For Immediate Release
Chicago, IL – September 5, 2012 – Today, Zacks Equity Research discusses the U.S. Semiconductors, including ARM Holdings (ARMH), Qualcomm (QCOM), Intel (INTC), Broadcom Corp. (BRCM) and Intersil Corp (ISIL).
A synopsis of today’s Industry Outlook is presented below. The full article can be read at
One of the primary beneficiaries of the growth in mobile phones, tablets and the like is ARM Holdings (ARMH), with its power-efficient, low-performance chip architecture that dominates the growing mobile phone and tablet markets. With new versions of ARM chips coming to market, it is likely that the chips will gradually spread to the server segment as well (not a 2012 phenomenon).
Others would be Qualcomm (QCOM), Samsung and Texas Instruments, all of which are big semiconductor manufacturers that use ARM architecture. As such, we remain relatively positive about Samsung and Qualcomm in 2012.
We are also optimistic about Intel (INTC), given its successful new product ramps and focus on the data center segment. Although we remain cautious about Intel’s growth initiatives in mobile and believe that the macro situation remains a deterrent to Ultrabook sales, the company’s market position, cash balance, technology lead, and management strategy and execution are positives in our opinion.
Analog companies with a focus on the communications, industrial and automotive segments, such as Broadcom Corp. (BRCM) as well as well-diversified companies such as Intersil Corp (ISIL) may be expected to hold up better than others in 2012.
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