Semiconductors and Semiconductor Equipment Semiconductors


  • Microsoft's gift to Intel Friday, 2 Jan 2015 | 8:36 AM ET
    Microsoft's gift to Intel

    David Garrity, GVA Research, provides his take on Intel's key growth drivers.

  • NXP CEO's 'smarter world' Tuesday, 4 Nov 2014 | 5:25 PM ET
    NXP CEO's 'smarter world'

    NXP Semiconductors CEO & President Rick Clemmer, provides insight to the company's smart products for the home, and the mobile payment environment.

  • Broadcom's step into wearables Wednesday, 22 Oct 2014 | 10:20 AM ET
    Broadcom's step into wearables

    Scott McGregor, Broadcom President & CEO, talks about the wearable market and the company's "Wiced Sense" device.

  • Broadcom CEO talks good quarter Wednesday, 22 Oct 2014 | 10:18 AM ET
    Broadcom CEO talks good quarter

    Discussing Microchip's big warning on the chip sector, and strong earnings from Broadcom, with Scott McGregor, Broadcom President & CEO.

  • Analyst chip picks Friday, 17 Oct 2014 | 1:40 PM ET
    Analyst chip picks

    CNBC's Morgan Brennan rounds up the wild ride for semiconductor stocks this week after Microchip's warning, and which chip stocks are performing best.

  • Intel says PC shows signs of life Wednesday, 15 Oct 2014 | 6:22 AM ET
    Intel says PC shows signs of life

    Chris Caso, Susquehanna Financial, weighs in on Intel's future and relationship with Microsoft.

  • Qualcomm trumps Microchip with $2.5B deal for CSR Wednesday, 15 Oct 2014 | 3:39 AM ET

    Qualcomm has agreed to buy chip maker CSR for $2.5 billion, pushing out its rival Microchip Technology to win the British Bluetooth specialist.

  • Hideout chip names: Intel & Qualcomm Tuesday, 14 Oct 2014 | 5:06 PM ET
    Hideout chip names: Intel & Qualcomm

    Chris Rolland, FBR senior equity analyst, is monitoring Intel's Q3 earnings conference call. The "Fast Money" traders take their positions in the chip space.

  • Chip picks: SanDisk, F5 & more Monday, 13 Oct 2014 | 12:18 PM ET
    Chip picks: SanDisk, F5 & more

    Discussing a major selloff in tech late last week, and opportunities in the chip space, with Paul Meeks, Saturna senior analyst. Meeks likes SanDisk and F5 Networks.

  • Chip stocks slammed Monday, 13 Oct 2014 | 7:54 AM ET
    Chip stocks slammed

    Just how bad are chip stocks? How to play the weakness in semiconductor stocks after Microchip's sector warning, with Stacy Rasgon, Alliance Bernstein.

  • For chipmakers, 2014 is "a tale of two halves": HSBC Sunday, 12 Oct 2014 | 11:23 PM ET
    For chipmakers, 2014 is

    Steven Pelayo, Regional Head of Technology Research for Asia-Pacific at HSBC, discusses the outlook for the semiconductor sector.

  • Buy the chip dip plays Friday, 10 Oct 2014 | 12:07 PM ET
    Buy the chip dip plays

    Chip stocks are getting slammed today on a warning from Microchip, which believes another industry correction has begun. The FMHR traders, and Cody Acree, Ascendiant analyst, discuss.

  • Apple's payment plans go beyond your wallet Thursday, 4 Sep 2014 | 11:41 AM ET
    apps on iphone

    Apple's plans for mobile payments may signal ambitions that go well beyond merely having your phone replace your wallet, analysts say.

  • The sexy R&D behind boring chip companies Friday, 8 Aug 2014 | 10:15 AM ET

    As the silicon chip nears its theoretical limit of productivity, semiconductor companies are in an R&D arms race to drive chip innovation.

  • 17 stocks traders are shorting ahead of earnings Monday, 4 Aug 2014 | 3:01 PM ET

    Sapphire glass and biotech companies are bringing out the bears ahead of this week's earnings.

  • Tech Crowd leader of the week: Blink smart security Friday, 1 Aug 2014 | 11:45 AM ET
    Tech Crowd leader of the week: Blink smart security

    IMMEDIA co-founder Don Shulsinger explains how the Internet of Things is transforming daily life.

  • Cannibalization of PC slowing: Lam CEO Thursday, 31 Jul 2014 | 10:43 AM ET
    Cannibalization of PC slowing: Lam CEO

    Martin Anstice, Lam Research CEO, shares his view of the demand for consumer electronics, including the state of tablets and PC's.

  • Why IBM's betting $3 billion on chip research Thursday, 10 Jul 2014 | 7:40 AM ET

    IBM announced it will invest $3 billion in chip research and development in hopes of finding a game-changing breakthrough.

  • Semis overbought? Friday, 27 Jun 2014 | 3:43 PM ET
    Semis overbought?

    So far semiconductors have been able to overcome broader market volatility. CNBC's Seema Mody looks at why some analysts think semi stocks are overbought and expect a consolidation.

  • Semiconductor breakdown? Friday, 27 Jun 2014 | 1:02 PM ET
    Semiconductor breakdown?

    Dissecting the fundamental story for semiconductor stocks, with CNBC's Seema Mody.