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Robert Castellano

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  • Room For Growth In Semiconductor And Semiconductor Equipment In 2013
    on Tue, May 14 • AMAT, ASML, IHS • Comment!
  • Applied Materials Is Wrong As The Semiconductor Equipment Market Can Grow 10% In 2013
    on Thu, Dec 6, 2012 • AMAT, INTC, UMC • 2 Comments
  • Semiconductor Industry May Record Only 1.5% Growth In 2013
    on Wed, Oct 17, 2012 • AAPL, AMD, ARMH • 3 Comments
  • Semiconductor Equipment Revenues Should Be Down At Least 10% In 2012
    on Wed, Sep 12, 2012 • AMAT, ASML, KLAC • Comment!
  • Silicon Wafers Will Weigh Down Semiconductor Materials Market In 2012
    on Tue, Sep 11, 2012 • APD, CCMP, DOW • Comment!
  • Semiconductor Industry Will Stay In The Red For All Of 2012
    on Tue, Aug 14, 2012 • IT, QCOM, TXN • 3 Comments
  • Competition Scene For Semiconductor Equipment In Wake Of Lam-Novellus Merger
    on Wed, Jun 6, 2012 • ACLS, AMAT, ASMI • 1 Comment
  • Applied Materials Remains Atop The Solar Equipment Market
    on Thu, May 31, 2012 • AMAT, GTAT, STP • 1 Comment
  • KLA-Tencor And Applied Materials Will Benefit From Yield Problems At Semiconductor Foundries In 2012
    on Tue, May 15, 2012 • AMAT, KLAC, NVDA • 1 Comment
  • Can Novellus Reinvigorate Lam Research?
    on Wed, May 2, 2012 • AMAT, ASMI, NVLS • Comment!
  • When Will Semiconductor Revenues Stop Dropping?
    on Tue, Apr 10, 2012 • INTC, TSM, TXN • 2 Comments
  • Is ASML Unbeatable?
    on Tue, Apr 3, 2012 • INTC, TSM, NINOF.PK • 3 Comments
  • Applied Materials' Earnings Not Impacted By Lam-Novellus Merger - Yet
    on Thu, Jan 12, 2012 • AMAT • 3 Comments
  • Watch For Continued Decline In Semiconductor Sales Through Q3 2012
    on Wed, Dec 14, 2011 • AMD, CRUS, QCOM • 1 Comment
  • There's Hope For Semiconductors In Niche Applications
    on Tue, Nov 29, 2011 • FCS, STM, MIELF.PK • Comment!
  • China Has Won The Solar War - Now What?
    on Tue, Sep 6, 2011 • SPWR, FSLR, HSOL • 9 Comments
  • Strong Growth for Semiconductor Equipment in Booming Niche Market
    on Wed, Jul 20, 2011 • UTEK, AMAT, SSNLF.PK • Comment!
  • Competition Intense in Semiconductor Chemicals and Materials Sectors
    on Fri, Jun 3, 2011 • BASFY.PK, KMG, AIQUY.PK • Comment!
  • Solar Module Dynamics Shift to Rooftops
    on Mon, May 23, 2011 • JKS, CSIQ, YGE • 4 Comments
  • Intel Should Give Up on the Atom
    on Tue, Mar 22, 2011 • INTC • 19 Comments
  • Western Digital Wins Hard Disk Drive Battle in 2010
    on Mon, Mar 7, 2011 • STX, WDC, SSNLF.PK • Comment!
  • What’s in Store for ASML in 2011?
    on Mon, Jan 10, 2011 • ASML, NINOF.PK • Comment!
  • Mobile Internet Device Market Grew 72% in 2010
    on Wed, Jan 5, 2011 • ARMH • Comment!
  • Solar Cell Production Equipment to Grow 34% in 2011
    on Wed, Dec 29, 2010 • AMAT, GTAT, OERLF.PK • 1 Comment
  • It's a GaAS: Critical Component for Cell Phone Circuits Grows in 2010
    on Wed, Dec 15, 2010 • RFMD, ANAD, TQNT • 1 Comment
  • Roller-Coaster Ride Continues in LCD Equipment Sales
    on Mon, Nov 29, 2010 • SSNLF.PK, LPL, CAJ • Comment!
  • How China's Rare Earth Embargo Impacts High Tech Companies
    on Fri, Nov 5, 2010 • INTC, AMD, TXN • 22 Comments
  • The Semiconductor Equipment Bubble Has Burst
    on Mon, Oct 25, 2010 • SMH, AMAT, AMD • 5 Comments
  • Repercussions of a Deteriorating Semiconductor Industry
    on Mon, Aug 16, 2010 • SSNLF.PK, ELPDF.PK, MU • 9 Comments
  • Leading Indicators: WLI, SOX - and Now S&P 500
    on Thu, Jul 1, 2010 • SPY • 4 Comments
  • Leading Indicators, WLI, And the Sox
    on Tue, Jun 22, 2010 • ALTR, AMAT, AMD • 6 Comments
  • Competition for Market Share Remains Intense in Semiconductor Chemicals and Materials Sectors
    on Thu, Jun 17, 2010 • APD, HON, BASFY.PK • Comment!