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    Joe Moore

    Research Analyst at Morgan Stanley

    Joe Moore is Managing Director and Head of U.S. Semiconductors at Morgan Stanley, specializing in technology sector equity research with a focus on leading semiconductor companies. He covers major firms including NVIDIA, Analog Devices, Applied Materials, Marvell Technology, Advanced Micro Devices (AMD), GlobalFoundries, LSI Corp, and Broadcom, with a track record highlighted by a 241.5% return on his top NVIDIA trade and consistent average returns across over 50 covered stocks. Moore boasts a 59.63% success rate and a TipRanks analyst rating of 4.81 stars, ranking him among the top U.S. equity analysts. With extensive experience at Morgan Stanley and prior coverage extending back to the early 2010s, he holds professional securities licenses and is known for leadership and innovation in semiconductor market research.

    Joe Moore's questions to SEMTECH (SMTC) leadership

    Joe Moore's questions to SEMTECH (SMTC) leadership • Q2 2026

    Question

    Joe Moore of Morgan Stanley asked for more details on the CopperEdge outlook, including confidence in broader adoption and the types of projects underway with hyperscale customers. He also questioned if there were any supply constraints for 1.6T products.

    Answer

    CEO Hong Ho stated that CopperEdge is seeing strong traction with over 20 ecosystem customers for both scale-up and scale-out applications, with high-volume ramps at hyperscalers expected in Q4 2025 or early 2026. For 1.6T products, he clarified that significant volume demand is not expected until 2026, aligned with switch availability, and confirmed Semtech is not currently facing any supply constraints.

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    Joe Moore's questions to SKYWORKS SOLUTIONS (SWKS) leadership

    Joe Moore's questions to SKYWORKS SOLUTIONS (SWKS) leadership • Q2 2025

    Question

    Joe Moore asked about the company's priorities for growing its diversified business, specifically the balance between organic and inorganic strategies, and the feasibility of M&A in the current market.

    Answer

    CEO Philip Brace stated that Skyworks has the financial 'firepower' to pursue both organic investments and M&A. He noted his focus for M&A will be on strategic fit and shareholder value. While acknowledging the M&A environment is complex, he confirmed it is an area he will be spending time on.

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    Joe Moore's questions to ANALOG DEVICES (ADI) leadership

    Joe Moore's questions to ANALOG DEVICES (ADI) leadership • Q4 2024

    Question

    Shane on behalf of Joe Moore asked about customer orders and pricing discussions for growth areas in Automotive (A2B, GMSL) versus the rest of the auto business.

    Answer

    CFO Rich Puccio stated that pricing has been stable and as expected, with ADI commanding premium ASPs for high-performance parts. Executive Michael Lucarelli added that the growth areas (GMSL, A2B, etc.) comprise half of auto revenue and grew over 10% in fiscal 2024, while the other half was down about 10%.

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