Список проголосовавших за комментарий " Mobileye N.V. downgraded to Hold at Needham (60.62)Needham downgrades <strong>MBLY</strong> to Hold from Buy following the Intel (<strong><strong>INTC</strong></strong>) deal. They also view this deal as a positive read-through into the entire ADAS and automotive supply chain, namely: <strong>ON</strong> <strong>Semi</strong>, <strong>MU</strong>, <strong>CY</strong>, <strong>NXPI</strong>, <strong>NVDA</strong>, <strong>TSEM</strong>, and Infineon (<strong>IFNNY</strong>). They would bifurcate the market between ADAS and fully autonomous vehicles. While <strong>MBLY</strong> does have a roadmap for L4 and L5 vehicles, the predominant volume of the vehicles during the next 3-4 years will include L2/L2+ ADAS functionalities aided by regulatory tailwinds."