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News Breaks | | | | January 17, 2013 | | 11:46 EDT |  | KLAC, AIXG, INTC, QCOM, TSM, ASML | Semiconductor makers rally after earnings from TSMC, ASML
Taiwan Semi, also known as TSMC, reported Q4 earnings of 28c per ADR unit, matching consensus estimates, on revenue of NT$131.31B. Lora Ho, SVP and CFO of TSMC, said, “In the fourth quarter, demand for our products was higher than we expected three months ago, resulting in above-guidance revenue and profit margins. We now expect the supply chain inventory DOI to decline only slightly in the first quarter, and our revenue will also decline only slightly in the first quarter from the previous quarter." TSMC guided to Q1 revenue between NT$127B-NT$129B and an operating profit margin of 31.5%-33.5%. ASML also reported before today's opening bell, announcing Q4 adjusted EPS of EUR0.73, which was up from EUR0.67 in the prior quarter. ASML's Q4 revenue declined to EUR1.02B from EUR1.21B in the same quarter of last year. ASML also forecast its Q1 revenue to decline, but added it sees "a slow Q1 start, recovering in Q2 and a relatively large second half" in 2013. Also, shares of ASML were upgraded by research firm Bank of America Merrill Lynch this morning to Buy from Neutral. In late morning trading, shares of ASML rose about 7.6% to $68.70, while TSMC advanced over 2% to $18.18. Some other names rising in the semiconductors space included KLA-Tencor (KLAC), up 6.6% to $51.72, and Aixtron (AIXG), up 6% to $13.74. Shares of the largest players in the industry were higher as well, with Intel (INTC) up over 1% ahead of its earnings report, due out after the bell tonight, and Qualcomm (QCOM) up about 0.5% to $65.10. | |
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News For TSM;ASML;KLAC;AIXG;INTC;QCOM From The Last 14 Days Check below for free stories on TSM;ASML;KLAC;AIXG;INTC;QCOM the last two weeks. |
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| May 23, 2013 | | 12:22 EDT |  | AIXG | Aixtron downgraded to Neutral from Buy at Goldman
 Subscribe for More Information | | | 11:31 EDT | | QCOM | Cirrus Logic tumbles after reducing long-term margin outlook
Subscribe for More Information | | | 10:17 EDT | | INTC | Nokia Siemens Networks, Intel sign collaboration MoU
Nokia Siemens Networks (NOK, SI) and Intel (INTC) announced they signed a Memorandum of Understanding to collaborate around the development of Liquid Applications, an approach to accelerate the delivery of media-rich services and content directly from the base station. The intent of the collaboration is to accelerate development of an enhanced mobile broadband experience that gives operators new revenue and differentiation opportunities. Nokia Siemens Networks and Intel will collaborate in the creation of a mobile edge computing ecosystem, focusing on over-the-top content providers, independent software vendors and application service providers. The parties will also explore new business models between mobile operators and other ecosystem players, they said. | | | May 22, 2013 | | 09:10 EDT |  | INTC | Intel management to meet with Deutsche Bank
Subscribe for More Information | | | 07:24 EDT | | INTC | NetEvents International to host a summit
Subscribe for More Information | | | 07:21 EDT | | INTC | MIT Sloan Alumni Club of Boston to hold a symposium
Subscribe for More Information | | | 06:25 EDT |  | AIXG | Global LED tube light shipments to reach 220M units in 2013, DigiTimes says
Subscribe for More Information | | | May 21, 2013 | | 13:08 EDT | | INTC | Intel CEO creates 'new devices' group, Reuters reports
Subscribe for More Information | | | 07:32 EDT | | QCOM | CTIA–The Wireless Association to host a conference
Subscribe for More Information | | | 06:37 EDT | | AIXG | Revenues for LED drivers to triple by 2015, Digitimes reports
Global revenues for LED ddrivers used in general lighting applications is expected to triple by 2015, reports DigiTimes. Citing IMS Research, the market governing LED driver ICs will surge to $666M in 2015 from $214M in 2012. Reference Link | | | | May 20, 2013 | | 08:10 EDT | | INTC | Intel management to meet with Deutsche Bank
Meeting to be held in Stockholm on May 20 hosted by Deutsche Bank. | | | 07:32 EDT | | INTC, QCOM | Society for Information Display / IHS to host a conference
Display Week 2013 is being held in Vancouver, British Columbia on May 19-24. | | | 07:32 EDT | | INTC | Society for Information Display / IHS to host a conference
Subscribe for More Information | | | May 19, 2013 | | 18:59 EDT | | INTC | Cisco looks the best out of tech comeback stocks, Barron's says
Cisco (CSCO), Intel (INTC), and Microsoft (MSFT) stocks have jumped this month, however, Intel and Microsoft's revenue growth declined, due to their reliance on the PC market, providing Cisco with an opportunity to pull ahead in the technology sector, Barron's contends in its Technology Trader column. Cisco looks moderately priced, the paper adds. Reference Link | | | May 16, 2013 | | 13:40 EDT | | INTC | Intel CFO Smith says staying with the company, CNBC reports
Subscribe for More Information | | | 05:59 EDT | | INTC | High tech firms involved in immigration battle, WSJ reports
Subscribe for More Information | | | May 15, 2013 | | 06:07 EDT | | TSM | TSMC, United Microelectronics wafer shipment grows in April, DigiTimes says
Subscribe for More Information | | | May 14, 2013 | | 17:48 EDT | | QCOM | Lone Pine gives quarterly update on stakes
NEW STAKES: Valeant Pharmaceuticals (VRX), Virgin Media (VMED), Thermo Fisher Scientific (TMO), CME Group (CME), and Liberty Media (LMCA). INCREASED STAKES: Mead Johnson Nutrition (MJN), News Corp (NWSA), Intuitive Surgical (ISRG), Monsanto (MON), and Qualcomm (QCOM). DECREASED STAKES: Cognizant Technology Solutions (CTSH), Equinix (EQIX), Ralph Lauren (RL), Disney (DIS), and Oceaneering International (OII). LIQUIDATED STAKES: Facebook (FB), Crown Castle (CCI), Accretive Health (AH), Informatica (INFA), and NetEase (NTES). | | | May 13, 2013 | | 07:30 EDT | | INTC | TechConnect to host a summit
2013 National Innovation Summit is being held in Washington, D.C. on May 12-16. | |
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