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The Motley Fool April 19, 2007 Dan Bloom |
Is a Slowdown Coming at Novellus? The chip equipment supplier had a decent quarter, but memory prices may continue their descent. Investors, take note.  |
The Motley Fool April 13, 2007 Dan Bloom |
Good Results Continue at Lam Chip equipment supplier Lam's strong results continue to be driven by memory spending. Investors, take note.  |
The Motley Fool July 20, 2006 Dan Bloom |
Novellus Flashes Forward Novellus Systems reported results for its fiscal second quarter. As expected, the chip equipment maker reported strong increases in sales, earnings, and bookings, and expressed a remarkably bright outlook for NAND flash memory. What's next?  |
InternetNews February 21, 2008 Andy Patrizio |
Apple's Cut In Flash Purchases Slows '08 Outlook A second report of Apple making a big cutback in purchases serves as another cue of a cooling economy.  |
InternetNews April 1, 2008 |
Chip Suppliers Cut Back as Demand Remains Weak The drop in global chip inventories is a reflection of supply cutbacks, not strong demand.  |
The Motley Fool June 27, 2006 Dan Bloom |
NAND Flash Hits Bottom, Maybe Will a new Apple iPod rescue the NAND flash market?  |
The Motley Fool July 20, 2006 Dan Bloom |
Lam Research Posts Strong Results The quarter went well for the semiconductor equipment maker, but will the memory customers continue to spend? While Lam's stock may be worth a look, but be sure to perform you own due diligence.  |
InternetNews May 28, 2004 Michael Singer |
Oversupply Is Flip Flopping Flash and DRAM With demand expected to spike this year, some memory makers are changing the way they do business.  |
The Motley Fool October 17, 2005 Dan Bloom |
NAND Flash Dazzles Investors More devices are using NAND flash -- but manufacturers' profits aren't guaranteed. Investors, take note.  |
The Motley Fool June 7, 2006 Dan Bloom |
The Great NAND Rush of '06 NAND flash production capacity is skyrocketing. Is a downturn in sight? Investors, take note.  |
The Motley Fool June 6, 2006 Dan Bloom |
Are Lam Insiders Bailing? The semiconductor equipment company's executives have been busy selling shares this spring. Investors, take note.  |
The Motley Fool November 16, 2007 Dan Bloom |
Semitool Predicts an Upturn The small semiconductor maker's business hit a speed bump in 2007, but it sees brighter days ahead.  |
The Motley Fool August 18, 2010 Eric Jhonsa |
Time to Start Worrying About Chip Stocks? The July semiconductor earnings numbers were great, but warning signs also emerged.  |
InternetNews November 28, 2007 |
Samsung Predicts End of DRAM Oversupply Samsung Electronics said the oversupply of memory chips used in personal computers was expected to ease in 2008 as growing demand for portable gadgets prompts a shift in production to Flash chips.  |
InternetNews January 9, 2008 |
Hynix Sees DRAM Rebound Hynix Semiconductor, the world's second-largest memory maker, predicts a comeback for the computer-chip market as demand remains strong.  |
The Motley Fool May 18, 2007 Rich Smith |
Applied Pessimism Despite reporting decent earnings, the world's dominant producer of semiconductor-manufacturing equipment has seen its shares slip 4%, thanks to an earnings conference call that apparently underwhelmed investors.  |
The Motley Fool April 5, 2010 Eric Jhonsa |
How Long Will the Chip Boom Last? Chipmakers can't keep up with demand, but don't expect this to last forever.  |
InternetNews February 10, 2010 |
Micron Ponies Up $1.27 Billion for Numonyx The chipmaker looks to the future with $1.27 billion purchase of Numonyx, a maker of NOR and NAND Flash microprocessors found in cell phones, digital cameras and mp3 players.  |
InternetNews May 11, 2010 |
PC, Memory Prices Seen Rising in 2010 Latest check of the supply chain shows demand for memory surging, with the likely result of driving up for prices for PCs throughout 2010.  |
InternetNews November 21, 2005 Clint Boulton |
Intel, Micron Get Together For Flash The chipmaking powerhouses form a company dedicated to building NAND flash memory products.  |
InternetNews July 6, 2004 Erin Joyce |
Micron: Flash in the Plan The semiconductor player eyes the NAND Flash memory market for memory cards, USB devices and other mass storage applications.  |
The Motley Fool February 21, 2007 Dan Bloom |
SanDisk's Slimdown Plunging NAND flash prices spark cost-cutting. SanDisk is probably the best-positioned firm involved in NAND flash manufacturing, but companies that produce memory have traditionally been less-than-stellar investments.  |
InternetNews January 7, 2004 Michael Singer |
Infineon Joins Flash Memory Melee The German chipmaker jumps into a profitable but potentially volatile market that is teeming with competitors.  |
The Motley Fool December 17, 2009 Eric Jhonsa |
2010's Best Tech Stock: SanDisk Booming smartphone and solid-state drive sales will propel the flash memory giant.  |
