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HEADLINES:

Intel: Something Big Is Coming In April
Ashraf Eassa • Tue, Mar 26 • 66 Comments
Top Ten Technology ETFs
David Fry • Thu, Feb 28 • 2 Comments
The Fed Rudely Reinserts Itself Back Into The Conversation
Daniel Sckolnik • Mon, Feb 25 • 3 Comments
Equal-Weight Semiconductor ETF Leads The Pack
Tom Lydon • Thu, Feb 21 • 1 Comment
Chip Stocks To Rebound? Here's An ETF For That Bounce
Benzinga • Thu, Feb 21
The Fed Is Still The Force For Bulls
David Fry • Tue, Feb 19 • 40 Comments
Valentine's Day Brings POMO
David Fry • Thu, Feb 14 • 3 Comments
The Taxman Cometh
David Fry • Wed, Feb 13 • 5 Comments
Bullish Blizzard
David Fry • Fri, Feb 8 • 11 Comments
Why I Like Intel And Other Stocks In The Semiconductor SOX Index
Kirk Lindstrom • Mon, Jan 28 • 2 Comments
Intel Declines On Q4 Disappointment
Bill Maurer • Fri, Jan 18 • 2 Comments
Ahead Of Intel Earnings, S&P Looks At Chip ETFs
Benzinga • Thu, Jan 17
Relative Strength Of Semiconductors
Bespoke Investment Group • Thu, Nov 29, 2012
Compromise Seems Futile As Cliff Nears
David Fry • Fri, Nov 9, 2012 • 49 Comments
What Happened To Semiconductors?
Bespoke Investment Group • Thu, Oct 25, 2012 • 4 Comments
Bring Out The Bears
David Fry • Tue, Oct 9, 2012 • 8 Comments
A Spoonful Of Sugar Helps The Medicine Go Down
David Fry • Sat, Sep 8, 2012 • 11 Comments
Bernanke Shows Up, Stocks Rally
David Fry • Sat, Sep 1, 2012 • 6 Comments
Sandy Falls On Gold Plated Sword
David Fry • Thu, Jul 26, 2012 • 4 Comments
Consider Buying Intel After 2Q 2012 Earnings
Pendulum • Wed, Jul 18, 2012 • 4 Comments

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Semiconductor Revenues Slightly Below Seasonal Trend
Wall Street Strategies • Tue, Jan 4, 2011
Analysts Disagree on Outlook for Semis - What Should Investors Do?
Trade Radar Operator • Mon, Aug 23, 2010 • 1 Comment

Intel: Something Big Is Coming In April
Ashraf Eassa • Tue, Mar 26 • 66 Comments
Top Ten Technology ETFs
David Fry • Thu, Feb 28 • 2 Comments
The Fed Rudely Reinserts Itself Back Into The Conversation
Daniel Sckolnik • Mon, Feb 25 • 3 Comments
Equal-Weight Semiconductor ETF Leads The Pack
Tom Lydon • Thu, Feb 21 • 1 Comment
Chip Stocks To Rebound? Here's An ETF For That Bounce
Benzinga • Thu, Feb 21
The Fed Is Still The Force For Bulls
David Fry • Tue, Feb 19 • 40 Comments
Valentine's Day Brings POMO
David Fry • Thu, Feb 14 • 3 Comments
The Taxman Cometh
David Fry • Wed, Feb 13 • 5 Comments
Bullish Blizzard
David Fry • Fri, Feb 8 • 11 Comments
Why I Like Intel And Other Stocks In The Semiconductor SOX Index
Kirk Lindstrom • Mon, Jan 28 • 2 Comments
Intel Declines On Q4 Disappointment
Bill Maurer • Fri, Jan 18 • 2 Comments
Ahead Of Intel Earnings, S&P Looks At Chip ETFs
Benzinga • Thu, Jan 17
Relative Strength Of Semiconductors
Bespoke Investment Group • Thu, Nov 29, 2012
Compromise Seems Futile As Cliff Nears
David Fry • Fri, Nov 9, 2012 • 49 Comments
What Happened To Semiconductors?
Bespoke Investment Group • Thu, Oct 25, 2012 • 4 Comments
Bring Out The Bears
David Fry • Tue, Oct 9, 2012 • 8 Comments
A Spoonful Of Sugar Helps The Medicine Go Down
David Fry • Sat, Sep 8, 2012 • 11 Comments
Bernanke Shows Up, Stocks Rally
David Fry • Sat, Sep 1, 2012 • 6 Comments
Sandy Falls On Gold Plated Sword
David Fry • Thu, Jul 26, 2012 • 4 Comments
Consider Buying Intel After 2Q 2012 Earnings
Pendulum • Wed, Jul 18, 2012 • 4 Comments

There are no Transcripts on SOXX.

