4 posts and columns on Craig Berger

Voices

Japan: Bismaleimide Shortage Lurks, Says FBR

in News on March 15, 2011 at 3:20 pm PT

FBR Capital’s Craig Berger today reiterated his positive view on several semiconductor makers, despite what he sees as a likely hit to the electronics supply chain from the disaster in Japan, including a potential shortage of image sensors, NAND flash memory chips, and touch-screen displays that could be bad enough to slow production of Apple’s iPad 2.

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Apple to Build Five Million iPads in First Half 2010, Analyst Says

in News on March 9, 2010 at 10:25 am PT

Apple is on track to build 5 million iPads in the first half of 2010, according to FBR Capital chip analyst Craig Berger. “We believe various news articles and competitor notes calling for a build delay were just false alarms,” he writes. The company, of course, has now set an April 3 launch for Wi-Fi versions of the iPad, with 3G versions to ship toward the end of April.

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Chipmakers Slashing Production as Demand Crumbles

in News on December 2, 2008 at 2:26 pm PT

There’s a dire outlook for PC chip production–most key chip companies are predicting a production drop of at least 13 percent. Taiwan Semi, the leading contract chip manufacturer, is forecasting a 29 percent drop in revenue for Q4. Accordingly, semiconductor companies are drastically reducing their output.

Berger Zing: Home of the Whopper

in News on November 3, 2008 at 3:48 pm PT

Perhaps the iPhone is not as recession-proof a device as one might think. Perhaps Apple didn’t purposely low-ball its first-quarter outlook so it could wow investors when it next reports earnings. Perhaps lower-income households are not all turning to Apple’s iPhone 3G as a means of saving money. Perhaps, as Friedman Billings Ramsey analyst Craig Berger claims, Apple’s fiscal first-quarter iPhone production will be more than 40 percent lower than production in its third. Or, perhaps, Craig Berger is full of it. …