Semiconductor Advisors

Semiconductor Advisors, a provider of financial and strategic advisory services to companies operating in the semiconductor equipment and clean-tech sectors, commented on Intel Corporation (NASDAQ: INTC)'s $15 billion acquisition of Israel-based Mobileye NV (NYSE: MBLY). Intel's acquisition...

It is a no-brainer that Apple Inc. (NASDAQ: AAPL) played a major role in displacing the PC as the main driver of the semiconductor industry with the iPhone smartphone. However, the key question investors are asking following Apple's quarterly results is what the impact will be to the semiconductor...

Editor's note: A previous version of this article incorrectly mistook the acronym 'TEL' with TE Connectivity Ltd, which trades on the NYSE as TEL. In a recent email sent to clients, analysts at Semiconductor Advisors LLC shared some thoughts on Teradyne, Inc. (NYSE: TER). The experts looked into...

Lam Research Corporation (NASDAQ: LRCX) announced on Wednesday it has entered into an agreement to acquire KLA-Tencor Corp (NASDAQ: KLAC) for around $67.02 per share. Analysts at Semiconductor Advisors commented in a note that the combined entity represents a "dream team" in the...

Intel Corporation (NASDAQ: INTC) shares are down 21 percent year-to-date, and have been trading below the $30 mark since the first week of July. Semiconductor Advisors’ Robert Maire believes that the stock is a defensive play against the backdrop of a deteriorating Chinese environment...

The popular Apple Inc. (NASDAQ: AAPL) blog 9TO5MAC commented on a recent report by Korea Times suggesting that the company is in talks with Samsung Electronics Co Ltd to supply the flash memory for next generation iPhones. Currently, Apple's flash storage is provided by Toshiba, SK Hynix and...

Beginning in 2016, Apple Inc.'s (NASDAQ: AAPL) main chip supplier for its iPhone and iPad devices will be none other than its rival, Samsung (OTC: SSNLF), according to Korea Times. As top supplier to Apple, Samsung will be displacing Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) who...