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Maxim Integrated Products, Inc.

5/23/2013, 5:26 PM ET

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Thursday, July 26, 2012, 5:10 PM Maxim Integrated Products (MXIM): FQ4 EPS of $0.45 beats by $0.06. Revenue of $604.9M (-3.4% Y/Y) in-line. (PR) Comment! [Earnings]
Thursday, July 26, 2012, 12:10 AM Notable earnings after Thursday's close: AMGN, AMZN, APKT, ARBA, CA, CB, CBL, CERN, CINF, CLWR, CSTR, DECK, EXPE, FB, FBHS, GILD, HGSI, IM, INFA, KEG, KLAC, LEG, MCK, MXIM, PFG, QLGC, QLIK, RGC, RSG, SBUX, SPF, TLAB, UHS, VRSN Comment! [Earnings]
Wednesday, July 25, 2012, 5:35 PM Notable earnings after Thursday's close: AMGN, AMZN, APKT, ARBA, CA, CB, CBL, CERN, CINF, CLWR, CSTR, DECK, EXPE, FB, FBHS, GILD, HGSI, IM, INFA, KEG, KLAC, LEG, MCK, MXIM, PFG, QLGC, QLIK, RGC, RSG, SBUX, SPF, TLAB, UHS, VRSN Comment! [Earnings]
Monday, July 23, 2012, 5:24 PM Samsung (SSNLF.PK) boasts it has already shipped 10M Galaxy S III phones - GigaOm estimates the figure translates into 190K shipments/day since the flagship device launched, or a run rate of 17.1M/quarter. Analysts estimate Samsung sold 50M smartphones overall in Q2, as it increasingly towers over its Android rivals. BRCM, SWKS, SIMG, and MXIM are among the chipmakers that benefit from Galaxy S III sales. Comment! [Tech]
Monday, July 16, 2012, 11:31 AM More on FBR's bearish chip report: Craig Berger is no kinder to Linear Technology (LLTC) than he is to Texas Instruments. Reiterating an Underperform, Berger argues Linear's obsession with high margins - margins it doesn't believe can move much higher - lead it to walk away from a lot of business, including with Apple. He's more positive on analog peer Maxim (MXIM), citing solid execution, successful acquisitions, smartphone share gains, and a low valuation. (previous) Comment! [Tech, Quick Ideas]
Monday, July 16, 2012, 10:04 AM FBR's Craig Berger makes a bearish call on chip stocks just as earnings season begins to ramp. Texas Instruments (TXN -1.6%) is downgraded to Underperform, and estimates are cut for ATML, LLTC, MXIM, NVDA, and ONNN. Regarding TXN, Berger worries Q3 revenue guidance could miss Street estimates, and that 2013 estimates could also be at risk. A struggling wireless chip business, excess capacity, and a relatively high valuation are named as concerns. (Nomura) Comment! [Tech, Quick Ideas]
Friday, July 13, 2012, 5:56 PM Many analysts have suggested going long on Apple's supply chain over the years. Barclays, however, thinks now is a good time to bet on Samsung's (SSNLF.PK) supply chain, given the Korean conglomerate's surging smartphone production, and an expected lull in iPhone builds ahead of a fall refresh. BRCM, SWKS, RFMD, and MXIM are mentioned as firms with healthy Samsung exposure, though the first two are also heavily exposed to Apple. 1 Comment [Tech, Quick Ideas]
Tuesday, July 3, 2012, 1:17 PM Global chip sales fell 2% Y/Y in May, the SIA estimates. That represents a reversal from April's 3% gain, and is the starkest evidence yet that the chip industry's recovery has stalled thanks to a mixture of soft IT spending and telecom capex, and slumping orders from phone and PC manufacturers. Demand for analog chips (-10%) and microprocessors (-9%) was particularly soft. Comment! [Tech]
