Market Vectors® Semiconductor ETF
Latest Market Vectors® Semiconductor ETF News and Updates

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.

What margins, financials say about Nvidia’s growth prospects
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.

Mobile Business Hurts Intel’s Profits
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.

Which Segment Will Drive AMD’s Growth in Fiscal 4Q15?
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.

Why Analysts Revised Micron’s Earnings Estimate for Fiscal 2018
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. […]

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

What does Intel’s revenue say about its growth prospects?
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.

SMH Sees $87.7 Million in Fund Inflows in Trailing 12 Months
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.

Investing in Nvidia? Key Points to Consider First
According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.

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.

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.

Micron Technology Agrees to Acquire Inotera Memories
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 Fall as Trump Imposes Ban on Huawei
Semiconductor stocks fell once again as President Trump played another card in the United States’ trade war with China.

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.

Semiconductor ETFs Fall as US Chip Firms Stop Shipments to Huawei
On May 16, the US banned American companies from supplying or transferring technology deemed critical for national security to Chinese telecom equipment supplier Huawei.

Why Intel is aggressively eyeing the IoT space
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.

How Is Broadcom Stock Placed Ahead of Its Q4 Earnings?
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.

AMD Stock Moves in Opposite Direction as NVIDIA and Intel
Semiconductor stocks recovered slightly in January 2019 due to the anticipation of strong demand in the second half of the year.

Weak Demand Outlook Drags Down Semiconductor Stocks
The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.

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%.

What’s the Relation between Cryptocurrency Trends and AMD Stock?
In this series, we’ll look at the factors that are affecting Advanced Micro Devices stock and its valuation.

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.

The Freescale–NXP merger: A large deal in the semiconductor space
The key to the Freescale–NXP merger is the timing. The companies are guiding to a 2H15 close, likely in the fourth quarter.

What Pushed SOXX and SMH to New Highs?
The semiconductor sector is set to report its weakest earnings in more than two years.

Semiconductor Stocks: Wrapping Up Their Performance This Year
In this series, we’ll look at what 2019 could bring for semiconductor stocks.

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

Trump Strikes Back with Return of Trade Tariff for China
The VanEck Vectors Semiconductor ETF (SMH) fell more than 2% at the start of May 6.

Where AMD Stock Could Head This Year
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.

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.

Could Apple Cost Warren Buffett a Fortune This Time?
Apple is continuing to lose investors’ confidence in the fourth quarter. Apple stock has fallen 24.3% sequentially as of December 13.

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.

Semiconductor Stocks Hit New 52-Week Highs ahead of Earnings
The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.

Applied Materials Stock Rallies on Optimism about H2 2019
In this series, we’ll see what investors should expect from Applied Materials’ upcoming earnings.

Why NVIDIA Stock is Underperforming the Market
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.

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.

Semiconductor ETFs Overbought: What to Do?
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).

What Q4 Semiconductor Earnings May Have in Store for Investors
2019 started on a good note for the semiconductor industry.

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

How Apple’s New iPhone Models Could Affect Semiconductor Players
Things have been slow for the semiconductor industry in 2018 after rapid growth in 2017.

Broadcom and Avago Merger: Why Is the MAC Clause Important?
It’s important for investors to understand the MAC clause. It explains how Avago (AVGO) can exit its transaction with Broadcom (BRCM).

The Semiconductor Sector’s Downturn: Should TXN Investors Worry?
In this series, we’ll discuss what investors could expect for Texas Instruments’ third-quarter earnings, scheduled to be released on October 23.

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.

Regulatory Approval Will Challenge the Tsinghua-Micron Deal
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.

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.

Semiconductor ETFs at Risk of Technical Downturn
Monday was yet another bad day for semiconductor stocks.

AMD Singed by Cash Burn in 2015
AMD’s capital resources have been stressed since the company posted losses in 2012. The company has ~12 times more debt than equity.

Must-know: Nvidia’s 4Q15 earnings review
Nvidia posted 4Q15 revenue and non-GAAP earnings per share of $1.25 billion and 35 cents, respectively.

Why Nvidia’s strong cash flow boosts investor confidence
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.
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.

Intel’s margin expansion is slim in the future – this is a concern
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.

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.