Cramer: Early Sign of Froth in the Market

at CNBC.com (May 9, 2013)
Market Extra: Tech-stock investors’ hot new app: dividends

at MarketWatch.com (Dec 3, 2012)
Tech Stocks: Tech stocks sell off; Netflix leads slump

at MarketWatch.com (Sep 2, 2011)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Aug 12, 2011)
Stocks End Lower in Selloff as Silver, Oil Slide

at CNBC.com (May 4, 2011)
Stocks Fall Ahead of the Close; Intel Gains

at CNBC.com (May 4, 2011)
Stocks Close Sharply Up, Driven by Earnings

at CNBC.com (Apr 20, 2011)
Stocks Close Up; Dow Hits Nearly 3-Year High

at CNBC.com (Apr 6, 2011)
Stocks Add to Modest Gains Ahead of Close

at CNBC.com (Apr 6, 2011)
Stocks Rise, Led by Tech; Telecom Falls

at CNBC.com (Apr 6, 2011)
Stocks Close Mixed Despite M&A Boost

at CNBC.com (Apr 5, 2011)
Stocks Fall Ahead of Close as Techs Slip

at CNBC.com (Apr 5, 2011)
Stocks Rise Slightly, Lifted by Tech; CAT Falls

at CNBC.com (Apr 5, 2011)
Stocks Close Mixed Amid Lackluster Trading

at CNBC.com (Apr 4, 2011)
Stocks Gain Slightly As Close Nears; Chips Fall

at CNBC.com (Apr 4, 2011)
Halftime: Hidden Message in Chip Sector?

at CNBC.com (Mar 9, 2011)
Semiconductor ETFs under pressure

at MarketWatch.com (Mar 9, 2011)
Halftime: Street Recklessly Selling Chip Stocks?

at CNBC.com (Mar 7, 2011)
Halftime: Nasdaq Nears 10-Year Highs, Sign of Top?

at CNBC.com (Feb 18, 2011)
Stocks Gain, Posting Best Week in 2 Months

at CNBC.com (Feb 4, 2011)

SOXX vs. ETF Alternatives

SOXX Description

The iShares PHLX SOX Semiconductor Sector Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of U.S.-listed semiconductor stocks as represented by the PHLX Semiconductor Sector Index ("the Index").
See more details on sponsor's website

Sector: Technology

Country: United States

Key Info

In Your Portfolio: A Guide to Sector ETFs, Technology ETFs
Asset Class Performance: Sectors

