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The Motley Fool
February 15, 2007
Dan Bloom
Applied Materials Rides the Memory Wave If you invest in semiconductor companies, you're probably well aware of the volatility of their businesses. Applied Materials delivers good results, but will memory customers keep spending? mark for My Articles similar articles
The Motley Fool
April 13, 2007
Dan Bloom
Good Results Continue at Lam Chip equipment supplier Lam's strong results continue to be driven by memory spending. Investors, take note. mark for My Articles similar articles
The Motley Fool
November 16, 2007
Dan Bloom
Semitool Predicts an Upturn The small semiconductor maker's business hit a speed bump in 2007, but it sees brighter days ahead. mark for My Articles similar articles
The Motley Fool
July 20, 2006
Dan Bloom
Novellus Flashes Forward Novellus Systems reported results for its fiscal second quarter. As expected, the chip equipment maker reported strong increases in sales, earnings, and bookings, and expressed a remarkably bright outlook for NAND flash memory. What's next? mark for My Articles similar articles
The Motley Fool
June 7, 2006
Dan Bloom
The Great NAND Rush of '06 NAND flash production capacity is skyrocketing. Is a downturn in sight? Investors, take note. mark for My Articles similar articles
The Motley Fool
January 21, 2005
Stephen D. Simpson
Is Lam a Wolf? Semiconductor equipment maker announces a good quarter, but warns of challenging business conditions. Investors looking to bottom-fish for stocks near cyclical lows should take a look. mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Bloom
Verigy Delivers, but What's Next? If you can stomach the volatility and focus on the long term, shares of this semiconductor chip tester may be worth a look. mark for My Articles similar articles
The Motley Fool
June 6, 2006
Dan Bloom
Are Lam Insiders Bailing? The semiconductor equipment company's executives have been busy selling shares this spring. Investors, take note. mark for My Articles similar articles
The Motley Fool
January 10, 2007
Rich Duprey
Foolish Forecast: Lam Out on a Limb The semiconductor processing equipment manufacturer reports fourth-quarter earnings shortly. Investors, do you want to know what Wall Street expects to see? Do you want to know what really matters? mark for My Articles similar articles
The Motley Fool
April 19, 2007
Dan Bloom
Is a Slowdown Coming at Novellus? The chip equipment supplier had a decent quarter, but memory prices may continue their descent. Investors, take note. mark for My Articles similar articles
The Motley Fool
January 23, 2006
Stephen D. Simpson
Lam Shepherds More Orders Strong orders for etch equipment suggests a legit revival in equipment demand. There's plenty of room for me-too investors to jump into the cycle and push all of these semiconductor equipment stocks higher. mark for My Articles similar articles
InternetNews
February 21, 2008
Andy Patrizio
Apple's Cut In Flash Purchases Slows '08 Outlook A second report of Apple making a big cutback in purchases serves as another cue of a cooling economy. mark for My Articles similar articles
The Motley Fool
February 21, 2007
Dan Bloom
SanDisk's Slimdown Plunging NAND flash prices spark cost-cutting. SanDisk is probably the best-positioned firm involved in NAND flash manufacturing, but companies that produce memory have traditionally been less-than-stellar investments. mark for My Articles similar articles
The Motley Fool
June 27, 2006
Dan Bloom
NAND Flash Hits Bottom, Maybe Will a new Apple iPod rescue the NAND flash market? mark for My Articles similar articles
The Motley Fool
July 28, 2004
Jeff Hwang
Bright Times for Cree The stock has been perfectly volatile, but there has been nothing inconsistent about the semiconductor company's business performance. mark for My Articles similar articles
The Motley Fool
July 24, 2006
Anders Bylund
Foolish Forecast: SanDisk The flash memory and consumer device maker is reporting second-quarter 2006 results tomorrow night. Can this margin hog get back on track, or were last quarter's results a harbinger of hard times ahead? mark for My Articles similar articles
