2 posts and columns on chip sector

Chips: The Street’s Worries Intensify; Downgrades Piling Up

in News on September 7, 2010 at 10:46 am PT

The Street’s fretting over weakening demand in the chip sector is intensifying. In short, signs of weak PC demand, combined with fears of a slowing recovery in IT spending, indications of inventory expansion in the supply chain and general worries over the lackluster economic recovery have spurred multiple analysts to rethink their positions.

Chips: Citi Turns Bullish; Upgrades Nvidia, STMicro, IDT; Upbeat on Semi Equipment

in News on November 3, 2008 at 4:30 am PT

In a welcome instance of positivity, Glen Yeung of Citigroup advised this morning that now is the right time to invest in the chip and semiconductor sectors, asserting that now is the right time for it to jump in for the next upturn. He specifically called out Integrated Device Technology, Nvidia and STMicro as investment targets.