Following up on their recent TMT Conference in Miami, analysts at Jefferies released a report with the key takeaways from five big semiconductor names that were present at the conference. Overall, analysts liked what they saw from the conference and are bullish on the sector.

Advanced Micro Devices, Inc. AMD 0.43%

AMD CFO Devinder Kumar told Jefferies that the company is seeing improving visibility in its core business and is confident that it will meet its target of 15 percent improvement in sales numbers in the second half of 2015 compared to the first half of the year. Kumar also expects that new products, such as Pro Graphics and “Zen” will provide margin growth moving forward.

Jeffries has a Buy rating on AMD.

Microchip Technology Inc. MCHP 1.19%

Microchip Technology CFO Eric Bjornholt told Jefferies that the company expects to continue to gain share in the MCU market and sees a continuing…

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