$FSL (Freescale Semiconductor, Ltd.)

$FSL {{ '2016-01-19T14:43:45+0000' | timeago}} • Announcement

$WILN said that its subsidiary, North Star Innovations, entered into a patent license agreement with GLOBAL FOUNDRIES Inc., a semiconductor foundry. The North Star Innovations portfolio was acquired by WiLAN in Oct. 2015 from $FSL. Terms of the license agreement & financials paid to $WILN remain undisclosed.

$SNX {{ '2018-01-10T13:05:40+0000' | timeago}} • Announcement

Business process services company $SNX said its COO Dennis Polk will take up the positions of President and CEO, to succeed Kevin Murai who will be retiring soon. Polk, who joined the company in 2002 as SVP of Corporate Finance, was promoted to the post of COO in 2006. Dwight Steffensen was appointed as Lead Independent Director.

$SNX {{ '2018-01-09T21:52:23+0000' | timeago}} • Announcement

$SNX announced that its BoD declared a quarterly cash dividend of $0.35 per common share, payable on January 31, 2018 to stockholders of record as of January 19, 2018.

$SNX {{ '2018-01-09T21:50:27+0000' | timeago}} • Announcement

For 1Q18, $SNX expects revenue to be $4.35-4.55Bil. Net income is expected to be $64-67.8MM and on an adjusted basis, net income is expected to be $83.2-87MM. Diluted EPS is expected to be $1.58-1.68 and on an adjusted basis, diluted EPS is expected to be $2.06-2.15.

$SNX {{ '2018-01-09T21:42:12+0000' | timeago}} • Announcement

$SNX reported a 6.7% increase in 4Q17 earnings. Net income was $91.1MM or $2.26 per share compared to $85.3MM or $2.13 per share in 4Q16. Adjusted net income was $112.4MM or $2.79 per share in 4Q17. Revenue increased 36.7% to $5.31Bil compared to last year.

$MU {{ '2017-12-22T19:39:02+0000' | timeago}} • Announcement

$MU’s revenue increased 11% to $6.8Bil for the first quarter of 2018 compared to the same period last year. Micron expects the new 64-layer NAND production to be more than 50% of total NAND production by 2H18 and 1X nm DRAM production to be more than 50% of total DRAM production by the end of CY18.

$MU {{ '2017-12-19T21:54:46+0000' | timeago}} • Infographic

$MU Micron Technology Earnings AlphaGraphic: Q1 2018 Highlights

$MU {{ '2017-11-30T21:21:15+0000' | timeago}} • Announcement

Following the resignation of $MU's Storage Business Unit VP Anand Jayapalan, who got accused by SEC on security fraud at his previous company SanDisk, Micron appointed Derek Dicker as VP and GM of Storage Business Unit. Previously, Dicker served as VP and Business Unit Manager of performance storage at $MSCC.

$KLIC {{ '2017-11-27T12:54:22+0000' | timeago}} • Announcement

Semiconductor company $KLIC said Jonathan Chou has stepped down as EVP, CFO and Principal Accounting Officer, effective immediately. Lester Wong, General Counsel and SVP of Legal Affairs, will serve as interim CFO while the company conducts search for a successor to Chou.

$MRVL {{ '2017-11-20T15:10:37+0000' | timeago}} • Announcement

$MRVL expects preliminary revenue of $610-620MM and non-GAAP EPS of $0.32-0.34 for 3Q18.

$MRVL {{ '2017-11-20T15:10:21+0000' | timeago}} • Announcement

$MRVL will acquire $CAVM. The transaction is expected to generate at least $150-175MM of annual run-rate synergies within 18 months post close and to be significantly accretive to revenue growth, margins and non-GAAP EPS. Matt Murphy will lead the combined company and Cavium’s CEO, Syed Ali, will act as a strategic advisor and join $MRVL’s BoD.

$MRVL {{ '2017-11-20T15:10:05+0000' | timeago}} • Announcement

$MRVL agreed to acquire $CAVM for $40 per share in cash and 2.1757 Marvell common shares for each Cavium share, representing a total value of approx. $6Bil. The deal is expected to close in mid-calendar 2018. $MRVL intends to fund the cash consideration with a combination of cash on hand from the combined companies and $1.75Bil in debt financing.

$NVDA {{ '2017-11-17T20:26:27+0000' | timeago}} • Webcast

$NVDA said that every major server computer maker in the world has now supported Volta and in the process of taking Volta out to market. HP, Dell, IBM, Cisco and Huawei in China, Insper in China, Lenovo, have all announced that they will be building service - families of servers around the Volta GPU.

