高盛：美洲技术_半导体_在 3Q24 EPS 之前降低模拟_MCU 估计；短期内保持谨慎
高盛证券·2024-10-11 14:13
7 October 2024 | 6:56AM EDT Americas Technology: Semiconductors Reducing Analog/MCU Estimates Ahead of 3Q24 EPS; Remain Cautious Near-Term We are reducing forward estimates for the Analog, MCU and Power semiconductor suppliers in our coverage universe including Analog Devices, Microchip, NXP, ON and Texas Instruments, as we reflect renewed weakness across the Automotive and, to a lesser extent, Industrial and Consumer end-markets. Our updated CY2025/26 earnings estimates for the above five companies now sit ...