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    1. Cypress Semiconductor ([[CY]] -2.2%) and Cavium ([[ CAVM ]] -2.7%) are hit with downgrades to Neutral (I, II) from UBS' Steven Eliscu. He's worried about the impact of macro weakness on the former's ...

      Headlines

      Fri, 18 May 2012

      Cypress Semiconductor ( CY -2.2% ) and Cavium ( CAVM -2.7% ) are hit with downgrades to Neutral ( I , II ) from UBS' Steven Eliscu. He's worried about the impact of macro weakness

    2. 14 High-Growth Semiconductors Stocks With Strong Institutional Buying

      Headlines

      Fri, 4 May 2012

      By Kapitall : Looking to add some growth to your portfolio? For a closer look at some high-growth names from the semiconductors industry, we ran a screen. We began by screening the semiconductors industry for high-growth stocks, with 5-year projected EPS growth above 15%. We then screened these ...

    3. Notable earnings after Tuesday's close: [[ACAS]], [[AUY]], [[BMR]], [[BRCM]], [[ CAVM ]], [[CBS]], [[CHK]], [[CHSI]], [[CVI]], [[DDR]], [[DEI]], [[DVA]], [[FISV]], [[FLEX]], [[GGP]], [[GNW]], [[MMI]], ...

      Headlines

      Tue, 1 May 2012

      Notable earnings after Tuesday's close: ACAS , AUY , BMR , BRCM , CAVM , CBS , CHK , CHSI , CVI , DDR , DEI , DVA , FISV , FLEX , GGP , GNW , MMI , OKE , OKS , OPEN , RGC , TE , TRIP , UNM , XCO Post your comment!

    4. Notable earnings after Tuesday's close: [[ACAS]], [[AUY]], [[BMR]], [[BRCM]], [[ CAVM ]], [[CBS]], [[CHK]], [[CHSI]], [[CVI]], [[DDR]], [[DEI]], [[DVA]], [[FISV]], [[FLEX]], [[GGP]], [[GNW]], [[MMI]], ...

      Headlines

      Mon, 30 Apr 2012

      Notable earnings after Tuesday's close: ACAS , AUY , BMR , BRCM , CAVM , CBS , CHK , CHSI , CVI , DDR , DEI , DVA , FISV , FLEX , GGP , GNW , MMI , OKE , OKS , OPEN , RGC , TE , TRIIP, UNM , XCO Post your comment!

    5. Broadcom (BRCM) is taking baseband chip share from Qualcomm (QCOM) with Samsung, reports FBR, as Broadcom's cheaper solutions help Samsung, which has been gaining smartphone share, sell low-end ...

      Headlines

      Mon, 16 Apr 2012

      baseband for 60M-80M Samsung smartphones in 2012, and also some feature phones. On the flip side, Jefferies thinks Cavium ( CAVM ) is taking share from Broadcom's just-acquired NetLogic unit in the switch/router processor market. Post your comment

    6. Barclays thinks the recent pullback in chip stocks represents puts the risk/reward in the sector's favor heading into earnings season, and believes inventory replenishment will help drive shares ...

      Headlines

      Thu, 12 Apr 2012

      inventory replenishment will help drive shares higher into 2H. The firm likes BRCM , QCOM , SWKS , and AVGO on account of their Apple/Samsung exposure ( I , II ), and is also a fan of telecom chipmakers ALTR and CAVM . ( Needham ) 1 comment!

    7. Applied Micro Circuits ([[AMCC]] +8.3%) opened lower thanks to its FQ4 warning, but quickly reversed course and closed with a heady gain. Fellow telecom chipmaker Cavium ( CAVM ) rallied in much the ...

      Headlines

      Wed, 11 Apr 2012

      lower thanks to its FQ4 warning , but quickly reversed course and closed with a heady gain. Fellow telecom chipmaker Cavium ( CAVM ) rallied in much the same way last week following its warning - the moves are likely evidence that some beaten-down chip names

    8. William Blair defends Cavium Networks ([[ CAVM ]] +3%) this morning, saying the stock should be bought on any weakness, and to use the company's guidance reduction yesterday as a buying opportunity. ...

      Headlines

      Tue, 3 Apr 2012

      William Blair defends Cavium Networks ( CAVM +3% ) this morning, saying the stock should be bought on any weakness , and to use the company's guidance reduction yesterday

    9. Trimming Our Fair Value Estimate After Cavium Cuts its Forecast

      Commentary

      Tue, 3 Apr 2012

      We are trimming our fair value estimate for Cavium CAVM by about 10% after the firm announced that first-quarter earnings will fall short of the firm's prior expectations. We are

    10. Cavium ( CAVM ) says Q1 results will miss guidance, coming in approximately 6% to 7% lower than revenue in Q4. The company notes revenues during the Q1 increased sequentially in its enterprise and data ...

      Headlines

      Mon, 2 Apr 2012

      Cavium ( CAVM ) says Q1 results will miss guidance, coming in approximately 6% to 7% lower than revenue in Q4. The company notes revenues

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