摩根士丹利：半导体行业周报：财报周第四周（意法半导体（SLAB）、安霸（AEVA）、应用材料（AMAT）

May 12, 2025 03:47 AM GMT Semiconductors | North America Weekly: Earnings Week 4 (SLAB, AEVA, AMAT) AMAT will be the focus this week; we expect a mixed qtr that may fail to dispel the overhangs on the stock. AEVA's breakout share performance is driven by its passenger OEM win - more color there will be key. SLAB (EW, reporting before the market open on Tuesday, May 13): Continued recovery, but cautious on long term impacts from macro uncertainty. Last quarter SLAB saw positive progress on their recovery, bu ...