Quantcast

Posts related to ‘Semiconductor’

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 ...
Read Full Story »
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. ...
Read Full Story »
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 ...
Read Full Story »
iPhone_5_FrontBack

Apple Suppliers and Ecosphere Players Get Hit on Earnings

Posted: January 23, 2013 at 5:55 pm

By now you know the news that is driving Apple Inc. (NASDAQ: AAPL) lower and lower, but the earnings report and lower margins have an interesting side-effect here even if Apple ...
Read Full Story »
RAM

SanDisk Marched Past Estimates As SSD Is 10% of Sales

Posted: January 23, 2013 at 4:21 pm

SanDisk Corporation (NASDAQ: SNDK) was already up big off the 2012 lows, but now we have earnings out. The flash memory leader turned in earnings of $1.05 in earnings per ...
Read Full Story »
Chip photo

Which Company Consumes the Most Computer Chips?

Posted: January 23, 2013 at 12:23 pm

Even though demand for semiconductors fell in $297.6 billion in 2012, that still represents a lot of chips. The drop in demand is almost entirely due to higher consumer demand ...
Read Full Story »
Chip photo

The Processor War Heats Up: Who Wins in the End? (INTC, AMD, ARMH, QCOM, NVDA)

Posted: January 23, 2013 at 10:04 am

It used to be a pretty simple equation. If you wanted to own a semiconductor stock you bought Intel Corp. (NASDAQ: INTC). Then you held it for years and made an ...
Read Full Story »
94073253

AMD Shares Rise After Hours on Smaller Loss

Posted: January 22, 2013 at 4:39 pm

Advanced Micro Devices Inc. (NYSE: AMD) reported fourth-quarter and full fiscal year 2013 earnings after markets closed today. For the quarter, the chipmaker posted an adjusted diluted earnings per share ...
Read Full Story »
Intel logo

Intel Brings Mixed Earnings, a Tad Early

Posted: January 17, 2013 at 4:22 pm

Intel Corp. (NASDAQ: INTC) was up by 2% going into earnings today, in part led by a new leak on Bloomberg at the end of the trading day that came ...
Read Full Story »
94073253

Serious Concerns Growing About ARM’s Growth Engine Valuation

Posted: January 16, 2013 at 10:42 am

ARM Holdings PLC (NASDAQ: ARMH) had been on one major move to the upside, right up until the past few days. We would note that this mobile processing outfit from Britain ...
Read Full Story »
Money, US, $100 bills

If Dell Is Buyout Bait… 7 Other Big Old-School Tech Stocks Under 10-Times Earnings

Posted: January 14, 2013 at 3:06 pm

Dell Inc. (NASDAQ: DELL) has seen its shares rise handily on Monday on news (rumors really) that the company might be in talks with private equity firms in a possible go-private ...
Read Full Story »
Chip photo

Analyst Sees Irresistible Cyclical Bottom in Semiconductors in 2013, with Caveats

Posted: January 14, 2013 at 10:20 am

Credit Suisse is out with its outlook for semiconductors in 2013. The report sounds great at first when you hear "Irresistible Cyclical Bottom," but then you have to realize that it ...
Read Full Story »
94073253

Cypress Semi Signals Weak Sales and Earnings for Entire Semiconductor Sector

Posted: January 8, 2013 at 9:07 am

Cypress Semiconductor Corp. (NASDAQ: CY) may be getting the chip sector off to yet another bad start for earnings season. The company said that business eroded in the final two ...
Read Full Story »
94073253

Semiconductor Makers Going Mobile in 2013

Posted: January 7, 2013 at 10:28 am

The past year was a tale of two products for semiconductor makers. Makers of the brains for desktop and laptops PCs had a tough year, while chipmakers focused on mobile ...
Read Full Story »
94073253

UBS Top Semiconductor Picks for 2013 (INTC, AAPL, SSNLF, QCOM, BRCM, AVGO, NVDA, LLTC)

Posted: January 4, 2013 at 9:59 am

For years tech investors eagerly awaited each new quarter to determine yet again how much Intel Corp. (NASDAQ: INTC) was dominating the semiconductor industry. The explosive growth of personal computers ...
Read Full Story »