Semiconductors and Semiconductor Equipment
Semiconductor Equipment
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.
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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.
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Nvidia's top salesperson in 2018 may be none other than filmmaker Steven Spielberg, according to Jefferies.
Jim Cramer sits down with Lam Research's Martin Anstice for his insights into the semiconductor space.
For investors, a U.S. national security review of the proposed Broadcom-Qualcomm deal could illuminate the terms and answer questions, says Kevin Cassidy of Stifel Nicolaus.
Jim Cramer tracks the return of personal computers and how it makes semiconductor stocks like Micron and Nvidia look cheap.
Jim Cramer tracks the return of personal computers and how it makes semiconductor stocks like Micron and Nvidia look cheap.
Jim Cramer tracks the return of personal computers and how it makes semiconductor stocks like Micron and Nvidia look cheap.
*Exports boosted ahead of Chinese Lunar New Year. TOKYO, Feb 19- Buoyant sales of cars and electronics led Japan's exports to a 14th straight month of growth in January but manufacturers' business confidence slid- highlighting fears of the rising yen disrupting an export-led recovery. Monday's news also followed gross domestic product data out last week...
*Trade data due 2350 GMT Sun, CPI due at 2330 GMT Thur. TOKYO, Feb 16- Japan's exports were expected to rise in January for a 14th straight month, a Reuters poll showed on Friday, as robust overseas demand supports Japan's economic recovery. "On the other hand, the U.S. administration may strengthen its stance on trade protectionism towards the mid-term elections, so...
Feb 14- Applied Materials Inc reported first-quarter profit and revenue above Wall Street estimates as the world's largest semiconductor equipment maker benefited from higher demand for flat panel displays and chips used in electronic items. The company said it also approved a $6 billion share repurchase plan, an increment to $2.8 billion remaining in the...
Broadcom has waged a solid effort to win support for its Qualcomm bid by reaching out to shareholders, says Stacy Rasgon of Bernstein Research.
TOKYO, Feb 2- Japan's economy was expected to grow for an eighth straight quarter in October-December, the longest period of expansion in about 30 years, a Reuters poll found on Feb 2, led by robust exports and solid domestic demand. That would be the longest streak of growth since a 12- quarter stretch of growth between April- June 1986 and January- March 1989 around...
Inflation is a concern, but not a "problem in the next few years," says Tom Plumb of Plumb Funds.
