|Day Low/High||57.75 / 57.75|
|52 Wk Low/High||57.75 / 57.75|
Stockholders must consider multiple angles in approaching a protracted period of chip shortages.
Quarterly earnings have so far revealed a number of data points for my 'Digital Infrastructure and Connectivity' investing theme. Let's connect the dots.
For investors, mobile payments could represent a chance to get in early on a trend that is likely to accelerate in the future.
With retail stores shut and many consumers viewing smartphone upgrades as discretionary purchases, signs are mounting that smartphone demand has fallen sharply in recent weeks.
Samsung packed a number of camera and display innovations into its Galaxy S20 phones, and has seen positive initial reactions for its Galaxy Z Flip foldable phone.
A slew of smartphone makers, contract manufacturers and chip suppliers appear to be affected by the outbreak.
Let's take a break from the trade related headlines, shall we? There are after all other things going on in the world beyond trade and impeachment. Here are a few that are catching my eye: Proving the premium smartphone market is alive and well, at...
Samsung's Galaxy S11 will reportedly have a very powerful rear-camera system. And rivals aren't standing still, either.
While its smartwatch business is struggling, Fitbit's fitness tracker and health services businesses are faring better.
The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.
The bond market is running the show? The answer would be... as much if not more than anything else... again.
Apple still offers what consumers want, and has an immense, nearly captive client base to which its wares can be marketed.
It's not deja vu as tariffs are taking Apple stock down once more, though analysts are eager to see the company's iPhone 11 line.
Huawei and the U.S.-China Trade Wars continue to weigh on many tech companies with Marvell being no exception.
Marvell isn't a quarter-to-quarter story and analysts are advising investors to treat it with longer-term targets in mind.
Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.
Advanced Micro Devices's aim for a second half rebound is coming into question.
Japan has cut off supplies of three key chemicals to South Korea, hitting the memory-chip and screen-making industries. The roots of the spat go way back.
We're seeing a similar story to Micron play out although Samsung seems a few months behind in the cycle.
Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?
Micron is motivating more positive outlook on the semiconductor sector's road ahead.
Tesla's tight battery supply could be accelerating the need for a new solution.
Comments from China, Mexico and the Fed led the way.
It's heavy industry and electronics that have suffered the most from the tariffs now in place on Chinese goods.
Though the Korean tech and electronics giant is facing its share of challenges, it did report seeing strong Galaxy S10 sales and forecast memory demand will improve in the coming months.