|Day Low/High||49.33 / 49.79|
|52 Wk Low/High||34.21 / 49.39|
Though gaining significant share from Nvidia in the lucrative and fast-growing AI training accelerator market might prove easier said than done, a slew of companies are making big bets in this space.
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.
Blaming China woes for the slip, some advise growth ahead for Advanced Micro Devices.
NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.
Though it would likely take a while for Apple to begin using its own 5G modem, doing so could yield major cost savings and also carry other benefits.
The chip manufacturing giant issued upbeat Q3 sales guidance and forecast this year's capital spending will be at the high end of a prior guidance range.
Earlier I touched on Apple shares trading higher pre-market, which is due at least in part to an upgrade on the shares by Raymond James. The upgrade to outperform from market perform also establishes a $250 price target and appears to lean pretty he...
We've got some push-pull in pre-market trading as moves lower in Netflix , Limelight Networks , United Rentals , SAP and Alcoa duel with Apple , which is moving higher pre-market, and positive moves in Novartis , eBay , Phillip Morris International ...
The chip manufacturing giant, whose clients include Apple, Nvidia, AMD and Qualcomm, just reported strong June sales and beat its Q2 revenue guidance.
Benchmarks for AMD's soon-to-launch third-gen desktop CPUs appear to validate expectations that the chips will deliver a lot of bang for the buck compared to offerings from Intel.
The Taiwanese chip manufacturing giant has a blue-chip client list and is intent on maintaining its manufacturing technology edge. And its valuation looks reasonable.
Following a big rally in recent months, KLA's shares are lower Tuesday after the company maintained a cautious view of near-term chip equipment demand.
Intel investors had a bad flashback on Friday.
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.
At a time when chip stocks have done much to price in a second-half recovery, TSMC avoided doing anything to spoil the fun.
The two tech firms made the surprising announcement on Tuesday afternoon.
An ad-supported Amazon music service wouldn't be much of a threat to Spotify's subscription business. But it would help Amazon further scale an ad business that's now a major company priority.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
Samsung is setting yet another bearish standard for semis and smartphones in the first half of 2019.
The virtualization software firm has reportedly hired Goldman Sachs to explore a potential sale. PE firms are likely to at least kick the tires.
The semiconductor sector surge could send some standby industrial stocks higher with it.
Lowered expectations are the best kind of expectations and they can make for great markets.
For those seeking to be more aggressive, especially on the tech side, I would look towards a higher growth name.
Chip stocks have been among the best performers this year, but Taiwan Semi has been lagging some of the top names.
A published report said that TSM has seen orders for 7nm chips ramp higher.
Crypto could be carrying, rather than crashing semi stocks once again.
Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.
The tech giant makes up such a large part of the Korean stock index that its woes can't help but be a drag on the market as a whole.
A well-known semiconductor name has formed a 'bullish reversal pattern.'
Among other things, Apple is now looking to hire wireless engineering talent in Qualcomm's hometown of San Diego.