Cypress is executing well on its transformation towards higher growing markets in the IoT sector and more sophisticated solutions. They also have more temporary tailwinds in the form of increasing capacity utilization, USB-C ramp and the memory pricing environment. We think the shares still have something left in the tank. Source: Cypress, As Good As […]
Entries Tagged as 'CY'
November 21st, 2017 · No Comments
June 27th, 2017 · Comments Off on Cypress 3.0 Still On Track
Cypress Semiconductor is in the midst of a corporate transformation that was fueled by two acquisitions. While the company is still digesting these acquisitions, the indications are that the transformation is well underway and delivering solid returns. Now that the boardroom fight is out of the way, investors can concentrate on these developments. One should […]
April 29th, 2017 · Comments Off on Cypress 3.0 Is Working And Has A Lot Of Leverage Remaining
Cypress is reinventing itself into Cypress 3.0, a shift from commodity memory production to a company providing integrated solutions. This shift should re-accelerate growth. For the next three years, most of the financial improvements are likely to come from leverage in the business model. That leverage came first from reducing inventories and will now come […]
April 15th, 2017 · Comments Off on Cypress Vs. Synaptics: What Company Wins From Apple’s Upcoming iPhones?
Getting a slot in an upcoming blockbuster like the new iPhones can be a big boost to small suppliers like Cypress and Synaptics. We look at the chances for both companies, and it turns out that there are also some risks involved. But these risks don’t seem to be evenly distributed over these companies. Cypress […]