LONDON -- Imagination Technologies Group� (LSE: IMG ) fell a massive 19% in early trading, down 80 pence to 344 pence, following a profit warning in its year-end trading update.
The maker of micro chips -- which counts�Apple�as one of its main customers -- announced that several deals have been delayed, due to "structural and organizational changes among a number of semiconductor partners in various regions," and that these would impact upon licensing revenues for the year to the tune of around 27 million pounds, down 22% year on year.
Management stated their belief that the problems are only short term "related to the 'lumpy' nature of licensing revenues," and reiterated that it continues to have an active pipeline of licensing engagements. For FY2014, it forecasts licensing revenue to be in the range of 30 million pounds to 35 million pounds.
Elsewhere, Imagination Technologies saw significant growth in its shipment unit volume, with annual shipments in excess of 500 million units. It was mentioned, though, that not all partner shipment reports had been received for the first quarter of CY2013.�
Top 10 Sliver Companies To Watch In Right Now: Taiwan Semiconductor Manufacturing Co Ltd (TSM)
Taiwan Semiconductor Manufacturing Co., Ltd. is a Taiwan-based company principally engaged in the research, development, manufacture and distribution of integrated circuit (IC) related products. The Company operates its businesses through wafer manufacture, mask production, wafer testing and packaging components. The Company also involves in the provision of production management, customer services and design services. Its products and services are applied in the manufacture of personal computers and peripheral products, information related products, wire and wireless communication systems, automobile and industrial equipment, as well as consumer electronic products, such as digital disk players, digital televisions (TVs), game consoles, digital cameras, among others. Its customers include Altera, AMD, Broadcom, Marvell, NVIDIA, Qualcomm, Analog Devices, Freescale, NXP and Texas Instruments, among others. In July 2010, Taiwan Semiconductor Manufacturing Co. acquired mechanical and engineering equipment from ASML HONG KONG LTD. In September 2010, the Company acquired a set of equipments from ASML HONG KONG LTD. In December 2010, the Company acquired a set of equipment from TOKYO ELECTRON LTD., KLA-TENCOR CORP. and NOVELLUS SYSTEMS INTERNATIONAL,B.V. In January 2011, the Company announced that it had acquired a set of equipment from KLA-TENCOR CORP., a set of equipment and facility, and another set of equipment from VARIAN SEMI. EQUIP. ASSOCIATES GmbH. In March 2011, the Company acquired a set of equipments from Rudolph Technologies, Inc.In March 2011, the Company acquired a set of equipments from Rudolph Technologies, Inc. In May 2011, it acquired a set of equipments form APPLIED MATERIALS SOUTH EAST ASIA PACIFIC LTD., Hamatech APE Gmbh and CO. KG, TOKYO ELECTRON LTD., DAINIPPON SCREEN MFG. CO., LTD., and VARIAN SEMI. EQUIP. ASSOCIATES GMBH.
TSMC's customers include semiconductor companies, ranging from fabless semiconductor and systems companies, such as Advanced Micro Devices, In! c., Altera Corporation, Broadcom Corporation, Marvell Semiconductor Inc., MediaTek Inc., nVidia Corporation and Qualcomm Incorporated, to integrated device manufacturers, such as LSI Corporation, STMicroelectronics and Texas Instruments Inc. Fabless semiconductor and system companies accounted for approximately 80%, and integrated device manufacturers accounted for approximately 20% of its net sales as of December 31, 2009.
The Company manufactures semiconductors using CMOS and BiCMOS processes. The BiCMOS process combines the speed of the bipolar circuitry and the power consumption and density of the CMOS circuitry. It uses the CMOS process to manufacture logic semiconductors, memory semiconductors, including static random access memory (SRAM), flash memory, mixed-signal/ radio frequency (RF) semiconductors, which combine analog and digital circuitry in a single semiconductor, micro-electro-mechanical-system (MEMS), which combines micrometer featured mechanical parts, analog and digital circuitry in a single semiconductor, and embedded memory semiconductors, which combine logic and memory in a single semiconductor. The BiCMOS process is used to make high-end mixed-signal and other types of semiconductors.
Advisors' Opinion:- [By Sean Williams]
One name of particular interest here is Taiwan Semiconductor (NYSE: TSM ) , which recently introduced what could be the new wave of process technology known as FinFET. Taiwan Semi certainly isn't as well known as its peers, but the complexity of FinFET, and Taiwan Semi's more than fourfold increase in capital expenditures 2009, could be what secures KLA-Tencor many future control and yield contracts.�
- [By Robert Martin]
The MSCI Emerging Markets Index is fairly heavily weighted in several countries. EEM has allocated 18% of its holdings to Chinese securities, 16% to South Korea, 11.5% to Brazil and 11% to Taiwan. Every other country comprises less than 10% of the fund. Samsung (SSNLF) is the current top holding, at almost 4%, with Taiwan Semiconductor Manufacturing (TSM) and China Mobile (CHL) rounding out the top three.
