Improved PC demand and robust growth in Intel's server chip business drove the firm's strong second-quarter results, says Morningstar's Andy Ng.
Infrastructure buildouts mean higher demand for Altera's programmable logic devices.
Although there were signs of stabilization in Intel's PC business, server chips remain the key to growth, says Morningstar’s Andy Ng.
The combination makes plenty of sense and should better position the firm for the future.
We think the firm can gain some momentum in smartphones and tablets with its upcoming "Silvermont" Atom processor.
We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats: Applied Materials and ATMI.
Despite pressure from the slowing global PC market, Intel’s server processors should drive long-term growth, says Morningstar’s Andy Ng.
Although the firm is facing some headwinds from slower PC demand and rapid tablet adoption, Intel as a whole can grow over time, says Morningstar's Andy Ng.
The current business slowdown may present an attractive buying opportunity for Intel, says Morningstar's Andy Ng.
While the uncertain economic environment appears to be causing a near-term cyclical slowdown at Intel, the headwinds are temporary, says Morningstar's Andy Ng.
Despite some uncertainties, we think the semiconductor giant can still thrive.
Intel can thrive in the long run as server processors will likely present the firm with substantial growth opportunities in the coming years, says Morningstar's Andy Ng.
But we think the market has failed to recognize the potential.
But Bulldozer hasn't cleaned up, which hurts our forecasts.
Despite manufacturing problems, firm's results were slightly ahead of our expectations.
As manufacturing problems are resolved, we expect AMD's latest product cycle to continue to help the firm gain momentum against Intel in the microprocessor market.
Intel's bright outlook appears to conflict with whispers that the PC market may be weakening.
PLD chipmakers Xilinx and Altera operate in a compelling niche.
We examine key themes for the semiconductor industry in early 2010.
We review recent trends and developments in the semiconductor industry.
There's a lesson to be learned from these former highfliers in the chip industry.
The converged mobile device will affect more tech stocks than you might think.
An industry downturn may present bargains in the semiconductor equipment space.
Our picks and pans from among semiconductor firms.
The prices are right for these tech standouts.