I came across an interesting little item on Intel today. The company, a fierce competitor and usually successful in attaining its objectives, seems to have taken a misstep.
Last week Intel Corp. (INTC) acknowledged that it has no immediate plans to br…
SEMI, global industry association serving the manufacturing supply chains for the microelectronic, display and photovoltaic industries, recently released their forecast for semiconductor equipment sales for 2010 and 2011. The results are optimistic, in…
On Monday I asked if semiconductors were a bargain yet. I proposed that very soon they would be and then the sector would be a clear Buy.
Quite frankly, the sector didn’t quite fall as far as I thought it would and now today, in the midst of a tech re…
Semiconductors led the market up and now they are leading the market down. What gives?First, let’s look at where we’ve been and where we are today. The chart below covers the period from the March low to today, November 2, 2009.The semiconductor ETF IG…
OmniVision Technologies (OVTI) has seen its stock price decline roughly 40% since mid-September. Can we expect things to turn around?Background –The company designs and manufactures CMOS image sensors (CIS) for consumer electronics products such as di…
Wednesday the market sold off in the last hour and major indexes ended the day with losses. Semiconductor indexes were underwater pretty much the entire day. The iShares Semiconductor ETF (IGW) ended down 1.72%.Two well-known semiconductor companies we…
One of the hardest hit sectors in the downturn has been semiconductor equipment. With plunging demand for semis and rampant over-capacity, manufacturers of chip making equipment have been the zombies of the tech world. Are the dead beginning to come ba…
Many observers have noted that semiconductors led the recent rally but have lately been underperforming. Are semis in a downtrend or are they on the mend?Tracking an ETF –Here is a screenshot I grabbed from the TradeRadar software. It shows the SELL s…
For those who are still searching for “green shoots”, there is some good news from the semiconductor sector today.The Semiconductor Industry Association (SIA) announced today that May semiconductor revenues worldwide were up 5.4% over April. That’s the…
SanDisk (SNDK) had a wild day today, gaining over 14% and helping the NASDAQ outperform the other major averages. Was it warranted?The news that drove the stock today was related to SanDisk reaching an agreement with Samsung who manufactures NAND memor…