Market Vectors® Semiconductor ETF
Latest Market Vectors® Semiconductor ETF News and Updates
Earnings Report What Do Analysts Think about AMD Stock?
AMD stock has a consensus rating of “hold” and an annual price target of $2.43. The most bullish estimate is $5.00. The most bearish estimate is $1.50.Earnings Report What margins, financials say about Nvidia’s growth prospects
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.Company & Industry Overviews Why Have IBM’s 7-nm Chips Created Such Excitement?
With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.Technology & Communications What Chip Ban Means to Huawei and US Chip Suppliers
The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.Company & Industry Overviews AMD Stock Rises on Intel’s Troubles
AMD stock has hit a 12-year high, rising 182% year-to-date. In contrast, the Market Vectors Semiconductor ETF (SMH) has risen 6.7% YTD.Technology & Communications Why Did Tech Stocks Crash in Early October?
October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.Real Insights Semiconductor Stocks Have Soared on Blockchain Technology
Despite recent declines, the SMH ETF has risen over 41% in the last 12 months. Meanwhile, NVIDIA has risen a whopping 186.7% in the same period, while AMD has returned 15.5% in that period.Technology & Communications What Pushed SOXX and SMH to New Highs?
The semiconductor sector is set to report its weakest earnings in more than two years.Earnings Report AMAT’s Weak Fiscal Q4 2018 Guidance Makes Investors Cautious
Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.Miscellaneous Why is the Freescale–NXP merger premium so low?
The companies were asked about the takeover premium and the background to the transaction on the conference call, but they refused to comment.Company & Industry Overviews How Related Are ADI’s Consumer Revenues and Apple’s iPhone Sales?
ADI’s Consumer segment is made up of its computing and mobile businesses, and Apple (AAPL) is its biggest customer.Technology & Communications What’s behind Semiconductor Stocks’ Rise?
Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.Earnings Report Intel keeps up Moore’s Law with 14nm
Moore’s Law holds an important place in the semiconductor space. It’s a law that was based on an observation by Gordon Moore. Moore co-founded Intel in 1968.Company & Industry Overviews Why NVIDIA’s GPU is an integral part of its growth
Since GPUs are installed into every system or PC before they’re shipped, they indicate the PC market’s health. The Gaming PC segment requires higher-end GPUs.Technology & Communications Chip Stocks Fall on Fears of a Two-Year Growth Trend Slowdown
NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.Technology & Communications Analyzing Broadcom’s Acquisitions in the Software Sector
Broadcom has been making many acquisitions in the software industry. The semiconductor giant seems to be drifting away from its core chip business.Earnings Report Micron Stock Up on Impressive Earnings, Chip Outlook
Micron Technology (MU) reported impressive fiscal 2020 first-quarter earnings results on December 18 after the market bell.Technology & Communications AAPL, FFIV, FB, GOOGL, ETSY: Top 5 Tech Calls Today
AAPL and other tech stocks are trending! Let’s take a look at what drove revised price targets, downgrades, and upgrades for today’s top tech stocks.Technology & Communications Why Is Microchip Stock Rising Today?
Microchip stock rose in pre-market trading today after the company updated its financial guidance for the third quarter of fiscal 2020.Technology & Communications Why 3D NAND should drive Applied Materials’s growth
The market share for 3D NAND is expected to reach 20% in 2015, and this technology is expected to account for the majority of total flash shipments by 2017.Consumer Tech Stocks Drive the S&P 500 to Record Highs
This year, the SPDR S&P 500 ETF (SPY) and Technology Select Sector SPDR ETF (XLK) have risen 19.2% and 35.5%, respectively. What’s driven this rally?Financials JPMorgan and Bank of America: Time to Buy Stocks
In August, JPMorgan Chase (JPM) and Bank of America Merrill Lynch (BAC) suggested that investors not buy just yet. Their opinions are now changing.Company & Industry Overviews AMD’s Bulldozer Lawsuit Is Now Behind It
Advanced Micro Devices (AMD) has reportedly agreed to settle a federal class action lawsuit related to the false advertising of its processors.Materials Trump, Trade War, Powell: More Upside for Gold Prices?
Gold hit a fresh six-year high on Friday as trade tensions between the US and China escalated. The SPDR Gold Shares ETF (GLD) closed up 2%.Financials JPMorgan and BofA: Don’t Buy the Market Dip Just Yet
JPMorgan Chase suggests waiting until September before returning to stocks. The markets will likely make new all-time highs in the first half of 2020.Miscellaneous Next Chapter in US-China Trade War and US Semiconductor Industry
Technology IP (intellectual property) is the center of the US-China trade war.Technology & Communications A Look at China’s Progress in Semiconductor Manufacturing
China manufactures only 13% of the world’s ICs. The nation imports more than $200 billion in chips annually, which created an estimated annual trade deficit of $150 billion in 2014.Company & Industry Overviews Why Investors Are Interested in AMD Stock
AMD is barely breaking even because of its high operating expenses and high leverage. However, the company is currently in the midst of multiple product launches in various markets.Technology & Communications Who’s Betting on Foundries like TSM and SSNLF?
The performance of SME suppliers is a bellwether for the overall semiconductor industry’s outlook because these serve foundries and IDMs.Miscellaneous AMD Stock Continues to Fall in 2017
Advanced Micro Devices (AMD) stock fell 9.4% in the week ended January 20, 2017. Shares of the firm have fallen 14% since the start of 2017 after an incredible run last year.Earnings Report Falling DRAM Prices Reduce Micron’s DRAM Margin
The overall DRAM market is slowing and despite this, Micron increased its exposure in this space from 54% in fiscal 2Q16 to 60% in fiscal 3Q16.Company & Industry Overviews NVIDIA Upgrades Its GPU Portfolio to Capitalize on Future Trends
NVIDIA (NVDA), a popular name among PC gamers, made news at the GTC (GPU Technology Conference) 2016 from April 4 to 7, 2016.Miscellaneous Intel Finalizes Altera Acquisition, Right on Schedule
Intel (INTC) completed its acquisition of Altera on December 28, 2015, for $16.7 billion. The Altera acquisition will make Intel the second largest semiconductor supplier after Texas Instruments.Company & Industry Overviews Toshiba to Implement Measures to Prevent Recurrence of Fraud
Toshiba is looking to start an evaluation system for the CEO and president of the company, in which 120 senior managers will hold a vote of confidence in January 2016.Company & Industry Overviews DRAM Prices Fall Due to Weak Demand
DDR4 (double data rate 4) has been consistently gaining market share in overall DRAM (dynamic random access memory) production.Macroeconomic Analysis Samsung’s Market Share Is Expected to Increase in Fiscal 2016
Samsung’s market share for the quarter was 45.2%, a gain of 1.1 percentage point YoY compared to 2Q14. It was Samsung’s best ever quarterly performance.Company & Industry Overviews Intel and the History of the Semiconductor Industry
Since 2014 when a slowdown in PC shipments hit its revenue, Intel has shifted its focus toward chips for smartphones and tablets.Earnings Report Exploring Applied Materials’s Applied Global Services
Applied Materials’s management is hopeful that the Wafer Fab Equipment spending is expected to increase to 20% in fiscal 2014, with much higher spending in 2015.Earnings Report Overview of Applied Materials Silicon Systems segment
Integrated device manufacturers and foundries use Applies Materials’s semiconductor manufacturing systems to build and package memory, logic, and chips.Consumer Must-know: Intel’s software and services strategy
In accordance with its mobile strategy in 2010, Intel acquired McAfee for ~ $7.7 billion. Intel acquired McAfee with the intent of integrating its security solutions into Intel-manufactured chips.