‘Blue collar’ semis drop 21% from June highs, here is what it says about the economy
Seeking Alpha ·
The leading indicator for the industrial cycle is down. The “blue collar” semiconductors— Texas Instruments ( TXN ), Analog Devices ( ADI ), NXP Semiconductors ( NXPI ), Microchip ( MCHP ), ON Semiconductor ( ON ), STMicroelectronics ( STM
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Shares of leading industrial semiconductor companies have fallen 21% from their June highs, raising concerns over an economic downturn. The weakness in major stocks such as TXN, ADI, and NXPI suggests that leading indicators for manufacturing and industrial cycles are slowing down. Investors should review their portfolios to prepare for real economy slowdown risks.
하락 영향
- Semiconductors — Industrial semiconductor stocks such as Texas Instruments and NXP have dropped 21% from their peaks, spreading concerns over slowing downstream demand and poor earnings.
- Electric Vehicles — The entry of the automotive semiconductor supply cycle into a downturn is negative as it could lead to increased production costs and lower shipment volumes in the finished vehicle and EV sectors.
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