4 posts and columns on Glen Yeung

ARM Twisting: Intel to Fab Chips for Apple?

in News on June 7, 2011 at 1:15 pm PT

Intel’s hunt for new foundry business may well end in a deal with Apple to fab the company’s “A” series chips.
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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.

Highly Leveraged Chip Stocks Sell Off on Refinance Worries

in News on September 22, 2008 at 1:27 pm PT

It’s been a rough day for highly leveraged semiconductor stocks. In a research note this morning, Citigroup’s Glen Yeung provided a review of the credit liabilities of the chip companies Citi has under coverage. He notes that Advance Micro Devices (AMD), Spansion (SPSN), Infineon (IFX) and Qimonda (QI) all have debt coming due in the next 15 months.

For the Memory Chip Sector, a Day to Forget

in News on July 22, 2008 at 10:14 am PT

For the memory sector, it is a day to forget. Last night, SanDisk (SNDK) reported extremely nasty June quarter earnings–the Street has responded with a host of downgrades. Meanwhile, this morning, Citigroup chip analyst Glen Yeung cut his ratings on Micron (MU), Qimonda (QI) and Spansion (SPSN) to Hold from Buy.