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Citi is making changes to its quantatative North American Focus List. From an overhead market view its base case is for S&P (SP500) (NYSEARCA:SPY) 4,700 predicated on a soft economic landing, "whereas our mild recession scenario implies downside to 3650 (roughly 18x P/E on $203 2023 EPS)....
Jeremy Grantham’s 13F portfolio value decreased from $20.82B to $20.73B this quarter. GMO Capital increased Texas Instruments, Taiwan Semi, Ameresco, and Amazon.com while reducing Anthem, Oracle, and Cisco Systems. The largest three individual stock positions are Microsoft ...
Processing equipment suppliers Lam Research, Applied Materials, and Tokyo Electron compete against each other primarily in plasma etching and deposition equipment. The processing equipment market is plateauing following strong growth of 44.7% in 2021, as global revenues dropped 10% Qo...
Nvidia (NASDAQ:NVDA) shares led the chip sector higher on Wednesday as traders awaited the latest interest rate movement from the Federal Reserve and Intel (NASDAQ:INTC) announced that its Arc GPU would be available in China. Nvidia (NVDA) gained nearly 2.5% to $161.99, while Advanced Mi...
Lam Research Teams Up with SK hynix to Enhance DRAM Production Cost Efficiency with Breakthrough Dry Resist EUV Technology PR Newswire Company underscores its leadership in driving the next era of EUV lithography FREMONT, Calif. , June 14, 2022 /P...
A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Champion, Contender, An...
Etch and deposition equipment purchases in Korea, a center for memory companies Samsung Electronics and SK Hynix, have been dropping the past five quarters. Applied Materials, with a dominant market share in deposition, exhibited the greatest erosion of revenues compared to competitor...
The drop in Ichor shares is in stark contrast to customer and end-product demand. Ichor supplies critical equipment to a major and ever-more-critical growth industry. Domestically and internally, countries are aiming to assist in boosting their semiconductor manufacturing capacity...
Most of my followers know I am a long-term bull when it comes to the semiconductor sector. That is because I believe the sector is no longer the super-cyclical sector it was when it was largely dependent only on the PC and auto industries. Today, there are a plethora of vital &...
Lam Research Corporation (LRCX) Bank of America 2022 Global Technology Conference June 7, 2022 11:45 AM ET Company Participants Doug Bettinger - EVP & CFO Conference Call Participants Vivek Arya - Bank of America Presentation Vivek Arya Thank you for joining us the session, I'm Vivek Arya...
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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...