The Motley Fool April 19, 2007 Dan Bloom |
Spansion's Loss Expansion Spansion is still struggling to generate a profit. Investors, take note.  |
The Motley Fool July 24, 2006 Dan Bloom |
Spansion's Loss Contracts The flash memory maker sees revenues exceed expectations as losses narrow. If it's able to deliver on its multichip ORNAND memory package, Spansion may yet make an interesting investment.  |
The Motley Fool January 6, 2012 Sean Williams |
2012 Preview: SanDisk Here's what the new year has in store.  |
InternetNews January 12, 2009 Andy Patrizio |
Ready to Carry Terabytes in Your Pocket? SanDisk, Sony see multi-terabyte memory sticks over the horizon. Maybe not this year but soon.  |
The Motley Fool April 26, 2011 Jordan DiPietro |
Rising Star Buy: Applied Materials Take advantage of the chip revolution by buying the largest and best.  |
InternetNews October 29, 2009 |
Intel, Numonyx Invent the Memory Club Sandwich New means of stacking layers will allow for more memory density.  |
The Motley Fool May 20, 2010 Anders Bylund |
Watch This Stock -- But Don't Buy It! Applied's position in the semiconductor supply chain makes the company an awesome leading indicator of the entire industry's health. However, the lack of forward visibility makes it a less-than-perfect investment.  |
The Motley Fool June 27, 2008 Anders Bylund |
Light at the End of the Tunnel Memory maker Micron Technology reported improved results, leading to hopes that the memory market as a whole might get back to fairly stable prices in the near future.  |
The Motley Fool March 17, 2004 Mark Mahorney |
DRAM's Drag on PC Makers A coming shortage of memory chips could increase PC production costs.  |
InternetNews March 15, 2010 |
Memory Rebound Seen Helping Micron Will memory makers finally begin seeing some green?  |
The Motley Fool August 16, 2006 Dan Bloom |
Verigy Delivers, but What's Next? If you can stomach the volatility and focus on the long term, shares of this semiconductor chip tester may be worth a look.  |
The Motley Fool January 12, 2012 Harsh Chauhan |
Micron Technology Sinks Deeper Micron misses estimates once again, swings to a loss  |
InternetNews April 23, 2009 Andy Patrizio |
Idle Hands in China's Chip Business Factories are idle and demand is not coming back despite price cuts. Detroit? No. China.  |
The Motley Fool July 25, 2006 Dan Bloom |
Being Patient With Veeco Data storage and high-brightness LEDs drive results. Investors, take note.  |
InternetNews December 14, 2007 Andy Patrizio |
Worldwide Chip Sales Inched Up In 2007 Weakness in DRAM was offset by strength in flash and other consumer electronics-related chipsets.  |
InternetNews June 3, 2004 Michael Singer |
Intel Firm on Spring Sales Despite a perceived dip in PC purchases, the chip making giant expects sales of communications devices to boost its Q2 results.  |
The Motley Fool October 20, 2005 Dan Bloom |
Novellus Swings and Misses The semiconductor production equipment maker's operational problems are hurting the stock.  |
The Motley Fool January 10, 2012 Keki Fatakia |
Chipping Away at Novellus Novellus Systems reports a fall in revenues and profits.  |
InternetNews February 1, 2010 |
Intel, Micron Shrink Flash Chips, Up Capacity Flash memory chips get scaled down to a 25-nanometer process.  |
PC World September 28, 2006 |
In Brief: Apple News, and Flash Doubles Up A matchbook-size Shuffle appears... Samsung gives NAND flash memory chips twice their previous capacity...  |
The Motley Fool August 17, 2005 Stephen D. Simpson |
Still Waiting on Applied Materials This leading semiconductor equipment company has been in a holding pattern for a year; is business finally about to pick up? Unless investors want to ride the ups and downs for long stretches of time, this is definitely a stock that is bought to be sold.  |
InternetNews February 7, 2008 Andy Patrizio |
Phase Change Memory Offers Best Of Both Worlds The storage capacity of flash, the speed of DRAM in one device. So when will it come to market?  |
The Motley Fool February 11, 2009 Anders Bylund |
Applied Materials Will Run on Solar Power Now that chip giants from Intel to Texas Instruments and everyone in between are cutting back wafer production, Applied is quickly becoming a solar panel specialist.  |
InternetNews October 22, 2009 |
Micron Flash Advance: Live Longer and Rewrite The flash memory giant addresses a lingering problem for flash memory-based drives, their durability over time.  |
InternetNews July 11, 2006 Paul Shread |
KLA Saves the Day Investors looking for a reason to buy found it Tuesday when KLA-Tencor said its June quarter was better than expected... The beaten-down chip sector jumped... Key Tronic gained... etc.  |
InternetNews March 9, 2010 |
Apple's Flash Feast Could Crimp SSD Sales An article in DigiTimes shines the spotlight on an unintended consequence of Apple's success with devices like the iPhone, iPod and the pending release of the vaunted iPad.  |