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Posts related to ‘Semiconductor’

More Caution For Intel Earnings

Intel Corporation (NASDAQ: INTC) is due to report earnings next week and the trend of earnings has been nothing short of extremely disappointing from technology companies.  We outlined all of ...
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Chip Stocks Absorbing Warnings Rather Well (AMAT, AMD, KLAC, INTC, ASML, SMH)

We have two big chip warnings for the market to absorb today.  Interestingly enough, the market is absorbing these rather well if you take an 'all things considered' approach.  Applied ...
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Intel Spends Big on New Wafer Technology

Intel Corp. (NASDAQ: INTC) announced after markets closed last night that it would buy a 10% stake in Dutch chip-equipment maker ASML Holding NV (NASDAQ: ASML) for $2.1 billion. Intel ...
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AMD Blames China & Europe In Brutal Revenue Warning (AMD, INTC, NVDA)

Advanced Micro Devices, Inc. (NYSE: AMD) has just issued an earnings confession. The chip and processor company has warned that its revenues for the second quarter will now be down ...
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A Very Favorable View on Micron-Elpida

Micron Technology Inc. (NASDAQ: MU) saw a bump up in its share price of less than 3% on its securing the Elpida merger out of bankruptcy in Japan.  What Micron is ...
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Micron Buys Bankrupt Japanese Chipmaker (MU, AAPL, SSNLF)

Following a second round of bidding for Japan’s failed Elpida Memory Inc., Micron Technology Inc. (NASDAQ: MU) has signed an agreement to purchase the DRAM maker for $2.5 billion, the ...
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Texas Instruments Guidance Signals: Sales and Earnings Remain On Track (TXN, NOK)

Texas Instruments Incorporated (NASDAQ: TXN) is out with guidance in its second quarter business update.  While the results are said to be "narrowed" they are narrowed equally between the high-end ...
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One More Analyst Says To Buy Semiconductor Pullback (QCOM, AVGO, ADI, RFMD, AMCC, MU, SNDK)

Sterne Agee's Vijay Rakesh has advised that the significant semiconductor pullback from the end of April is a huge buying opportunity and he has reiterated his top picks. He also analyzed ...
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If SanDisk Is Worth 50% to 70% More, What About Its Peers? (SNDK, STX, WDC, MU)

SanDisk Corporation (NASDAQ: SNDK) has had a very difficult 2012.  Being the independent flash memory leader at a time when smartphones and tablets are taking over would theoretically be a ...
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Analyst Shows Best Semiconductor Picks After The Sell-Off (AMD, BRCM, IDTI, MRVL, ALTR, XLNX, INTC, NVDA)

Canaccord Genuity is out defending technology stocks this morning after analyst Bobby Burleson recently took a trip to Silicon Valley.  He said, “orders broadly continue to track to expectations while ...
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After The Fall: Value & Upside In Chip Stocks As Summer Heat Awaits (INTC, QCOM, BRCM, NVDA, AMD, TSM, MU, FSL, SNDK, AMAT, ALTR, LRCX, SMH, XSD, USD)

The recent sell-off has been brutal to semiconductors and chip stocks of late.  To make matters worse, investing in technology and semiconductors can be brutal during the summer months.  Still, ...
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Micron Gets Pushback on Deal for Elpida

Earlier this month Micron Technology Inc. (NASDAQ: MU) was named the top bidder in the auction for bankrupt Japanese DRAM maker Elpida Memory. Now, it seems that some creditors think ...
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After CFO Departure… How Long Can MEMC Survive?

MEMC Electronic Materials Inc. (NYSE: WFR) is at a point where a turnaround analysis and a valuation analysis just no longer matter.  Having fallen from over $90.00 per share, the ...
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Nvidia Jumps on Results, Forecast (NVDA, ARMH, QCOM, AAPL, TXN, MSFT, INTC, AMD)

Chip maker Nvidia Corp. (NASDAQ: NVDA) handily beat consensus estimates for first quarter revenues and EPS the company reported this morning. Revenue totaled $924.9 million compared with an estimate of ...
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Solar Industry Takes Another Blow (WFR, FSLR, SPWR, STP, YGE)

One piece of the solar industry that has taken a bigger hit to prices than the panel makers, it’s the polysilicon wafer makers. Case in point is MEMC Electronic Materials ...
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