摩根士丹利：半导体周刊_盈利周第一期（德州仪器（TXN）、泛林集团（LRCX）、英特尔（INTC））

April 21, 2025 04:13 AM GMT Semiconductors | North America Weekly: Earnings Week 1 (TXN, LRCX, INTC) We preview the first set of earnings; we don't see big near term surprises but assessing longer term tariff impact will be key. TXN (UW, reporting after the market close on Wednesday, April 23): Expect in line results and outlook, with margins and cash flow still under some pressure. The recovery from a two year inventory correction is likely to be muted by tariff impact, but near term we don't expect major ...