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2022-03-29Goldman Sachs slashed estimates for a number of semiconductor and semiconductor equipment stocks, noting a "more challenging macro backdrop" over the next 12 months.
A team of analysts, led by Toshiya Hari, downgraded Microchip Technology (NASDAQ:MCHP), Qorvo (NASDAQ:QRVO) and Teradyne (NASDAQ:TER) to neutral, while taking Advanced Micro Devices (AMD) off its U.S. Conviction Buy List.
"While we expect buyers of semiconductors to maintain their procurement plans in the near-term in fear of ongoing supply disruptions/shortages, and we remain bullish on the sector on a through-cycle basis, we believe it is prudent to assume at least a normalization in demand or a convergence toward long-term trends in 2023/2024 as inflation and rising interest rates adversely affect consumer spending and industrial production," the analysts wrote.
A team of analysts, led by Toshiya Hari, downgraded Microchip Technology (NASDAQ:MCHP), Qorvo (NASDAQ:QRVO) and Teradyne (NASDAQ:TER) to neutral, while taking Advanced Micro Devices (AMD) off its U.S. Conviction Buy List.
"While we expect buyers of semiconductors to maintain their procurement plans in the near-term in fear of ongoing supply disruptions/shortages, and we remain bullish on the sector on a through-cycle basis, we believe it is prudent to assume at least a normalization in demand or a convergence toward long-term trends in 2023/2024 as inflation and rising interest rates adversely affect consumer spending and industrial production," the analysts wrote.