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Robert Castellano
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Robert Castel...
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Articles (36)
Instablog (16)
Comments (9)
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LCD, Photomask and Semiconductor Equipment All Down for 2009
on Jul 10, 2009
•
IGW
,
PSI
,
SMH
Just When Will the Semiconductor Equipment Market Turn Around?
on Jun 29, 2009
•
SMH
Are Clouds Over the Solar Industry Dissipating?
on Jun 17, 2009
•
ESLR
,
FSLR
,
JASO
Jump in Q2 Smartphone Orders Lifts Silicon MEMs Microphones
on Jun 02, 2009
•
ADI
,
FSL
,
HPQ
What’s Behind the Recent Move in Photronics Stock
on May 29, 2009
•
PLAB
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
on May 28, 2009
•
ELPDF.PK
,
EWT
,
NELTY.PK
Strategies for Gaining Share in Solar Market (Part II)
on May 11, 2009
•
KWT
,
TAN
Strategies for Gaining Share in Solar Market (Part I)
on May 04, 2009
•
AMAT
,
FSLR
,
KWT
Lithography Tools Driving Photoresist Market
on Apr 23, 2009
•
ASML
,
CAJ
,
DOW
Semi Equipment Companies Need to Boycott 450mm Development
on Apr 17, 2009
•
AXTI
,
CREE
,
CYMI
Intel Is Still Bogged Down by Atom Processor
on Apr 15, 2009
•
INTC
High Battery Costs for Electric Vehicles Obstructing Semiconductors' Growth
on Apr 09, 2009
The Line Between Netbooks and Notebooks Is Blurring
on Apr 03, 2009
•
AKCPF.PK
,
DELL
,
HPQ
Economic and Technical Factors Create Winners and Losers in the Solar Cell Market
on Mar 31, 2009
•
ENER
,
ESLR
,
FSLR
Semiconductor Lithography Sector Continues to Outperform Semiconductor Equipment Market
on Mar 26, 2009
•
ASML
,
CAJ
Semiconductor Equipment / Material Suppliers Must Consolidate to Grow
on Mar 24, 2009
•
XSD
Which Is Worse: Buying Solar Panels from Eurasia or Oil from OPEC?
on Mar 19, 2009
•
TAN
Mainland China's Integrated Circuit Production Continues to Expand Rapidly
on Mar 12, 2009
•
ELPDF.PK
,
NELTY.PK
,
SMI
ARM Processors Will Gain 55% of Netbook Market by 2012
on Mar 10, 2009
•
ARMH
,
INTC
Is Intel Trying to Offload Low-End Unprofitable Product Manufacturing?
on Mar 04, 2009
•
INTC
,
TSM
Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan
on Mar 04, 2009
•
OMG
,
PLAB
Alternative Energy Stimulus Provides Opportunities for Semis
on Feb 27, 2009
•
AMAT
,
IRF
,
IXYS
Alt-Energy Should Boost Demand for Chips
on Feb 12, 2009
•
IRF
,
IXYS
,
MSCC
New Nano Material the Key to Cutting Solar Cell Prices
on Feb 05, 2009
•
KWT
,
TAN
Hard Disk Drive Margins Shrinking in Battle with Flash
on Feb 02, 2009
•
DELL
,
HPQ
No Upturn for Semi Equipment Until June at Earliest
on Jan 21, 2009
•
AMD
,
APD
,
ASYT
Did Intel Misjudge Success of the Netbook?
on Jan 08, 2009
•
INTC
2009 Will Be a Bad Year for Semiconductor Equipment Companies
on Jan 05, 2009
•
AMAT
,
IBM
,
INTC
Hard Disk Drives Losing Battle to Flash Memory
on Dec 19, 2008
•
STX
,
VECO
,
WDC
The Future of the MEMS Market
on Dec 16, 2008
•
ADI
,
DOV
,
FSL
Five Bright Spots in High-Tech for 2009
on Dec 10, 2008
•
GLW
,
QCOM
,
TAN
Nanomaterials: A High-Tech Bright Spot in 2009
on Dec 08, 2008
•
PSI
,
ROH
,
SMH
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ASYT
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AXTI
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CAJ
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CCMP
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Latest Comments on Robert Castellano's Articles
bob will
on
Are Clouds Over the Solar Industry Dissipating?
: Cheap Chinese-made bare bones electric commuter automobiles will...
more »
bob will
on
Just When Will the Semiconductor Equipment Market Turn Around?
: Perhaps even more ominous than the glut of manufacturing machines,...
more »
User 360099
on
Are Clouds Over the Solar Industry Dissipating?
: Be carefull with your point 6 : to day's Euro is stronger by 9%...
more »
jbde
on
Are Clouds Over the Solar Industry Dissipating?
: Yes - demand will return as ASP's stabilize. Spot prices are just...
more »
Ferdinand E. Banks
on
Are Clouds Over the Solar Industry Dissipating?
: I hope that those clouds are not dissipating. We will probably...
more »
huangthomas
on
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
: Over the last decade or two, there are many countries try to...
more »
huangthomas
on
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
: Taiwan just announced semiconductor technology and manufacturing...
more »
Mad Hedge Fund Trader
on
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
: The PRC is starting to pour money in. Regular readers of this...
more »
rooferguy
on
Strategies for Gaining Share in Solar Market (Part I)
: I saw a company that made hexagonal modules. And Sharp used to...
more »
ChazzyD
on
Strategies for Gaining Share in Solar Market (Part I)
: How about a little variety in the module shape? Decorative,...
more »
rooferguy
on
Strategies for Gaining Share in Solar Market (Part I)
: Hi Robert - I like your "Part 1" for thin film strategies. What...
more »
jouvet
on
Strategies for Gaining Share in Solar Market (Part I)
: Another way to differentiate is in their Go-To-Market strategy...
more »
Saturn V
on
Intel Is Still Bogged Down by Atom Processor
: Robert has a done a very poor analysis and an amateurish hatchet...
more »
WTSUPP
on
Semi Equipment Companies Need to Boycott 450mm Development
: Lets not forget what AMAT others have done to their supply base....
more »
azbadger
on
Semi Equipment Companies Need to Boycott 450mm Development
: Well as a semiconductor capital equipment product manager, I...
more »
Latest Comments on Robert Castellano's Articles
Latest Comments on Robert Castellano's Articles