April 21, 2010 - Industry News
Is the Semiconductor Rally Coming to an End?
Semiconductor stocks have been flying lately, apparently reinforced by Intel's (INTC) excellent earnings report. Reading the Intel conference ...
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April 12, 2010 - Industry News
National Semiconductor: A Return to Chips Could Be Good in the Long Run
National Semiconductor (NSM) was founded in 1959 and funded by the Sprague family in what is characterized as the beginning of the era of venture ...
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January 19, 2010 - Industry News
Intel: Finally Tuned for Fearless Paranoia
Intel founder Andy Grove said that "only the paranoid survive." This kept the early Intel at the forefront of semiconductor design and manufacturing ...
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January 18, 2010 - Industry News
The Religion of Technical Analysis
Investing comes in many shapes and sizes. And like religion, most investment strategies are built on the essential belief that following ...
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December 29, 2009 - Top Story News
Where's The Semi Equipment Market Headed in 2010?
There have been very bullish forecasts about the semiconductor equipment market for 2010 in recent weeks. SEMI issued a press release forecasting ...
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December 21, 2009 - Industry News
A Qualcomm Future Beyond Cellphones
CEO Paul Jacobs and two of his top executives were on stage for the annual CommNexus "Qualcomm (QCOM) Town Hall". Deutsche Bank analyst ...
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November 24, 2009 - Industry News
Applied Materials' Semitool Acquisition: The Best Deal It Ever Made
Over the past dozen years I have been critical of Applied Materials' acquisition and new product strategies. In my humble opinion, and I ...
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October 26, 2009 - Technology News
Efficient Manufacturing Techniques Critical to Solar Cell Future
If you think about it, Intermolecular's prototyping system for solar cells works like a time machine. Instead of running a test wafer with ...
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September 30, 2009 - Industry News
Semi Equipment Makers: Rising from the Dead?
One of the hardest hit sectors in the downturn has been semiconductor equipment. With plunging demand for semis and rampant over-capacity ...
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September 22, 2009 - Industry News
Attention Silicon Valley: Asian Conglomerates Are Here to Buy
The shopping season seems to have just started and the prospective buyers are coming from Asia. In the past few weeks, Toshiba, Taiwan ...
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September 21, 2009 - Industry News
AMD Reinstates Pay Cuts
Advanced Micro Devices (AMD) recently announced that the pay cuts it had initiated in January this year would be reinstated in December. Hourly ...
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September 18, 2009 - Industry News
Semiconductor Industry Rebound: Is It Long Term?
As the Q1 and Q2 2009 financial report cards rolled in, it was clear that there were signs of optimism for the chip industry as companies were ...
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September 17, 2009 - Industry News
Why I'm Cautious About the Semiconductor Equipment Market
Today marks the 24th anniversary of the day I started The Information Network, and I can't think of a more appropriate place to discuss the ...
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August 24, 2009 - Industry News
MEMS Microphone Will Be Hurt by Downturn in Smartphone Market
Excuse me if I yawn at the announcement that MEMS microphone manufacturer Akustica Inc. has been acquired by Robert Bosch North America and will ...
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July 14, 2009 - Technology News
Solar Progress: Reminiscent of Multi-Chip Modules and Optoelectronics
Nearly every day finds another article about solar technology and startups and their progress. $1/Watt used to be the Promised Land of ...
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July 13, 2009 - Industry News
Moore's Law for the Solar Market
Several people (myself included) have posited that alternative energy won't likely have its own Moore's Law, the phenomenon in the chip ...
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July 13, 2009 - Industry News
Some Global Markets Are Up Big YTD
The S&P 500 is down 2.67% year-to-date (YTD). Within the index some sectors such as financials, energy, industrials, telecom services are ...
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June 30, 2009 - Industry News
Just When Will the Semiconductor Equipment Market Turn Around?
SEMI reported last week that North America-based manufacturers of semiconductor equipment shipped about $391.9 worth of equipment in May ...
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June 26, 2009 - Top Story News
Semiconductor Equipment Market Bogged Down By Used Equipment
Rises in the book-to-bill ratio by North American and Japanese semiconductor equipment manufacturers is giving hope that the downturn ...
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June 25, 2009 - Industry News
4 Companies Leading the Mobile Revolution
Over and over again, I’ve reiterated the fact that the world is shifting to a mobile realm for on-demand information. The four companies listed ...
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June 22, 2009 - Industry News
Expect Tech Mergers to Increase
I first started calling for a re-emergence of Tech M&A in late March (March 24th to be exact) and we’ve seen this thesis play out in spades thus ...
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June 18, 2009 - Industry News
Silicon PrecisionWare: This Volume Driven Business Can Use Consolidation
Continuing with my previous articles on semiconductor demand and its implications, I wanted to focus on the Semiconductor Assembly and Testing ...
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June 1, 2009 - Industry News
Intel: We Think Revenue Will Be Higher in Q2
The GCFR Overall Gauge of Intel Corporation sank from 53 to 29 of the 100 possible points in the first quarter of 2009. Our initial and updated ....
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May 29, 2009 - Industry News
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
Mainland China’s cross-straits investment in Taiwan will help the island country survive the global crisis and at the same time help fix its own ...
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May 28, 2009 - Industry News
NVIDIA and the Big Chip, the Top Line and Gross Margins
NVIDIA recently turned in quarterly results that looked good, yet at the end of the day the stock kept falling. A little digging revealed NVIDIA ...
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