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瑞银:模拟芯片更新_近期需求强劲,但提前采购现象明显
瑞银· 2025-07-14 00:36
ab Global Research owered by UBS Evidence Lab YES P 6 July 2025 US Semiconductors Analog Update: Strong Near-Term Demand, But Pull-ins Evident Summarizing recent inventory and purchasing survey Herein, we update our three most fundamental pieces of research on the analog sector - these include: 1) our B2B semiconductor purchasing survey; 2) our enhanced UBS Evidence Lab distributor inventory monitor; and 3) a deeper dive into analog company balance sheets compared to trends in prior cycles. In aggregate, we ...
Skyworks Stock Down 16% in 2025, Poised for AI Edge Surge
MarketBeat· 2025-06-27 11:06
Skyworks Solutions TodaySWKSSkyworks Solutions$74.65 +0.38 (+0.51%) 52-Week Range$47.93▼$120.86Dividend Yield3.75%P/E Ratio29.27Price Target$78.29Add to WatchlistSkyworks Solutions Inc. NASDAQ: SWKS is down 16% in 2025, lagging many technology stocks. The company produces analog semiconductors, and its core business is radio frequency (RF) components for wireless communications. That provides a predictable revenue stream, particularly when the company generates 50% of its revenue from Apple Inc. NASDAQ: AA ...