NicholasG8 Posted - 2 days ago

$RNECY

NicholasG8 Posted - 1 week ago

$MPWR $RNECY

NicholasG8 Posted - 1 week ago

$RNECY $NVDA

DrakeKhanRa Posted - 1 week ago

$MPWR Im buying some $IFX and $RNECY

DonCorleone77 Posted - 1 week ago

$MPWR $NVDA $RNECY $IFNNY Monolithic Power slides as Edgewater says allocation in Blackwell at risk Edgewater Research contended in a note to investors earlier this morning that performance issues with Monolithic Power's (MPWR) voltage regulator module/Power Management IC "appear likely to severely limit or eliminate" Monolithic's allocation in Nvidia's (NVDA) Blackwell, with Renesas (RNECY) seen taking over B200 and Infineon (IFNNY) seen assuming GB200 allocation as both are seen receiving rush orders in recent weeks. "We hear NVDA will go through their confirmed orders to MPWR for the next few quarters, but we hear NVDA has canceled half of MPWR's backlog, cutting all of their unconfirmed orders," the firm added. In early Monday trading, Monolithic Power Systems shares have fallen around 20%.

NelsonBunkerHunt Posted - 1 month ago

$RNECY revenue is declining :(

DonCorleone77 Posted - 3 months ago

$RNECY Renesas removed from APAC Conviction List at Goldman Sachs Goldman Sachs removed Renesas from the firm's APAC Conviction List - Directors' cut.

NelsonBunkerHunt Posted - 3 months ago

$RNECY another -7% in Japan... Guys we just bought Altium Ltd. $ALMFF for 8B usd. The price should have gone UP by 8B not down. The price was paid by cash on hand and by credit with near ZERO interest. This is a Japanese company with strong foundations. Some people read the financials backwards I think. I still believe the CEO that this will reach around 7000 yen in 2030, that is almost 200% upside from here. Low risk after this stupid haircut.

PenkeTrading Posted - 07/31/24

I found you an Oversold RSI (Relative Strength Index) on the daily chart of Renesas Electronics Corp ADR. Is that bullish or bearish? $RNECY #RNECY #pink #tradingsignals #technicalanalysis

NelsonBunkerHunt Posted - 4 months ago

$RNECY next week earnings. I´d expect 3-4% lower EPS compared to this period in 2023. That is still among the best in chip industry.

Envergizer Posted - 4 months ago

$RNECY this stock looks good! Financials are stable, market leader in microcontrollers, they have AI, memory for server farms like $SMCI and $NVDA, power semiconductor, sensors for automotive and many more. Oh yes, and they have Altium Designer, a belowed engineer tool for electronic design. Vertically strong itegrated Japanese company with endless 0% funds.

NelsonBunkerHunt Posted - 4 months ago

$RNECY successfully acquired Altium $ALMFF a highly popular electronic design platform. $TGAN is also a Renesas company now. Renesas is aiming for the big picture, to design with Renesas components in a Renesas (Altium) cloud environment for various automotive, power, AI and sensing (like inductive position sensing) applications. Everything in house, major company with world class support. I´m keeping my 10k shares as retirement fund.

Flapper Posted - 06/25/24

$RNECY I'm new here, but so far my DD shows me they are making quite the amount of acquisitions of smaller companies in the GaN, SiC & software worlds to get on the AI super highway. Obviously a solid company, been around a while, Revs in the billions, profit.... I like they are an "integrated" platform with software and the like... a Walmart per say.... Just need to be convinced why I should own a company with 3.7 billion shares outstanding, on a buying spree, no dividend and (as far as I can see) there is no plan to buy back shares. What am I missing, constructive replies appreciated

Euthyphro Posted - 5 months ago

$TOELY Great alternative to $AMAT; $LRCX if you want to diversify a bit into the Japanese market. Japan is just beginning to invest an enormous sum of money into its semiconductor industry, and Tokyo Electron is positioned to benefit more than any other company given its star-status within Japan's semiconductor ecosystem. Honestly, all the Japanese semi stocks are worth watching, but none are as safe as Tokyo Electron. The others would be $DSCSY $LSRCY $RNECY $ATEYY

