Apple may get a boost from Dialog Semiconductor - some of whose products are found in iDevices - raising its Q4 revenue guidance to $268M from $215M-$235M thanks to a late surge in the tablet and smartphone markets. Dialog's strength looks to have been driven by strong demand for the iPhone5 and iPad Mini, says Deutsche. Dialog +5.2% in Europe, AAPL +0.7% premarket.
ARM Holdings (ARMH) isn't the only European semiconductor firm looking strong. The market is boosting lithography equipment maker ASML Holding (ASML -2.1%), too. Other companies on the upswing include Dialog Semiconductor (DLGNF.PK), Infineon Technologies (IFNNY.PK), and STMicroelectronics (STM +3.3%).