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"$etn $vrt $sbgsy $abbny $adi $aosl $ifnny $mpwr $nvts $on $powi $rnecy $rohcy $stm $txn $flex"
X Link @851_171_997_129 2025-10-14T21:15Z XX followers, XX engagements
"🚨 Renesas is shopping its timing chip division for $2B $TXN and $IFNNY are circling as potential buyers The unit powers 5G AI infra and data centers but Renesas wants to go all-in on auto and industrial chips"
X Link @downloadvestr 2025-10-14T18:53Z 1013 followers, XX engagements
"Dutch government seizes control of Chinese-owned chipmaker Nexperia $STM $ASML $IFNNY #finance #trading #markets"
X Link @SeekingAlpha 2025-10-13T14:00Z 310.3K followers, 2305 engagements
"$NXPI has higher margins + more stable revenues than $IFNNY. Its markets are mature & less cyclical Infineon is more cyclical but growing faster. Its products are more commoditized and capex-heavy but the markets it serves (EVs industrial renewables) are expanding rapidly"
X Link @DDBlakeFischer 2025-10-12T21:46Z 1443 followers, XX engagements