Thesis Semiconductor Market

Thesis Semiconductor Market-68
Lower share counts also improve earnings leverage when these supply- and demand-side tailwinds become more prominent and start to drive the narrative again.

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NXP Semiconductors, for example, called for its automotive revenue to increase by 7% to 10% annually through 2021.

Although valuations and sentiment indicate otherwise, the wave of stock buybacks by prominent semiconductor companies is unusual in the tech sector and suggests that management teams have a degree of confidence in the near-term outlook.

This segment offers leverage to the ongoing boom in data center spending as the push to accumulate and monetize big data sets continues.

Analog semiconductors stand to benefit from content gains in a wider array of industrial end markets and the ongoing push for factory automation.

Important Information This material is provided for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action.

The views contained herein are those of the authors as of December 2018 and are subject to change without notice; these views may differ from those of other T. Fact Set—Copyright © 2018 Fact Set Research Systems Inc. This information is not intended to reflect a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell any securities or investment services.

Meanwhile, the high penetration rate in the smartphone market and an extended handset-replacement cycle raised concerns that this key growth driver had started to fade.

A wave of downward earnings guidance revisions across the industry ostensibly confirmed the market’s worst fears, prompting many investors to head for the exits.

This rule of thumb holds that the number of transistors on a chip should double every two years, causing costs to the end consumer to decline.

Lam Research findings, embraced by memory supplier Micron Technology at its May 2018 analyst and investor day, indicated that the cost of expanding DRAM supply by 20% had increased by three to four times over the previous five years.


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