The semiconductor industry is undergoing a massive transformation, driven by trends in electrification, automation, and artificial intelligence. onsemi has positioned itself well to capitalize on these trends, with a diversified portfolio targeting high-growth markets that represent a combined Total Addressable Market (TAM) of $44B, growing at an impressive 18% CAGR. Current Revenue Base and Market…
In the ever-evolving landscape of financial markets, the relationship between interest rates and sector performance is a crucial aspect for investors to consider. Today, we’ll explore how potential short-term yield cuts might influence the utility sector’s performance. Understanding Short-Term Yield Cuts Before diving into the specifics, let’s clarify what we mean by short-term yield cuts:…
The Federal Reserve’s influence on the yield curve is both powerful and complicated, with different parts of the curve responding differently to monetary policy actions. While the Fed has strong control over short-term rates, its influence diminishes across longer maturities, creating an intricate dynamic that shapes the entire yield curve. The Fed’s Direct Control: The…
The relationship between short-term and long-term interest rates tells a fascinating story about economic cycles, monetary policy, and market expectations. Over the past three decades, we’ve witnessed several distinct patterns that shed light on how these rates interact, particularly during periods of monetary easing and tightening.
As Intel continues its ambitious journey into the foundry business, investors and industry observers are keenly watching the revenue potential of Intel Foundry Services (IFS) for 2025.