6723 Renesas Electronics Corporation Loading... : Bullish and Bearish Analyst Opinions
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22:42
Aug 05
Aug 05
Research note synthesizing supply-chain read-throughs from packaging equipment demand into.
Research note synthesizing supply-chain read-throughs from packaging equipment demand into networking, automotive, and back-end semiconductor names, presented as factual analysis without explicit positions or trade calls.
22:34
Aug 05
Aug 05
Watch Renesas for transition revenue and execution.
Watch Renesas for neutral-to-positive transition-service revenue, which is offset by execution obligations and potential customer disruption during the carve-out.
MED
23:37
Aug 04
Aug 04
Auto-heavy semiconductor names watch on weakness
Watch auto-heavy semiconductor names because Lattice's limited automotive exposure highlights persistent end-market weakness that can delay revenue recovery and pressure utilization for NXP, ON, Infineon, STMicro, and Renesas.
MED
22:43
Jul 30
Jul 30
Watch Renesas as automotive semiconductor weakness persists.
Watch Renesas as automotive semiconductor weakness persists, with no recovery expected until 2027, pressuring near-term performance.
MED
21:45
May 21
May 21
Long Renesas on the same auto electronics stabilization and increased test/revenue.
Long Renesas on the same auto electronics stabilization and increased test/revenue from in-vehicle networking and cybersecurity validation.
HIGH
21:11
May 16
May 16
Long Renesas (6723) for microcontrollers and silicon used in SpaceX systems.
HIGH
14:47
May 07
May 07
Long diversified Asian semiconductor suppliers as automotive customers prioritize geographic.
Long diversified Asian semiconductor suppliers as automotive customers prioritize geographic optionality, giving multi-region players a strategic edge.
HIGH
14:41
May 05
May 05
Long Renesas on structural content growth in automotive MCUs and ADAS.
Long Renesas on structural content growth in automotive MCUs and ADAS, despite cyclical auto production.
HIGH
22:54
May 04
May 04
Watch Renesas as GaN competition intensifies; mixed read-through with no clear directional.
Watch Renesas as GaN competition intensifies; mixed read-through with no clear directional catalyst.
HIGH
23:15
Apr 30
Apr 30
Bearish view on Renesas (6723) as MPS's monolithic power solution erodes share from diversified.
Bearish view on Renesas (6723) as MPS's monolithic power solution erodes share from diversified analog/PMIC suppliers in AI racks.
HIGH
00:59
Feb 10
Feb 10
Watch power delivery names on rising competition.
Watch incumbent VRM and point-of-load players as board-level CPU/GPU power delivery becomes a competitive battleground.
MED
22:50
Feb 09
Feb 09
Positioned for the 800 VDC transition
Watch as a power semiconductor supplier positioned for the 800 VDC transition and HVDC ecosystems.
MED
About 6723 Analyst Coverage
Buzzberg tracks 6723 (Renesas Electronics Corporation) across 2 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 12 total trade ideas tracked. Latest voices: TheValueist, ParadisLabs, Adam Mancini.