5 reports

  • COMPANY DESCRIPTIONS
  • WHO'S WHO IN SEMICONDUCTORS?

RISK SCREEN: CONSUMER ELECTRONICS SECTOR On a risk basis, Samsung ranks ##th riskiest out of ## consumer electronics companies.

  • Consumer Electronics
  • Semiconductor
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Broadcom Corporation
  • Semiconductors: Who's who?

Most companies are impacted by multiple themes, many of which conflict with one another.

  • Computer Storage
  • Consumer Electronics
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Broadcom Corporation

It is a broad based supplier of ICs for smartphones, peripherals and consumer electronics products in general with China as its predominant market.

  • Consumer Electronics
  • Semiconductor
  • Analog Devices, Inc.
  • ASML Holding N.V.
  • Broadcom Corporation

IN AI, FOR EXAMPLE, AMAZON AND GOOGLE ARE STRONG IN THE CONSUMER SECTOR BECAUSE THEY HAVE COLLECTED CONSUMER DATA FOR YEARS.

  • Consumer Electronics
  • Data Center
  • ICT
  • Alibaba Group
  • ASML Holding N.V.

OTHER AREAS DRIVING DEMAND FOR SEMICONDUCTORS INCLUDE: COMMUNICATIONS, CONSUMER ELECTRONICS AND INDUSTRIAL APPLICATIONS, ESPECIALLY ENERGY-RELATED.

  • Consumer Electronics
  • World
  • Market Size
  • Supply
  • ASML Holding N.V.