MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors
Report Coverage
- Broker
- JPMorgan
- Region
- United States
- Sector
- Semiconductors
- Report Type
- Industry Report
- Primary Focus
- MRVL), explaining when/why ASICs make sense & detailing the design flows, detailing performance efficiency and outlining
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Report Summary
MRVL), explaining when/why ASICs make sense & detailing the design flows, detailing performance efficiency and outlining the key AI ASIC pipelines. A great read. The big news this week on AAPL was Tim Cook’s admission to WSJ that AAPL will be raising product pricesin the face of rising component costs – particularly memory. WSJ in its own analysis and citations of TechInsignts speculates that iPhone prices could increase $200~300. On the one hand, an iPhone price hike of this magnitude strikes me as unlikely, given AAPL’s multiple levers we’ve long discussed (optimizing configurations, mix, reducing non-memory costs/vertical integration, service revenues); Samik did the math a few months ago and settled on the need for a ~$50 ASP increase, impacting volumes a bit, but leaving revenue large
Key Takeaways
- Companies that sounded better:
- CLS sounded incrementally positive – particularly on GMs; they had sounded concerned in particular on Tomahawk
- CDW sounded good, with some nuances. Backlog is highest in PC, followed by servers; but they explicitly have less
- HDD Names: WDC & STX both still very good. This week Samik raised numbers (pricing-driven); WDC sounded like
- TER sounded good, though with some nuances:2H still likely to see revenue moderate, given the likely 85/15 1H/2H
- FN: Samik left more positive view relative to prior supply headwind/reset concerns. LITE (second-source EML) supply
Why This Report Matters
JPMorgan's 15-page analysis on "MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semic" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.
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This summary is for users researching the JPMorgan MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO report. It helps users review MU Buy side Bars, Tech HW Pre-Q Check-ins, HDDs, AI Capex, WFE TAM, AAPL, AV/GO: US Hardware / Semiconductors Sector Specialist Commentary Hardware • Semiconductors coverage, key takeaways, and related broker or sector research paths across AI, Semiconductors, earnings; Joshua Meyers, Specialist Sales.
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