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What's The Deal With Semiconductors Now? Summit's Sundararajan Digs Into The Sector
Friday, July 17, 2015 - 8:08am | 635Read More...In a report published Thursday, Summit Research analyst Srini Sundararajan reviewed companies that have reported earnings in the Semiconductor space and commented on key takeaways from Analyst Meetings. Intel: Looking Cash Strapped? Sundararajan noted that Intel Corporation (NASDAQ: INTC)...
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Is Intel A Bellwether For The Semiconductor Industry?
Friday, July 10, 2015 - 4:13pm | 451Read More...Intel Corporation (NASDAQ: INTC) is set to release its Q2 earnings report on Wednesday, and owners of semiconductor stocks will be watching closely for an indication of what they can expect from the sector in coming months. Benzinga compared the market’s reaction to Intel earnings over the...
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Semiconductor Scenarios Diverge In 2020; Who's Best Positioned?
Wednesday, June 10, 2015 - 11:46am | 438Read More...In a report published Tuesday, Pacific Crest analyst Weston Twigg discussed how semiconductor scaling challenges threaten to slow or limit leading-edge node migrations, especially among foundry producers. According to Twigg, the rate of equipment demand growth depends on two node migration...
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Cramer: Ambarella Will Grow From Drones, Not GoPro
Monday, June 8, 2015 - 2:39pm | 296Read More...Shares of Ambarella Inc (NASDAQ: AMBA) continued their post-earnings surge on Monday, trading at new all-time highs of $111.88, up more than 7 percent on the day. Shares have now fallen slightly, but are still up nearly 5 percent. Ambarella reported its first quarter results last week, which jolted...
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Longbow Research: These Semiconductor Stocks Have Downside
Friday, June 5, 2015 - 1:04pm | 434Read More...In a report published Friday, Longbow Research analyst Shawn Harrison discussed the semiconductor space, noting that he sees downside to Street forecasts for the remainder of 2015 given an "increasingly cautious" view of the space. According to Harrison, investors could be overplaying...
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Semiconductor M&As: Who's Next?
Thursday, June 4, 2015 - 9:34am | 443Read More...In a report published Thursday, FBR analyst Christopher Rolland noted that if the pace of consolidation seen within the semiconductor sector continues this year, 32 percent of all U.S. publicly traded companies in the space will be acquired. Rolland said that while such a run-rate is not...
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Stephens Analyst: Here's Why I'm Downgrading Skyworks Solutions
Monday, April 6, 2015 - 2:49pm | 275Read More...In a report published Monday, Stephens analyst Harsh Kumar downgraded shares of Skyworks Solutions Inc (NASDAQ: SWKS) to Equal-Weight from Overweight while raising the price target to $100 from a previous $85. According to Kumar, Skyworks fundamentals remain "solid" and the company is...
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Semiconductor Short Sellers Get Selective
Saturday, March 14, 2015 - 1:56pm | 953Read More...Short interest among the leading semiconductor stocks was mixed again in late February. On the whole, swings to the downside were more severe between the February 13 and February 27 settlement dates, as evidenced by Broadcom Corporation (NASDAQ: BRCM), Cirrus Logic, Inc. (NASDAQ: CRUS) and Maxim...
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Semiconductors Moving Lower Amid Microchip Lowered Guidance
Friday, October 10, 2014 - 12:08pm | 247Read More...Semiconductor stocks are trending lower Friday following Microchip Technology's lowered guidance. The company lowered its sales forecast for the second quarter 2015 by roughly $20 million. Moreover, after Microchip's lowered guidance, Susquehanna declared that "the...
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RBC Report: "Cash is Becoming King, and Semis are Wearing the Crown"
Monday, May 19, 2014 - 3:49pm | 776Read More...Monday, May 19, 2014, RBC released a report about the semiconductor industry putting the spotlight on the maturing market being a positive for rising free cash flow. RBC analyst Doug Freedman believes the business model is changing, and the valuations should too. The semiconductor industry...
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PC Sales Will Decline More Than 10 Percent by End of 2013
Tuesday, December 3, 2013 - 12:39pm | 578Read More...According to market research firm, IDC, by the end of 2013, worldwide PC sales will have fallen more than 10 percent over a year ago. IDC said it would turn out to be the worst year on record for PC sales. Total sales this year, IDC said, would be about 314 million PCs, with most of those in...
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Is a Solar Powered iPhone Next for Apple? (AAPL)
Monday, September 16, 2013 - 10:47am | 593Read More...Following a series of provocative patent filings related to solar applications, Apple (NASDAQ: AAPL) recently posted a job listing on the company website indicating it was seeking an engineer with experience in solar, according to 9to5 Mac. The patent filings go back to 2011 with the latest one...
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EXCLUSIVE: Brooks Automation CFO Headley Comments On New Divisions: 'This Is A Significant Game Changer' (BRKS)
Tuesday, August 13, 2013 - 3:43pm | 381Read More...The first part of this Interview, including Martin Headley's comments on the semiconductor industry can be found here. In an exclusive interview with Benzinga, CFO of Brooks Automation (NASDAQ: BRKS), Martin Headley elaborated on the company’s newly launched divisions. “We have recently...
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Small Cap Analysis: How is Ambarella Poised for Future Growth?
Thursday, June 6, 2013 - 3:34pm | 420Read More...Ambarella (NASDAQ: AMBA) is a developer of semiconductor processors for high definition video cameras. Their technology, referred to as System-on-a-chip (SoC) integrates several aspects of video processing on a single chip. The company's chips are used in include sports cameras, auto cameras,...
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Microsoft, Intel, Cisco (MIC) – Can The Troika Grow Again? (Part 2)
Wednesday, July 6, 2011 - 5:18am | 913Read More...Having discussed Microsoft in part 1 of this article, we will now examine its main hardware partner, Intel. Intel The Wintel combination has dominated the PC era since its beginning, and continues until today. Hence, no wonder when Microsoft (NASDAQ: MSFT) stalls, so does Intel (NASDAQ: INTC...










