John Vinh

Qorvo Inc (NASDAQ: QRVO) stock traded higher by 6 percent Wednesday after the company easily beat fiscal fourth-quarter earnings and revenue estimates. Qorvo reported revenue of $681 million, gross margin of 48.2 percent and operating income of $167 million. Qorvo said the fourth quarter was even...

Latest field checks indicate Qorvo Inc (NASDAQ: QRVO) has failed to be qualified for the latest iPhone and is likely to lose market share to Broadcom Inc (NASDAQ: AVGO), according to KeyBanc Capital Markets. The Analyst KeyBanc's John Vinh downgraded Qorvo from Overweight to Sector Weight. The...

KeyBanc Capital Markets turned "incrementally more constructive" on Ambarella Inc (NASDAQ: AMBA) after hosting investor meetings with management with conversations ranging from new product ramps and China. The Analyst KeyBanc's John Vinh maintains a Sector Weight rating on Ambarella....

After years of legal disputes about patents and royalties, Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) finally reached an agreement on Tuesday. Apple agreed to pay Qualcomm an undisclosed amount of cash, and Qualcomm agreed to a chipset supply deal that presumably means Qualcomm...

ON Semiconductor Corp (NASDAQ: ON) reached an agreement to acquire Quantenna Communications Inc (NASDAQ: QTNA), a leader in Wi-Fi technologies. Here is a summary of some of the Street's initial reactions to the $1 billion acquisition. The Analysts Raymond James' Chris Caso maintains a...

Video chipmaker Ambarella Inc (NASDAQ: AMBA) reported Tuesday after the market close with forecast-beating fourth-quarter results, but issued disappointing guidance for the first quarter. The Analysts Morgan Stanley's Joseph Moore maintained an Overweight rating on Ambarella with a $52...

Chipmaker Qorvo Inc (NASDAQ: QRVO) reported third-quarter results Thursday that came in better than expected on the top- and bottom-line. The company downwardly revised its guidance for the March-ending quarter due to lower demand for certain flagship smartphones. Here's how the...

Apple Inc. (NASDAQ: AAPL) is going through a tough phase given the issues surrounding its flagship product, the iPhone. From an intraday high of $233.47 hit Oct. 2, Apple stock ended the calendar fourth quarter at $157.74, a drop of about 33 percent. Given the muted offtake of its latest...

Apple Inc. (NASDAQ: AAPL) and its suppliers have been in a turbulent period since the technology giant introduced three of its latest iPhones in 2018. An analyst at KeyBanc Capital Markets delved into what ails the iPhone Tuesday.  The Analyst Analyst John Vinh has a Overweight rating on...

Cirrus Logic, Inc. (NASDAQ: CRUS) slashed its fiscal third-quarter revenue guidance, citing recent softness in the smartphone market. The Analysts KeyBanc Capital Market's John Vinh maintained a Sector-weight rating on Cirrus Logic. Bank of America Merrill Lynch analyst Adam...

Skyworks Solutions Inc (NASDAQ: SWKS) reported Thursday its fiscal fourth-quarter results, which came in better than expected but management's first-quarter guidance came in weak. Here is a summary of what some of the Street's top analysts are saying after the print. The Analysts Morgan...

With the onset of the third-quarter reporting season, KeyBanc Capital Markets is previewing earnings from  semiconductor companies in its coverage universe and saw fit to downgrade Integrated Device Technology Inc (NASDAQ: IDTI). The Analyst Analyst John Vinh downgraded Integrated Device...

Apple Inc. (NASDAQ: AAPL) reported solid third-quarter earnings, which bodes well for a handful of companies that supply components to the iPhone maker, according to KeyBanc Capital Markets.  The Analyst KeyBanc's John Vinh reviewed Apple's supply chain channel in a research...

Skyworks Solutions Inc (NASDAQ: SWKS) issued a fiscal third-quarter report Thursday that solidifies the case for the semiconductor stock, according to KeyBanc Capital Markets.  The Analyst Analyst John Vinh maintained an Overweight rating on Skyworks with an unchanged $120...

Firsthand checks and carrier surveys suggest Apple Inc. (NASDAQ: AAPL) is seeing "stable" sales of iPhone 8 and iPhone X devices, according to KeyBanc Capital Markets.  The Analyst KeyBanc analysts John Vinh and Michael Lin commented on Apple's iPhone sales in a Monday note....