$NVDA {{ '2017-11-17T20:22:01+0000' | timeago}} • Webcast

In data center business, $NVDA has started ramping Volta strongly during 3Q18. Every major cloud provider from Amazon, Microsoft, Google to Baidu, Alibaba and Tencent and recently, Oracle, has announced support for Volta. The company will be providing Volta for their internal use of deep learning as well as external public cloud services.

$KLIC {{ '2017-11-14T14:41:10+0000' | timeago}} • Announcement

Semiconductor assembly and test equipment maker $KLIC said its profit more than tripled to $36.6MM or $0.51 per share during 4Q17 from $10.3MM or $0.15 per share a year ago. Net revenue jumped 48% YoY to $215.9MM.

$QCOM {{ '2017-11-14T13:39:27+0000' | timeago}} • Announcement

$QCOM's BoD unanimously rejected its rival $AVGO's $103Bil takeover proposal, stating the proposal undervalues $QCOM and comes with significant regulatory uncertainty. $QCOM has a pending $28.1Bil deal with $NXPI that is currently under the regulatory review in Europe.

$KLIC {{ '2017-11-14T12:49:37+0000' | timeago}} • Announcement

For 1Q18, $KLIC expects revenue to be in the range of approx. $185-195MM, up 27% over the same period in the prior year. Longer-term, the company estimates semiconductor unit production to grow at an 8.9% CAGR through calendar 2021.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

$NVDA {{ '2017-11-09T21:39:41+0000' | timeago}} • Infographic

$NVDA NVIDIA Corporation Earnings AlphaGraphic: Q3 2018 Highlights

$NVDA {{ '2017-11-09T12:24:01+0000' | timeago}} • Announcement

$NVDA has launched a pair of Star Wars-themed collector’s edition Titan Xp graphics cards. The duo "Rebel Alliance & Galactic Empire" have been crafted to reflect the look and feel of the Star Wars galaxy and will be available in green/red lighting. The cards will be broadly available from Nov. 17. GeForce Experience users can pre-order by Nov. 10.

$AMD {{ '2017-11-06T15:17:19+0000' | timeago}} • Announcement

$AMD and $INTC teams up to develop a new chip (a combintion of AMD's semi-custom GPU and a new Intel multi-chip processor), which would steal some $NVDA's GPU market share. The new product that will power lightweight laptops is designed by Intel and integrates an Intel Core processor, Radeon graphics chip, and 2nd gen High Bandwidth Memory (HBM2).

Recent Transcripts

MLNX (Mellanox Technologies, Ltd.)
Thursday, January 18 2018 - 10:00pm
TSM (Taiwan Semiconductor Manufacturing Company Limited)
Thursday, January 18 2018 - 6:00am
SNX (SYNNEX Corp.)
Tuesday, January 9 2018 - 10:00pm
MU (Micron Technology, Inc.)
Tuesday, December 19 2017 - 9:30pm
SOL (ReneSola Ltd.)
Tuesday, December 19 2017 - 1:30pm
MRVL (Marvell Technology Group Ltd.)
Tuesday, November 28 2017 - 9:45pm
SFUN (SouFun Holdings Ltd.)
Friday, November 17 2017 - 1:00pm
SMI (Semiconductor Manufacturing International Corp.)
Wednesday, November 15 2017 - 12:30am
MTSI (M/A-Com Technology Solutions Holdings, Inc.)
Tuesday, November 14 2017 - 10:00pm
KLIC (Kulicke and Soffa Industries, Inc.)
Tuesday, November 14 2017 - 1:00pm
NVDA (NVIDIA Corporation)
Thursday, November 9 2017 - 10:00pm
LPTH (LightPath Technologies, Inc.)
Thursday, November 9 2017 - 9:30pm
MTLS (Materialise NV)
Thursday, November 9 2017 - 1:30pm
SRT (StarTek, Inc.)
Wednesday, November 8 2017 - 9:30pm
LSCC (Lattice Semiconductor Corporation)
Tuesday, November 7 2017 - 10:00pm
DATA (Tableau Software, Inc.)
Thursday, November 2 2017 - 8:30pm
TDC (Teradata Corporation)
Thursday, November 2 2017 - 12:30pm
CAVM (Cavium, Inc.)
Wednesday, November 1 2017 - 9:00pm
SXI (Standex International Corporation)
Wednesday, November 1 2017 - 1:30pm
SQNS (Sequans Communications S.A.)
Tuesday, October 31 2017 - 12:00pm

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