Robert Castellano
Contributor since: 2008
Company: The information network
Latest Articles
U.S. Restricts Exports Of Some Chip Production Equipment To China - Impact On Memory And Equipment Suppliers
Applied Materials' Display Segment In Light Of 10.5G LCD Factory Cancellations
Applied Materials In Crosshairs As Semiconductor Revenues Drop And 10.5G Display Factories Are Cancelled
The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 2, Equipment
The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips
Weak Smartphone Margins Are Motivating Samsung To Raise Memory Prices
Intel: Poor Business And Technology Direction, But No Real Damage
Chinese Smartphone Vendors Are The Key To Strong Mobile Memory Sales
Memory Stocks: How Bad Is Bad?
Watch For EUV Lithography Equipment Pushouts, Revenue Misses For ASML
Why Is The Stock Market So Smitten With Micron's Announced $3 Billion Chip Plant?
Further Insight Into The BofA Merrill Lynch Downgrade Of Applied Materials
Some Caveats About Cabot Microelectronics' Acquisition Of KMG Chemicals
NAND And DRAM Oversupply And Morgan Stanley's Downgrade Of Applied Materials
New Hard Disk Drive Technologies Offer Stiff Competition For NAND
Semiconductor Memory Companies Are Actually Competitors Of Each Other Not Allies
Lam Research Is Up On Weak Outlook - What's A Trough?
KEMET Needs To Make Another Acquisition
Coherent Facing Strong Headwinds In Smartphone Displays
Semiconductor Equipment Companies Are Heading To Semicon West As Applied Materials Sputters
Taiwan Semiconductor Manufacturing Company - It's Not About Crypto, It's About Blockchain
A New China Rare Earth Embargo Would Damage Several U.S. Companies' Technology Competitiveness
Watch For DRAM Contract Price Re-Negotiations As Prices Start Dropping
Lam Research Had A Blowout April On Memory Billings
Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices
Micron: First Price Fixing, Now Antitrust Allegations By The Chinese Government
Can Demand For Server DRAMs Be Met After Years Of Limited Production Capacity Increases?
KLA-Tencor Set To Substantially Underperform Competition In 2018
Revenue Pull By Japanese Competitors Could Distort Market Sentiment For Applied Materials
Micron Technology Keeps Rolling With The Punches Despite Headwinds
A Preview Of Veeco's Q1 Earnings
What Can We Expect From Lam Research's Q3 Earnings Call