智通财经网·2025-10-28 00:21Core Viewpoint - Citigroup indicates that preliminary data from some semiconductor companies may signal positive trends for AMD, Micron Technology, and NXP Semiconductors as earnings season unfolds [1] Group 1: Semiconductor Companies - STMicroelectronics, Texas Instruments, and Amphenol have shown better-than-expected growth in automotive business in the second half of the year after a slowdown due to tariff-related factors earlier this year, which is a positive sign for companies focused on the automotive sector like NXP [1] - DRAM chip prices have experienced a significant increase, described as a "Statue of Liberty-style rise," with spot prices rising nearly 50% in the past two weeks, prompting Citigroup to raise its expectations for Micron for the second time in two weeks [1] Group 2: AMD and Intel - Intel's strong performance in personal computers and CPU servers in the recent quarter is expected to benefit AMD, with expectations that AMD will also show similar performance in its personal computer and server CPU business, which accounts for 60% of its sales in Q2 2025 [1]