STM and NXPI Fall on Infineon’s Reduced Fiscal 2019 Guidance
The semiconductor industry is set to report its worst quarterly results in a long time in the second quarter.
Deflation Continues in the Eurozone: VGK Down 1.43%
Consumer prices in the Eurozone remain in negative territory. Inflation was reported to be -0.1% in March. So, the Eurozone remains in a state of deflation.
Eurozone Manufacturing Up in November: Will ECB Boost Stimulus?
In line with the flash estimate, the Eurozone manufacturing PMI rose to 52.8 in November 2015, up 0.5 points from the 52.3 reading in October.
What Revenue Synergies Would a Fairchild-ON Merger Bring?
Looking at revenue synergies, we see that Fairchild’s strong portfolio in the high voltage and medium voltage power semiconductor market complements ON’s low voltage and small-signal market.
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.
NXP Falls 2.5% on Weak Earnings Guidance
This week’s first semiconductor earnings were those of NXP Semiconductors, which released its second-quarter numbers today.
Stocks of Apple’s Suppliers React to iPhone X News
On December 6, Broadcom (AVGO), Skyworks Solutions (SWKS), and Qorvo (QRVO) fell 0.4%, 1.7%, and 2.0%, respectively.
How Suppliers Are Reacting to Apple’s Dual-Sourcing Strategy
Apple (AAPL) sources its components from at least two suppliers in order to reduce risk and have negotiation strength.
How Might Brexit Impact European Semiconductor Companies?
IC Insights expects computers to be the largest semiconductor end market in Europe, accounting for 29.4% of integrated circuit sales in 2016.
Opportunities and Challenges for Samsung in the Smartphone Market
The slowdown in smartphone sales has impacted the revenues of both Samsung and Apple. Both expect a significant slowdown in smartphone sales in fiscal 2016.
Eurozone Manufacturing Eased in January
In-line with the flash estimate, the Eurozone’s manufacturing PMI (purchasing manufacturers’ index) stood at 52.3 in January 2016.
How More Stimulus Might Affect Europe-Focused Mutual Funds
A rise in stocks after the European Central Bank’s announcement on January 21 provided a short-term boost to Europe-focused mutual funds (IEOAX) (UEPIX).
Germany to Drive Growth in European Semiconductor Industry
Despite growth in Europe’s semiconductor industry, it’s unlikely to grow as fast as its Asian counterparts. The EC launched its “10/100/20” strategy in 2013.
Automotive Segment to Drive Growth in the Semiconductor Market
Automotive semiconductor revenue has grown at a CAGR (compounded annual growth rate) of 8% between 2002 and 2012, according to McKinsey.
Can Extended Stimulus Measures Help Europe-Focused Mutual Funds?
The European Central Bank expanded stimulus measures for the Eurozone on December 3, 2015, by reducing its deposit rate by ten basis points to -0.3%.
Household Consumption Expenditure to Boost the Eurozone Economy
In 2015, the Eurozone economy advanced at a slower rate of 0.3% in 3Q15 with an increase in household consumption expenditure.
Italy’s Trade Surplus Widened with Declining Imports in September
According to the National Institute of Statistics (or ISTAT), Italy’s goods and services surplus rose to 2.2 billion euros in September 2015 compared to 2.0 billion euros a year ago.