Monday, June 4, 2012, 9:18 AM Samsung (SSNLF.PK) will begin selling its flagship Galaxy S III to all four nationwide U.S. carriers this month, along with U.S. Cellular (USM), at prices that start at $199. The S III has received largely positive reviews, and its Euro launch has been met with strong early demand. Qualcomm (QCOM), Broadcom (BRCM), Skyworks (SWKS), and Maxim (MXIM) are among the chipmakers that will benefit from the U.S. launch. 1 Comment [Tech]
Friday, June 1, 2012, 5:47 PM Chipworks and iFixit perform teardowns of Samsung's (SSNLF.PK) flagship Galaxy S III. Detected parts include an Intel (INTC) baseband processor, a Broadcom (BRCM) Wi-Fi/Bluetooth combo chip and GPS receiver, a Silicon Image (SIMG) video transmitter; a Skyworks (SWKS) power amplifier, a Sony (SNE) image sensor, an Audience (ADNC) voice processor, and Maxim (MXIM) power management chips. The U.S. version will have Qualcomm's (QCOM) MSM8960 baseband/app processor. 4 Comments [Tech]
Tuesday, May 29, 2012, 10:37 AM Broadcom (BRCM +3.1%) follows its chip industry peers higher (SOXX +2.8%) after Nomura's Michael Lean adds the company to his firm's Conviction Buy list. Lean argues Broadcom's core business continue to perform well, and considers the company's valuation (13x estimated 2013 EPS) to be compelling. Maxim Integrated (MXIM +0.9%) is being removed from the list to make room. Comment! [Tech, On the Move, Quick Ideas]
Friday, April 27, 2012, 5:28 PM Needham and UBS praise Maxim Integrated's (MXIM +8.2%) after the company delivers an EPS beat and guides for FQ4 revenue of $590M-$620M and EPS of $0.34-$0.38 (consensus is for $601.9M and $0.34). Needham sees the analog chipmaker benefiting from rising industrial orders and heavy smartphone exposure, while UBS is pleased with management's remarks about the chip industry's inventory correction having ended (noteworthy given prior cautiousness). Comment! [Tech, On the Move, Quick Ideas]
Thursday, April 26, 2012, 4:08 PM Maxim Integrated Products (MXIM): FQ3 EPS of $0.33 beats by $0.05. Revenue of $571M (-5.9% Y/Y) in-line. (PR) Comment! [Earnings, Tech, On the Move]
Thursday, April 26, 2012, 12:10 AM Notable earnings after Thursday's close: AEM, AMZN, AXS, BMRN, CERN, CINF, CLWR, CSTR, CYH, DECK, DOX, EMN, EXPE, FBHS, FII, FIO, GILD, IM, INFA, INVN, KEG, KLAC, LEG, MCRS, MET, MXIM, NXPI, PFG, QLIK, RSG, SBUX, SPN, SWKS, VRSN, VRTX, WDC, WSH, WYNN, ZNGA 1 Comment [Earnings]
Wednesday, April 25, 2012, 5:35 PM Notable earnings after Thursday's close: AEM, AMZN, AXS, BMRN, CERN, CINF, CLWR, CSTR, CYH, DECK, DOX, EMN, EXPE, FBHS, FII, FIO, GILD, IM, INFA, INVN, KEG, KLAC, LEG, MCRS, MET, MXIM, NXPI, PFG, QLIK, RSG, SBUX, SPN, SWKS, VRSN, VRTX, WDC, WSH, WYNN, ZNGA Comment! [Earnings]
Tuesday, April 3, 2012, 2:11 PM FBR says recent checks bode well for Maxim Integrated's (MXIM) phone and industrial chip businesses, and thinks higher plant utilization rates and new design wins will propel the analog chipmaker in 2012. The firm adds Maxim has has a major edge over phone industry rivals in terms of chip integration, and that this is contributing to design wins among Chinese and Euro OEMs. (yesterday) Comment! [Tech, Quick Ideas]