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 6, 2:05 PM Global chip sales rose 0.9% Y/Y in March, the SIA estimates. That's down slightly from Feb.'s 1.4% Y/Y growth, as PC and (to a lesser extent) IT hardware weakness offset smartphone/tablet strength. Sales were also up 0.9% Y/Y for the whole of Q1. Comment! [Tech]
Thursday, April 25, 8:28 PM Samsung Electronics (SSNLF.PK) says its Q1 profit rose 42% to a record high on strong smartphone sales. Net profit rose to a record KRW7.15T ($6.4B), up from KRW5.05T a year earlier. Operating profit rose 54% to KRW8.8T from KRW5.7T. Sales rose 16.8% to KRW52.9T from KRW45.3T, coming in in line with the company's guidance of KRW51T to KRW53T. The results stand in stark contrast those of Apple (AAPL), which earlier this week reported its first profit drop in a decade and forecast margins to decline in the current quarter ending in June. 95 Comments [Tech, Earnings, Global & FX]
Wednesday, April 24, 12:28 PM Are wireless chip stocks decoupling from Apple? Even with Apple off slightly as bleak June quarter guidance outweighs fresh capital returns, iPhone/iPad combo chip supplier Broadcom (BRCM +6.6%) is surging thanks to a Q1 beat and strong Q2 guidance, and is helping out some peers - QCOM +1.4%, SWKS +2.6%, INVN +1.8%, SNDK +1%. During its earnings call, Broadcom, which also provides combo chips for many Samsung phones, stated mobile chip sales only fell 1.6% Q/Q in seasonally weak Q1, and forecast sequential growth for the business (Apple-dependent Cirrus Logic sure isn't doing the same). Qualcomm reports after the close. 4 Comments [Tech, Earnings, On the Move]
Wednesday, April 17, 12:26 PM Chip stocks have a rough day (SOXX -2.8%) following Cirrus Logic's warning, light guidance from Linear Technology (LLTC -4.6%) to go with a Q1 beat - Linear sees 1%-4% Q/Q revenue growth for calendar Q2, below a 4.7% consensus - and ho-hum Q1 results/Q2 guidance from Intel. Apple suppliers Broadcom (BRCM -4%), Avago (AVGO -5.5%), STMicroelectronics (STM -6.7%), NXP (NXPI -7%), RF Micro (RFMD -2.8%), and OmniVision (OVTI -3.3%) are among the casualties, but they're far from alone. ANAD -6.2%. STM -5.7%. FSL -5%. ADI -4.5%. TXN -4.4%. Comment! [Tech, On the Move]
Thursday, April 11, 5:48 PM "The move to digital audio/video and the rise of powerful smartphones/tablets is shrinking the overall [semiconductor addressable market]," writes Barclays' Blayne Curtis in a gloomy note about chip stocks influenced by ugly Q1 PC data. "The growth profile in semis is much slower than many expect (low single digits vs. the 7-8% 20yr trend line)." Curtis has cut Broadcom (BRCM) by two notches to Underweight on a belief its combo chip business could be hurt by integrated platforms (ed: Broadcom seems to have a tech edge for now), but has left his other ratings intact. Comment! [Tech]
Wednesday, April 3, 8:00 AM Something for the technicians to have a look at is this chart from ukarlewitz noting small-caps (IWM) have joined the industrials (XLI) and semiconductors (SMH) in slipping below their long-term uptrend line. Oversold in an uptrend tends to get bought, he says. It's a key time. 3 Comments
Monday, April 1, 11:42 AM Chip stocks underperform (SOXX -1.5%) after the SIA reports industry sales fell 8.9% M/M and 3.8% Y/Y in February. Bernstein points out the M/M drop is much worse than a 3.4% historical average. Microprocessor sales are estimated to have fallen 14% M/M, but the fact Intel (INTC -2%) and AMD (AMD -1.2%) no longer provide data to the SIA affects the reliability of that number. Memory sales (inc. DRAM and NAND) grew thanks to both higher bit shipments and prices. 1 Comment [Tech]
Thursday, March 28, 8:40 PM Just 3 chip manufacturers - Intel (INTC), Samsung (SSNLF.PK), and TSMC (TSM) - will account for 57% of 2013 chip industry capex, estimates IC insights. That figure, up from 2012's 54%, drives home the extent chip equipment maker fortunes now hinge on the spending plans of a handful of firms, and also the big lead the industry giants have opened up in economies of scale relative to smaller rivals. IC Insights expects total industry capex to grow 2% this year to $59.8B, after falling 11% last year. 1 Comment [Tech]
Friday, February 22, 2:03 PM Chip stocks are outperforming (SOXX +2%) in the wake of Marvell's FQ4 beat and solid guidance, and Texas Instruments' dividend/buyback hike. Also norteworthy: 1) SEMI estimates the book-to-bill for North American chip equipment makers rose to 1.14 in January; that's up from 0.92 in December, and the first reading above 1 since May '12. 2) Taiwanese analog chipmakers posted strong January sales thanks to demand from LED and smartphone clients; the results could be a positive leading indicator. Comment! [Tech, On the Move]
Friday, February 1, 1:34 PM Telecom chipmakers Cavium (CAVM +7.5%) and PMC-Sierra (PMCS +13.7%) soar after delivering Q4 beats (I, II), and contribute to a decent rally in chip stocks (SOXX +1.9%). Cavium guided on its Q4 call for Q1 revenue of $68.5M-$70.5M and EPS of $0.17-$0.19 vs. a consensus of $69.1M and $0.17. PMC guided on its call for Q1 revenue of $123M-$132M, largely above a $124.7M consensus. The numbers come amidst growing optimism (I, II) about 2013 telecom capex. Peers Broadcom (BRCM +2%), Marvell (MRVL +3.1%), and LSI (LSI +4.7%) are all doing well. Comment! [Tech, Earnings, On the Move]
Thursday, January 24, 9:59 AM Leading IT hardware/component distributor Avnet (AVT +4.9%), often seen as a tech bellwether, is moving higher after easily beating FQ2 estimates. FQ3 guidance is for revenue of $5.95B-$6.55B and EPS of $0.81-$0.91, mostly above a consensus of $5.95B and $0.78. On a pro forma basis, chip sales fell 2.2% Y/Y and hardware sales 9.6%. Asia delivered positive growth for both segments, while the opposite held for the Americas and EMEA. Arrow (ARW +3.1%) is up in sympathy. CC at 2PM ET (webcast). (PR) (CFO review) Comment! [Tech]
Thursday, January 17, 1:19 PM TSMC (TSM +2.5%) has hit levels last seen during the Dot.com bubble after delivering an in-line Q4 report (revenue was already known thanks to monthly reports) and guiding for a smaller Q/Q sales drop for seasonally weak Q1 than was expected. The world's top chip foundry claims 22% of Q4 wafer sales involved its cutting-edge 28nm process - TSMC struggled with 28nm yield issues earlier in 2012. Chip stocks are getting a lift from the report (SOXX +1.4%), and from ASML's guidance. Comment! [Tech, Earnings, On the Move]
Wednesday, January 16, 2:19 PM Chip stocks are outperforming (SOXX +1.1%) in spite of receiving soft top-line numbers from Linear Tech (LLTC +1.4%): the chipmaker missed FQ2 revenue estimates and guided for FQ3 Q/Q revenue growth of 1%-4%, below a 5% consensus. S&P 500 chip companies are already expected to post a 28.7% Y/Y earnings drop for calendar Q4 (per Thomson Reuters), thus expectations are quite low. Intel (INTC +0.9%) reports tomorrow: the consensus revenue forecast of $13.51B is below the midpoint of the chip giant's $13.1B-$14.1B guidance range. Comment! [Tech, On the Move]
Friday, January 11, 2:17 PM A day after TSMC (TSM -0.1%) reported healthy December sales, occasionally-accurate Digitimes writes "industry watchers" expect TSMC to report a 7%-11% Q/Q sales drop for seasonally weak Q1, a range largely below estimates. Top clients such as QCOM, BRCM, TXN, and NXPI have reportedly "started to slow down orders" due to inventory adjustments," and wafer starts for MediaTek and Spreadtrum (SPRD) are seen falling 10%-20%. It's worth noting the article follows multiple reports of iPhone chip order cuts - several TSMC clients are iPhone suppliers. Comment! [Tech]
Thursday, January 10, 11:24 AM TSMC (TSM +2.3%) provides some cheer for chip stocks by announcing sales for the seasonally weak month of December were NT$37.1B ($1.28B), -16% M/M but +19% Y/Y. That leads total Q4 sales to amount to NT$131.3B, slightly above guidance of NT$129B-$131B. TSMC's 28nm manufacturing process lead and strong exposure to Apple/Samsung suppliers helped it gain chip foundry share in 2012. (previous) 1 Comment [Tech, On the Move, Earnings]
Friday, January 4, 4:03 PM In what could be a sign chip stocks have more than priced in their fill of bad news, Freescale (FSL +0.5%), a pretty diversified chipmaker, has closed higher in spite of being hit with a downgrade to Neutral from JPMorgan. The firm notes Freescale has rallied 55% from its Nov. bottom (shares are still well below their 52-week high), and thinks "persistent weakness" in automotive, networking, and industrial chip sales will lead to just 3% revenue growth in 2013. CEO Gregg Lowe provided a cautious outlook on chip demand last month. Comment! [Tech, Quick Ideas]

