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Posts related to ‘Semiconductor’

Cat Analyst

MEMC’s Unusual Upgrade by Goldman Sachs

Posted: March 7, 2013 at 7:45 am

MEMC Electronic Materials Inc. (NYSE: WFR) is continuing to benefit from its turnaround efforts. This morning we are tracking an unusual upgrade from a Wall St. Can this be possible? ...
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Computer Chip

Qualcomm Boosts Dividend, Share Buybacks

Posted: March 5, 2013 at 8:30 am

Chipmaker Qualcomm Corp. (NASDAQ: QCOM) said today that it is raising its quarterly dividend from $0.25 to $0.35 beginning with payments made after March 27. The company also initiated a ...
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Computer Chip

Short Interest Rises in Chip Stocks as Industry Looks Set to Recover (INTC, AMD, QCOM, ARMH, MU, SNDK, BRCM, MRVL, NVDA, TXN, AMAT, SMH)

Posted: February 28, 2013 at 8:05 am

We have tracked the key short interest changes as of February 15 in the following semiconductor leaders: Intel Corp. (NASDAQ: INTC), Advanced Micro Devices Inc. (NYSE: AMD), Micron Technology Inc. ...
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94073253

Applied Materials Scores Conviction Buy List Spot from Goldman Sachs Analyst

Posted: February 26, 2013 at 1:20 pm

Applied Materials Inc. (NASDAQ: AMAT) may be looking at a new chief financial officer, but one Wall St. bulge bracket firm has no concern here whatsoever. Applied's shares have risen ...
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94073253

Can Intel Foundry Growth Offset PC Weakness and Evolution to Mobility?

Posted: February 26, 2013 at 11:55 am

A news announcement earlier this week has gone largely unnoticed, even though it might be a game-changer for Intel Corp. (NASDAQ: INTC) now that the computing world for processors is ...
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94073253

Slew of Analyst Upgrades Driving Chip Stocks (ALTR, ATML, CY, ONN, XLNX)

Posted: February 19, 2013 at 10:50 am

It was not that long ago that we saw a research report from Credit Suisse calling the chip sector at an "irresistible cyclical bottom." Now we have a slew of ...
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94073253

Short Interest Repositions in Chip Makers (INTC, AMD, QCOM, ARMH, MU, SNDK, BRCM, MRVL, NVDA, TXN, AMAT, SMH)

Posted: February 12, 2013 at 9:10 am

We have tracked the key short interest changes as of January 31 in the following semiconductor leaders: Intel Corp. (NASDAQ: INTC), Advanced Micro Devices Inc. (NYSE: AMD), Micron Technology Inc. ...
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LED bulbs

Veeco to Miss 4Q Filing Deadline

Posted: February 8, 2013 at 1:50 pm

LED tool maker Veeco Instruments Inc. (NASDAQ: VECO) said today that it would miss the deadline for fourth quarter and full year 2012 revenue and earnings filings. Shares have ...
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94073253

After Drop in 2012 Semiconductor Sales, 2013 Looks Much Brighter (ARMH, INTC, AAPL, MU, SNDK, AMAT)

Posted: February 5, 2013 at 9:50 am

Despite an explosion in smartphone and tablet sales in 2012, overall semiconductor sales were down for the year. The three-month average for global chip sales was $24.74 billion in December, ...
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Chip photo

ARMH Beats Estimates, Offers Bullish Outlook

Posted: February 5, 2013 at 8:35 am

ARM Holdings PLC (NASDAQ: ARMH) reported fourth-quarter and full-year 2012 results before U.S. markets opened this morning. For the quarter, the semiconductor design and licensing firm posted adjusted diluted earnings ...
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94073253

AMD Gets Cut Further into Junk Ratings by Fitch

Posted: January 30, 2013 at 3:27 pm

Just when you think that things cannot get any worse at Advanced Micro Devices Inc. (NYSE: AMD), they get worse. Fitch ratings has now downgraded AMD's corporate credit rating today. ...
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Laptop tablet and smartphone

Another ARM Downgrade Brings Up Valuation Concerns in Mobile Chips (ARMH, INTC, AMD, QCOM, NVDA, SOXX, UBS)

Posted: January 30, 2013 at 10:26 am

For the fourth time in just over two weeks, ARM Holdings PLC (NASDAQ: ARMH) has been downgraded. London-based Numis Group downgraded ARM Holdings, which also trades on the London exchange, to Hold ...
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94073253

Broadcom Tops Estimates, Slides on Outlook

Posted: January 29, 2013 at 4:27 pm

Broadcom Corp. (NASDAQ: BRCM) reported fourth quarter and full year 2012 results after markets closed today. For the quarter, the semiconductor maker posted adjusted diluted earnings per share (EPS) of ...
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Chip photo

Short Interest in Chip Makers Changes Course (INTC, AMD, QCOM, ARMH, MU, SNDK, BRCM, MRVL, NVDA, TXN, AMAT, SMH)

Posted: January 28, 2013 at 9:12 am

We have tracked the key short interest changes as of January 15 in the following semiconductor leaders: Intel Corp. (NASDAQ: INTC), Advanced Micro Devices Inc. (NYSE: AMD), Micron Technology Inc. ...
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RAM

Miracle Turnaround for Mellanox: Short Covering, Options and Bottom Fishing (MLNX)

Posted: January 24, 2013 at 11:53 am

Mellanox Technologies Ltd. (NASDAQ: MLNX) was one the great high-flyer stories of the first half of 2012, but ultimately valuation and reality caught up with the stock after shares rose ...
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