Market Vectors® Semiconductor ETF

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.

PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.

Intel’s mobile computing group loss kept widening as the company sold its Atom processors at a discounted price while its operating expenses rose due to heavy spending on R&D.

The gaming console market is the key growth driver for AMD. It has an upper hand over NVIDIA (NVDA) in this segment through its application processing unit.

Micron’s PE ratio For the past two to three months, many analysts have been touting Micron Technology (MU) as a cheap stock at a forward PE (price-to-earnings) ratio of 6.0x. Micron’s PE ratio is well below the semiconductor industry’s (SMH) average PE ratio of 23.4x and the S&P 500’s (SPY) average PE ratio of 21.5x. […]

The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.

Intel spent ~$11.5 billion on R&D, or research and development, in 2014. This represents ~21% of its total revenue—compared to 19% in 2013.

In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.

According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.

With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.

The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.

On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.

Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.

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.

On May 16, the US banned American companies from supplying or transferring technology deemed critical for national security to Chinese telecom equipment supplier Huawei.

According to the IDC, the IoT (Internet of Things) market is expected to reach $7.1 trillion in sales by 2020—up from $1.9 trillion in 2014.

Broadcom is set to report its fiscal 2019 Q4 results on December 12. We expect the company’s earnings to beat analysts’ Q4 and fiscal 2019 estimates.

Semiconductor stocks recovered slightly in January 2019 due to the anticipation of strong demand in the second half of the year.

The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.

October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.

In this series, we’ll look at the factors that are affecting Advanced Micro Devices stock and its valuation.

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.

The key to the Freescale–NXP merger is the timing. The companies are guiding to a 2H15 close, likely in the fourth quarter.

The semiconductor sector is set to report its weakest earnings in more than two years.

In this series, we’ll look at what 2019 could bring for semiconductor stocks.

The Freescale–NXP merger is driven by complementary offerings. Freescale is active in the auto, consumer, networking, and industrial markets.

The VanEck Vectors Semiconductor ETF (SMH) fell more than 2% at the start of May 6.

Last year, AMD stock outperformed peers Intel and NVIDIA (NVDA) and the S&P 500 (SPY) and VanEck Vectors Semiconductor ETF (SMH) by huge margins.

Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.

Apple is continuing to lose investors’ confidence in the fourth quarter. Apple stock has fallen 24.3% sequentially as of December 13.

The companies were asked about the takeover premium and the background to the transaction on the conference call, but they refused to comment.

The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.

In this series, we’ll see what investors should expect from Applied Materials’ upcoming earnings.

NVIDIA expects the first half of this year to be weak amid economic uncertainty and slow demand. In this series, we’ll discuss how fiscal 2020 could be for NVIDIA.

ADI’s Consumer segment is made up of its computing and mobile businesses, and Apple (AAPL) is its biggest customer.

The iShares PHLX Semiconductor ETF (SOXX) and the VanEck Vectors Semiconductor ETF (SMH) hit a new 52-week high on April 17 due to strong growth in Qualcomm (QCOM) and Intel (INTC).

2019 started on a good note for the semiconductor industry.

The tech-heavy NASDAQ Composite Index fell 0.37% in the early trading session on April 9 driven by declines in semiconductor stocks.

Things have been slow for the semiconductor industry in 2018 after rapid growth in 2017.

It’s important for investors to understand the MAC clause. It explains how Avago (AVGO) can exit its transaction with Broadcom (BRCM).

In this series, we’ll discuss what investors could expect for Texas Instruments’ third-quarter earnings, scheduled to be released on October 23.

Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.

It would be difficult for Tsinghua to get approval from the US government because it wouldn’t allow a foreign company to buy a chip maker of strategic components.

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.

Monday was yet another bad day for semiconductor stocks.

AMD’s capital resources have been stressed since the company posted losses in 2012. The company has ~12 times more debt than equity.

Nvidia posted 4Q15 revenue and non-GAAP earnings per share of $1.25 billion and 35 cents, respectively.

Nvidia’s cash balance has steadily increased from $0.7 billion to $4.6 billion over the past six fiscal years owing to strong cash flow generation.

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.

Intel stated that by 3Q15, it expects the 14nm Broadwell to be its lowest cost PC platform. However, this depends on 14nm yields improving as expected.

NVIDIA and Applied Materials published their latest earnings results on August 16. Their weaker guidances have spooked investors.

Advanced Micro Devices (AMD) stock has been making new highs every other day. On January 9, AMD stock reached its all-time high of $49.96.

Broadcom has been making many acquisitions in the software industry. The semiconductor giant seems to be drifting away from its core chip business.

Ambarella (AMBA) stock closed the trading day on December 27 at $59.91, a fall of 1.5%. The stock is trading 10.8% lower than its 52-week high of $67.15.

Tech stocks have been on a roll in 2019. As we get closer to 2020, let’s take a look at the companies to consider for the next year.

Broadcom (AVGO) stock has grown at a sluggish pace this year, underperforming its peers. AVGO has returned only 27.2% year-to-date.

Advanced Micro Devices (AMD) stock touched a new high of $45.62 on Monday. At this price, the stock also reached its 19-year high.

Nvidia (NVDA) has gained regulatory approval from antitrust regulators for its pending acquisition of Mellanox Technologies (MLNX).

