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.
May 14, 2025
Yesterday, Corning (GLW; $47.62; O/P) announced it is formally collaborating with Broadcom (AVGO; $232.42; NR) on a co-packaged optics (CPO) infrastructure aimed at increasing networking and processing bandwidth, density, and power efficiency, by reducing distances…
May 13, 2025
This morning, Flex (FLEX; $41.83; O/P) announced that its Anord Mardix business, which is focused on a range of power solutions for cloud and traditional data centers, as well as some other industrial applications, has…
May 13, 2025
This morning, Western Digital (WDC; $46.57; O/P) announced that its Board authorized a new $2B share repurchase program that is effective immediately and equates to 12% of the company’s market capitalization. We are not surprised…
May 12, 2025
Our latest look at aggregate inventories, up and down the supply chain for CQ1, suggested typical seasonal inventory builds in aggregate Dollars, albeit against better-than-usual sales trends. At the same time, inventory ratios improved on…