AMD, Qorvo named among 'under-the-radar' semiconductor stocks at BofA

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AMD, Qorvo named among 'under-the-radar' semiconductor stocks at BofA

seekingalpha2021-07-05

BofA estimates semiconductor stocks will grow 20% and 10% in calendar years 2021-22 and names Advanced Micro Devices(NASDAQ:AMD), Broadcom(NASDAQ:AVGO), Teradyne(NASDAQ:TER), Analog Devices(NASDAQ:ADI...

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Comment（22）

Infinipipz
·2021-07-06
Surprisingly NVDA is not in the list ???
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Felicialim
·2021-07-06
Great article
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1
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Thomas388
·2021-07-06
Up up up
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1
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WChen91
·2021-07-05
??
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kknai
·2021-07-05
Amd can go the distance
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2
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Wil17
·2021-07-05
Great
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Hyhan007
·2021-07-05
Good
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AndrewChia
·2021-07-05
Latest
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GodRevenge
·2021-07-05
Nice
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3
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Holla
·2021-07-05
Like my comment pls
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1
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DesmondSeah
·2021-07-05
Good deal
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GoatYen
·2021-07-05
[財迷]
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堵神
·2021-07-05
Please like and comment thanks ☺️
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5
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pin123
·2021-07-05
Hi
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sh99
·2021-07-05
good
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masran
·2021-07-05
hmm..
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4
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E_meow_meow
·2021-07-05
Lol
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- sh99:
  lol
  2021-07-05
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PEIYONG
·2021-07-05
Nice
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豪仔9
·2021-07-05
Great
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WW1012
·2021-07-05
Yes
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- howeixiong:
  Test
  2021-07-08
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AMD's supercomputing business has increased five times on the year to a nearly 10% share.\nArya notes the \"consistency\" of AMD's roadmap and the tailwind from potential Intel(NASDAQ:INTC)product pushouts, which becae more true last week as Intel delayed its Sapphire Rapidsdata center processor.\nBofA sees Broadcom's exposure to data center, cloud, and 5G driving an over 10% sales/EPS CAGR through calendar year 2023 and a leading margin profile with 75% gross margin and 55% operating margin. Free cash flow is expected to be at or above 50%, which could enhance shareholder value via buybacks. The BofA note came out before the FTC charged the company with operating anillegal monopoly.\nArya says Teradyne is well-levered to Apple insourcing with a 25% sales exposure and benefits from the Mac mix shift, AR/VR, and future auto products. 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Qorvo's 5G base station exposure should accelerate in the second half of this year.","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":154218000,"gmtCreate":1625529450200,"gmtModify":1703742997578,"author":{"id":"3555042746677347","authorId":"3555042746677347","name":"Infinipipz","avatar":"https://static.tigerbbs.com/8b532fffad7bcff278762d6e36c9e0ae","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3555042746677347","authorIdStr":"3555042746677347"},"htmlText":"Surprisingly NVDA is not in the list ???&nbsp;","listText":"Surprisingly NVDA is not in the list ???&nbsp;","text":"Surprisingly NVDA is not in the list 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can go the distance","listText":"Amd can go the distance","text":"Amd can go the distance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154184254","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154119346,"gmtCreate":1625488576585,"gmtModify":1703742571119,"author":{"id":"3574687898874038","authorId":"3574687898874038","name":"Wil17","avatar":"https://static.tigerbbs.com/0cfd41bcd17de187675ea0796762da27","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574687898874038","authorIdStr":"3574687898874038"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154119346","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154109745,"gmtCreate":1625485801287,"gmtModify":1703742528780,"author":{"id":"3577077480134602","authorId":"3577077480134602","name":"Hyhan007","avatar":"https://static.tigerbbs.com/c774b3bae1ee54a329240f8973a724bd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577077480134602","authorIdStr":"3577077480134602"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154109745","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154325174,"gmtCreate":1625482791598,"gmtModify":1703742477238,"author":{"id":"3586382994065598","authorId":"3586382994065598","name":"AndrewChia","avatar":"https://static.tigerbbs.com/923ad5c6de01c0051435e6598d01a994","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586382994065598","authorIdStr":"3586382994065598"},"htmlText":"Latest","listText":"Latest","text":"Latest","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154325174","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154361542,"gmtCreate":1625480973486,"gmtModify":1703742456758,"author":{"id":"3576294381076815","authorId":"3576294381076815","name":"GodRevenge","avatar":"https://static.tigerbbs.com/081ece1f7776d640fea6c927c16a9c17","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3576294381076815","authorIdStr":"3576294381076815"},"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154361542","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154381713,"gmtCreate":1625479762332,"gmtModify":1703742443539,"author":{"id":"3565687171198207","authorId":"3565687171198207","name":"Holla","avatar":"https://static.tigerbbs.com/c0b0e402ff8043410cc67ffccbfe2174","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3565687171198207","authorIdStr":"3565687171198207"},"htmlText":"Like my comment pls","listText":"Like my comment pls","text":"Like my comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154381713","repostId":1125887183,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":154313501,"gmtCreate":1625478499103,"gmtModify":1703742427146,"author":{"id":"3585209116538987","authorId":"3585209116538987","name":"DesmondSeah","avatar":"https://static.tigerbbs.com/a21d017c332362e52d9debf7447b22c3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3585209116538987","authorIdStr":"3585209116538987"},"htmlText":"Good deal","listText":"Good deal","text":"Good 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