Semiconductor Fabrication

Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

MCHP is up nearly 20% in the last month. Where is its value price?

Stocks 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. A big reason comes from the reality that progress, innovation and evolution in just about every other sector of the economy is driven by […]

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Berkshire Hathaway
Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication
Warren Buffett

Warren Buffett’s Berkshire Picks Up $5 Billion TSMC Stake

(Bloomberg) — For investors looking for a dip-buying opportunity in the global chip industry, Berkshire Hathaway Inc. may have a recommendation: Taiwan Semiconductor Manufacturing Co. Warren Buffett’s conglomerate picked up a $5 billion stake in the firm in the recent quarter amid a rout that wiped out over $250 billion from the stock. It hasn’t […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Is INTC’s value proposition a fool’s bet?

One of my favorite movies of all-time is “The Man from Snowy River,” and one of my favorite sound bites from that film comes early in the story, when Kirk Douglas’ crusty codger tells the young hero, “don’t throw effort after foolishness.” That bit of advice comes back to me fairly often, and I think […]

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Electronic Manufacturing Services (EMS)
Semiconductor
Semiconductor Fabrication
Value Investing
Value Stocks

Is JBL a smart buy under current market conditions?

It has become pretty normal over the last several years to see the Technology sector leading the market – after all, Technology is increasingly at the center of just about every part of our daily lives in one sense or another. Technology often acts as both a catalyst and a hindrance to broader economic health […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Where is AMAT’s bargain price in this market?

The Tech sector often leads the broad stock market’s movements. As a value investor, the rush into Tech during a bull market leaves me a little cold; but when the market has turned bearish, and people are running away from Tech stocks en masse, I think the opportunity to find great value starts to get […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

MCHP is down -17% since mid-August. Is it a good time to buy?

Stocks 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. A big reason comes from the reality that progress, innovation and evolution in just about every other sector of the economy is driven by […]

Read More
Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Has MCHP’s two-month rally pushed it past the point of useful value?

Stocks 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. A big reason comes from the reality that progress and evolution in just about every other sector of the economy is driven by the […]

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Economic Recession
Economy
Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication

Chipmakers Are Flashing More Warnings on the Global Economy

(Bloomberg) — Mounting concern over semiconductor demand is sending shudders through North Asia’s high-tech exporters, which historically serve as a bellwether for the international economy. South Korean behemoths Samsung Electronics Co. and SK Hynix Inc. have signaled plans to dial back investment outlays, while across the East China Sea, the world’s biggest contract chipmaker Taiwan […]

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Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication

Chipmakers’ Pandemic Boom Turns to Bust as Recession Looms

(Bloomberg) — Even in an industry famous for its roller-coaster cycles, chipmakers are bracing for a particularly severe shift in coming months, when a record-setting sales surge is threatening to give way to the worst decline in a decade or more. The semiconductor market enjoyed a massive run-up in orders during the pandemic, sending sales […]

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Bear Market
Semiconductor
Semiconductor Fabrication

Chipmakers Tumble on Warnings of Worst Downturn in a Decade

(Bloomberg) — Semiconductors stocks tumbled after Micron Technology Inc. became the latest chipmaker to warn about slowing demand, triggering concern the industry is heading into a painful downturn. In the US, the Philadelphia semiconductor index sank 4.6% on Tuesday with all 30 members in the red, its biggest fall in about two months. In Asia, […]

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Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication
Top Stocks
Top Stocks To Watch

3 Semiconductor Stocks To Buy Now

SkyWater Technology, Inc. (SKYT) SkyWater Technology, Inc., together with its subsidiaries, provides semiconductor development and manufacturing services. The company offers engineering and process development support services to co-create technologies with customers; and semiconductor manufacturing services for various silicon-based analog and mixed-signal, power discrete, microelectromechanical systems, and rad-hard integrated circuits. Impinj, Inc. (PI) Impinj, Inc. operates […]

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Computer Hardware
Semiconductor
Semiconductor Fabrication
Value Investing
Value Stocks

Should you believe INTC’s value proposition or analyst warnings?

One of my favorite movies of all-time is “The Man from Snowy River,” and one of my favorite sound bites from that film comes early in the story, when Kirk Douglas’ crusty codger tells the young hero, “don’t throw effort after foolishness.” That bit of advice comes back to me fairly often, and I think […]

Read More
Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication

Intel Posts 22% Quarterly Sales Decline, Slashes Forecast

(Bloomberg) — Intel Corp., the world’s biggest maker of computer processors, fell far short of analysts’ second-quarter sales and profit estimates and slashed forecasts for the year, weighed down by a drop in demand for data-center chips and a steep decline in PC shipments. Shares tumbled as much as 12% in late trading. Revenue in […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Does AMAT’s bear market drop make it a good value yet?

The Tech sector often leads the broad stock market’s movements. As a value investor, the rush into Tech during a bull market leaves me a little cold; but when the market has turned bearish, and people are running away from Tech stocks en masse, I think the opportunity to find great value starts to get […]

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Semiconductor
Semiconductor Chip Shortage
Semiconductor Fabrication
Tech Industry
Tech Stocks

Micron’s Dim Outlook Suggests Tech Spending Is on the Wane

(Bloomberg) — Micron Technology Inc. gave a surprisingly downbeat forecast for the current quarter after demand for phones and computers weakened, but vowed to move aggressively to stave off a chip glut. The company — the largest US maker of memory semiconductors — warned that sales will be about $7.2 billion in its fiscal fourth […]

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