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Semis: iPhone Names Strong; PC Weak

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Following semiconductor supply chain checks,  Canaccord Genuity technology analyst Bobby Burleson said:

We aren’t seeing weakness upstream for Apple (AAPL)-weighted names Cirrus Logic (CRUS) and OmniVision Technologies (OVTI), despite investor concern on the Apple supply chain.

He added:

We see lingering upstream weakness for HDD controllers and PC power management. In our view, Marvell Technology (MRVL) and Intersil (ISIL) are likely to see sub-seasonal demand from the PC vertical through the remainder of C2012. Checks also suggest weakness for Advanced Micro Devices (AMD).

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