Aug 31- Investment firm Pleasant Lake Partners LLC offered to buy analog chipmaker MagnaChip Semiconductor Corp in a deal valuing the South Korea- based company at about $346 million. The company engaged Barclays as its financial adviser for the process. MagnaChip's total revenue fell 5.8 percent to $162 million in the second quarter ended June 30, from a year...» Read More
The second quarter will be a very good quarter for us, says Michael Splinter, Applied Materials chairman/president/CEO, who adds the mobility market is driving growth for the company.
This is a case-by-case market, not one that’s driven by averages, the “Mad Money” host says.
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.
Is the semiconductor sector poised for a turnaround after being negative in the second half of 2011? Dan Niles, AlphaOne Capital Partners, discusses.
The Fast Money crew, with the play on Broadcom's earnings, after the market's close.
The play on MasterCard and Visa pushing stores to allow high tech credit and debit cards, with Karen Finerman, Metropolitan Capital Advisors.
TJ Rodgers, Cypress Semiconductor CEO discusses his company's earnings and next quarter's lower expectations, with Mad Money's Jim Cramer.
Rick Hamada, Avnet CEO, discusses his company's earnings, and the forecast for the tech sector in 2012, with Mad Money's Jim Cramer.
Mad Money host Jim Cramer tells investors which five themes to look for in 2012, including; luxury spending; a bottom in the semiconductors; a resurrection of the cloud; Europe as a positive, and the mainstreaming of natural gas as a surface fuel.
Semiconductor stocks were down 12% in 2011, so is this the year to turn bullish on the sector? Daniel Niles, Alpha One Capital Partners, discusses where he sees opportunities.
Inventories will be depleted in the first quarter, but hang on and the sector should pop up to 4 percent this year, C.J. Muse, managing director at Barclays Capital told CNBC on Tuesday.
Insight on why semiconductor stocks are in for a volatile year , with C.J. Muse, Barclays Capital analyst, who says all in all it will still be a good year for the sector.
Insight on whether the semiconductor group will turn around in 2012, with Craig Berger, FBR Capital Markets senior semiconductor analyst.
Is Micron a "survivor" in a tough sector? Dan Berenbaum, MKM Partners semiconductor analyst, reiterates his "buy" rating and price target of $8, with the Fast Money traders.
Mad Money's Jim Cramer gets a tech check on semiconductors and the health of the broader industry, with Rick Hamada, Avnet's CEO.
Paul Jacobs, Qualcomm chairman & CEO, discusses the company's push into the next generation of mobile technology, and the chips that will be used to make the devices more portable and speedy.
MagnaChip is a super cheap chip stock, selling at just 5 times forward earnings, says Mad Money's Cramer. The company could stand to profit from the new Samsung Galaxy, and is a terrific speculative way to play an orphan stock with a ton of potential, but only at the right price, and "right" price means $7.75/share or less.
Dozens of companies are scheduled to report earnings Thursday, but Cramer plans to monitor three companies' results in particular.
Cramer goes one-on-one with Novellus CEO Richard Hill.
Cramer says, Novellus is a company that's an integral part of the tech food chain, and is one of the most shareholder friendly companies in the tech space. Discussing the company's prospects, and the semiconductor industry, with Rick Hill, Novellus Systems CEO.