Semiconductor Short Interest Continues to Be Mixed http://finance.yahoo.com/news/semiconductor-short-interest-continues-mixed-144503361.html.
Intel, AMD, TI Among Beneficiaries as Chinese Lending Spurs Chips, Says BlueFin BlueFin Research Partners analyst Paul Peterson today reiterates a positive outlook for trends in semiconductors, writing that much of the chip world is being helped by China, and to a lesser extent by a cooperative personal computer market. “After an anemic 5-year CAGR of 2.5% and two consecutive years of flattish revenues, the semiconductor industry is poised for solid growth in 2017, in our view.” That bodes well for “the vast majority of semiconductor suppliers,” but he calls out in particular Analog Devices (ADI), Texas Instruments (TXN), Monolithic Power (MPWR), Infineon (IFX), Broadcom (AVGO), Intel (INTC), Taiwan Semi (TSM), and Advanced Micro Devices (AMD). Peterson’s note is an update on a positive note he put out in December with colleague Steve Mullane. He continues to model chip sales for all of this year b 6.7%, in revenue terms http://blogs.barrons.com/techtrader...chips-says-bluefin/?mod=yahoobarrons&ru=yahoo