Ranger94
I'm short from 58.81. Resistance here, former highs & fibo's. OBV declining looking to test 61.8 fibo at 5777. $SOXX looks weak.
Mar 28, 12:15 AM
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theyenguy has published: World Bank Stocks Turn Lower On Death Of North Korea Leader … Regional Global Governance Will Arise Out of Banking And Currency Failure
12/20/11
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pistol495
Any theories on the vast underperformance of the SOXX lately?
11/28/11
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Dr. Kris
Semis on a roll: Semiconductor ETFs breaking out--SOXX yesterday & SMH today. Robust options on the SMH.
9/14/11
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Lisa
Why so little investor concern about the riots in Taiwan (EWT TWN TFC)? Firms like TSM are critical to the tech supply chain (XLK IYW SOXX).
5/18/10
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John Mylant
SOXX- Semiconductor ETF Is Worth Watching... here's why...http://bit.ly/5oNia7/
4/21/10
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Thomas Pan
After a decade in the doldrums, chip giant Intel is poised to benefit from a strong pc upgrade cycle. INTC SOXX SMH
2/15/10
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SA Editor Jonathan Liss
ETFs with greatest concentration in INTC (for post-earnings play): USD/SSG- 35% of total is INTC; SMH- 22%; SOXX- 8%; TECS/TECL- 6% (XTF data)
1/15/10
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ETFdesk
WaysToPlay: It's a PCRFY.OB world, Global computer ownership will continue to rise in 2010 http://bit.ly/8baFKo $EWT $SOXX #ETF #MKT #PC #News
12/31/09
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ETFdesk
WaysToPlay: BofA Merrill cuts '10 global semiconductor growth view http://bit.ly/2qg0LF $SOXX $XSD #ETF #MKT $INTC
11/19/09
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