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Robert Castellano
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Robert Castellano
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Where's the Semi Equipment Market Headed in 2010?
on Dec 28, 2009
•
ASML
,
INTC
,
NINOF.PK
•
1 Comment
Applied Materials' Semitool Acquisition: The Best Deal It Ever Made
on Nov 23, 2009
•
ANAT
,
SMTL
,
CAJ
•
Comment!
Full Featured Cell Phones Going the Way of the PDA
on Oct 26, 2009
•
JAVA
,
QCOM
,
NOK
•
4 Comments
Intel Facing a Formidable Foe in ARM
on Oct 02, 2009
•
INTC
,
ARMH
,
MSFT
•
11 Comments
Why I'm Cautious About the Semiconductor Equipment Market
on Sep 16, 2009
•
INTC
,
SSNLF.PK
,
TSM
•
Comment!
The Roller Coaster Ride Continues in LCD Panel and Equipment Sales
on Sep 11, 2009
•
SSNLF.PK
,
LGERF.PK
,
AUO
•
Comment!
MEMS Microphone Will Be Hurt by Downturn in Smartphone Market
on Aug 23, 2009
•
ADI
,
WLFMF.PK
,
STM
•
4 Comments
Western Digital Could Lead Hard Drive Market in 2009
on Aug 03, 2009
•
STX
,
WDC
,
TOSBF.PK
•
1 Comment
Chrome OS Will Strengthen ARM’s Assault in the Netbook Market
on Jul 14, 2009
•
INTC
,
MSFT
,
CRM
•
3 Comments
LCD, Photomask and Semiconductor Equipment All Down for 2009
on Jul 10, 2009
•
SMH
,
IGW
,
PSI
•
Comment!
Just When Will the Semiconductor Equipment Market Turn Around?
on Jun 29, 2009
•
SMH
•
1 Comment
Are Clouds Over the Solar Industry Dissipating?
on Jun 17, 2009
•
FSLR
,
ESLR
,
YGE
•
4 Comments
Jump in Q2 Smartphone Orders Lifts Silicon MEMs Microphones
on Jun 02, 2009
•
FSL
,
ADI
,
HPQ
•
Comment!
What’s Behind the Recent Move in Photronics Stock
on May 29, 2009
•
PLAB
•
Comment!
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
on May 28, 2009
•
TSM
,
EWT
,
NELTY.PK
•
3 Comments
Strategies for Gaining Share in Solar Market (Part II)
on May 11, 2009
•
KWT
,
TAN
•
Comment!
Strategies for Gaining Share in Solar Market (Part I)
on May 04, 2009
•
KWT
,
TAN
,
FSLR
•
4 Comments
Lithography Tools Driving Photoresist Market
on Apr 23, 2009
•
ASML
,
CAJ
,
DOW
•
Comment!
Semi Equipment Companies Need to Boycott 450mm Development
on Apr 17, 2009
•
WFR
,
AXTI
,
CYMI
•
3 Comments
Intel Is Still Bogged Down by Atom Processor
on Apr 15, 2009
•
INTC
•
1 Comment
High Battery Costs for Electric Vehicles Obstructing Semiconductors' Growth
on Apr 09, 2009
•
9 Comments
The Line Between Netbooks and Notebooks Is Blurring
on Apr 03, 2009
•
T
,
HPQ
,
DELL
•
5 Comments
Economic and Technical Factors Create Winners and Losers in the Solar Cell Market
on Mar 31, 2009
•
ESLR
,
FSLR
,
ENER
•
12 Comments
Semiconductor Lithography Sector Continues to Outperform Semiconductor Equipment Market
on Mar 26, 2009
•
ASML
,
CAJ
•
1 Comment
Semiconductor Equipment / Material Suppliers Must Consolidate to Grow
on Mar 24, 2009
•
XSD
•
2 Comments
Which Is Worse: Buying Solar Panels from Eurasia or Oil from OPEC?
on Mar 19, 2009
•
TAN
•
9 Comments
Mainland China's Integrated Circuit Production Continues to Expand Rapidly
on Mar 12, 2009
•
SMI
,
TSM
,
UMC
•
1 Comment
ARM Processors Will Gain 55% of Netbook Market by 2012
on Mar 10, 2009
•
INTC
,
ARMH
•
12 Comments
Is Intel Trying to Offload Low-End Unprofitable Product Manufacturing?
on Mar 04, 2009
•
INTC
,
TSM
•
5 Comments
Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan
on Mar 04, 2009
•
PLAB
,
OMG
•
Comment!
Alternative Energy Stimulus Provides Opportunities for Semis
on Feb 27, 2009
•
AMAT
,
SPWRA
,
IRF
•
3 Comments
Alt-Energy Should Boost Demand for Chips
on Feb 12, 2009
•
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IRF
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Comment!
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Latest Comments on Robert Castellano's Articles
User 493967
on
Where's the Semi Equipment Market Headed in 2010?
: If the lithography sales/front end industry performance will...
more »
pageidea
on
ARM Processors Will Gain 55% of Netbook Market by 2012
: I agree with the above comments, I think ARM will dominate the...
more »
pageidea
on
ARM Processors Will Gain 55% of Netbook Market by 2012
: I agree with the above comments, I think ARM will dominate the...
more »
Will Ray, Jr.
on
2009 Will Be a Bad Year for Semiconductor Equipment Companies
: I like this chart is very interesting. It will be great to see it...
more »
Will Ray, Jr.
on
Intel Facing a Formidable Foe in ARM
: I will check into this argument. I have a Semiconductor M&A group...
more »
grayhair
on
Full Featured Cell Phones Going the Way of the PDA
: Your chart is not labeled well. My guess is that the Smartphone...
more »
TheBoots
on
Full Featured Cell Phones Going the Way of the PDA
: Actually the upfront cost of the phone is only part of the...
more »
einstein p fleet
on
Intel Facing a Formidable Foe in ARM
: INTC should buy ARMH --- Yes it's self-serving, wishful thinking...
more »
onlythetruthhere
on
Full Featured Cell Phones Going the Way of the PDA
: In Philly when one needs money quickly a Fifty Dolla phone of any...
more »
Yagottabe Kidding
on
Full Featured Cell Phones Going the Way of the PDA
: If a phone sells for $50 does it matter if we call it a dumb...
more »
jack.harvard
on
Intel Facing a Formidable Foe in ARM
: Mr Ottelini, or is it really you, should you go to FT or WSJ...
more »
jack.harvard
on
Intel Facing a Formidable Foe in ARM
: Mr Ottelini, why you waste your time here? You should go to...
more »
Robert Castellano
on
Intel Facing a Formidable Foe in ARM
: Hi Kris, Then please tell me what the RIGHT REASONS are. On ...
more »
Robert Castellano
on
Intel Facing a Formidable Foe in ARM
: Hey Paul, SHOW ME THE FACTS. You seem to be in the know, as you...
more »
FatherofTeens
on
Intel Facing a Formidable Foe in ARM
: The smartbook form factor is too big to replace the smartphone as...
more »
Latest Comments on Robert Castellano's Articles
Latest Comments on Robert Castellano's Articles