The Motley Fool
July 25, 2006
Anders Bylund
SanDisk Anything but Flat In last night's earnings report, SanDisk proved once again that it's the player to beat in the flash memory market. Shares were trading up by about 20% in after-hours action. mark for My Articles similar articles
The Motley Fool
April 19, 2007
Dan Bloom
Spansion's Loss Expansion Spansion is still struggling to generate a profit. Investors, take note. mark for My Articles similar articles
The Motley Fool
October 20, 2005
Dan Bloom
Novellus Swings and Misses The semiconductor production equipment maker's operational problems are hurting the stock. mark for My Articles similar articles
InternetNews
April 1, 2008
Chip Suppliers Cut Back as Demand Remains Weak The drop in global chip inventories is a reflection of supply cutbacks, not strong demand. mark for My Articles similar articles
InternetNews
April 3, 2007
David Needle
Chip Sales Dip Worldwide semiconductor sales for February are 6.5 percent lower than January, although higher than a year ago. mark for My Articles similar articles
InternetNews
July 11, 2006
Paul Shread
KLA Saves the Day Investors looking for a reason to buy found it Tuesday when KLA-Tencor said its June quarter was better than expected... The beaten-down chip sector jumped... Key Tronic gained... etc. mark for My Articles similar articles
The Motley Fool
April 6, 2009
Anders Bylund
Less Is More, Micron The memory manufacturer keeps pushing down the costs of doing business at an amazing rate -- but not fast enough to keep up with plummeting memory prices. mark for My Articles similar articles
The Motley Fool
August 18, 2010
Eric Jhonsa
Time to Start Worrying About Chip Stocks? The July semiconductor earnings numbers were great, but warning signs also emerged. mark for My Articles similar articles
InternetNews
October 20, 2008
Judy Mottl
SanDisk to Rake in $1B From Flash Sale to Toshiba SanDisk is selling 30 percent of its NAND flash memory operations to its partner, Toshiba. mark for My Articles similar articles
The Motley Fool
June 28, 2006
Dan Bloom
Verifying Verigy Can this supplier of semiconductor test equipment deliver growth? Investors, take note. mark for My Articles similar articles
InternetNews
December 14, 2007
Andy Patrizio
Worldwide Chip Sales Inched Up In 2007 Weakness in DRAM was offset by strength in flash and other consumer electronics-related chipsets. mark for My Articles similar articles
The Motley Fool
October 27, 2005
Dan Bloom
Texas Instruments' Long Run While results look great now, will margins ever erode? Investors in this semiconductor company may want to either wait for a price drop or be totally convinced this company is not closer to a cyclical peak than a trough. mark for My Articles similar articles
InternetNews
February 10, 2005
Michael Singer
8-Gigabit Flash Memory Chip Debuts Toshiba and SanDisk show no fear of Samsung in accommodating large media files. mark for My Articles similar articles
The Motley Fool
April 23, 2007
Dan Bloom
Teradyne Sees an Upturn The manufacturer of chip testers looks to break out of a slump. Unfortunately, the share price has already risen quite a bit above its lows, so if the upturn does materialize, a big chunk of the stock's upside is already behind us. mark for My Articles similar articles
InternetNews
March 20, 2007
Clint Boulton
Toshiba, Hynix Settle NAND Flash Beef Computer-chip memory makers Toshiba and Hynix Semiconductor have settled all pending patent litigation between them in the U.S. and Japan and have agreed to work together. mark for My Articles similar articles
The Motley Fool
October 14, 2005
Stephen D. Simpson
Investors on the Lam Add Lam Research, the third-largest American semiconductor equipment company, to the list of those expecting 2006 to be a better year than 2005. Investors, take note. mark for My Articles similar articles
The Motley Fool
December 11, 2006
Will Frankenhoff
