Tag: semiconductor

Taiwan Semiconductor (TSM): Tech Turnaround

Filed in Bank Gold, economy, lead, o by on February 18, 2011 0 Comments
Taiwan Semiconductor (TSM): Tech Turnaround

Filed under: China , Newsletters , Stocks to Buy “Taiwan’s economy and its stock market should post solid growth in 2011; we also see warming relations between the island of Taiwan and mainland China,” suggests global specialist Yiannis Mostrous . The editor of The Silk Road Investor explains, “Technology should be a major beneficiary of these near-term themes and Taiwan Semiconductor Manufacturing ( TSM ) is our favorite stock for exposure to the technology turnaround. “Demand for notebook computers remains solid and mobile phones are expected to sell strongly during the Chinese New Year holiday this week, which will lead to inventory restocking. Continue reading Taiwan Semiconductor (TSM): Tech Turnaround Taiwan Semiconductor (TSM): Tech Turnaround originally appeared on BloggingStocks on Fri, 18 Feb 2011 13:00:00 EST. Please see our terms for use of feeds . Permalink | Email this | Comments

Continue Reading »

Varian Semiconductor’s (NASDAQ:VSEA) Core Semi Business Driving Growth

Filed in Gold Bullion prices, Guidance, Needham, o, silver, ubs, Varian Semi by on January 28, 2011 0 Comments

Varian Semiconductor (NASDAQ:VSEA) remains the top pick of Needham in their sector, driven by several catalysts, including a growing core semi business. Needham says, “VSEA reported a solid F1Q11 (Dec) quarter and provided substantially better than expected guidance. VSEA remains our top mid/large-cap pick in the space, based on our thesis that: 1) new implant applications are driving its core

Continue Reading »

ASML Holding NV (ASML): ‘Quiet Star’ in Mobile Devices

Filed in Bank Gold, ipad, lead, o by on January 27, 2011 0 Comments
ASML Holding NV (ASML): ‘Quiet Star’ in Mobile Devices

Filed under: Newsletters , Stocks to Buy “Don’t worry about whether the iphone will beat the Android, or the Galaxy the ipad; rather, you should buy the maker of chip machines for mobile devices,” says Frida Ghitis . The contributing editor to Global Investing explains, “Spun off from Phillips, ASML Holdings NV ( ASML ) — a quiet high tech star — is the world leader making lithography system machines for chipmaking by the semiconductor industry. Continue reading ASML Holding NV (ASML): ‘Quiet Star’ in Mobile Devices ASML Holding NV (ASML): ‘Quiet Star’ in Mobile Devices originally appeared on BloggingStocks on Thu, 27 Jan 2011 15:00:00 EST. Please see our terms for use of feeds . Permalink | Email this | Comments

Continue Reading »

National Semiconductor’s Q2 Profit Beats, but Forecast Falls Short (NSM)

Filed in dividend, Gold Bullion prices, o, revenue, shares by on December 10, 2010 0 Comments

Microchip maker National Semiconductor Corporation ( NSM ) late Thursday posted better-than-expected fiscal second quarter profits, but its tepid sales forecast sent its shares lower in aftermarket trading. The Santa Clara-based company reported fiscal second quarter net income of $83.5 million, or 34 cents per share, compared with $47 million, or 20 cents per share, in the year-ago period. Revenue rose 13% from last year to $390 million. On average, Wall Street analysts expected a smaller profit of 32 cents per share, albeit on higher revenue of $399 million. Looking ahead, the company predicted an 8% to 12% decline in third quarter sales compared with the second quarter, while analysts were looking for a much smaller 4% decline. National Semiconductor shares fell 85 cents, or -5.7%, in premarket trading Friday. The Bottom Line Shares of National Semiconductor ( NSM ) have a 2.67% dividend yield, based on last night’s closing stock price of $14.97. The stock has technical support in the $12-$13 price area. If the shares can firm up, we see overhead resistance around the $16-$18 price levels. National Semiconductor Corporation ( NSM ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.2 out of 5 stars. Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .

