6723 Renesas Electronics Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
22:42
05 авг
05 авг
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
05 авг
05 авг
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.
Сред.
23:37
04 авг
04 авг
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.
Сред.
22:43
30 июл
30 июл
Watch Renesas as automotive semiconductor weakness persists.
Watch Renesas as automotive semiconductor weakness persists, with no recovery expected until 2027, pressuring near-term performance.
Сред.
21:45
21 мая
21 мая
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.
Выс.
21:11
16 мая
16 мая
Long Renesas (6723) for microcontrollers and silicon used in SpaceX systems.
Выс.
14:47
07 мая
07 мая
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.
Выс.
14:41
05 мая
05 мая
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.
Выс.
22:54
04 мая
04 мая
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.
Выс.
23:15
30 апр
30 апр
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.
Выс.
00:59
10 фев
10 фев
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.
Сред.
22:50
09 фев
09 фев
Positioned for the 800 VDC transition
Watch as a power semiconductor supplier positioned for the 800 VDC transition and HVDC ecosystems.
Сред.
Об аналитическом покрытии 6723
Buzzberg отслеживает 6723 (Renesas Electronics Corporation) в 2 источниках. Бычьих сигналов: 0, медвежьих: 0, от 3 аналитиков. Сентимент разделён поровну. Всего отслеживается 12 торговых идей. Последние спикеры: TheValueist, ParadisLabs, Adam Mancini.