KeyBancanalyst John Vinh shared mixed quarterly supply chain findings for the semiconductor sector. The analyst revised several company estimates and price targets.

Though most end markets were weak in analog, he noted indications of auto getting closer to a bottom. Traditional server and AI strength is sustained, with Blackwell on track to launch in the fourth quarter without further delays, as per Vinh.

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The analyst's feedback on the iPhone 16 launch appears to be better than feared but could be better. Therefore, Vinh downgradedQualcomm Inc...