Steven Pelayo, MD & Regional Head of Technology, Equity Research at HSBC highlights the tech companies that are set to emerge as the winners of the current seasonal downturn.» Read More
*Expects second-qtr adj EPS $0.25- $0.29/ shr vs est $0.27. Feb 12- Applied Materials Inc, the biggest maker of equipment used to make semiconductors, reported a 39 percent jump in first-quarter revenue as higher demand from manufacturers of flash memory chips helped to offset weak sales to makers of logic chips.
TAIPEI, Jan 20- Taiwan's export orders rose much faster than expected in December, which authorities said stemmed from record demand for communications and electronics products.
*To invest in chip plants in Germany, Singapore. ABU DHABI, Jan 3- Abu Dhabi's Advanced Technology Investment Co plans to invest up to $10 billion over the next two years in GlobalFoundries' upstate New York semiconductor factory, its chief executive said on Friday.
CHICAGO, Dec 9- There is a growing consensus that U.S. stocks, as well as stocks around the world, are going to catch a tailwind going into 2014.. The Vanguard Total World Stock Index ETF owns more than 5,000 stocks, but has its top holdings in mega-cap American companies like Apple Inc, Exxon Mobil Corp and Google Inc..
Two consortiums, including IBM and STMicroelectronics, have proposed building semiconductor wafer plants in India costing a total of $8 billion.
With an advantage in chips in the stagnant PC market, Intel is looking to gain a bigger footing in the mobile and tablet market, as Samsung commits to using Intel processors in an Android tablet.
Jim Cramer makes the call on viewers' favorite stocks.
Samsung starts gaining market share, hurting Apple Inc's margins and stock price and threatening its reign as the king of cool in consumer electronics.
Something interesting is happening: Individual stocks are moving on earnings without dramatically affecting their sectors.
Mehdi Hosseini, Senior Analyst at Susquehanna Financial Group expects TSMC's revenue guidance for 2013 to decline by 5-6%.
BANGKOK-- World stock markets fell Friday ahead of the U.S. government's estimate of economic growth in the latest quarter, which is expected to show improvement but not enough to jolt the global economy out of its doldrums. Europe's debt crisis has added to headwinds while emerging powerhouses such as China have also slowed.
THE OFFER: ASML Holding NV, the Dutch chip-making equipment supplier, bid $2.55 billion for California company Cymer Inc.. THE ACQUIRER: ASML uses such beams in machines to trace out the circuits of computer chips. Its customers include Intel, Samsung and Taiwan Semiconductor Manufacturing, all of whom own stakes in ASML.
AMSTERDAM-- ASML Holding NV, the biggest supplier of equipment to semiconductor manufacturers, has offered to buy Cymer Inc. of the U.S. for around $2.55 billion in cash and shares.
TAIPEI, Oct 9- TSMC, the world's biggest contract chip maker, said on Tuesday that unconsolidated sales in September rose 30.3 percent from a year earlier, though they fell back from August.
Cramer makes the call on viewer favorites.
Nicolas Baratte, Regional Head of Technology Research at CLSA says that demand for smart-phones will push TSMC ahead of its peers.
An international trade on the smartphone space ahead of Apple's earnings, with Tim Seymour, Triogem Asset Management.
Jeffrey Toder, Head of Asia Technology Research, RBS discusses investment opportunities in the Asian chip space.
Semiconductor stocks such as Intel, Texas Instruments, Xilinx, Analog Devices, and ON Semiconductor could see further upside, according to JPMorgan, which believes the PC market may be growing faster-than-expected.
If you missed out on Apple and Google rallies, don’t get down. You’ll get a chance to ride the next tech boom in emerging markets, Ron Shah, founder and portfolio manager at Jina Ventures, told CNBC.