Blog: You, us, everyone

Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.

Saturday, April 30, 2022 by Christoph.Schmid|Comment 0
within category Texas Instruments,Technology,Secular growth trends,Semiconductors,Midcap

Texas mainly provides analog and embedded chips for the automotive, industrial, consumer electronics, and communications markets. The pandemic generated headwinds for TI by disrupting its automotive and industrial markets, yet the headwinds are gradually disappearing.

TI will likely benefit from a growing appetite for more chips for autos, industrial markets (IIoT), and chips for digital apps as companies launch more connected vehicles and robots. Its gross margins should also continue to rise as it continues its shift from 200mm to 300mm wafers, which will cut its long-term production costs by about 40% but squeeze its near-term operating margins.

Texas Instruments is a highly reliable investment opportunity because it's well-diversified and therefore faces fewer direct competitors. Finally, we note that the TI chip segment is not as capital intensive as that of INTC, SMSN, or TSMC. 

Not commented yet? Be the first to post a comment.
Current pageTotal pages 0
Comments per page
Add a comment
Email:     Help
Related articles
Saturday, April 30, 2022
Markets have been upside-down ever since mid-November 2021. The reasons for this tumultuous market condition are higher than expected inflation rates, rising interest rates, slowing consumer growth, …
More …

Saturday, April 30, 2022
Tokyo Electron is a major vendor of semiconductor fabrication tools. It operates primarily in the etch, deposition, and clean segments, which involve adding and removing materials to and from semicon…
More …

Wednesday, April 21, 2021
In the age of Covid-19, semiconductors are in strong demand, and the impact is not equal across all sectors. Semiconductors are used everywhere; the chips power massive data-centers, transmission…
More …
iX-7 Asset Management SA, access to financial information is a right. Knowledge is power.