Susquehanna's Chris Caso is upgrading chipmakers MRVL, LLTC, ONNN, and MXIM to Positive,...


Susquehanna's Chris Caso is upgrading chipmakers MRVL, LLTC, ONNN, and MXIM to Positive, believing much of the recent bad news for the chip industry is now baked in, and customer inventory levels are "manageable." Caso is also reiterating Positive ratings for QCOM, BRCM, TXN, and MCHP. (previously)

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