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Robson, PL/i, Stock Editorial via Getty Images Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD) shares have actually struggled in recent days, but Bank of America said any concerns about the weak PC market "could already be baked-in" to their stocks. In a note previewing the wider chip sector, expert Vivek Arya pointed out that weak point in the PC is now "well understood," however any more concerns from Europe due to the war, as well as Covid-related concerns from China could push down PC demand further in the 2nd quarter.
The expert included that Intel (INTC) is "more exposed" than AMD (AMD) to a slowing PC market, but the Pat Gelsinger-led company guided conservatively when it last reported. Conversely, AMD (AMD) has a variety of other "favorable levers," consisting of the Xilinx addition, console demand and strength in cloud computing. Looking at the semiconductor industry as an entire, specifically when seen through the lens of Taiwan Semiconductor's (TSM) first-quarter results, Arya explained that "financiers hesitate to look previous existing macro turmoil" and are now going to pay a premium for difficult cyclical assets such as products and energy, however have actually disposed tech stocks, in particularly silicon chips, in spite of a "rapidly digitizing global economy." Official Info Here is rampant (Bof, A FMS study shows growth optimism at all-time low) which might produce an improved Buy [opportunity] for our top Cloud [names like] Nvidia (NVDA), Marvell Technologies (MRVL), Cars and trucks [names like] On Semiconductor (ON), [Analog Gadgets] (ADI) and capital expenditure [names like] KLA Corp (KLAC) and International Foundries (GFS) beneficiaries." In addition, Arya questioned whether development in semiconductor capital devices names is slowing or delayed into 2023, as a 3-5% sales miss in the March quarter and June guidance is "extensively anticipated," citing the effect of the China lockdowns on supply disturbance.
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Arya likewise noted that the need outlook for auto-related semiconductor business, such as Texas Instruments (TXN), On Semiconductor (ON), NXP Semiconductors (NXPI) and Microchip Technology (MCHP) is "strong," citing recent arise from Analog Gadget (ADI). "With 10%+ [year-over-year] prices tailwind, we see no reason why auto/industrial suppliers can not sustain at-least 10-15% [year-over-year] CY22 sales development, recommending upside to [Texas Instruments] Q1 report," Arya mentioned.
