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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? |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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. |
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. |
The Motley Fool June 27, 2006 Dan Bloom |
NAND Flash Hits Bottom, Maybe Will a new Apple iPod rescue the NAND flash market? |
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. |
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? |
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. |
The Motley Fool April 19, 2007 Dan Bloom |
Spansion's Loss Expansion Spansion is still struggling to generate a profit. Investors, take note. |
The Motley Fool October 20, 2005 Dan Bloom |
Novellus Swings and Misses The semiconductor production equipment maker's operational problems are hurting the stock. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool June 28, 2006 Dan Bloom |
Verifying Verigy Can this supplier of semiconductor test equipment deliver growth? Investors, take note. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool January 6, 2012 Sean Williams |
2012 Preview: SanDisk Here's what the new year has in store. |
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. |
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. |
The Motley Fool November 8, 2011 Keki Fatakia |
SanDisk Faces Solid Problems SanDisk reports a 28% fall in net income despite higher revenue. |
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? |
InternetNews March 1, 2010 |
SanDisk, Micron Power Tech Stock Rally Things are looking up for the chip sector. |
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. |
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. |
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. |
The Motley Fool May 19, 2004 Jeff Hwang |
Applied Materials Was Right The leading semiconductor equipment maker builds off a solid first quarter. |