Mehdi Hosseini at Susquehanna Financial Group says that Samsung valuation is looking rich.
Manoj Menon, MD at Frost & Sullivan, says that difficulty in pinpointing the root cause of Samsung's Note S7 problems is understandable.
Pacific Crest's estimate for Intel fourth-quarter earnings per share is 78 cents versus the 74 cents Wall Street consensus.
Toshiba has started the process to sell a minority stake in its profitable flash memory chip business.
Toshiba is considering spinning off its semiconductor business and selling a partial stake in the unit to Western Digital.
Roger Kay at Endpoint Technologies Associates says that Toshiba's board members need to address its systemic organizational culture problem.
Rick Hsu at Daiwa explains why he favors only one of the two Taiwanese semiconductor companies.
Daniel Kim at Macquarie Equities Research weighs in on Samsung's higher-than-expected Q4 profit forecast.
Kiwoom Securities' Daniel Yoo says that Samsung's semiconductor division is expected to perform better even though its smartphones were hit by recalls.
Brad Gastwirth, CEO of ABR Investment Strategy, talks about the fragmented smart home hardware sector and semiconductor companies.
Faced with the prospect of a writedown that could wipe out its shareholders' equity, Japan's Toshiba is running out of fixes.
Goldman Sachs raises its Nvidia fiscal 2018 earnings-per-share estimate to $3.41 from $2.88.
AMD finally has a product that can compete with Intel, says Bob O'Donnell at Technalysis Research.
Citi cited how the memory industry's capital expenditures will decline by 32 percent this year, helping margins.
Lisa Su, Advanced Micro Devices President & CEO, discusses her company's partnerships with various companies like the new graphics chip in the MacBook Pro and the upcoming Zen processors.
Barclays upgraded its rating on Intel to overweight from equal weight.
South Korea will grow by 2.5 percent in 2016 but restructuring measures will affect the economy in the short term, says Natixis' Trinh Nguyen.
Micron's forecast for the current-quarter appeared disappointing and Micron's shares fell as much as 5.2 percent in after-market trading on Tuesday.
Applied Materials' Om Nalamasu talks about the types of start-ups his company is interested in investing in and the qualities they need to make it.
Qualcomm may be in talks to acquire NXP Semiconductors, The Wall Street Journal reported.