Continue Reading »

Forget Gold, Try this ETF Instead (GLD, SMH, INTC)

Filed in economy, gld, Gold, Gold Bullion prices by on October 1, 2010 0 Comments
Forget Gold, Try this ETF Instead (GLD, SMH, INTC)

With Gold (GLD) reaching all-time highs again this week more investors are putting cash into anything precious metal related but I am here to caution you on doing so. There are far better opportunities than gold right now and chasing this trend is not the formula for generating short-term growth. We have traded GLD call options 8 times this year (7 profitable) in the ETF TRADR portfolio but now it’s time to step away. Of course, what type of ‘tradr’ would I be if I failed to offer a better alternative. First off, it would be very difficult to find a long-term chart more strong and persistent than the Gold chart – it’s nothing short of amazing (and at the same time scary for the future of the dollar). That said, even as Gold has made new highs in recent days there is a better place to focus your trading capital. The semiconductor industry has lifted off in recent days and I expect it to continue. Here’s the performance chart between the headline-making Gold (GLD) rally and the Semiconductor ETF (SMH). So what’s making the semis perform so well? It’s certainly not the lackluster outlook from PC manufacturers who continue to see challenges ahead. It was just three weeks ago when Intel (INTC) slashed their outlook sending the stock down nearly 4%. Others like Cisco have also expressed concern with speak of “unusual uncertainty” in the global economy that could impact sales. If these headlines weren’t enough many analysts also believe Apple’s iPad is hurting sales of the Semiconductor Industry because the chip is Apple branded and made by Samsung who is not a major Semiconductor. The major players are not benefiting from this particular increase in chip demand. Click here to view the full post including my video analysis If you want real-time ETF and ETF Option recommendations start with our Freemium TRADR by signing up here

Continue Reading »

Applied Materials (AMAT): Semis and Nanotech

Filed in Bank Gold by on July 8, 2010 0 Comments
Applied Materials (AMAT): Semis and Nanotech

Filed under: Newsletters , Applied Materials (AMAT) , Stocks to Buy “We’ve been holding off adding Applied Materials ( AMAT ) for the last several weeks in hopes that we’d be presented with a more attractive entry point; that price level has materialized, and now’s the time to add this semiconductor giant to our portfolio,” says Jonas Elmeraji . The editor of The Rhino Stock Alert explains, “From the emergent technologies coming out of its research and development department to the consistent revenue streams from Applied’s semiconductor equipment business, this firm has the value case and growth prospects to warrant a significantly higher share price. Continue reading Applied Materials (AMAT): Semis and Nanotech Applied Materials (AMAT): Semis and Nanotech originally appeared on BloggingStocks on Thu, 08 Jul 2010 10:00:00 EST. Please see our terms for use of feeds . Permalink | Email this | Comments

Continue Reading »

Broadcom Easily Beats – Analyst Blog

Filed in Gold Investing, Guidance, lead, shares, upgrade by on April 28, 2010 0 Comments

