STMicroelectronics NV (STM)

While rival STMicro issued a full-year outlook that got a thumbs-up from investors, TI frequently noted that demand visibility is quite low right now.

The rival chipmakers each indicated that the inventory corrections that weighed heavily on 2019 sales are now largely over.

The market impact of the virus for U.S. investors has been seen in more pronounced fashion in Treasury markets.

Almost 200 companies are slated to report quarterly results, including 43 S&P 500 constituents.

Chip suppliers and others are benefiting as smartphone camera counts rise and camera penetration rates grow in other markets.

Qualcomm's Snapdragon Ride autonomous driving platform is arriving relatively late. But the company's performance and power efficiency claims are impressive.

Some sideways price action would not be out of the question and should be used to build a long position.

Broadcom expects fiscal 2020 to be a good year for networking and RF chip sales. But it forecasts a major drop in its "mixed-signal custom" wireless chip sales to Apple.

Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.

Samsung's Galaxy S11 will reportedly have a very powerful rear-camera system. And rivals aren't standing still, either.

There's still some value to be found in the sector. But a lot of the easy money has definitely been made.

During a talk with TheStreet, Cree CEO Gregg Lowe shared plenty of details about the growth opportunities in front of his firm's Wolfspeed power semiconductor and materials unit.

Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.

STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.

Given the sidestepping of trade restrictions for the European chipmakers, they could be poised to fill the void left by larger U.S. competitors that have long been dominant in the region.

CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.

Trade worries have by themselves affected the Chinese sales of many tech companies.

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.

We believe that STM has formed a 'bullish reversal pattern.'

The chip stock surge at the week's end shines a light on just how pessimistic some investors had been as earnings multiples fell to rock-bottom levels last year.

The long-term demand bolstered by secular shifts in technology are keeping many onboard the ship for semiconductors in the long term.

The big contract chipmaker issues a downbeat forecast of what lies ahead for the semiconductor giant, and likely for the sector.

The cyclical downturn that TI and STMicro appear to be seeing isn't the end of the world for chip stocks. But trade tensions complicate matters.

Fed policy makers, research directors and the media seem clueless that the economy is slowing, not growing.

The groundbreaking iPhone X might have only been released a few weeks ago but Apple is already looking to its next model

The odds are looking good for activist Elliott Management's push to get a higher sale price for NXP.