Semiconductor Industry

[winston]

3 Soaring Semiconductor Stocks Still Worth Buying

Breakouts beckon in semiconductor stocks NVDA, AMD and MU

By Tyler Craig

Source: Tales of a Technician

http://investorplace.com/2017/04/3-soar ... ONFgtJ96M8

[winston]

Worldwide PC shipments down 2.4% y-o-y in 1Q17, says Gartner

By Yimie Yong

KUALA LUMPUR (April 12): Worldwide personal computer (PC) shipments totalled 62.2 million units in the first quarter of 2017 (1Q17), a 2.4% decline year-on-year (y-o-y), according to preliminary results by Gartner Inc.

In a statement today, the information technology research and advisory company said 1Q17 was the first time since 2007 the PC market experienced shipments below 63 million units in a quarter.

Source: The Edge

http://www.theedgemarkets.com/my/articl ... ys-gartner

[winston]

Semiconductor Stocks: Two to Buy, One to Hold and One to Dump Now

Semiconductor stocks have soared. Several have more upside ahead, but there's one to sell today.

By Ian Bezek

Source: Investor Place

http://investorplace.com/2017/04/semico ... /view-all/

[winston]

This new technology could turn the $339 billion microchip industry on its head

by Ray Blanco

Currently our processors, memory cards, and other chips all work by using an electron’s charge to store or process data. However, a few innovative companies are now developing and designing chips that store data by reading an electron’s spin.

It’s called magneto resistive random-access memory (MRAM).

Source: Technology Profits Confidential

http://thecrux.com/a-339-billion-game-changer/

[winston]

3 Hot Semiconductor Stocks, 3 Time Bombs

Which are the hot semiconductor stocks today, and which are the coldest?

By Dana Blankenhorn

Source: Investor Place

http://investorplace.com/2017/07/semico ... Xs1Q4h96M8

[winston]

June global semiconductor sales surge on-year to RM140b

BY JOSEPH CHIN

Global sales of semiconductors rose nearly one-quarter in June 2017 to US$32.6bil (RM140bil) from a year ago, boosted by sales in the Americas, says the Semiconductor Industry Association (SIA).

The US based trade body announced on Saturday the June sales rose 23.7% from June 2016’s sales of US$26.4bil. When compared with May, the sales were up 2% from US$32bil.

Source: The Star

http://www.thestar.com.my/business/busi ... MSrhbq2.99

[winston]

Believe it or not, these tech stocks still look cheap today

by Nick Rokke

There will be 75 billion smart devices online by 2025. Each one of them will need microchips.

According to some estimates, the total number of computers ever made stands at around 4.6 billion. Smartphone shipments are expected to be 1.9 billion by 2018.

As you can probably tell, this is good news for semiconductor companies. They make the microchips that go into those 6.5 billion computers and smartphones.

In the next decade, they’ll need to crank out more than six times as many chips than they’ve ever produced.

Source: Palm Beach Daily

http://thecrux.com/a-simple-way-to-earn ... t-devices/

[winston]

not vested

Frightful ETFs to Flee: Direxion Daily Semiconductor Bear 3X ETF (SOXS)

The Direxion Daily Semiconductor Bear 3X ETF (NYSEARCA:SOXS) is an ETF that synthetically tracks the inverse performance of leading semiconductor company stocks inside the Philadelphia Stock Exchange Semiconductor Index.

Not only does this ETF attempts to track the inverse of the index, it goes further by leveraging the inverse tracking by 300%. So, if the index goes up 10%, the ETF should lose 30%.

That’s been a bad bet with investors in this ETF losing some 60% alone year to date and the bleeding has been a trend with losses being quite consistent over the past one, three and five years of similar or worse losses.

Think about the market for semiconductors or “chips”. Every gadget from the latest mobile phone to every tablet has chips and the demand continues with everyone wanting or needing to have the latest new-new thing.

And sure, there have been some chip makers like Toshiba Corp (OTCMKTS:TOSYY) that had to sell their business. But Toshiba’s troubles came not from chips, but it follies in the nuclear power plant business. And bidders for its chips unit were fast and furious from it competitors and its customers.

In order to see a miraculous turnaround for this ill-fated ETF, you’d have to see a massive reversal of demand for electronics on a global scale that would need to see the rise of the Luddites shunning any new innovation.

Source: Investor Place

[behappyalways]

Nvidia, Applied Forecasts add to evidence chip bull run ending
https://www.msn.com/en-my/finance/topst ... ar-BBPLFtn

[behappyalways]

2019.03.31【文茜世界財經週報】史無前例 三星公佈財測前先預警　敲響電子業警鐘
https://www.youtube.com/watch?v=Sqx6C8Y ... dex=7&t=0s