Texas Instruments looks expensive as a $260 billion chipmaker trading at about 50 times earnings while earning only $1.5 billion this quarter. x.com 

Intel's 25% growth is weak for the hottest semiconductor market ever, especially after the stock rose 5x in a year. It came against a prior-year quarter with 0% growth, while Texas Instruments grew 23% on a 13% comparison and AMD should grow above 50% on a 32% comparison. Calling it a huge beat misses that the business looks dead. x.com  x.com 

Microchip Technology looks cheap at 16x earnings versus the roughly 38x chipmakers usually get. Applying 38x to next year's forecast EPS of $4.57, give or take 12%, puts fair value at $152.66-194.29, and the stock at $74.17 trades 51% below the low end, with a 0.21 PEG. That leans on forward earnings 185% above trailing; above $97.02 it would be expensive. This is a valuation read only, not fundamental work. x.com 

If cars are becoming computers on wheels, analog chipmakers such as Texas Instruments and Analog Devices stand to sell a good chunk of the technology without bearing the still-uncertain risk of fully autonomous driving. Copart's CEO noted a new Tesla runs about 100 million lines of code, versus 30 million for an Airbus aircraft. x.com 

Analog is back, and Texas Instruments can reach $350 or more after great earnings and guidance. The stock printed a "god candle" on the results, and the bigger the base, the higher it can go. A post the author quotes says Texas Instruments leads with a 20% share of the analog market and is attempting a five-year base breakout with strong accumulation. x.com 

Texas Instruments and Microchip are breaking out of years of hibernation as a microcontroller shortage pulls the chip sector up. Both went nowhere for 3-5 years yet now top the S&P 500 on momentum scores, a pattern that signals something has changed. x.com 

Texas Instruments could command a P/E in the high 20s for FY2026, given strong EPS guidance of about $2 and a very bullish backdrop for microcontrollers, power electronics such as GaN and DC/DC, and analog chips for the AI data-center ramp. x.com 

Magnachip is priced as a dying legacy analog name while it rebuilds around power semiconductors for AI data centers. It exited display chips and plans 55 product launches in 2026 after 55 in 2025, with new-generation products rising from about 2% of revenue to 10% by Q4. At roughly 1x sales with $94.6M of cash against $42.3M of debt, cash covers much downside. It is unprofitable with 15.6% gross margins, yet a 20% jump on a trade show slot for AI-server MOSFETs shows how little is priced in. … Show more

Microchip's new quantum-safe cybersecurity chips, launched in late April, could bring major deals as US CNSA 2.0 rules require quantum-safe security in new defense and national-security systems from January 2027. Microchip is deeply embedded there; its CEO says it is in every offensive and defensive US weapon. Its 100k+ customers in industrial, data center, auto and communications will likely adopt too. No deals are announced yet, but record buy volume makes it a top stock to accumulate. x.com  … Show more

Analog semiconductor stocks such as STMicroelectronics, Tower Semiconductor, Analog Devices and Texas Instruments are set to rise further because they are starting to have pricing power for the first time in a long time. x.com