយនឹងការទទួលស្គាល់និងផ្ទាំងគំរូផ្ទាល់ខ្លួនរបស់ MarketSmith