Can AMD Stock Rally more on Analysts’ Upgrades?
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.

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.

Is Ambarella Stock Ready to Rally More in 2020?
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: 3 Dividend Companies to Consider for 2020
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.

The Worst Is Over for Broadcom Stock—Can It Rally?
Broadcom (AVGO) stock has grown at a sluggish pace this year, underperforming its peers. AVGO has returned only 27.2% year-to-date.

Could AMD Stock Rally Again after Hitting New Highs?
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 and Mellanox Deal Wins EU Approval
Nvidia (NVDA) has gained regulatory approval from antitrust regulators for its pending acquisition of Mellanox Technologies (MLNX).

Why Broadcom Might Sell its RF Wireless Chip Unit
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 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.

Why Investors Should Go Long on Micron Stock
Micron stock has gained steam ahead of its first-quarter earnings. The company will report its first-quarter earnings today after the market bell.

Why Did Broadcom Stock Fall despite Upbeat Earnings?
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 Upside Potential—Just Ask These Analysts
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.

Analysts Love Nvidia Stock despite Trade War Fears
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.

Why Are Qorvo and Skyworks Stocks Rising Today?
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, 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.

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.

Nvidia Stock: Is there an Upside despite Tariff Fears?
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.

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.

AMZN Stock: Why It’s Underperforming the S&P 500
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 Rising on Earnings, Licensing Revenues
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.

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?

AMD Earnings: What CEO Lisa Su Has to Offer in Q3
AMD will report its third-quarter earnings results today after the market bell. The stock is trending higher before its third-quarter earnings results.

Earnings: Why Did TXN and XLNX Underperform?
Semiconductor stocks were whipsawed last week with mixed Q3 earnings. Semi stocks were affected by the trade war and tepid smartphone demand.

NVIDIA Stock: A Price Target and Valuation Update
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.

Texas Instruments Stock Tanks 10% on Poor Earnings
Semiconductor stocks fell after-hours as Texas Instruments’ (TXN) third-quarter earnings and guidance missed estimates by a large margin.

Semis React to Kudlow’s Comments on December Tariffs
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.”

Earnings: XLNX and TXN Stocks in Focus This Week
Major chip companies Texas Instruments (TXN) and Xilinx (XLNX) released their earnings last week and saw their stocks fall.

Intel Stock Looks Good before Its Q3 Earnings
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 Stock Is Undervalued: What Should Investors Do?
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 Stock Falling: More Chinese Firms Blacklisted
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.

Analyzing Intel Stock’s Target Price and Valuation
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.

The Intel-AMD CPU War Just Intensified
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’s Cascade Lake-X Chips: Pricing and Competition
Intel Corporation (INTC) has reportedly slashed the prices of its high-end desktop processors, code-named Cascade Lake-X.

Broadcom Stock Fell in September: Will Weakness Continue?
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.

Two Semiconductor Stocks Are Crushing It: Time to Sell?
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: A Target Price and Valuation Update
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: Q4 Earnings Send Semiconductor Stocks Lower
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 Stock: Analysts Are Upbeat before Q4 Earnings
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.

Can Broadcom’s Stock Offering Reduce Its Debt Burden?
Yesterday, Broadcom (AVGO) stock fell 2.70% in after-hours trading after the chipmaker announced a convertible stock offering.

Why Does NVIDIA Stock Have More Upside Potential?
Early on Monday, SunTrust Robinson Humphrey analyst William Stein increased the target price on NVIDIA stock to $216 from $210.

Analysts Are Bullish on Micron Stock, So Is Jim Cramer
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 and the China Trade War Uncertainty
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: Why Is J.P. Morgan Betting on the Stock?
Micron stock has been rising. On September 20, a J.P. Morgan analyst increased the target price on Micron stock to $65 from $50.

Dow Jones Fell 0.6% Yesterday, Ends Week in Red
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 Soars: Goldman Predicts Upbeat Earnings
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.

Why Micron Has Become an Analyst Favorite
Chip maker Micron Technology (MU) is suddenly gaining the attention of analysts despite struggling with several challenges.

NVIDIA Stock: Are Analysts Losing Confidence?
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.

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

Broadcom Stock: Why Is It Falling Today?
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.