Goldman Sachs Reports on Semiconductors

Goldman Sachs, in a recently published report, highlighted the Semiconductor industry and a number of companies to keep an eye on in particular. In regards to International Rectifier (IRF), Goldman Sachs remains Neutral on the stock, but "could get more constructive if we see a path to greater leverage driven by stronger gross margins and growth ahead of peers." Likewise, Analysts kept its Neutral rating on Semtech (SMTC), noting that "we prefer names with either stronger growth opportunities (such as MRVL and BRCM) or more attractive valuation (such as ONNN)."