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The U.S. CHIPS Act makes no provisions to China’s resolve to eliminate foreign semiconductor equipment suppliers as it moves to self sufficiency. Fabs built in the U.S. under the CHIPS Act would have been built in a different country without the governmental handouts of $52 bil...
Applied Materials ( NASDAQ: AMAT ) shares popped nearly 4% after the semiconductor equipment company posted third-quarter results that beat expectations and issued guidance that seemed to stave off fears of a slowdown. For the period ending July 31, Applied Materials ( AMA...
On August 15, institutional investment managers with more than $100 million AUM had to disclose their positions at the end of Q2 2022. I curated a list of some high-profile hedge funds and looked into their holdings at the end of June 2022. June was a temporary bottom in the marke...
Applied Materials will report its Q3 Fiscal Year 2022 earnings on Thursday, August 18. While quarterly earnings may continue to be robust, its order backlog and outlook are key for its share price reaction. Applied’s share price may react negatively, as the company is likel...
Today's video focuses on Lam Research (NASDAQ: LRCX) , Micron Technology (NASDAQ: MU) , and the current state of the memory market. Lam Research provides the equipment needed for the manufacturing process of memory technology, and historically its revenue i...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
Semiconductor stocks rose on Wednesday, led by gains in companies tied to smartphones, while investment firm Citi said Micron Technology ( NASDAQ: MU ) was showing the "classic signs" of a bottom. On Wednesday, Foxconn ( OTCPK:FXCOF ), which manufactures Apple's ( AAPL...
Intel ( NASDAQ: INTC ) is seen as the biggest beneficiary of the U.S. CHIPS and Science Act according to Bank of America, but the firm warned it is not a"silver bullet," as Taiwan is still likely to be the epicenter of the semiconductor world. Analyst Vivek Arya noted that t...
KLA maintains a dominant market share in the semiconductor metrology/inspection equipment market with more than a 55% share. KLA’s HoH revenues grew 32%, outpacing Applied Materials (5.8%), Lam Research (6.6%), and ASML (-8%). KLA estimates its 2022 revenue growth at 20% ve...
Barclays is skeptical about a Goldilocks narrative for stocks where weak data and peak inflation push central banks to the dovish side. Investors should fade the recent rally, but keep in mind that sentiment is still very bearish and could extend a short squeeze, according to equity...
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2024-07-22 19:36:17 ET What a difference a week can make on the stock market. This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufa...
2024-07-14 12:00:00 ET The semiconductor industry is in recovery mode this year, thanks to the growing demand for chips from multiple applications such as smartphones, personal computers (PCs), and data centers. But there is one particular niche within this industry that is enjoying a bigge...