Semiconductor Investors: Check Out This Morgan Stanley Survey

Morgan Stanley commented on semiconductor stocks Monday and noted “mixed trends by product categories” in a recent distribution survey.

Analysts led by Joseph Moore noted that distribution expectations from “survey respondents for MCU and Connector markets ticked down from three months ago, with only 30 percent and 18 percent of respondent expecting 1Q growth, down from 44 percent and 28 percent when asked about 1Q expectations in December.”

Growth expectations for Analog in Q1 were unchanged from December and mostly in-line with semi company guidance.