IC Insights recently released their research bulletin that ranks the major semiconductor companies worldwide over the first three calendar quarters of 2008. The company provides two rankings in their free offering: a list of the top 20 by sales and a l…
Amidst the gloom and doom, it was a pleasure to read a conference call transcript where the company reported good earnings and committed to a positive forecast. Skyworks Solutions (SWKS) seems to be in a sweet spot and they were happy to share the good…
It is well publicized that the financial industry is undergoing cataclysmic changes in terms of survival of companies, industry leadership, etc. Is there is another industry that is undergoing a similar transformation?iSuppli, the market research firm,…
If you were thinking it might be time to bottom-fish among the semiconductor equipment stocks, you might want to restrain that impulse.SEMI (Semiconductor Equipment and Materials International, a global industry association) reported yesterday that wor…
Things seem to be going from bad to worse at SanDisk (SNDK).Last Friday, the stock jumped on news that Samsung might be interested in acquiring the company. Enthusiasm then began to wane when SanDisk’s chief executive said the company did not need to b…
As if there wasn’t enough bad news circulating around NAND chip pricing, we have the following two items of note:ThinkPanmure analyst Vijay Rakesh released a research note today. He indicates NAND spot pricing for 8Gb and 16Gb chips, among the most com…
One of the stocks that showed up on this week’s Alert HQ list of BUY signals based on daily data is Cree, Inc. (CREE)It has a chart that meets the Alert HQ criteria. The stock has been in a steady decline for months and has just popped up over its 50-d…
“We’re all pilgrims on the same journey-but some pilgrims have better road maps.”- Nelson DeMilleWe write here on a fairly regular basis about semiconductor companies. IC Insights just came out with their Semiconductor Supplier Ranking for the first ha…
Taiwan Semiconductor (TSM) fell over 4% today, more or less in sympathy with the drop in large-cap semiconductor stocks instigated by the poor showings of Texas Instruments (TI) and SanDisk (SNDK).There may indeed be some near-term pressure on TSM but …
OmniVision (OVTI) is a California semiconductor company that makes solid state image sensor devices, or camera chips, for cell phones and other consumer products. Though design is carried out in the United States, chip fabrication occurs in Taiwan.Digi…