NelsonBunkerHunt Posted - 7 months ago

$RNECY P/E = 14.6 Just comapre it with other chip players like $AMD $INTC $ADI

DonCorleone77 Posted - 02/26/24

$STM $RNECY STMicroelectronics, Renesas, Ac6 join the Zephyr Project The Zephyr Project announced that Renesas Electronics (RNECY), STMicroelectronics (STM), and Ac6 have joined as Silver members. Zephyr, an open source project at the Linux Foundation that builds a secure, connected and flexible RTOS for future-proof and resource-constrained devices, is easy to deploy and manage. It is a proven RTOS ecosystem created by developers for developers. The Zephyr 3.6 release is a significant step towards delivering the next Long-Term Support version of the project later this year. It includes several security-focused features such as the integration of TF-M 2.0, and improved tooling for SBOM generation. With over 30 new boards added across the entire range of supported architectures, Zephyr now supports over 600 boards that developers can readily use to build their embedded applications

NelsonBunkerHunt Posted - 9 months ago

$RNECY Altium Designer buyout!

NelsonBunkerHunt Posted - 9 months ago

$RNECY DIVIDEND soon!

STCKPRO Posted - 01/22/24

$RNECY NEW ARTICLE : Japan's Renesas extends tender offer for proposed acquisition of chip maker Sequans https://stck.pro/news/RNECY/73454972/

NelsonBunkerHunt Posted - 10 months ago

$RNECY decent jump without supporting news

DonCorleone77 Posted - 10 months ago

$TGAN $RNECY Renesas to acquire Transphorm for $5.10 per share in cash Renesas Electronics (RNECY) and Transphorm (TGAN) announced that they have entered into a definitive agreement pursuant to which a subsidiary of Renesas will acquire all outstanding shares of Transphorm's common stock for $5.10 per share in cash, representing a premium of approximately 35% to Transphorm's closing price on January 10, a premium of approximately 56% to the volume weighted average price over the last twelve months and a premium of approximately 78% to the volume weighted average price over the last six months. The transaction values Transphorm at approximately $339M. The acquisition will provide Renesas with in-house GaN technology, a key next-generation material for power semiconductors, expanding its reach into fast-growing markets such as EVs, computing, renewable energy, industrial power conversion and fast chargers/adapters....

NelsonBunkerHunt Posted - 10 months ago

$RNECY Mark my post: 66 USD/share in year 2030

NelsonBunkerHunt Posted - 10 months ago

$RNECY still a great company, I expect sideways movement for at least 1-1.5 years thanks to the market softness and general downturn of semiconductor business. The new acquisition in GaN power semi can turn very profitable if the patents and tech gets embedded into Renesas successfully. Now it looks like a very expensive buy, but CEO Shibata has proven many times that he is a good and careful leader. Road to 10k YEN in 2030 is well paved!

NelsonBunkerHunt Posted - 10 months ago

$TGAN congrats to the buyout! You made a great deal selling your failing company for 20-times the book value to $RNECY

STCKPRO Posted - 10 months ago

$RNECY NEW ARTICLE : Renesas to buy Transphorm to expand power portfolio with GaN technology https://www.stck.pro/news/RNECY/72331926/

STCKPRO Posted - 1 year ago

$RNECY NEW ARTICLE : Renesas Announces Completion of INCJ's Sale of Renesas Shares https://www.stck.pro/news/RNECY/67390046/

STCKPRO Posted - 10/26/23

$RNECY NEW ARTICLE : Renesas Announces Consolidated Forecasts https://www.stck.pro/news/RNECY/65716348/

STCKPRO Posted - 10/26/23

$RNECY NEW ARTICLE : Renesas Reports Financial Results for the Third Quarter Ended September 30, 2023 https://www.stck.pro/news/RNECY/65716344/