iSuppli raises 2007 LCD TV panel shipment forecast
iSuppli raises 2007 LCD TV panel shipment forecast | Reuters.com Research firm iSuppli Corp. said on Wednesday it had raised its shipment forecast on panels for LCD televisions by 3 percent to 75.2...
View ArticleMU: DRAM Recovery Elusive
When we saw predictions of a second-half rebound for DRAM prices, we said: Or, more likely, vendors hope demand will kick in later this year. Furthermore, with all the new supply being added it is...
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SMH: Did a Data Error Mislead Us About the Extent of Semiconductor Oversupply?
When Semiconductor Equipment and Materials International (SEMI), the industry trade organization for semiconductor equipment makers, reported the January book to bill ratio for chip equipment, we were...
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SMH: Researchers Catching up to Our Early Call on Semis
We have been talking about oversupply of semiconductors for some time. Now, in the last two weeks two research firms have cut forecasts according to Semiconductor Fabtech: IC Insights has drastically...
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Five Reasons to Buy Semiconductor Stocks Today
A reader complained yesterday that we have been too negative. While we aren’t going to go crazy and have a whole positivity day, we will take the time to outline the bull case for the industry on which...
View ArticleFive Reasons NOT to Buy Semiconductor Stocks Today
Lest you think we were going soft, we hereby balance our earlier enthusiasm for semi stocks with our more customary caution. The five reasons to avoid semiconductor stocks right now include: The...
View ArticleConflicting Signals on Semi Equipment Orders
Trade group Semiconductor Equipment and Materials International (SEMI) is expecting stong equipment orders from memory makers this year, according to DigiTimes. Investment on 12-inch fabs and memory...
View ArticleHandset Market Share Update
ITP.net {News: Global handset sales figures up 14% year-on-year} Global mobile handset sales reached 257.4 million units in 1Q07, representing a 14% annual increase according to results published by...
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MSCC: MicroSemi is My Least Favorite Semiconductor Play
The following is a reprint of my January 8, 2008 RealMoney column. In other articles, I have outlined the reasons why I think the semiconductor industry is poised for strong stock performance and why I...
View ArticleOVTI: Zooming in on Omnivision
My latest RealMoney column is up, on Omnivision (OVTI). You can get the full story at their site, but in summary: OmniVision derives 70%-80% of sales are derived from the camera cell phone market....
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