Fox Advisors:
Unparalleled Expertise
The team at Fox Advisors strives to understand and articulate emerging and established secular trends related to a wide range of electronic component applications, automotive technologies, Transportation-as-a-Service (TaaS) and other shared networks plus storage products in order to aid our clients in their investment process. Our approach leverages bottoms-up supply chain analysis, deep-rooted corporate connections, and insights derived from industry trade shows and regulatory updates to develop consistent, detailed, opinionated research that our clients trust and rely on.
January 20, 2026
MU: Adds to Long-Term Capacity Plans
Yesterday, Micron (MU; $362.75; O/P) announced it signed an exclusive letter of intent to purchase Powerchip Semiconductor’s (6770.TW; NT$68.20; NR) P5 fabrication site in Tongluo, Miaoli County, Taiwan for $1.8B in cash, including a ready-to-use…
January 16, 2026
TEL: Looking for Top Line Growth to Outshine Input Cost Risks
We reiterate our Outperform and $290 target on the shares of TE Connectivity (TEL; $241.24) ahead of its FQ1 (Dec) results and guidance, which are scheduled for Wednesday, January 21st (before market). We believe the…
January 15, 2026
A Lot to Consider Into Q4 EPS Season
We expect the upcoming CQ4 EPS season from the technology supply chain to highlight still healthy cloud data center spending trends that drove robust performance across our coverage in 2025 (e.g., average stock up 85%)….
January 15, 2026
A Broadening Quantum Investing Landscape; Infleqtion IPO
We think this week’s news that Honeywell’s (HON; $214.34; NR) majority owned Quantinuum plans to confidentially file for an IPO is likely to signal a broader level of interest in the quantum computing space from…
