Bellwether Applied Materials Record 2017 Earnings Bodes Well For Semiconductor WFE Returns in 2018
Applied Materials Inc (AMAT US) reported record earnings of $3.97 billion last week, at the high end of their forecast range and representing a 20%...
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Semiconductor - Couple of Early Signs Confirm a Seasonal Correction to Kick In
Couple of Early Signs Confirm a Seasonal Correction to Kick InAfter 37% ytd performance on Phila semiconductor index (SOX) at 23x P/E and 34% ytd...
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TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years
TSMC's 30th Anniversary Celebration ForumTaiwan Semiconductor Mfg. Co. Ltd. (2330 TT) is holding its 30th Anniversary Celebration Forum on October...
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Applied Materials Buys ASMPT’s NEXX Problem Child For $120M
ASMPT is not divesting a crown jewel. It is divesting a cash drain, at roughly book value, to a buyer willing to pay up because NEXX fits a...
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Monthly Semiconductor Sales Reach $35 Billion Globally for First Time in August
On Oct. 2'nd 2017, the Semiconductor Industry Association (SIA) announced that worldwide sales of semiconductors reached $35.0 billion for the...
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