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    1. WSJ: Nvidia, Samsung cautious on ARM server CPUs; Qualcomm interested

      Headlines

      Tue, 24 Jun 2014

      The company was previously reported to be working on ARM server parts with the help of AMD-poached talent. AppliedMicro ( AMCC +0.8% ) and Cavium ( CAVM -3.9% ) must be pleased. Each has bet big on the budding ARM server CPU market, hoping to

    2. FBR, Nomura name potential chip industry M&A targets

      Headlines

      Tue, 17 Jun 2014

      companies." Shah's "sub-scale companies:" IDTI , ISIL , MTSI , MCRL , SMTC , SLAB . "Strategic companies:" ALTR , AMCC , ATML , CAVM , MPWR , BRCM ($22.5B market cap could make it tough to digest). "Undervalued companies:" DIOD , IRF

    3. Midday Gainers / Losers

      Headlines

      Tue, 10 Jun 2014

      END +60% . ACHN +57% . ATEA +51% . RCPT +37% . DRL +15% . GALE +13% . RADA +13% . CHKE +12% . TLOG +12% . AMCC +12% . Top 10 Losers: COUP -15% . FRAN -14% . EHTH -13% . EGLT -13% . DGLY -11% . RSH -10% . SURG -10% . SYN

    4. AppliedMicro +10.9%, Cavium +1.7%; Canaccord bullish on ARM servers

      Headlines

      Tue, 10 Jun 2014

      Canaccord's Matthew Ramsay has launched coverage of AppliedMicro ( AMCC ) with a Buy and $16 PT, and on fellow ARM ( ARMH ) server CPU play Cavium ( CAVM ) with a Buy and $62 PT. Ramsay sees ARM

    5. Chip stocks gain as semi consolidation wave continues

      Headlines

      Mon, 9 Jun 2014

      1.8% . TQNT +1.8% . PSMI +2.5% . LLTC +1.6% . MSCC +2.1% . IDTI +3.8% . ATML +3.4% . IRF +1.4% . SIGM +3.9% . AMCC +3.8% . Chip ETFs: SOXX , SMH , XSD , PSI , SOXL , USD , SOXS , SSG Post your comment!

    6. From Barron’s, October 14, 2013 (Part 2)

      Commentary

      Sat, 12 Oct 2013

      rankings and credit rating agencies’ ratings. Pg 29: Cloud computing winners and losers are discussed. Winners: AMD, AMZN, AMCC , CIEN, GOOG, INTC, MU, RHT, VMEM, VMW Losers: CSCO, EMC, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, SAP Some upstarts

    7. HP's Moonshot Not a Game-Changer; Maintaining Fair Value Estimate and Economic Moat Rating

      Commentary

      Mon, 8 Apr 2013

      processor, and HP announced its plan to eventually ship similar servers based on processors from AMD AMD, Calxeda, AppliedMicro AMCC , and Texas Instruments TXN. While we are encouraged to see HP focus on stabilizing its enterprise hardware revenue, we do

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