Semiconductors and Semiconductor Equipment
Semiconductor Equipment
Shares of small-cap Cirrus Logic bucked the downward trend in semiconductor stocks Monday after an analyst revealed the company’s chips will be used in the second generation of Apple’s AirPods.
Srini Pajjuri of Macquarie says global semiconductor demand should remain strong for the next few quarters, but any U.S. tariffs on Chinese exports in the sector could end up hurting American firms instead.
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Wendy Liu of Nomura says her research shows that the global technology supply chain is vulnerable to a U.S.-China trade dispute, but companies in South Korea or Taiwan could step in to fill the gap.
TOKYO, June 15- Japan's Nikkei share average rose on Friday after the European Central Bank announced it would avoid raising rates until mid-2019, but chip-related stocks tumbled as a brokerage slashed the target price of Tokyo Electron. "Investors were relieved that there is no imminent tightening in Europe, the day after they were spooked by the U.S.
TOKYO, June 15- Japan's Nikkei share average rose on Friday morning after the European Central Bank announced it would avoid raising rates until mid-2019, but chip-related stocks tumbled after a brokerage slashed the target price of Tokyo Electron. "Investors were relieved that there is no imminent tightening in Europe, the day after they were spooked by the...
Asset Value Investors, which has a 1.7 percent stake in TBS, has proposed the broadcaster sell 40 percent of its holdings in Tokyo Electron Ltd. But TBS has opposed this, saying it sees no risks given the low book value of the shares of the semiconductor manufacturing equipment maker. The vote on the proposal is on the agenda for TBS' annual shareholders meeting in...
TOKYO, May 21- Japan's exports accelerated in April on increased shipments of cars and machines used to make semiconductors, with rising volumes suggesting healthy overseas demand could help the economy recover quickly from a dip in the first quarter. Exports are likely to continue to grow thanks to increased demand for manufacturing equipment, cars and car...
TOKYO, April 26- Japan's Nikkei share average rose on Thursday, buoyed by tech shares, with index heavyweight Tokyo Electron jumping after it forecast strong profits for this fiscal year. Semiconductor equipment maker Tokyo Electron jumped 8.4 percent and was the third most traded stock by turnover after it said it expected a 30 percent rise in its operating...
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Adrian Zuercher of UBS says financials are a good play over some Asian technology manufacturing names now as smartphone sales have slowed.
TOKYO, April 26- Japan's Nikkei share average rose on Thursday, buoyed by gains in U.S. shares overnight and a sharp jump in index heavyweight Tokyo Electron after it forecast strong profits for this fiscal year. The Nikkei was up 0.5 percent at 22,332.32 points by midmorning. Semiconductor equipment maker Tokyo Electron jumped 9.7 percent and was the third most...
Mark Newman of Sanford C. Bernstein says the data center spend on DRAM has been "more than offsetting" the weakness in demand coming from handsets.
April 24- Chipmaker Texas Instruments topped Wall Street targets for first-quarter profit and gave a stronger-than-expected outlook for the second quarter, thanks to higher sales of semiconductors used in cars and industrial machinery. TI's stronger-than-expected results come one week after semiconductor equipment maker Lam Research Corp's...
Daniel Kim of Macquarie Equities Research says the first quarter earnings for SK Hynix were "quite impressive" despite pricing pressures in its NAND chip division and are likely to bode well for the company in 2018.
Daniel Yoo of Kiwoom Securities says SK Hynix should show better first quarter sales as demand has held up for chips and the company should perform well in the second quarter as well.
Jim Cramer laments the latest pickup in the U.S.-China trade war and argues that not enough stocks benefit from the conflict.
Jim Cramer laments the latest pickup in the U.S.-China trade war and argues that not enough stocks benefit from the conflict.
Jim Cramer laments the latest pickup in the U.S.-China trade war and argues that not enough stocks benefit from the conflict.
TOKYO, April 18- Japan's exports rose less than expected in March due to a strong yen, raising some concern about the outlook for shipments on top of anxiety over Washington's criticism of the nation's large trade surplus with the United States. President Donald Trump and Japanese Prime Minister Shinzo Abe that threatens to put Japan in the crosshairs of...
TOKYO, April 18- Japan's exports rose less than expected in March due to a strong yen, raising some concern about the outlook for shipments on top of anxiety about Washington's criticism of the nation's large trade surplus with the United States. President Donald Trump and Japanese Prime Minister Shinzo Abe that threatens to put Japan in the crosshairs of...
March 19- Semiconductor equipment maker KLA-Tencor Corp said on Monday it would buy Orbotech Ltd, whose systems are used in the manufacturing of printed circuit boards and chip devices, in a deal valued at $3.4 billion. KLA-Tencor's offer price of $69.02 in cash and stock represents a premium of 15.3 percent to Orbotech stock's closing price of $59.90 on Friday.
