PonyWang The semiconductor industry has been hit hard by the weak global economy, though some markets have been hit harder than others, particularly those tied to personal computers and smartphones. And while sometimes the market has a tendency to lump companies together, in this case, it may be a case of the market cutting off … Read more
Nvidia Corp., which said yesterday that quarterly sales slumped, exemplifies the cyclical nature of the semiconductor industry despite the company’s inroads into fast-growing markets. Still, many chip makers are bucking the trend by posting high double-digit increases in sales while improving profit margins. A list of those companies is featured below. Nvidia NVDA reported a … Read more
Warren Buffett’s Berkshire Hathaway (BRKB) bought shares of Taiwan Semiconductor (TSM) for the first time during the third-quarter bear market, while dumping Store Capital (STOR) entirely. X What Warren Buffett Bought, Sold In Q3 Buffett-led Berkshire picked up roughly 60 million shares of Taiwan Semiconductor worth more than $4.1 billion, according to Berkshire’s latest 13F … Read more
On a recent Wednesday afternoon in Shanghai, the founder of a semiconductor start-up spotted the head of a well-known chip venture capital firm near the elevator at an industry event – and grabbed the chance for a 60-second “elevator pitch”. The venture executive walked away and the entrepreneur was left with a sense of foreboding. … Read more
The only way to escape the US technology sanctions squeeze is to pool expertise and resources, without limits By Timur Fomenkoa political analyst The United States has recently imposed some of the toughest semiconductor-related sanctions it has ever imposed on China. Using the “foreign direct product rule”, which prohibits the use of American origin technology … Read more
Air Liquide to invest Є500M in three new plants for the semiconductor sector in Taiwan Source link
Taiwan Semiconductor Manufacturing (TSM), the world’s largest contract chipmaker, on Thursday beat Wall Street’s targets for the third quarter and guided higher for the current period. The news comes amid warnings from other chipmakers of weakening demand. TSM stock rose in early trading. X Taiwan Semi, better known as TSMC, earned $1.79 per U.S. share … Read more
We’ve detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser. We’ve detected you are on Internet Explorer. For the best Barrons.com experience, please update to a modern browser.GoogleFirefox This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients … Read more
Taiwan Semiconductor Manufacturing (TSM), the world’s largest chip foundry, on Friday reported better-than-expected sales for September. The news came after major customer Advanced Micro Devices (AMD) warned that its third-quarter sales missed views on weak PC demand. X Taiwan Semiconductor, better known as TSMC, reported the equivalent of $6.68 billion in September sales. Its revenue … Read more
Amid consolidation in the chip industry, a key question among Wall Street analysts is “Who’s next?” One research firm on Thursday highlighted three semiconductor stocks as possible acquisition targets. X Susquehanna Financial Group analyst Christopher Rolland identified the trio of semiconductor stocks as candidates for mergers and acquisitions by matching “strategic value” with “financial value.” … Read more