Semiconductors and Semiconductor Equipment Semiconductors

  • Andrew Left, executive editor, Citron Research

    Earlier on Wednesday, Left's Citron Research published a report that said Nvidia shareholders are discounting "significant competition."

  • Jen-Hsun Huang, president, chief executive officer and co-founder of Nvidia, speaks during the 2011 International Consumer Electronics Show in Las Vegas on Wed., Jan. 5, 2011.

    The short-seller firm cited risk from "emerging" data center competition next year from Intel and Advanced Micro Devices.

  • *Firm fined $975 million in China in 2015 on antitrust charges. SEJONG, South Korea/ SAN FRANCISCO, Dec 28- South Korea's antitrust regulator fined Qualcomm Inc 1.03 trillion won for what it called unfair business practices in patent licensing and modem chip sales, a decision the U.S. chipmaker said it will challenge in court. The fine, the largest ever levied in...

  • Time to sell Nvidia?

    Romit Shah, Nomura Securities executive director and senior analyst, discusses whether Nvidia will continue to be a strong performer or whether it's time to ditch the stock.

  • *To start production of PV cells, modules at Buffalo factory. TOKYO, Dec 27- Panasonic Corp will invest more than 30 billion yen in a New York production facility of Elon Musk's Tesla Motors to make photovoltaic cells and modules, deepening a partnership of the two companies. Japan's Panasonic, which has been retreating from low-margin consumer electronics to...

  • *To start production of PV cells, modules at Buffalo factory. TOKYO, Dec 27- Panasonic Corp will invest more than 30 billion yen in a New York production facility of Elon Musk's Tesla Motors to make photovoltaic cells and modules, deepening a partnership of the two companies. Japan's Panasonic, which has been retreating from low-margin consumer electronics to...

  • TOKYO, Dec 27- Panasonic Corp and Tesla Motors said on Tuesday they have agreed to start production of photovoltaic cells and modules at a factory in Buffalo, New York. In a joint statement, the two companies said they plan to start production of PV modules in the summer of 2017 and increase to one gigawatt of module production by 2019.. The plan is part of the solar...

  • TOKYO, Dec 27- Panasonic Corp said on Tuesday that it will hold a news briefing at 5:30 p.m. in Japan on its solar cell business. The Nikkei business daily reported last week that the company would sign a contract to supply Tesla Motors Inc with solar panels from plants in Japan and Malaysia. Tesla said in October it would collaborate with Panasonic, its...

  • Cramer's Stop Trading: AMAT

    CNBC's Jim Cramer explains why he is watching Applied Materials.

  • *Firm to invest 2.2 trln won to build NAND chip plant in S.Korea. SEOUL, Dec 22- South Korea's SK Hynix Inc said on Thursday it will invest 3.16 trillion won in its home country and China to boost memory chip production, seeking to capitalize on an industry-wide surge in demand. Some 2.2 trillion won will be spent on the new NAND chip plant which will be located in South...

  • "We believe this near-term sweet spot in memory supply/demand dynamics will continue to be favorable, driving memory prices higher," Loop Capital analyst Betsy Van Hees said. "We expect favorable supply-demand dynamics to persist in 2017," Chief Executive Mark Durcan said on a conference call. The company forecast adjusted profit of 58- 68 cents per share for the...

  • *SK Hynix also investing 950 bln won to boost China DRAM capacity. SEOUL, Dec 22- South Korea's SK Hynix Inc said on Thursday it will invest 3.16 trillion won in its home country and China to boost memory chip production capacity, seeking to capitalize on growing mobile and data storage demand. The world's No. 2 memory chip maker behind domestic rival Samsung...

  • Micron soars after hours

    CNBC's Josh Lipton reports on Micron after-hours. The "Fast Money" traders weigh in.

  • Dec 21- Memory-chip maker Micron Technology Inc reported its first rise in quarterly revenue in nearly two years, as a stabilizing PC market boosted chip demand and pricing. The company's net income attributable to shareholders fell to $180 million, or 16 cents per share, in the first quarter ended Dec. 1, from $206 million, or 19 cents per share, a year earlier.

  • Pedestrians pass by the New York Stock Exchange.

    These are the stocks posting the largest moves after the bell on Tuesday, including: FedEx, Nike, GoPro and more.

  • Analyst on Nvidia: More room to run

    Vijay Rakesh, Mizuho senior semiconductors analyst, shares his bullish bet on Nvidia. The "Fast Money" traders weigh in.

  • Nvidia's surge higher?

    The “Fast Money Halftime Report” traders and Stephanie Link, TIAA Global Asset Management, discuss the trade on Nvidia following bullish calls by Goldman Sachs and Mizuho.

  • *Toshiba last month forecast Y130 bln profit for chips division. *China's aggressive investment plans could be future concern. TOKYO, Dec 16- Toshiba Corp expects its chips and devices division, its biggest profit driver, to beat its annual earnings forecast on favorable currency rates and strong demand for flash memory chips, the head of the division said.

  • TOKYO, Dec 16- Toshiba Corp expects its chips and devices division, its biggest profit driver, to beat its current annual earnings forecast, helped by a weaker yen and strong demand for flash memory chips, the head of the division said. Toshiba just last month forecast that the division will generate an operating profit of 130 billion yen for the financial year to...

  • TAIPEI, Dec 16- Taiwan stocks fell for a third straight session on Friday led by declines in technology heavyweights and as investors remained cautious after Federal Reserve increased U.S. interest rates and signalled a faster pace of hikes next year. Cathay Financial Holding, parent company of Taiwan's biggest life insurer, climbed as much as 1.4 percent.