January 27, 2012 - Industry News
Full Speed Ahead For Taiwan Semi
It was only six weeks ago that Texas Instruments issued a sales warning heard around the world, citing "broadly lower demand across a wide range of ...
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October 19, 2011 - Industry News
SanDisk Will Lead Semiconductors Into 2012
SanDisk will report its third quarter earnings this week. It is not surprising that expectations have been scaled back, as they have been for many ...
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October 14, 2011 - Industry News
Chip M&A Heading For A Slowdown
So far, 2011 has been a banner year for semiconductor M&A -- the first three quarters have already yielded the highest aggregate spending on chip ...
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September 22, 2011 - Industry News
Intel Is Making More Mobile Inroads
Earlier this month, Intel and Google made an important announcement: Google is going to begin optimizing their Android mobile operating system ...
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August 24, 2011 - Industry News
Why Apple's iPad Stands Alone
HP's recent announcement the company is extinguishing its webOS-based product lines and jettisoning its PC division highlights the ongoing ...
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August 12, 2011 - Top Story News
Cautious Optimism About Semiconductors
In light of the continuing flow of poor macro-economic data, it is becoming apparent that the semiconductor environment is looking less and less favorable for the remaining ...
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August 8, 2011 - Industry News
Catching a Falling Chip: 3 Buys in the Semiconductor Industry
The weakness in the broader market has been mild compared to the pain suffered by stockholders in the semiconductor sector. The Philadelphia ...
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July 21, 2011 - Industry News
Strong Growth for Semiconductor Equipment in Booming Niche Market
Our leading indicators are pointing to a downturn in semiconductor equipment sales for the second half of 2011 and through 2012. These data ...
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June 7, 2011 - Industry News
Increasing Semiconductor Revenue Risk
Semiconductor industry revenue has continued to hold on despite weak macroeconomic fundamentals. Stubbornly elevated unemployment rates, ...
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May 20, 2011 - Industry News
Moody's Expects Limited Impact Outside Japan From Supply Chain Disruptions
Most companies outside Japan are adjusting to supply-chain disruptions arising from the March 11 earthquake and tsunami in Japan, limiting ...
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May 12, 2011 - Industry News
Semiconductor Giant Freescale to Raise $1 Billion in IPO
Freescale Semiconductor Holdings is a global leader in embedded processing solutions, which combines complementary semiconductor devices ...
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May 5, 2011 - Industry News
Chip Sector Struggles: Could the Glass Actually Be Half Full?
As earnings season has progressed, results have not been uniform across the semiconductor sector. In addition, sector analysts have not agreed ...
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April 25, 2011 - Industry News
Intel Surprises With Record Earnings
The computer isn’t dead yet. True, tablets are primed to be the fastest-growing market in the tech world for the next few years. True, tablets ...
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April 18, 2011 - Industry News
Chipmakers Can't Turn a Profit if They Can't Make Chips
There is little doubt the tragic earthquake and tsunami in Japan last month (as well as any further aftershocks) will have macroeconomic effects ...
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April 11, 2011 - Industry News
Semiconductor Revenues Not Cracking
Despite the catastrophe that occurred in Japan, I continue to see a strong year for the semiconductor business. While there may be some ...
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March 23, 2011 - Industry News
Intel Should Give Up on the Atom
Intel is trying to make a mountain out of a mole hill -- trying to place the company's ill-conceived Atom chip in every conceivable market to ...
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March 17, 2011 - Industry News
Aftershocks in Semis
Given the current disaster that has occurred in the world's third largest economy, it will be inevitable to filter out the economic reverberations ...
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March 10, 2011 - Industry News
Apple and Intel: The Next Tech Rivalry?
What if Apple became the second largest chip brand in the world, and nobody noticed? Last week, I speculated about the upcoming iPad 2 announcement ...
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February 28, 2011 - Industry News
Semiconductor Equipment Revenues Ramping Higher
Despite the fact that the bar has been raised for the semiconductor industry in terms of growth rates, as 2010 was a stellar year for this industry ...
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February 7, 2011 - Industry News
2011 Semi Revenues Growth Showing Signs of Strengthening
As I had estimated, semiconductor revenue grew by 32% in 2010; however, during the fourth quarter revenue declined approximately 4% quarter-to-quarter ...
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January 27, 2011 - Industry News
2011 Semiconductor Equipment Revenue Growth Slow But Looking Better
Taking a look back at 2010, I can see that the semiconductor capital equipment industry demonstrated phenomenal growth, indeed much better ...
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January 11, 2011 - Industry News
What’s in Store for ASML in 2011?
I pointed our in my column that there was a battle looming in the semiconductor lithography industry in the next-generation immersion tool ...
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January 5, 2011 - Industry News
Semiconductor Revenues Slightly Below Seasonal Trend
While total semiconductor revenue during 2010 will demonstrate to have reached a record level, it may fall a bit shy of my more bullish ...
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December 28, 2010 - Industry News
IBM Management Proves Its Brilliance
The main thrust of this analysis is concentrated in three parts. The first two parts are based on free cash flow (current and historical) and the ...
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December 16, 2010 - Industry News
It's a GaAS: Critical Component for Cell Phone Circuits Grows in 2010
Strong wireless demand created the best growth in Gallium Arsenide (GaAs) integrated circuits - a critical component for supporting cell phone ...
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