(Bloomberg) — Magdeburg in former East Germany is famous for its towering gothic cathedral, and not a lot else. It’s now about to play a key role in U.S. and European efforts to tilt the global balance of power. Intel Corp. unveiled plans on March 15 to build a giant, 17 billion-euro ($18.7 billion) factory […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. I think that a big reason comes from the reality that progress and evolution in just about every other sector of the economy is, […]
Read MoreBosch is increasing its previously stated investment in semiconductor production in order to stay on top of the ongoing chip shortage. The company is adding $296 million, on top of the $473 million Bosch already pledged to spend in 2022 last year, to new manufacturing facilities. Most of last year’s capital was earmarked for Bosch’s […]
Read More(Bloomberg) — Sumco Corp., a key supplier of silicon wafers for the semiconductor industry, said it has already sold out its production capacity through 2026, a sign shortages in the industry may not abate for years. The Japanese company, one of a handful to provide the specialized silicon slabs that chipmakers use to create their […]
Read More(Bloomberg) — Advanced Micro Devices Inc. jumped as much as 10% in late trading after providing a surprisingly strong forecast for the current quarter, fueled by market-share gains and demand for server chips. First-quarter revenue will be $5 billion, plus or minus $100 million, AMD said Tuesday in a statement. That compares with an average […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. I think that a big reason comes from the reality that progress and evolution in just about every other sector of the economy is, […]
Read MoreThis company designs, develops, produces, and sells process control systems used in the manufacture of semiconductors in Israel, Taiwan, the United States, China, Korea, and internationally. Its product portfolio includes a set of metrology platforms for dimensional, films, and material metrology measurements for process control for various semiconductor manufacturing process steps NVMI $146.5000 2.8400 % […]
Read MoreMarkets are naturally cyclical – they swing from high to low and back again on a consistent, if unpredictable basis over a range of time frames. The different time periods associated with any given cycle, or sometimes even the depth of a certain cycle’s direction, can shade the casual investor’s perception about a stock’s opportunity. […]
Read MoreOne of the market trends that has been getting an increasing amount of attention for the past few years is in electric vehicles. It’s easy to focus on companies like Tesla, Inc. (TSLA), NIO Inc. (NIO) and others because they are the companies producing the final product – the vehicle you get to slide behind […]
Read MoreOver the last three years, I’ve used economic uncertainty – first from a year-long trade war through 2019, and then of course the COVID-19 pandemic starting in 2020 – as the basis for a lot of the analysis, and certainly some of my own investments in the marketplace. I think that when economic conditions become […]
Read MoreIn the never-ending search for useful investing opportunities, I’ve learned that it’s good to look for ways to expand my watchlist beyond the normal scope of the stocks I’ve been following and have become familiar with. Adding new stocks to my list from time to time is a good way to keep things fresh and […]
Read MoreIntel Corp (INTC) is a stock that I’ve followed for quite some time, and that I’ve written about in this space periodically for quite a while. This is one of the 600-lb gorillas of the Technology sector, after all, and the company that is easily considered the gold standard of companies in the Semiconductor industry. […]
Read MoreCompanies big and small that rely on semiconductors as the lifeblood of their business may not want to hear Intel CEO Pat Gelsinger’s guidance for when the chip crisis will end. But, it’s one of the most honest assessments yet of the current mess that is slowing production of everything from Whoop fitness straps to […]
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