Featured · Chips
Citi cut NXP for missing the AI data center. Its rebuttal opened 10 days earlier, fully booked
Citi's cut to Neutral prices NXP on the 3 to 4 percent of sales tied to data centers; the fab it opened ten days earlier, already sold out, is a bet on the rest. Results on October 27 test both positions.
· 3 min read
