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Stock Market & Financial Investment News

News Breaks
April 17, 2012
06:12 EDTNVDA, TSMNvidia approaches foundries over 28nm production, Digitimes reports
Nvidia (NVDA) has reportedly begun to approach foundries other than TSMC (TSM) as second sources for 28nm production, according to Digitimes. Reference Link
News For NVDA;TSM From The Last 14 Days
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May 28, 2015
09:16 EDTNVDA, NVDAQualcomm's chipset headwinds could force it to consider M&A, says CLSA
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07:04 EDTTSMXilinx announces collaboration with TSMC on 7nm process
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05:50 EDTTSMTSMC expects to beat Samsung in 10nm race, DigiTimes reports
TSMC (TSM) expects to beat Samsung (SSNLF) in ramping up production on its 10nm lines, reports DigiTimes. TSMC expects Intel (INTC) to be a major competitor in the 10nm FinFET race. Reference Link
05:49 EDTTSMTSMC co-CEO expects company to triple 16nm capacity by 2016-end, DigiTimes says
TSMC is set to move its 16nm FinFET Plus process to commercial production in 2H15 and introduce the compact version of 16nm FinFET process in early 2016, reports DigiTimes. The company's co-CEO CC Wei said the total production capacity for the 16nm FinFET processes will triple by the end of 2016. Reference Link
May 27, 2015
10:35 EDTNVDABMO Capital to hold a tour
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08:34 EDTNVDANVIDIA checks positive, says JMP Securities
After conducting checks, JMP Securities says that Nvidia (NVDA) appears to be dominating the high-end gaming category, and it expects Nvidia to play a leading role in any car developed by Apple (AAPL). The firm adds that the Nvidia Enterprise, Cloud, and HPC engagements continue to rise at a pace well in excess of computing market fundamentals. It reiterates the stock as a Best Idea. .
05:53 EDTTSMReport: TSMC to build 10nm pilot line in June, DigiTimes says
TSMC (TSM) is scheduled to build a 10nm pilot line at its 12-inch water plant in northern Taiwan in June, reports DigiTimes. Citing a recent Economic Daily News report, TSMC is eyeing orders for Apple's (AAPL) A10 SoC chips, but Samsung (SSNLF) will also be involved in the race for orders. Reference Link
May 26, 2015
16:01 EDTTSMTaiwan Semiconductor plans 10-nanometer chip test in June, AppleInsider says
Taiwan Manufacturing Semiconductor (TSM) plans to being testing production of 10-nanometer microprocessors in 12 factories by June, and hopes to sign production contracts by year's end, reports AppleInsider, citing unnamed sources quoted by UDN.com. The report notes that Apple (AAPL) is likely to pursue the 10NM chips, and sources quoted by G for Games said TSMC will be capable of handling the majority, if not all, of manufacturing responsibilities for Apple's rumored A10 chip. Reference Link
May 22, 2015
07:07 EDTTSMTSMC to manufacture Cirrus Logic audio chips, DigiTimes says
TSMC (TSM) will manufacture Cirrus Logic (CRUS) audio chips after Cirrus Logic shifted its orders back to TSMC from Vanguard International Semiconductor, reports DigiTimes. Reference Link
May 21, 2015
06:43 EDTTSMTSMC to manufacture fingerprint sensors for next iPhone, DigiTimes reports
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May 19, 2015
12:55 EDTNVDAPC related stocks struggle after Morgan Stanley says PC turn won't come until Q3
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08:33 EDTNVDAMorgan Stanley cautious in near-term on PC names
Morgan Stanley is more cautious on PC names near-term, given PC and HDD inventory builds quarter-to-date and weaker April ODM sales. The firm's analyst team continues to believe Q1 was a bottom in year-over-year growth, but now expects normal Q2 seasonal growth instead of above normal and thinks any recovery will likely be delayed until Q3. Morgan Stanley is cautiously optimistic on Western Digital (WDC) due to its diverse revenue drivers, sees value creation catalysts for Hewlett-Packard (HPQ) and believes Microsoft (MSFT) shares reflect the challenging PC market and Win 10. The firm is more cautious on semis such as NVIDIA (NVDA) given higher valuations, share loss at Advanced Micro (AMD), potential 2H margin pressure at Intel (INTC), and Morgan is cautious on PC DRAM stocks near-term due to weaker pricing.

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