January 6, 2009 - Industry News
2009 Will Be a Bad Year for Semiconductor Equipment Companies
Things don't look too good for semiconductor equipment companies in 2009. The worst projections come from Gartner: semiconductor ...
Seeking Alpha
|
December 29, 2008 - Industry News
Will Memory Make It in 2009?
The memory chip makers have been slaughtered throughout 2008, suffering from the lack of demand that is fueling slow sales and poor margins. ...
Seeking Alpha
|
December 24, 2008 - Industry News
Semiconductors in 2009: How Bad Will It Get?
"The semiconductor industry's growth cycle is shaped by six primary, interrelated forces—global economic health, electronic equipment ...
Seeking Alpha
|
December 23, 2008 - Technology News
The Transition from Handset to Smartphone to Smartbook
According to reports from Nokia (NOK), IDC and iSuppli, the mobile phone market will shrink in 2009. Shipments aren't predicted to surpass ...
Seeking Alpha
|
December 22, 2008 - Industry News
Tech: And You Think Q4's Going to Be Bad?
Barron's Tech Trader Eric Savitz dusts off his crystal ball and gazes into the future, one quarter at a time. Warning: His ball seems to ...
Seeking Alpha
|
December 17, 2008 - Industry News
The Future of the MEMS Market
You probably use them every day and don’t realize it and most likely never heard their name or know how they work. They’re in the iPhone ...
Seeking Alpha
|
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. ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 & ...
Seeking Alpha
|
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 & ...
Seeking Alpha
|
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, ...
Seeking Alpha
|
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, ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ....
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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" ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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, ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
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 ...
Seeking Alpha
|
