1621 ET - Diversified semiconductor vendors are expected to face challenging questions in the latest quarter, BofA Securities analysts say in a research note. Companies like Texas Instruments, reporting on Thursday, will likely get hit by incrementally negative sentiment over the past three months on slow industrial and auto demand along with China trade war noise, the analysts add. "China is an emerging risk, where growing trailing-edge capability means intensifying competition in low-end/non-core markets for vendors which could drive pricing down," the analysts say. "Fallout from any trade war retaliation could force a reset of estimates," they add. (sabela.ojea@wsj.com; @sabelaojeaguix)
(END) Dow Jones Newswires
January 21, 2025 16:21 ET (21:21 GMT)
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