Broadcom Corp. ( BRCM ) reported revenues of $1.46 billion in the first quarter of 2010, up 8.9% sequentially and up 71.3% from the first quarter of 2009. Sales for the first quarter of 2009 were adversely hit by the economic crisis.  The sequential revenue growth was broad-based and driven by strength in the enterprise and wireless businesses, which were up 15% and 10% respectively. The strength in revenue was driven by new product ramps and continued strong demand from customers in Asia.  Segment-wise, broadband communications segment recorded a 3% sequential growth, in line with management’s expectations, driven by an increase in demand for digital set-top boxes and broadband access equipment. IP set-top boxes are expected to be one of the fastest growing markets in 2010.  Management also remains upbeat about the recent legislative changes in China, allowing cable operators to offer voice and data services along with a nationwide push to increase HD broadcasting throughout China. This should result in a significant increase in orders for HD set-top box chipsets from Chinese customers.  Revenues increased 10% sequentially in the mobile and wireless segment due to the continued ramp up of cellular products and wireless combo chips. Shipments to customers like Samsung and Nokia ( NOK ) continue to be strong.  Enterprise networking segment reported a 15% growth, significantly stronger than management’s expectations driven principally by the continued improvement in customer order patterns in the Ethernet switching area.  In terms of product mix, product revenue jumped 70% year over year to $1.4 billion.  Gross margin declined to 52.5% from 53.1% in the previous quarter but was up from 47.7% in the year-ago quarter. Product gross margin came in at 50.5%, down from 50.9% in the previous quarter but up from 46.1% in the year-ago quarter.  The decline in gross margin was due to lower non-standard cost benefits and the costs related to the Dune and Teknovus acquisition. However, the 40 basis points (bps) decline was better than 100 bps expected by the management due to favorable mix in the quarter.  Net income came in at $210 million, or 40 cents per share compared to a net income of $59 million, or 11 cents in the previous quarter and a net loss of $92 million, or 19 cents in the year-ago…

Continue Reading »

Semiconductor Outlook and Review – Apr. 2010 – Industry Outlook

Filed in euro, Gold Prices, recession, silver by on April 14, 2010 0 Comments

The Semiconductor Industry serves as a driver, enabler and indicator of technological progress. Developments in the industry determine the way we work, transport ourselves, communicate, entertain ourselves and respond to our environment. The PCs we work on, the cars we drive, the phones we communicate with, the electronic gadgets on which we watch movies, listen to music and play games on, and the planes and weapons used to transport or protect us use semiconductor devices. As environmental issues have become more of a concern today, semiconductor devices are being made to reduce power consumption, reduce heat dissipation, capture solar energy, create more efficient lighting solutions and so forth. The industry has come a long way since the last downturn, when most of the players streamlined operations and transferred more routine production to low-cost locations. This led to the development of the Asian market, where most memory production and backend operations have shifted. Lesson Learned in the Industry Past experience has been put to good use this time around. When the recession hit in late 2008, semiconductor manufacturers cut production drastically instead of running the fabs at full capacity to maintain margins and hoping that the recession would blow over. As a result, there was no excess inventory that had to be burned off when demand started returning. There was instead a shortage in some cases, which led to stronger pricing. As a result, the industry performed much better in 2009 than was originally anticipated. According to the Semiconductor Industry Association (SIA), worldwide sales of semiconductors were $226.3 billion in 2009, significantly better than the $219.7 billion forecasted for the year. This was a 9% decline from 2008. The SIA estimates that around 52% of revenue came from the Asia/Pacific region (excluding Japan), followed by Japan and the Americas with a 17% share each, and the balance from Europe. The sales by geography were similar to 2008, indicating that the recession did not result in any major change in market dynamics. The SIA attributed the better-than-expected performance to much superior inventory management than in the prior downturn, new product launches and strength in the consumer and PC markets toward the end of the year. These two end-markets together consume around 60% of total semiconductors sold. Expanding Reach in Computing and Consumer Markets The computing market is characterized by commoditization and corresponding pricing pressures that have made it a lower-margin business. As a result, a number of chip companies have shifted focus to other areas. However, while it is true that the market is relatively mature and recession-impacted, there are some encouraging signs for 2010. The first is a revival in enterprise spending, which is being driven by new product cycles and some pent-up demand. The second is the server refresh cycle, growth of cloud computing and virtualization, and changes in data center operations. The third is the strength in mobile computing platforms (although some of the latest models of netbooks, tablets and MIDs are treated as consumer items)…

Continue Reading »

