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Robert Castellano  

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  • TFT-LCD Display And Equipment Markets Set For Downturn In 2015
    Tue, Jun. 16 AUO, LPL, AMAT Comment!
  • Intel + Altera Is A Smart Move For The Smart Technology/IoT Market
    Sun, Jun. 7 INTC 22 Comments
  • Mainland China's Integrated Circuit Production Lost Ground In Meeting Domestic Demand
    Tue, Jun. 2 QCOM, AMD, TSM 4 Comments
  • Principal Solar Has Big Plans, Starting With An IPO
    Mon, Jun. 1 PSWW 2 Comments
  • What's The Real Future For Semiconductors In Wearables?
    Tue, Jan. 20 ADI, BRCM, FCS 4 Comments
  • Large Semiconductor Equipment Manufacturers Losing Market Share To Smaller Companies
    Dec. 9, 2014 AMAT, KLAC, LRCX Comment!
  • Fragmentation In The 3D Printing Industry Will Augment Its Growth
    Nov. 18, 2014 SSYS, DDD, HPQ 5 Comments
  • Air Products Needs To Keep Its Electronics Business, But...
    Nov. 5, 2014 APD 2 Comments
  • 450MM Semiconductor Wafer Manufacturing Stalled, And Applied Materials The Biggest Loser
    Jul. 22, 2014 AMAT 9 Comments
  • Applied Materials Drops In Liquid Crystal Display Equipment Rankings
    Jul. 15, 2014 AMAT 3 Comments
  • Applied Materials' Spin Continues To Mislead Investors
    Jun. 10, 2014 AMAT 3 Comments
  • Applied Materials Slides To Fourth Place In The Solar Equipment Market
    May 28, 2014 AMAT 3 Comments
  • What Applied Materials Didn't Say That Made Its Stock Pop
    May 21, 2014 AMAT 4 Comments
  • Semiconductor Metrology / Inspection Equipment Market Still Can't Top Overall WFE Equipment Market
    May 13, 2014 AMAT, FEIC, KLAC 2 Comments
  • Applied Materials Negatively Impacted In A Big Way By 3D Chip Pushouts
    May 6, 2014 AMAT 1 Comment
  • The Semiconductor Equipment Market Really Didn't Decrease 14 Percent In 2013, Did It?
    Apr. 16, 2014 AMAT, ASML, KLAC Comment!
  • Will Flash Memory Spell The End Of The Hard Disk Drive (HDD) Industry?
    Jan. 28, 2014 FIO, GOOG, IBM 12 Comments
  • After The AZ Electronics Acquisition, Will ATMI Be Next? Think Applied Materials
    Dec. 16, 2013 ATMI, AMAT 2 Comments
  • Mainland China's Semiconductor Boom
    Oct. 23, 2013 INTC, TXN, STM 1 Comment
  • Strong Q2 And Q3 Expected For Semiconductor Equipment Companies
    Jun. 26, 2013 AMAT, ASMI, ASML Comment!
  • ASML, KLA-Tencor, And Lam Research To Benefit From 450mm Wafer Transition
    Jun. 24, 2013 AMAT, ASML, INTC 1 Comment
  • Applied Materials Loses Top Spot In Solar Equipment Market
    Jun. 12, 2013 AMAT 3 Comments
  • Applied Materials Fared The Worst Of Any Major U.S. Equipment Supplier In 2012
    Jun. 5, 2013 AMAT 4 Comments
  • Semiconductor Equipment Companies That Are Hot Or Lukewarm
    May 23, 2013 AMAT, ASML, HICTF 2 Comments
  • Room For Growth In Semiconductor And Semiconductor Equipment In 2013
    May 14, 2013 AMAT, ASML, IHS Comment!
  • Applied Materials Is Wrong As The Semiconductor Equipment Market Can Grow 10% In 2013
    Dec. 6, 2012 AMAT, INTC, UMC 3 Comments
  • Semiconductor Industry May Record Only 1.5% Growth In 2013
    Oct. 17, 2012 AAPL, AMD, ARMH 3 Comments
  • Semiconductor Equipment Revenues Should Be Down At Least 10% In 2012
    Sep. 12, 2012 AMAT, ASML, KLAC Comment!
  • Silicon Wafers Will Weigh Down Semiconductor Materials Market In 2012
    Editors' Pick  • Sep. 11, 2012 APD, CCMP, DOW Comment!
  • Semiconductor Industry Will Stay In The Red For All Of 2012
    Aug. 14, 2012 INTC 3 Comments
  • Competition Scene For Semiconductor Equipment In Wake Of Lam-Novellus Merger
    Jun. 6, 2012 LRCX 1 Comment
  • Applied Materials Remains Atop The Solar Equipment Market
    May 31, 2012 AMAT, STP, CSUN 1 Comment