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Posts related to ‘Semiconductor’

MIPS Rumored Buyout May Be Fully Valued Already, Patent Wild Card (MIPS)

Posted: April 12, 2012 at 2:41 pm

MIPS Technologies Inc. (NASDAQ: MIPS) is a small enough company that many investors do not even know about.  Shares are surging by 22% to $6.40 on the day on reports ...
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Texas Instruments Avoids Nokia Hangman For Now (TXN, NOK, ERIC)

Posted: April 11, 2012 at 10:45 am

Texas Instruments Inc. (NASDAQ: TXN) is trading up so far with the broader equity and technology markets.  The question which needs to be asked is "Should it really be up?"... ...
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Cree Cuts Prices on LED Streetlights (CREE, AIXG, VECO, LEDS, RBCN)

Posted: April 10, 2012 at 7:37 am

LED lighting maker Cree Inc. (NASDAQ: CREE) has succeeded in making an LED streetlight that sells for less than $200 when purchased in volume. Provided the company can actually make ...
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SanDisk Spreads Fear For All Apple Component Suppliers (SNDK, AAPL, AMD, ADI, BRCM, CY, FCS, MRVL, MU, LSI, ONNN, QCOM, SWKS, TQNT)

Posted: April 4, 2012 at 10:59 am

The news from SanDisk Corporation (NASDAQ: SNDK) about weak demand and weak pricing was something we expected to bleed over to others in flash memory and in consumer electronics.  The ...
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Bad News: SanDisk Guides Flash Pricing & Demand Lower (SNDK, MU, CODE)

Posted: April 3, 2012 at 4:56 pm

SanDisk Corporation (NASDAQ: SNDK) has just provided a "business update" which is actually nothing less than an earnings warning. With this being the leader in flash memory it is going ...
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Applied Materials Sinking on Lowered Outlook (AMAT)

Posted: March 28, 2012 at 11:31 am

Semiconductor equipment maker Applied Materials Inc. (NASDAQ: AMAT) today offered lower full-year EPS and revenue forecasts than analysts had been expecting, at the same time that the company’s CEO projected ...
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Intel Posts Gain in Semiconductor Market (INTC, ARMH, SSNLF, TXN, QCOM)

Posted: March 26, 2012 at 12:28 pm

Intel Corp. (NASDAQ: INTC) grew its share of the total global semiconductor market to 15.9% in 2011, posting growth of nearly 21% year-over-year, based on the latest research from iSuppli. ...
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7 Big Tech Companies That Need To Follow Apple’s Dividend Policy (AAPL, MSFT, INTC, ADBE, DELL, EBAY, EMC, GOOG, SYMC, YHOO)

Posted: March 21, 2012 at 8:05 am

Apple Inc. (NASDAQ: AAPL) has finally listened to the call from Wall Street and Main Street to start using its cash for dividends.  With a yield of about 1.8% a the ...
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LED Makers Get Boost from Upgrades (AIXG, VECO, CREE, RBCN, CVX)

Posted: March 15, 2012 at 2:04 pm

Analysts at Deutsche Bank upgraded two LED makers this morning and the effect is rippling through through the other names in the industry. Aixtron SE (NASDAQ: AIXG) and Veeco Instruments ...
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Can AMD Make It Long-Term on Fabless Model? (AMD, INTC, TSM, NVDA)

Posted: March 9, 2012 at 8:13 am

Advanced Micro Devices, Inc. (NYSE: AMD) has now finalized its pact with GlobalFoundries which gets rid of its 9% stake in the foundry.  The value of about $278 million will ...
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Micron CEO Dies In Plane Accident (MU)

Posted: February 3, 2012 at 2:05 pm

Micron Technology, Inc. (NASDAQ: MU) was halted pending news.  Most investors would have assumed it was about a lawsuit or around an earnings warning.  It is far worse.  Micron has ...
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Qualcomm Earnings & Guidance Wins… Now $100+ Billion In Market Value (QCOM)

Posted: February 1, 2012 at 4:18 pm

QUALCOMM Inc. (NASDAQ: QCOM) is out with its quarterly earnings at $0.97 EPS on an adjusted basis and with $4.68 billion in revenues. Thomson Reuters had estimates of $0.90 EPS ...
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Full 360-Degree Earnings Preview for Qualcomm (QCOM, ARMH, BRCM)

Posted: February 1, 2012 at 11:10 am

QUALCOMM Inc. (NASDAQ: QCOM) is now even closer to its 52-week high ahead of this afternoon's expected earnings report. Shares are now around $59.15 and the 52-week range is $45.98 to ...
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TI Earnings Confusion Over Charges (TXN)

Posted: January 23, 2012 at 4:40 pm

Texas Instruments Inc. (NYSE: TXN) is out with its earnings for the fourth quarter.  The chip giant reported earnings of $0.25 EPS on $3.42 billion in revenues in what feels ...
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Potential Upside in Semiconductor Stocks (INTC, AMD, MU, BRCM, QCOM, ARMH, SNDK, ALTR, AMAT, TXN)

Posted: January 23, 2012 at 11:13 am

Since the beginning of the year the Philadelphia Semiconductor Index is up more than 13.5%. The run-up may be over for some chip makers and sustainable for others. Analysts are ...
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