Pall Corporation Slips – Zacks Tale of the Tape

Filed in Gold Investing, Guidance by on March 12, 2010 0 Comments

Pall Corporation ( PLL ) reported earnings per share from continuing operations of 42 cents for the second quarter of 2010, compared to the Zacks Consensus Estimate of 47 cents. Revenues were $560.4 million, up 3.2% compared to the second quarter of FY 2009. Sales in local currency declined 2.8% year over year. Segment Highlights Life Sciences BioPharmaceuticals sales were $147 million, while Medical sales were $100 million in the quarter. For BioPharmaceuticals, consumables in the Pharmaceuticals submarket grew about 15% for the second successive quarter, helped by demand for Pall’s single-use products in biotechnology manufacturing. While in Medical, sales in the Blood Filtration submarkets grew slightly on the whole and were better in Asia. This region has witnessed increasing adoption of universal leukoreduction. Industrial Energy, Water and Process Technologies sales were $194 million, while Aerospace & Transportation contributed $58 million in revenues. Microelectronics sales amounted to $61 million. Microelectronics sales improved almost 15%, reflecting the recovery of the semiconductor industry. Energy, Water & Process Technologies sales were impacted by the deferral of orders for capital intensive jobs over the prior year, particularly in the Energy and Municipal Water submarkets. Within Aerospace & Transportation, the Commercial Aerospace submarkets declined almost 7%, reflecting the weakness of the regional and private jet markets. The Military Aerospace submarket revenues fell 27%, reflecting deferrals in defense spending. Sales to the Transportation submarket declined over 7%. Guidance Pall Industrial orders and backlog are increasing and the company expects to return to top line growth in the second half of 2010. Overall BioPharmaceuticals revenue growth rate is expected to be in the single digits for the remainder of 2010 due to the demand cycle within the biotechnology market. Pall Corporation manufactures and markets filtration, purification, and separation products and integrated systems solutions worldwide. We currently have a Neutral recommendation for PLL. “PLL” Free Stock Analysis: Buy? Sell? Hold? Zacks Investment Research

Continue Reading »

National Semiconductor Q3 Profit Surges, Beating View (NSM)

Filed in ceo, Gold, Gold Investing by on March 12, 2010 0 Comments
National Semiconductor Q3 Profit Surges, Beating View (NSM)

Chip maker National Semiconductor Corporation ( NSM ) on Friday said its third quarter profit more than doubled from last year, helped by higher sales and lower costs. The Santa Clara-based company reported third quarter net income of $53.2 million, or 22 cents per share, compared with $21.1 million, or 9 cents per share, in the year-ago period. Revenue surged nearly 24% from last year, to $361.9 million. On average, Wall Street analysts expected a smaller profit of 18 cents per share, on lower revenue of $348.6 million National Semi CEO Don Macleod said in a statement that “Our sequential and year-on-year revenue growth demonstrates top-line improvement, driven by both our core analog business and traction in several new emerging areas.” National Semiconductor shares rose 46 cents, or +3.2%, in premarket trading Friday. The Bottom Line We have avoided shares of NSM since our early June 2008 coverage began, when the stock traded at $23.74. The company has a 2.23% dividend yield, based on last night’s closing stock price of $14.34. The stock has technical support in the $12-$13 price area. If the shares can rebound, we see overhead resistance around the $18 price level. We would remain on the sidelines for now. National Semiconductor Corporation ( NSM ) is not recommended at this time, holding a Dividend.com DARS™ Rating of 3.1 out of 5 stars. Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .

Continue Reading »

$GOOG Looking across the Semiconductor Landscape

Filed in Gold Holdings by on January 20, 2010 0 Comments

We examine key themes for the semiconductor industry in early 2010. $GOOG Looking across the Semiconductor Landscape

Continue Reading »

Taiwan Semi’s Chang ‘More Optimistic’ on Chip Market

Filed in Gold Investing by on January 18, 2010 0 Comments

Taiwan Semiconductor ManufacturingCo. Chairman Morris Chang said recent discussion with clientshas made him “very optimistic about the global chip marketthis year as the company plans to recruit and spend more. “Direct contact with customers and loo Taiwan Semi’s Chang ‘More Optimistic’ on Chip Market

Continue Reading »