- [By Dividend]
Taiwan Semiconductor Manufacturing (TSM) has a market capitalization of $85.85 billion. The company employs 39,267 people, generates revenue of $16.931 billion and has a net income of $5.550 billion. Taiwan Semiconductor Manufacturing�� earnings before interest, taxes, depreciation and amortization (EBITDA) amounts to $10.448 billion. The EBITDA margin is 61.71 percent (the operating margin is 34.84 percent and the net profit margin 32.78 percent).
Hot Semiconductor Companies To Invest In 2014: Intel Corporation(INTC)
Intel Corporation engages in the design, manufacture, and sale of integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also provides system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. In addition, it offers chipset products that send data between the microprocessor and input, display, and storage devices, including keyboard, mouse, monitor, hard drive, and CD, DVD, or Blu-ray drives; motherboards designed for desktop, server, and workstation platforms, and that has connectors for attaching devices to the bus; and wired and wireless connectivity products consisting of network adapters and embedded wireless cards used to translate and transmit data across networks. Further, the company provides NAND flash memory products primarily used in portable memory storage devices, digital camera memory cards, and solid-state drives; software products comprising operating systems, middleware, and tools used to develop, run, and manage various enterprise, consumer, embedded, and handheld devices; and software development tools that enable the creation of applications. Additionally, it develops computing platforms, which are integrated hardware and software computing technologies designed to offer an optimized solution. The company sells its products principally to original equipment manufacturers, original design manufacturers, PC components and other products users, and other manufacturers of industrial and communications equipment. It has a strategic alliance with Scientific Conservation Inc. Intel Corporation was founded in 1968 and is based in Santa Clara, California.
Advisors' Opinion:- [By Matt Thalman]
There were a few shining stars within the Dow, however. The biggest winner on the index today was Intel (NASDAQ: INTC ) , whose shares rose 1.29%. The company is scheduled to release quarterly earnings tomorrow, and investors may have been trying to jump in before tomorrow's release. My colleague Dan Caplinger noted earlier today the release will be a big one for the company, as it will be a great opportunity for investors to learn about new CEO Brian Krzanich's strategic vision for the company.
- [By Eric Bleeker, CFA, Jason Moser, and Chris Hill]
While all the noise in the TV space continues to surround larger names such as an Xbox One or�Apple's (NASDAQ: AAPL ) planned TV attempts.�Intel� (NASDAQ: INTC ) has been working in the background to create its own television offering: a set-top box that will deliver programming via broadband connections.�
- [By Andrew Tonner]
After sinking to some truly bottom-of-the-barrel prices, shares of chip giant Intel (NASDAQ: INTC ) have recovered nicely so far in 2013 on the strength of the company's ongoing turnaround plan. The company has embraced the mobile future and is closer than ever to gaining a presence in the increasingly mobile future. But despite this positivity, the company does remain depressingly dependent on the PC market. So between the two, what's an investor to make of the situation? In this video, Fool tech and telecom analyst Andrew Tonner breaks down both the positive and negative arguments for Intel today.
- [By Douglas A. McIntyre]
There are several reasons. The first is simple inventiveness. Whether this is the by-product of the vast university system, federal government R&D or something in the DNA of American academics and entrepreneurs is hard to say. Google Inc. (NASDAQ: GOOG) was the product of university-based work. So were the inventions of more ancient technology like the PC chips that drove the rise of Intel Corp. (NASDAQ: INTC) and the subsequent rise of Qualcomm Inc. (NASDAQ: QCOM), a company that has become Intel’s greatest nemesis.
Hot Semiconductor Companies To Invest In 2014: On Track Innovations Ltd (OTIV)
On Track Innovations Ltd. (OTI) designs, develops and markets solutions based on its secure contactless microprocessor-based smart card technology to address the needs of a range of markets. The Company�� products combine the benefits of both microprocessors and contactless cards. In addition to contactless microprocessor-based smart cards, it also sells products that are based on other card technologies. The Company has focused on the development of its technologies and its products based on its technological platform that consists of smart cards, smart card readers, software tools and secure communication technology. As of December 31, 2012, it offers three lines of solutions, each of which constitutes a complete system, as well as components (such as smart cards and readers) that we sell to original equipment manufacturers (OEMs), for incorporation into their own products. OTI�� three vertical markets include Payment Solutions, Petroleum Systems and SmartID Solutions. Advisors' Opinion:- [By Roberto Pedone]
One under-$10 technology player that's starting to trend within range of triggering a major breakout trade is On Track Innovations (OTIV), which designs, develops and markets contactless microprocessor-based smart card solutions to customers in Africa, Europe, the Far East, the Americas and Israel. This stock has been red hot over the last three months, with shares up a whopping 134%.