Broadcom (AVGO) plans to sell one of its wireless chip units. The Wall Street Journal stated that Broadcom wants to divest its radio-frequency segment.

Micron Technology (MU) reported impressive fiscal 2020 first-quarter earnings results on December 18 after the market bell.

Micron stock has gained steam ahead of its first-quarter earnings. The company will report its first-quarter earnings today after the market bell.

Broadcom (AVGO) stock fell 3.78% on December 13. The company reported its fourth-quarter earnings results on December 12 after the market bell.

Micron has been in a rough patch for some time. It’s been suffering due to the US-China trade war, a semiconductor downcycle, and a recessionary scenario.

Nvidia stock has climbed only 1.2% since reporting its Q3 earnings on November 14. Analysts seem bullish on NVDA despite the US-China trade war fears.

Shares of Apple suppliers Qorvo and Skyworks are trading higher today. However, Apple stock is down by 0.4% today. We dig into why this may be.

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.

Microchip stock rose in pre-market trading today after the company updated its financial guidance for the third quarter of fiscal 2020.

Nvidia (NVDA) stock fell 3.46% on Monday and closed the trading day at $209.25. At this closing price, the market cap stands at around $128.1 billion.

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.

Amazon (AMZN) stock has returned 13.9% YTD. In 2019, AMZN is trailing the S&P 500, which has gained 24.3% YTD, as well as the major tech indexes.

Qualcomm stock rose as much as 6% in the extended trading on Wednesday due to its earnings results. The company posted upbeat fourth-quarter results.

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?

AMD will report its third-quarter earnings results today after the market bell. The stock is trending higher before its third-quarter earnings results.

Semiconductor stocks were whipsawed last week with mixed Q3 earnings. Semi stocks were affected by the trade war and tepid smartphone demand.

NVIDIA stock is down 32.5% in the past year amid the burst of the cryptocurrency bubble and trade war fears. NVDA has risen since its Q2 results.

Semiconductor stocks fell after-hours as Texas Instruments’ (TXN) third-quarter earnings and guidance missed estimates by a large margin.

Donald Trump’s economic adviser Larry Kudlow said, “If the talks go well on phase one, there is a chance we can get those December tariffs off.”

Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.

Intel (INTC) stock fell 1.12% on Thursday and closed at $51.86. The stock was trading 13.0% below its 52-week high of $59.59.

Intel (INTC) stock fell 0.86% on Monday and closed at $51.64. The stock was trading 13.3% below its 52-week high of $59.59.

Ambarella (AMBA) stock fell up to 12% today. The stock is trending downward after the US added several more Chinese companies to its Entity List.

Intel (INTC) stock rose 1.78% on Friday and closed at $50.92, 14.5% below its 52-week high of $59.59, and 20.2% above the 52-week low of $42.36.

Advanced Micro Devices is winning market share from Intel in the PC processor market. Several signs indicate that AMD’s Ryzen is crushing Intel’s Core.

Intel Corporation (INTC) has reportedly slashed the prices of its high-end desktop processors, code-named Cascade Lake-X.

Broadcom stock closed the trading day at $274.85 and fell 0.44% on October 1. The stock was trading 14.9% below its 52-week high of $323.20.

Semiconductor firms Lam Research and KLA Corp. have crushed the markets in 2019. While Lam Research is up 65.4%, KLA has returned 71% year-to-date.

Micron stock is cyclical. It soars in an upturn and falls in a downturn. In the last upturn period, which lasted for two years, Micron stock surged 570%.

Micron shares fell more than 9% in early market trading today. The stock is trading at $44.09, which is 14% below its 52-week high.

Micron is scheduled to report its fourth-quarter earnings after the closing bell today. Micron stock has been in focus due to improving chip trends.

Yesterday, Broadcom (AVGO) stock fell 2.70% in after-hours trading after the chipmaker announced a convertible stock offering.

Early on Monday, SunTrust Robinson Humphrey analyst William Stein increased the target price on NVIDIA stock to $216 from $210.

Last week on CNBC’s Mad Money, host Jim Cramer signaled bullishness toward Micron stock. The stock, currently trading at $49.60, rose 0.9% yesterday.

Micron listed the China trade war as a business risk in its SEC filings. Micron stock has growth potential, but it depends on the US-China trade deal.

Micron stock has been rising. On September 20, a J.P. Morgan analyst increased the target price on Micron stock to $65 from $50.

The Dow Jones Industrial Average or DJIA fell 0.6% or 159.72 points on Friday, September 20, 2019. The S&P 500 ETF fell 0.54% yesterday.

Micron stock was trending upward in premarket trading today. The upside came after it got an upgrade from Goldman Sachs just a week before its earnings.

Chip maker Micron Technology (MU) is suddenly gaining the attention of analysts despite struggling with several challenges.

NVIDIA (NVDA) stock had fallen over 1% in today’s trading session as of 10:50 AM ET. The stock was also down in premarket trading.

On September 13, Moody’s Investors Service maintained a positive stance on the revenue of chip maker Advanced Micro Devices (AMD).

Broadcom stock hasn’t been a great performer compared to its semiconductor peers this year. So far, the stock has fallen more than 4% today.