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Fly News Breaks for April 15, 2015
TSM, INTC, LRCX, AMAT
Apr 15, 2015 | 06:41 EDT
Citigroup says Semiconductor Capital Equipment stocks have pulled back 10% since early March on capex cut concerns at Intel (INTC) and TSMC (TSM) amid weakness in PCs and low-end smartphone demand. Citi believes the bad news is already priced in after Intel lowered its 2015 spending plans. It recommends buying shares of Applied Materials (AMAT) and Lam Research (LRCX) on weakness following Intel's Q1 results.
News For AMAT;LRCX;INTC;TSM From the Last 2 Days
INTC, TSM
Mar 19, 2024 | 06:07 EDT
At least five suppliers to TSMC (TSMC) and Intel (INTC) have delayed construction of facilities in Arizona, Nikkei Asia's Cheng Ting-Fang and Lauly Li report. Chemical and material makers including LCY Chemical and Solvay announced plans and bought land to build plants in Arizona after TSMC and Intel rolled out their own multi-billion-dollar investments in the state, the report notes. Reference Link
TSM
Mar 18, 2024 | 16:36 EDT
Nvidia (NVDA) announced that TSMC (TSM) and Synopsys (SNPS) are going into production with Nvidia's computational lithography platform to accelerate manufacturing. TSMC and Synopsys, have integrated Nvidia cuLitho with their software, manufacturing processes and systems to speed chip fabrication, and in the future support the latest-generation Nvidia Blackwell architecture GPUs. Nvidia also introduced new generative AI algorithms that enhance cuLitho, a library for GPU-accelerated computational lithography, improving the semiconductor manufacturing process over current CPU-based methods.
TSM
Mar 18, 2024 | 16:23 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here
TSM
Mar 18, 2024 | 12:05 EDT
Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.   1... To see the rest of the story go to thefly.com. See Story Here
TSM
Mar 17, 2024 | 19:48 EDT
TSMC is looking at building advanced packaging capacity in Japan, according to two sources familiar with the matter, a move that would add momentum to Japan's efforts to reboot its semiconductor industry, Reuters' Sam Nussey, Fanny Potkin, and Miho Uranaka report. The deliberations are at an early stage, they added. One option the chipmaking giant is considering is bringing its chip on wafer on substrate packaging technology to Japan, according to one of the sources who was briefed on the matter. Reference Link