Analyst
Profile

Kevin Cassidy

Senior Research Analyst

Sector Coverage:

Semiconductors

Kevin has covered the semiconductor industry as a sell-side analyst since 2006 including 12 years with Thomas Weisel Group / Stifel. Kevin applies his 20+ years of practical semiconductor industry knowledge to his research. Mr. Cassidy started his career in semiconductor sales and sales management with Texas Instruments before moving on to AMD and followed by co-founding a sales representative group.  Kevin earned multiple top supplier awards during this tenure. Kevin has been recognized by 3rd parties as a top-ranked analyst for stock picking. Kevin holds an electrical engineering degree from the University of Buffalo and Mathematics & Physics degrees from Geneseo State College.

Companies Covered:

ADEA
Adeia
AMBA
Ambarella, Inc.
BTDR
Bitdeer Technologies Group Class A
CAN
Canaan Inc.
CEVA
CEVA, Inc.
INVZ
Innoviz Technology Ltd.
LAZR
Luminar Technology
NVTS
Navitas Semiconductor Corp.
ON
ON Semiconductor Corporation
OUST
Ouster, Inc.
PENG
Penguin Solutions, Inc.
QCOM
QUALCOMM Incorporated
QRVO
Qorvo, Inc.
RMBS
Rambus Inc.
STX
Seagate Technology PLC
SWKS
Skyworks Solutions, Inc.
SYNA
Synaptics Incorporated
WDC
Western Digital Corporation
WULF
TeraWulf Inc.
Kevin Cassidy, Senior Research Analyst at Rosenblatt Securities

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