Hardware Semiconductors and Semiconductor Equipment

  • LSI: Playing the Chips

    Abhi Talwalkar, LSI Corp president & CEO, discusses his company's strong Q1 performance, its relationship with Apple, cloud computing, and the future of data storage.

  • Texas Instruments

    The semiconductor maker reported quarterly earnings that beat analysts' expectations, sending its shares higher in after-hours trading on Monday.

  • AMD

    The chip maker reported a net loss as it tries to win market share in a market dominated by Intel but its earnings and revenue beat expectations. Shares rose.

  • Qualcomm

    Chip giant Qualcomm continues to affirm exactly why I think it has one of the best businesses not only among the semiconductors, but in the entire market.

  • Intel's headquarters in Santa Clara, California.

    Chip giant Intel continues to be one of a handful of stocks that investors would be wise to add this week ahead of the company’s scheduled earnings announcement on Tuesday.

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    Yet another Vivus takeover rumor circulating through the market Tuesday got me thinking: When do most biotech and drug takeovers happen?

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    We take a closer look at several stocks under $5 that are making large-percentage moves to the upside.

  • Apple Store

    If the new iPhone is scheduled for a June release, the rumor mill will ramp up sharply in the coming months. Nonetheless, here’s a list of features that could be present in Apple’s latest smartphone.

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    Bill Smead, portfolio manager for the Smead Value Investor Fund, offers up four unloved stocks that he thinks are a “buy.”

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    Mike Driscoll, a former Wall Street equities trader turned Adelphi University professor, likens social media market commentary to anonymous chat rooms in the late 1990s, where people tried to "pump and dump" obscure, thinly traded stocks for a quick profit.

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    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.

  • Opportunities in Semiconductors?

    Discussing whether the semiconductor sector still has opportunities for buying after soaring since the start of January, with Patrick Wang, Evercore Partners and Vijay Rakesh, Sterne Agee.

  • Silicon Motion Technology has been pulling back from a monster run, and the bulls are stepping in.

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    Renesas Electronics and two other big Japanese chip makers have begun talks to combine their system chip operations and outsource production in a government-backed deal, sources said, as pressure mounts for drastic reforms to confront stiff global competition.

  • The “Mad Money” host identifies five themes that transcend the day-to-day noise in the market.

  • Picking Apart Apple's Blowout Numbers

    The Fast Money traders, weigh in on Apple's huge earnings numbers. And a look at second derivative plays on the tech giant, including Nuance Communications, and Cirrus Logic.

  • Terence Whalen, Citi semiconductor analyst, discusses why he upgraded some semiconductor-related names, including Novellus and Lam Research.

  • The chip maker reported quarterly earnings and revenue that beat Wall Street's expectations amid stronger-than-expected chip demand. Its outlook, however, fell short.

  • Exterior view of Intel headquarters in Santa Clara, California.

    Intel reported quarterly earnings that beat analysts' expectations, sending its shares higher in after-hours trading on Thursday.