Taiwan Semiconductor: Making Profits Chip by Chip Taiwan Semiconductor should benefit from its leadership position in the semiconductor foundry sector and its attractive valuation versus its peers. The company also pays a dividend of roughly 3%. Investors, take note. mark for My Articles similar articles
The Motley Fool
October 17, 2005
Dan Bloom
NAND Flash Dazzles Investors More devices are using NAND flash -- but manufacturers' profits aren't guaranteed. Investors, take note. mark for My Articles similar articles
The Motley Fool
November 21, 2005
Seth Jayson
Apple Flashes SanDisk SanDisk is being hammered after an announcement from Apple that details long-term relationships with several Flash memory providers. But the reaction today is based more on fear than knowledge. mark for My Articles similar articles
The Motley Fool
January 26, 2006
Stephen D. Simpson
Fab Results From Taiwan's Biggest Fab Taiwan Semiconductor's earnings support the notion that the semiconductor recovery is underway. Investors, take note. mark for My Articles similar articles
The Motley Fool
April 16, 2008
Anders Bylund
Intel Starts the Earnings Season With a Bang Intel's delightful quarter comes as a surprise to analysts and investors alike. mark for My Articles similar articles
InternetNews
December 11, 2007
Toshiba Joins Solid-State Notebook Drive Push Chip maker Toshiba Corp. said on Monday it would make flash-based solid state drives for notebook PCs, as it seeks to create new sources of demand for flash memory chips. mark for My Articles similar articles
The Motley Fool
October 20, 2005
Dan Bloom
Seagate Gets No Respect Is the market underpricing this drive maker's prospects? To be fair, a number of factors are weighing on the stock. mark for My Articles similar articles
The Motley Fool
July 12, 2006
Dan Bloom
Semiconductor Growth Is Slowing Despite the prevalence of consumer electronics devices, sales growth has slowed dramatically since the '70s. The slowing growth rate of semiconductor chips should have investors rethinking how they should value and invest in this industry. mark for My Articles similar articles
The Motley Fool
January 6, 2012
Sean Williams
2012 Preview: SanDisk Here's what the new year has in store. mark for My Articles similar articles
The Motley Fool
January 2, 2011
Gabriel Perna
Slow Growth Ahead in Semiconductors Things could ramp down after a record 2010, according to a report. mark for My Articles similar articles
InternetNews
January 9, 2008
Hynix Sees DRAM Rebound Hynix Semiconductor, the world's second-largest memory maker, predicts a comeback for the computer-chip market as demand remains strong. mark for My Articles similar articles
The Motley Fool
November 8, 2011
Keki Fatakia
SanDisk Faces Solid Problems SanDisk reports a 28% fall in net income despite higher revenue. mark for My Articles similar articles
The Motley Fool
December 6, 2006
Anders Bylund
Foolish Forecast: National Semi Taking It Slow The broad-line chip designer is set to report earnings. Investors, do you want to know what Wall Street expects to see? Do you want to know what really matters? mark for My Articles similar articles
InternetNews
March 1, 2010
SanDisk, Micron Power Tech Stock Rally Things are looking up for the chip sector. mark for My Articles similar articles
The Motley Fool
January 19, 2006
Stephen D. Simpson
Linear Thinking Linear has carved out a very profitable niche in the high-performance analog chip market. Prospective investors need to be wary of competition, but this is definitely worth a look. mark for My Articles similar articles
The Motley Fool
April 5, 2010
Eric Jhonsa
How Long Will the Chip Boom Last? Chipmakers can't keep up with demand, but don't expect this to last forever. mark for My Articles similar articles
InternetNews
May 20, 2005
Paul Shread
Chip Stocks Extend Tech Rally The Nasdaq eked out a gain for the sixth straight day... SEMI reported an increase in chip equipment orders... The Nasdaq rose and the S&P 500 slipped... etc. mark for My Articles similar articles
The Motley Fool
May 19, 2004
Jeff Hwang
Applied Materials Was Right The leading semiconductor equipment maker builds off a solid first quarter. mark for My Articles similar articles