Information Provided By:
Fly News Breaks for July 16, 2015
SSNLF, TSM, INTC, LRCX, KLAC, AMAT
Jul 16, 2015 | 13:43 EDT
Summit Research said Intel (INTC) is pushing out its 10nm plans for multiple reasons and that TSMC (TSM) and Samsung (SSNLF) will not let a "once in a lifetime opportunity" pass and will speed up their own spending. The firm believes the pullback in semiconductor equipment stocks, particularly Applied Materials (AMAT), KLA-Tencor (KLAC) and Lam Research (LRCX), on Intel's capex guidance cut is somewhat of an overreaction and recommends buying amid the weakness.
News For AMAT;KLAC;LRCX;INTC;TSM;SSNLF From the Last 2 Days
TSM
Mar 27, 2024 | 17:51 EDT
AST SpaceMobile (ASTS) commenced the tape-out phase for its Application-Specific Integrated Circuit - ASIC-, in collaboration with TSMC (TSM). The AST5000 ASIC is a novel, custom and low-power architecture developed to enable up to a tenfold improvement in processing bandwidth on each satellite, unlocking opportunities for space-based cellular broadband services worldwide. This marks the culmination of over four years of research, development, and engineering, as well as approximately $45M of development.