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Despite considerable progress the last couple of years in shifting its business towards secular growth markets, the share price has not done all that much. The market is pricing in slower growth in the semi-conductor industry next year and an escalation of trade tensions. Cypress is far from immune to these, but given the decline […]

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The Cypress 3.0 strategy gives the company a sensible direction and management’s execution so far impresses once again. Some of the company’s products are slowly getting a more ingrained position in growth markets. We think the shares are not expensive, especially given the dividend yield and massive cash flow. Source: Cypress Impresses – Cypress Semiconductor […]

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The company is benefiting from a number of positives, like the IoT market taking off, increasing electronic content in cars, a USB-C explosion, and very strong memory prices. It is also still increasing capacity utilization at its Fab 25, increasing gross margins. The company shows strong leverage and produces copious amounts of free cash flow. […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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