Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:340, Saved 0 Time(s)) Semi Stock Week: Chip stocks tank amid European worries. ASMI is the only stock in black. The Chip Insider® Graphics: 300mm Capacity Utilization is getting tight. The Weather Report: Equipment Order activity jumped back up. VLSI’s CPPI pulled out of its ...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI. (Reads:403, Saved 0 Time(s)) Semi Stock Week:Chip stocks extend losses as Cisco warns. Spreadtrum is on a roll. Semiconductor Analytics: IC Sales crashed last week. May’s IC Billings Trend dipped below 2009’s. Electronics Price Trends up. The Chip Insider® Graphics: Test and Assembl...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:487, Saved 0 Time(s)) Semi Stock Week: Chip stocks tank along with the market. BESI bucks the trend amid improving outlook.Semiconductor Analytics: IC Sales drop reverses. Cum 25% past average. Semi Sales Activity soared. The Chip Insider® Graphics: IC Inventory to Billing Rat...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI. (Reads:493, Saved 0 Time(s)) Semi Stock Week: Chip stocks bounce back strongly, beating S&P 500. Semiconductor Analytics: Monthly Update IC Sales in recovery. Wireless IC demand Q1 star. Flash blew past DRAM. The Weather Report: Equipment Order activity heats up. Chip prices pulled ...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI. (Reads:625, Saved 0 Time(s)) Semi Stock Week: Chip stocks extend losses amid Qualcomm’s chip shortages. Equipment & Emerging Markets: Equipment Market Presence: AMAT takes clear lead. Semiconductor Analytics:
IC Sales drop pulls back. VLSI’s electronics pricing average rose. The Chi...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:492, Saved 0 Time(s)) Semi Stock Week: Chip stocks plunge. Semiconductor Analytics: Current Industry Outlook In Upturn. IC Sales dropped last week
Electronics prices flat. The Chip Insider® Graphics: IC Revenue Per Square Inch of Silicon Produced (RPSI) in seasonal slump. T...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:440, Saved 0 Time(s)) Semi Stock Week: Equipment stocks tumble, but chips held ground. Semiconductor Analytics:
Current Industry Outlook upgraded to In Upturn. The Chip Insider® Graphics:IC Inventories inch higher in March. The Weather Report: Order activity continued to clim...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:448, Saved 0 Time(s)) Semi Stock Week: Equipment stocks finished March on a strong note.
Semiconductor Analytics: IC Sales jump
on a 7 week run.
The Chip Insider® Graphics: Worldwide Electronics Shipments weak.
The Weather Report: Order activity at the growth-decline li...
Semiconductor WEEK: An overview of results and conclusions from the week’s studies at VLSI (Reads:657, Saved 0 Time(s)) IC Sales jump in last week of February. Electronics prices slipped 3% over the week, but they did hold to trend. IC Inventories are edging down. Order activity inched closer to the growth line with SOC Cell and Foundries blowing past the 80 degree mark fo...
Semiconductor WEEK: An overview of results and conclusions from this week’s studies from VLSI (Reads:501, Saved 0 Time(s)) Spring is here for equipment suppliers. Equipment industry sales will grow 18% sequentially in Q1 to $11.9B. Foundries are at the forefront and investing aggressively as most of their leading edge capacity is tapped out.
IC Sales pulled out of their ...
Semi Stock Week: Stocks had a mixed week driven by HP and Dell missing estimates. (Reads:502, Saved 0 Time(s)) Semiconductor stocks had a mixed week as disappointing quarterly results from Dell and HP stoked fears about the health of the PC market. Their revenue guidance for the current quarter was also below Street estimates, prompting several downgrades on both ...
Semi Stock Week: Stocks rallied on Applied Materials’ sunny outlook. (Reads:605, Saved 0 Time(s)) Semiconductor stocks rallied on Applied Materials’ sunny outlook, hitting new highs for the year. Chip stocks bounced back strongly, following two consecutive weeks of declines. They soared 6% for the week and are now up 14% for the year. Memory companie...
Semi Stock Week: Stocks finish lower as Greek-debt drama takes center stage. (Reads:521, Saved 0 Time(s)) Semiconductor stocks finished the week lower as the Greek-debt drama took the center stage again. The market lost focus on the positive news in industry — foundries posted respectable sales in January and quarterly results by Alcatel-Lucent and Cisco cam...
Semi Stock Week: Chip Stock rally is stalling. (Reads:464, Saved 0 Time(s)) Positive macro data on manufacturing and employment gave the market and Semiconductor stocks a nice boost, extending their rally for the seventh straight week. However, the rally is getting long in the tooth and is beginning to show signs of fatigue. VLSI...
Semi Stock Week: Chip Stocks extend their rally. (Reads:491, Saved 0 Time(s)) Semiconductor stocks extended their rally for the sixth straight week, hitting fresh new highs for the year. While most of the reporting companies have meet or beaten lowered expectations, their outlook for Q1 has been below seasonality due in part to the...
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