The semiconductor space is famous for swinging between euphoria and depression with a cyclical irregularity, and semiconductor equipment is arguably even worse. While analysts have been nervous about chip stocks ranging from Intel (Nasdaq:INTC) to Linear Technology (Nasdaq:LLTC) to Silicon Labs (Nasdaq:SLAB), the warning from small equipment company Kulicke & Soffa (Nasdaq:KLIC) is not going to help matters.
A Mid-Cycle Pause?
Kulicke & Soffa gave investors a classic good news-bad news press release. The good news was that the September quarter was quite strong and revenue is going to be on the high end of guidance. In the "what have you done for me lately?" world of Wall Street, though, the bad news about the December quarter is far more significant. KLIC management said that the December quarter would be "significantly" below the September quarter, and on the basis of past KLIC-speak, that could mean a 20% sequential drop or more.
For the full piece:
http://stocks.investopedia.com/stock-analysis/2010/KLIC-Goes-Clunk-KLIC-AMAT-KLAC-SPIL-ASX1012.aspx
Showing posts with label semiconductor equipment. Show all posts
Showing posts with label semiconductor equipment. Show all posts
Tuesday, October 12, 2010
Friday, July 16, 2010
Happy Days For the Semi Equipment Space
In the semiconductor space, if you want to play you have to pay. It takes a lot of expensive equipment to make the chips that go into your iPod, Blackberry, and Xbox, and even if companies like Intel (NYSE:INTC) and Taiwan Semiconductor (NYSE:TSM) opt to rein in spending during tough times, sooner or later they always come back for more.
With corporations peaking out of their bunkers like nervous gophers and opening up the spending taps again for computers, servers and the like, chip companies have seen a surge in demand over the past year. As ASML (Nasdaq:ASML) and Novellus (Nasdaq:NVLS) showed us this week, that is translating into strong order flow and revenue for the companies that build the boxes that make the chips.
To read the full piece, please go to:
http://stocks.investopedia.
With corporations peaking out of their bunkers like nervous gophers and opening up the spending taps again for computers, servers and the like, chip companies have seen a surge in demand over the past year. As ASML (Nasdaq:ASML) and Novellus (Nasdaq:NVLS) showed us this week, that is translating into strong order flow and revenue for the companies that build the boxes that make the chips.
To read the full piece, please go to:
http://stocks.investopedia.
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