Analyst
Profile
Kevin Cassidy
Senior Research Analyst
Sector Coverage:
Semiconductors
Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group. Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.
Companies Covered:
ADEA
Adeia
AIP
Arteris, Inc.
AMBA
Ambarella, Inc.
AMD
Advanced Micro Devices, Inc.
ARM
ARM Holdings PLC ADR
AVGO
Broadcom Inc.
BTDR
Bitdeer Technologies Group Class A
CAN
Canaan Inc.
CEVA
CEVA, Inc.
INTC
Intel Corporation
INVZ
Innoviz Technology Ltd.
LAZR
Luminar Technology
LSCC
Lattice Semiconductor Corporation
MCHP
Microchip Technology Incorporated
MPWR
Monolithic Power Systems, Inc.
MRVL
Marvell Technology Group Ltd.
MU
Micron Technology, Inc.
NVDA
NVIDIA Corporation
NVTS
Navitas Semiconductor Corp.
ON
ON Semiconductor Corporation
OUST
Ouster, Inc.
PENG
Penguin Solutions, Inc.
QCOM
QUALCOMM Incorporated
QRVO
Qorvo, Inc.
RMBS
Rambus Inc.
SMCI
Super Micro Computer, Inc.
STX
Seagate Technology PLC
SWKS
Skyworks Solutions, Inc.
SYNA
Synaptics Incorporated
TXN
Texas Instruments Incorporated
WDC
Western Digital Corporation
WULF
TeraWulf Inc.
In the Press
Benzinga
|
Feb 6, 2025
Qualcomm Posts Record Revenue As Analysts Flag Huawei, Tariff Risks
Investing.com
|
Feb 6, 2025
Rosenblatt cuts Skyworks stock rating, sets $80 target
all articles by
Kevin Cassidy