If you take a look at the chart for On Track Innovations, you'll notice that this stock has been trending sideways and consolidating over the last month and change, with shares moving between $2.70 on the downside and $3.74 on the upside. Shares of OTIV have now started to spike higher off some near-term support at $3 a share and it's quickly moving within range of triggering a major breakout trade above the upper-end of its recent sideways trading chart pattern.
Traders should now look for long-biased trades in OTIV if it manages to break out above its 52-week high at $3.74 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average volume of 626,538 shares. If that breakout triggers soon, then OTIV will set up to enter new 52-week-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $4.50 to $5.50 a share.
Traders can look to buy OTIV off weakness to anticipate that breakout and simply use a stop that sits just below some key near-term support levels at $3.20 or at $3 a share. One can also buy OTIV off strength once it starts to clear its 52-week high at $3.74 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.
- [By Markman Advisors]
Public companies leveraging their patent portfolios, (aka "patent plays"), are getting the market's attention. Companies such as Vringo (VRNG), ParkerVision (PRKR), MGT Capital (MGT), Worlds Inc. (WDDD.OB) and others have presented trading opportunities due to their volatility while retaining the chance for a big payoff to those investors who stay the course. Yet there exist viable patent plays that are still undiscovered. Some of these so called "plays," which are not getting enough attention, are actually real companies making and selling real products or services in contrast to pure patent monetization companies. Some known examples are Single Touch Interactive (SITO.OB) and Blue Calypso (BCYP.OB). This article is focused on another one of these patent plays, On Track Innovations Ltd. (OTIV).
Hot Semiconductor Companies To Invest In 2014: Micron Technology Inc.(MU)
Micron Technology, Inc., together with its subsidiaries, engages in the manufacture and marketing of semiconductor devices worldwide. Its products include dynamic random access memory (DRAM) products that provide data storage and retrieval, which include DDR2 and DDR3; and other specialty DRAM memory products, including DDR, SDRAM, DDR and DDR2 mobile low power DRAM, pseudo-static RAM, and reduced latency DRAM. The company also offers NAND flash memory products, which are electrically re-writeable and non-volatile semiconductor devices that retain content when power is turned off. In addition, it provides NOR flash memory products that are electrically re-writeable and non-volatile semiconductor memory devices; phase change memory products; and image sensor products. Micron Technology?s products are used in a range of electronic applications, including personal computers, workstations, network servers, mobile phones, flash memory cards, USB storage devices, digital still c ameras, MP3/4 players, and in automotive applications. It sells its products to original equipment manufacturers and retailers through internal sales force, independent sales representatives, and distributors, as well as through a Web-based customer direct sales channel. The company was founded in 1978 and is headquartered in Boise, Idaho.
Advisors' Opinion:- [By Sean Williams]
Memory-chip maker Micron Technology (NASDAQ: MU ) was today's biggest gainer, tacking on 5.4% despite no company-specific news. If you recall, Credit Suisse talked about Micron positively just a few weeks ago, following a second-quarter revenue beat. The fact that Micron's manufacturing costs are forecast to drop while its margins expand is providing more than enough impetus to send the share price higher. Keep in mind, though, that Micron is the type of company you buy when sentiment couldn't get any worse, and you sell when all fear appears to be gone. It appears we're much closer to a top than many might think.
- [By Dan Caplinger]
Micron Technology (NASDAQ: MU ) , up 126%
Micron might seem like an unlikely candidate for this list, given its somewhat pedestrian status as a memory-chip maker. But the cyclical industry has definitely been on a major upswing lately, as demand for memory for solid-state drives and mobile devices has given Micron new sources of potential revenue. - [By Selena Maranjian]
Soros Fund Management reduced its stake in lots of companies, including Micron Technology (NASDAQ: MU ) , which is trading near its 52-week high lately. Its advocates see growth in tablets and smartphones�driving demand�for memory chips, though a sputtering PC market isn't helpful. Bulls liked its second-quarter earnings report, too, which featured lower costs and rising margins that hinted at a return to profitability soon. Micron's purchase of Japanese manufacturer Elpida also seems promising, boosting its capacity and its relationship with�Apple. Bears worry about Micron losing market share, though, and don't like the commoditization of memory or Micron's debt.
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