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Seymore maintains his Buy ratings on Intel (INTC), ON Semiconductor (ONNN) and Marvell (MRVL).
FORBES: Semiconductors: Time To Take Some Chips Off The Table?
Weakening demand for PCs worldwide weighed on semiconductor sales, but this was more than offset by the surging popularity of smartphones and tablets.
FORBES: Samsung Rides Smartphone Growth All The Way To The Bank
Cars are loading up on their chip content overall, and commercial developers and homeowners are beginning to add energy-smart building controls that rely on semiconductor content.
It relies on semiconductor foundries like Taiwan Semiconductor Manufacturing Co. ( TSM) to make the chips, so it avoids the capital-intensive risk of building its own foundries.
Mr. Massoud reportedly told the Financial Times that the hard drive contained files suggesting that Mr. Todd was working on semiconductor research involving IME and Chinese telecommunications company Huawei Technologies Co.
WSJ: Inquiry Set to Begin Into American's Death in Singapore
He also denied that Singapore had contributed to any illegal transfer of technology, in response to speculation that the institute had worked with Huawei on semiconductor technology that is tightly controlled under U.S. export regulations.
Citing the warning late yesterday by chip maker Microchip Technology, UBS analysts Uche Orji and Parag Agarwal this morning downgraded shares of not only Microchip, but also Maxim Integrated Products and ON Semiconductor.
FORBES: Chip Triple Dip: UBS Downgrades Microchip, Maxim, ON Semi
The family believes that Mr. Todd's death may be related to his research work and said it found material on an external hard drive that suggests he had been working on semiconductor research involving Chinese telecommunications company Huawei Technologies Co.
Citigroup analyst Terence Whalen this morning turned cautious on the semiconductor equipment sector, cutting his rating on Lam Research to Hold from Buy, and trimming estimates on Lam, KLA-Tencor and Applied Materials.
There has been growing speculation that Intel might leverage its expertise in semiconductor manufacturing with an aggressive move into the foundry business, in effect taking on Taiwan Semiconductor and others in the business of producing chips for others.
FORBES: Intel: Why They Might Want To Be Apple's Processor Foundry
Covello also raised his rating on Varian Semiconductor (VSEA) to Buy from Neutral.
Every twelve to eighteen months, the amount of computing power on a semiconductor doubles, even as price holds constant.
FORBES: What Does Silicon Valley Need from Washington? Less.
Galvin's point man on the semiconductor turnaround is Hector Ruiz, group president.
In the latest move, RBC Capital analyst Doug Freedman this morning cut his stance on the semiconductor group overall to Market Weight from Overweight.
FORBES: Chips: RBC Wary; Cuts Ratings On INTC, NVDA, TXN, ADI
Galvin's point man on the semiconductor turnaround is Hector Ruiz, group president, a tough-minded engineer who came up through the ranks in chips and paging.
Although a normal first impression is that the HDD market and perhaps PCs will be impacted, there are significant consequences these floods are about to wreak on the semiconductor market in general.
Meanwhile, Covello also reduced his sector rating on the semiconductor equipment sector to Cautious from Neutral, anticipating that strong spending in 2010 and record outlays in 2011 will result in a 20% drop in chip industry capital spending in 2012.
FORBES: Goldman Says Sell Intel; Also Wary On Semi Equipment Stocks
Linaro aligns the expertise of industry-leading electronics companies to accelerate innovation among Linux developers on the most advanced semiconductor SoCs (System-on-Chip).
Separately on Monday, the Semiconductor Industry Association said global semiconductor sales had their first year-on-year drop since 2001.
On Tuesday, semiconductor giant Intel vowed to get a bigger piece of the fast-growing tablet computer market.
FORBES: New Macs Likely On The Way, Apple Shares Surge Past $300
With a decline of near 60%, AMD is the worst performer on the Philadelphia Semiconductor Index this year.
Based on its new semiconductor investment alone, Taiwan is bound to gain market share: most analysts see its share of memory chips doubling over the next year, to more than 15%.
The Semiconductor Industry Association (SIA) on Monday announced the World Semiconductor Trade Statistics (WSTS) for October.
Based on improving conditions, we believe that the semiconductor industry is on its path to a substantial recovery by Q2 2012.
The Semiconductor Industry Association (SIA) posted its tally of June semiconductor revenues on August 3.
"I'm not about to sell my stock in the semiconductor manufacturers on this, " he says.
That translates into easy access to company CFOs and a hands-on feel for the semiconductor companies that he still covers.
Last week the market cap of Qualcomm ( QCOM) edged past that of Intel ( INTC) making it the most valuable semiconductor company on the planet.
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