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ARM Holdings, plc (ARMH)

  • Jan. 18, 2011, 10:28 AM
    Goldman Sachs goes bullish on ARM Holdings (ARMH +0.1%) raising it to Buy from Neutral, noting the new Windows (MSFT +0.7%) flavor that runs on the chip designer's platform "opens new doors." ARM-based chips have a 45% penetration potential by 2015 in the computer industry.
  • Jan. 18, 2011, 8:45 AM
    Intel (INTC) is spending $2.7B to upgrade an Israel-based plant to produce 22 nanometer chips. The investment includes a $210M grant from the Israeli government. Upon the completion of the 2-year upgrade, this will be Intel's 2cd factory with the 22 nanometer capacity.
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  • Jan. 14, 2011, 4:08 PM
    Compal, the world's number 2 largest notebook computer manufacturer, says 90% of the 3.8M tablets it ships in 2011 will run on the Android OS (GOOG), powered by ARM Holdings (ARMH) designed chips. Compal may also make some ARM tablets devices running Windows (MSFT).
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  • Jan. 14, 2011, 3:30 PM
    Today's semiconductor surge pushes not just high-profile chipmakers like Broadcom (BRCM +2.7%) and Nvidia (NVDA +1.5%) to new 52-week highs, but at least 15 others, as well. They include both chip manufacturers and component and gear suppliers, such as Atmel (ATML +0.4%) and Applied Materials (AMAT +7.4%).
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  • Jan. 14, 2011, 11:05 AM
    Intel's (INTC -0.8%) strong Q4 is boosting semiconductor gear supplier Applied Materials (AMAT), which is +4.9%. Analysts are upbeat about the chip equipment supplier segment overall. Other companies in the sector include ASM Lithography (ASML +7.2%), Novellus (NVLS +7.6%) and ASM Intl (ASMI +5.4%).
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  • Jan. 14, 2011, 8:36 AM
    Industry stalwart Intel's (INTC +0.8%) Q4 numbers prove life remains in the much-challenged traditional PC and server industry. Despite the rapid assault of smartphones, tablets and other devices, the chipmaker saw a 48% jump in earnings/share from Q4 last year, topping Street forecasts.
  • Jan. 13, 2011, 10:45 AM
    Wedbush is upbeat on Intel (INTC -0.5%), believing a "modest" 4Q earnings miss is already priced into its shares. And Wedbush sees "strong 1Q revenue tailwinds," including lean inventories, an aggressive Sandy Bridge launch, and strong China demand. Finally, it expects a "minimal impact" of tablets on the overall PC market.
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  • Jan. 13, 2011, 9:05 AM
    Deutsche Bank sees a 2011 reckoning coming to the high-flying semiconductor industry. Semiconductor revenue rose 30% in 2010, but that rate will drop to as low as 5% growth this year. But Deutsche Bank is uncommonly upbeat on PC market potential, predicting 15% unit growth, including tablet devices.
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  • Jan. 12, 2011, 2:33 PM
    Another strong day for the hot semiconductor sector, as ARM Holdings (ARMH +1.9%) and Nvidia (NVDA +11.6%) hit 52-week highs. Other chip companies breaking their previous highs are Atmel (ATML -0.3%), Cypress Semiconductor (CY +1.5%) NXP Semiconductor (NXPI -0.9%) and ON Semiconductor (ONNN +2.5%).
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  • Jan. 12, 2011, 8:08 AM
    A key reason for AMD (AMD +0.7%) chief Dirk Meyer's resignation was he didn't pursue a mobile strategy aggressively enough, says a company source. Meyer was more focused on the PC and server business. This rankled the board, which "wanted to be on the Yellow Brick Road toward tablets and smartphones," says Wedbush.
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  • Jan. 11, 2011, 10:54 AM
    It's hard to see the exit of AMD's (AMD -8.1%) head as a positive move, so Raymond James cut its rating to Sell, believing the firm in 'strategic limbo.' And AMD suffers from product delay, and 'the near absence of a cohesive mobile strategy.' Now the big chip fight isn't Intel (INTC +0.5%) vs. AMD, but Intel vs. Nvidia (NVD -2.3%).
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  • Jan. 11, 2011, 10:03 AM
    Intel's (INTC +0.6%) decision to pay Nvidia (NVDA -0.2%) a $1.5B tech license fee shows how mobile devices are remaking the semiconductor sector. And Nvidia is looking to get into Intel's core CPU business, using ARM Holdings (ARMH +2.5%) designs. "This is a big inflection point in the marketplace," says one analyst.
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  • Jan. 11, 2011, 8:26 AM
    The hasty departure of AMD (AMD) CEO Dirk Meyer, under apparent pressure from the board, signals the company will be on the fast track to expand in key areas like server systems and mobile devices. But struggling AMD is already in turnaround mode, and Meyer leaves it in better shape than he found it. Premarket, AMD -4%.
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  • Jan. 10, 2011, 5:25 PM
    After CES, FBR Capital is upbeat on Atmel (ATML), Broadcom (BRCM), and International Rectifier (IRF). Broadcom will keep the lion's share of Bluetooth and Wi-Fi connectivity sockets through 2012. Atmel is the "clear winner" in touch controllers for tablet PCs and handsets. And IRF has a promising future in the automotive chip business.
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  • Jan. 7, 2011, 3:55 PM
    Okay, so Microsoft (MSFT -0.8%) sold 8M Kinects - that doesn't mean the underperforming stock is a good buy, say analysts. Kinect is cool, but "it's so small, it's never going to move the needle," says Trutina Financial. And Microsoft sits on so much money, "it's more of a bank than it is a technology company at this point."
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  • Jan. 7, 2011, 1:43 PM
    With Microsoft's (MSFT) new ARM Holdings (ARMH) Windows flavor coming, the fate of the Windows Compact Embedded OS appears uncertain. This technology is the core of the Windows Phone 7 and Zune HD platforms. But if Microsoft does phase it out, will anyone but WP7 lovers notice?
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Company Description
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.