November 25, 2008 - Industry News
The Week That Solar Was Left for Dead
A week full of earnings reports from various solar companies has highlighted the bruises, cuts, and scrapes in the solar sector. ...
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November 19, 2008 - Industry News
Industrial Production: Tech Could Be Worse
The Federal Reserve just released the Industrial Production numbers for October. The headline number, a 1.3% gain, was unexpectedly good due ...
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November 3, 2008 - Industry News
Microchip Technology: A Good Dividend Paying Stock
Microchip Technology, a US$4.54BN firm, develops and manufactures specialized semiconductor products which are widely used in a variety ...
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October 2, 2008 - Industry News
Semiconductors: Sector in Transformation
It is well publicized that the financial industry is undergoing cataclysmic changes in terms of survival of companies, industry ...
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September 15, 2008 - Top Story News
Outlook for Semiconductor Component Companies
The Wall Street Transcript recently interviewed Tristan Gerra, the Senior Semiconductor Component Analyst and a Director at Robert W. Baird & ...
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September 15, 2008 - Industry News
Outlook for Semiconductor Component Companies
The Wall Street Transcript recently interviewed Tristan Gerra, the Senior Semiconductor Component Analyst and a Director at Robert W. Baird & ...
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September 11, 2008 - Industry News
Disconnects in the Semiconductor Industry
There seems to be a misconception between semiconductor revenues and other business sectors of the industry, namely equipment, chemicals, ...
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September 10, 2008 - Technology News
Thin Film Solar Will Grow Eightfold By 2010
Thin-film solar production is expected to double in each of the next three years to reach 4.18 gigawatts worth of equipment in 2010, ...
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September 9, 2008 - Industry News
Why I Don't Want Samsung to Acquire SanDisk
The big news in semiconductors was the possible takeover of SanDisk by Samsung. Let's for a second assume that Samsung [which already has ...
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September 9, 2008 - Industry News
AMD's New CEO Confronts Company's Challenges
Dirk Meyer, the new CEO of Advanced Micro Devices Inc., has a plate full of challenges to deal with as he begins his tenure leading the struggling ....
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August 18, 2008 - Industry News
Semiconductor ETF: Some Tasty Chips?
ETF sector leadership continues to shift rapidly. The most dramatic move of the week came from a semiconductor ETF, which moved from #37 to #5 ...
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August 14, 2008 - Industry News
Nvidia Admits to Underestimating AMD
Nvidia had one ugly second quarter. It lost money. It took a charge for defective chips. And it's stuck with low-margin inventory it has to ...
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August 11, 2008 - Top Story News
Kulicke and Soffa: It Ain't Over 'Till It's Over
In the final minutes of a ball game - when it is still on the line - those players who can put their bruised feelings aside and focus on ...
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July 25, 2008 - Industry News
Amkor Worth a Look
Amkor Technology (AMKR) provides semiconductor packaging and test services. Its products range from the traditional, "off-the-shelf" ...
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July 21, 2008 - Industry News
Solar Grade: A Silicon Revolution
For those of you not too familiar with the technicals of the silicon solar Photovoltaic industry, I would like to bring to your attention ...
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July 16, 2008 - Industry News
Novellus Sticks to Its Knitting
Yesterday Novellus Systems (NVLS), another leading semiconductor equipment manufacturer for thin film deposition, surface preparation, ...
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July 14, 2008 - Industry News
KLA-Tencor and the Fate of the Semiconductor Capital Equipment Sector
KLA-Tencor (KLAC) is the world leader in yield management and process control solutions for semiconductor manufacturing and related ...
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July 14, 2008 - Industry News
Even More ATI Woes for AMD
Advanced Micro Devices Inc.'s (AMD) 2006 acquisition of graphics chipmaker ATI Technologies Inc. has once again forced the processor ...
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July 11, 2008 - Industry News
Solar Wafer Prices On the Rise Again?
When considering solar stocks, the conversation always turns to the cost of silicon and solar wafers, the raw materials that go into solar ...
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June 30, 2008 - Industry News
MEMC Electronic Materials: Climbing the Wall of Worry
With the explosion of oil prices and implosion in the value of the dollar, a perfect storm is brewing for U.S.-based, export-oriented ...
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June 30, 2008 - Industry News
Teradyne: Strong Results and Flash Memory Acquisition
Continuing my coverage of the ATE industry, in this post, I will discuss Teradyne, the leading supplier of Automatic Test Equipment. Teradyne ...
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June 26, 2008 - Industry News
Credence and LTX Merging
I have repeatedly expressed my views on the faltering EDA industry and recommended that it needs to innovate and consolidate. I had ...
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June 23, 2008 - Industry News
As Intel Joins the Solar Sector, Is There Room for Everyone?
Ignore the bashers who say solar power is hype - they, much like the Federal Reserve and our government leaders still live in the 1970s/1980s ...
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June 20, 2008 - Industry News
Is Intel Exiting NAND, and Will Seagate Buy In?
Is Intel (INTC) plotting to get out of the NAND Flash memory business? The microprocessor giant has a joint venture with Micron Technology ...
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June 19, 2008 - Industry News
Mentor Will Fight Cadence's Hostile Bid
There's more unrest than usual in the electronic design automation kingdom, and for once it has bubbled to the surface in a way that ...
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