United Microelectronics Corp (ADR)
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United Micro Semiconductor - A Tale Of Two Unequal Brothers
By Karl Ege - May 10, 2013 | Tickers: TSM, UMC
With big brother Taiwan Semiconductor getting all the investors’ love, little brother United Micro might be the better investment choice.
While Taiwan Semi’s stock is close to reaching its all-time historic high of $22 once again, United Micro’s stock has been moving into the opposite direction ever since both stocks had touched historic record highs and started drifting apart thereafter back in 2002.
United Micro’s constant more »
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Apple and Samsung, Who Wins in a Divorce?
By Reuben Brewer - April 16, 2013 | Tickers: AAPL, INTC, SSNLF, TSM, UMC
Apple (NASDAQ: AAPL) and Samsung (NASDAQOTH: SSNLF) are the perfect example of an unhappy marriage. The increasingly acrimonious union is more likely to end than keep going. When it does end, who wins?
A perfect marriage
When Apple and Samsung first got together, it was the perfect union. Samsung needed a client to support its chip building efforts and Apple needed a reliable chip maker to support its new phone more »
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Apple and Samsung, Who Wins in a Divorce?
By Reuben Brewer - April 16, 2013 | Tickers: AAPL, INTC, SSNLF, TSM, UMC
Apple (NASDAQ: AAPL) and Samsung (NASDAQOTH: SSNLF) are the perfect example of an unhappy marriage. The increasingly acrimonious union is more likely to end than keep going. When it does end, who wins?
A perfect marriage
When Apple and Samsung first got together, it was the perfect union. Samsung needed a client to support its chip building efforts and Apple needed a reliable chip maker to support its new phone more »
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Apple and Samsung, Who Wins In A Divorce?
By Reuben Brewer - April 14, 2013 | Tickers: AAPL, INTC, SSNLF, TSM, UMC
Apple (NASDAQ: AAPL) and Samsung (NASDAQOTH: SSNLF) are the perfect example of an unhappy marriage. The increasingly acrimonious union is more likely to end than keep going. When it does end, who wins?
A Perfect Marriage
When Apple and Samsung first got together, it was the perfect union. Samsung needed a client to support its chip building efforts and Apple needed a reliable chip maker to support its new phone more »
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Cisco, Ubiquisys And Small Cell Industry
By Ron Chatterjee - April 13, 2013 | Tickers: ALU, T, CSCO, INTC, QCOM, TXN, UMC
Small cell technology is already the next big thing in the IT & telecom industry.
While French research firm Idate recently predicted femtocell (or small cells) shipments will reach 23 million units worldwide within 2017, generating revenues of €931 million (a growth rate of 159% per year), another research firm Dell'oro Group claimed femtocell market will reach shipments of 62 million units by 2014, for $4 billion in revenue worldwide more »
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Three Semiconductors That Pay Big Dividends
By Ash Anderson - February 28, 2013 | Tickers: INTC, STM, UMC
Those of you who have read my previous articles probably know that I’m a big fan of dividends. Dividends can play an important role in your portfolio, no matter your stage of life. I am at the beginning of my investing life with a long time to go until retirement, but I love dividends; a retiree will love dividends too as they provide the necessary income. Finding a good more »
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Is it Time for a Chip Market Turnaround?
By Reuben Brewer - February 19, 2013 | Tickers: MCHP, STM, TSM, UMC
Microchip Technologies (NASDAQ: MCHP) recently released quarterly earnings. The company's CEO made the bold statement that, “ We believe the December quarter was the bottom of this cycle for Microchip...” If that's the case, Microchip could be a buy, but who else is worth looking at?
Cyclical
The chip business is notoriously cyclical, with the earnings and share prices of industry participants generally going up and down in an more »
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More Old Tech Dividends: Chips
By Reuben Brewer - January 17, 2013 | Tickers: MCHP, STM, UMC
Dividend investors have more options in the technology sector than they may realize. One area that's currently in a downturn is the chip industry, which could make it fertile ground for investment candidates for those willing to get paid to wait for an eventual turnaround.
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Why Is This Company Jim Cramer’s Favorite Tech Stock?
By Meena Krishnamsetty - October 24, 2012 | Tickers: ASX, AMAT, KLAC, LRCX, UMC
Recently, we looked at the largest technology stock positions owned by Jim Cramer’s charitable trust (read our quick take on Jim Cramer's tech stock picks). The largest position by market value was the fairly obscure Lam Research Corporation (NASDAQ: LRCX), which is a semiconductor equipment company- it designs and manufactures precision machines which are then used to produce semiconductors. Lam is down 3% year to date.
Lam Research more »
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Can Intel Be Kept at ARM's Length
By Muhammad Bazil - September 17, 2012 | Tickers: AAPL, ARMH, GOOG, INTC, QCOM, TSM, UMC
Intel's (NASDAQ: INTC) shares have taken a tumble recently. Their third quarter revenue warning did them no favors as the stock was beaten down afterwards. Here's why I think this is an excellent opportunity to buy into a stock with relatively low risk and potentially high return for intermediate term investors:
The company is on relatively strong footing fundamentally, has a very low multiple for a tech company more »
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Qualcomm: Invest in the Shovel Manufacturers, Not the Gold Diggers
By Ashish Sharma - August 9, 2012 | Tickers: MSFT, QCOM, TSM, UMC
The old adage “If you want to make money during a gold rush, do not dig gold and compete with many; instead, sell shovels to those who dig” holds very true for Qualcomm (NASDAQ: QCOM). As it happens, Qualcomm is the player that is selling shovels (i.e. the Snapdragon chipset) to the gold diggers in the smartphone market, like Apple (NASDAQ: AAPL) iPhone 5, Samsung Galaxy III and Microsoft more »
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Mobile vs Desktop: Intel is Ready to Crush ARM
By Alvin Gonzales - July 25, 2012 | Tickers: AAPL, ARMH, GOOG, INTC, MSFT, NVDA, QCOM, UMC
Intel (NASDAQ: INTC) and the x86 architecture have a bad reputation when it comes to power consumption. Historically, Intel chips have been very power hungry. As a result, there were doubts that Intel would ever be able to compete against the low power ARM (NASDAQ: ARMH) chips that currently dominate the smartphone and tablet markets. However, Intel blew that idea out of the water with the release of its first more »
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Did Qualcomm Shrink its 28-Nanometer Problems to Zero?
By Keki Fatakia - July 12, 2012 | Tickers: AAPL, ARMH, MSFT, QCOM, UMC
Mobile chip maker Qualcomm (NASDAQ: QCOM) is up to its ears in orders for its LTE enabled 28-nanometer-based Snapdragon S4 processor. Now Qualcomm, being a fabless semiconductor company means that all they do is design the chips and then outsource the job of manufacturing them to a third party also known as a foundry partner. Unfortunately, Qualcomm’s foundry partner, Taiwan Semiconductor Manufacturing Corporation is having a tough time churning more »
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Skyworks Solutions is a Solid Investment but Warrents Caution
By John Mylant - June 5, 2012 | Tickers: QCOM, SWKS, UMC
Skyworks Solutions (NASDAQ: SWKS) was formed through the merger of the wireless business of Conexant Systems, Inc. and Alpha Industries, Inc back in 2002 and now the company designs, manufactures, and markets wireless semiconductor solutions for the mobile communications industry. While the smartphone industry has been a great boon for the stock, it may plateau for a while and caution might be in order.
Deutsche Bank made mention of this more »