$NXPI 0.61 Developing

Notable posts

• @StockSavvyShay neutral 1233 eng

  THE SEMICONDUCTOR ECONOMY INSIDE THE IPHONE 17 PRO It's really wild to see how one $AAPL iPhone 17 Pro is essentially a semiconductor economy in your pocket with 12 companies each capturing a different piece of the compute, connectivity, power, sensing and materials stack: 1. $TSM manufactures Apple's A19 Pro processor on its most advanced chipmaking technology turning Apple's chip designs into physical silicon at massive scale. 2. $AVGO supplies RF front end components and wireless charging technology (though Apple's new N1 chip displaced Broadcom as primary Wi-Fi & Bluetooth supplier this generation). 3. $GLW supplies cover glass and Ceramic Shield so essentially the material layer protecting the display and back panel. 4. $QCOM supplies Snapdragon X80 modem in the Pro models which is the last generation before Apple's C2 takes over and reason it stayed is mmWave support that Apple's own C1X lacks. 5. $STM supplies chips used around Face ID, cameras & power management helping Apple control sensors and photographic hardware. 6. $NXPI supplies connectivity controllers including NFC, secure payment hardware and USB Type C control helping iPhone communicate with accessories and contactless systems. 7. $CRUS supplies audio and power chips that help drive the speakers, microphones and other audio functions while efficiently managing power delivery. 8. $TXN supplies analog and power chips used for battery charging, camera flash control and display power so basically managing how electricity moves through parts of the phone. 9. $ADI supplies power conversion and charging chips that regulate voltage and make sure different parts of the phone receive right amount of electricity. 10. $SONY supplies CMOS image sensors, the physical light-capture hardware behind every camera on the phone. 11. $QRVO supplies RF front end modules that filter and amplify cellular signals so the phone can communicate efficiently across different frequency bands. 12. $SWKS supplies additional RF components used to strengthen and manage wireless signals between iPhone and cellular networks.

  view on X →
• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

  view on X →
• @StockOptionCole neutral 32 eng

  Massive week ahead Wednesday • 2:00 PM – FOMC Interest Rate Decision • 2:30 PM – Fed Chair Press Conference (Kevin Warsh) Mon: $APLD $AMKR $CLS $RMBS Tue: $V $BE $KLAC $GLW $STX $NXPI Wed: $MSFT $META $VRT $ARM $QCOM $LRCX Thu: $AAPL $AMZN $COIN $MSTR $RDDT $RBLX Fri: $CVX $XOM $CCJ $ETN $ABBV AI CapEx • Cloud Growth • GPU Demand • Memory • Data Centers • Infrastructure Watch for read-throughs into $NVDA $MU $MRVL $AVGO $AMD $NBIS $DELL $TSM $QQQ $SMH

  view on X →