The breakout of which McMillan speaks happened on Nov. 7, when BRCM advanced 5.7% on heavy volume.
Other companies gaining traction in that space include Qualcomm (QCOM) and Broadcom (BRCM).
Broadcom (BRCM) is down slightly overnight after earnings, and is a stock we think can be bought on weakness.
Also sold off were Apple component suppliers such as Cirrus Logic (CRUS), QUALCOMM (QCOM), Avago Technologies (AVGO), and Broadcom (BRCM).
This means that the stock is valued very close to those of its competitors Broadcom (NASDAQ:BRCM), and Texas Instruments (NASDAQ:TXN).
This means that the stock is valued very close to those of its competitors Broadcom (BRCM), and Texas Instruments (TXN).
Boxee TV uses a Broadcom chip (BRCM) which is cheaper than the Intel (INTC) chip used in many set top boxes.
After the close the notable reports are Amazon (NASDAQ:AMZN) and Broadcom (NASDAQ:BRCM).
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Chip stocks got a lift Thursday after Broadcom (NYSE: BRCM) raised its fourth quarter earnings guidance, citing upside in mobile and wireless.
Two beneficiaries of that NFC deployment are NFC chip suppliers NXP Semiconductors (NXPI), Inside Secure SA (EPA: INSD), Broadcom (BRCM) and CSR (CSRE).
Broadcom Corporation (NASDAQ: BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today introduced the industry's smallest 4G LTE-Advanced modem.
ENGADGET: Broadcom outs smaller, more efficient LTE-Advanced modem for high-spec mobiles
And Broadcom ( BRCM) will again provide the Bluetooth chips while memory chips will be supplied by both Micron Technology ( MU) and Samsung Electronics.
Broadcom Corporation (NASDAQ: BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today reported unaudited financial results for its third quarter ended September 30, 2012.
ENGADGET: Broadcom's 2012 Q3 sees $2.13 billion sales turn into a $220 million profit
Broadcom ( BRCM - news - people ), which provides semiconductors for wired and wireless communications, has seen its shares rise 68.4% since the beginning of the year.
Broadcom Corporation (NASDAQ: BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today announced the world's first Ultra High Definition Television (UltraHD TV) video decoder solution on the market.
ENGADGET: Broadcom's new ARM-based chip boosts Ultra HD TV into living rooms of the future
While the device manufactures slug it out, I continue to favor companies like Skyworks (SWKS), Broadcom (BRCM) and Qualcomm (QCOM) as a way to invest in the secular shift toward connected mobile devices.
Elsewhere on the earnings front, Lexmark ( LXK), Mattel (MAT), U.S. Steel (X), United Parcel Service ( UPS), Amazon.com ( AMZN), Broadcom ( BRCM), and Seagate Technologies (STX) are scheduled to release their quarterly reports.
FORBES: Futures Rise on EU Budget Pact; Pfizer and Exxon Mobil Earnings in Focus
Broadcom Corporation (NASDAQ: BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today introduced two new Near Field Communication (NFC) solutions to be showcased at the upcoming 2013 Consumer Electronics Show (CES) in Las Vegas.
Among the largest underlying components of SOXX, in trading today Broadcom Corporation ( NASD: BRCM) is up about 1.2%, Applied Materials Incorporated ( NASD: AMAT) is up about 1.7%, and Altera Corporation ( NASD: ALTR) is up by about 1.3%.
FORBES: Interest In Semiconductor Stocks Swells After Broadcom Deal
Among the largest underlying components of SOXL, in trading today Altera Corp. ( NASD: ALTR) is up about 1.4%, Applied Materials, Inc. ( NASD: AMAT) is up about 1.8%, and Broadcom Corp. ( NASD: BRCM) is higher by about 2.7%.
Among the largest underlying components of SMH, in trading today Texas Instruments Inc. ( NASD: TXN) is trading flat, Broadcom Corp. ( NASD: BRCM) is up about 1.5%, and ASML Holding NV ( NASD: ASML) is up by about 0.2%.
Broadcom Corporation (NASDAQ: BRCM), a global innovation leader in semiconductor solutions for wired and wireless communications, today announced LG Electronics has chosen Broadcom's 5G WiFi technology, based on the IEEE 802.11ac standard, for use in select 2013 LG digital TV models.
ENGADGET: Broadcom's 5G WiFi chips power LG's latest HDTVs HD
Among the largest underlying components of SOXX, in trading today Broadcom Corporation ( NASD: BRCM) is down about 5.4%, Applied Materials Incorporated ( NASD: AMAT) is down about 4.7%, and Texas Instruments Incorporated ( NYSE: TXN) is lower by about 5.1%.
Among the largest underlying components of SOXX, in trading today Broadcom ( NASD: BRCM) is up about 0.2%, Applied Materials Incorporated ( NASD: AMAT) is up about 0.8%, and Texas Instruments Incorporated ( NYSE: TXN) is higher by about 0.1%.
From glass suppliers like Corning (GLW) to touch capacitive solutions from Synaptics (SYNA) and Silicon Labs (SLAB) and RF solution and baseband companies, like Skyworks Solutions (SWKS), RF Micro Devices (RFMD), TriQuint Semiconductor (TQNT), Qualcomm (QCOM) and Broadcom (BRCM) among others.
Among the largest underlying components of SMH, in trading today Texas Instruments Inc. ( NASD: TXN) is up about 2%, Broadcom Corp. ( NASD: BRCM) is up about 2.7%, and ASML Holding NV ( NASD: ASML) is up by about 2.2%.
Among the largest underlying components of SOXX, in trading today Texas Instruments Incorporated ( NYSE: TXN) is up about 4.1%, Broadcom Corporation ( NASD: BRCM) is up about 4.1%, and Applied Materials Incorporated ( NASD: AMAT) is up by about 4.2%.
Among the largest underlying components of SOXL, in trading today Advanced Micro Devices, Inc. ( NYSE: AMD) is off about 0.4%, Broadcom Corp. ( NASD: BRCM) is down about 0.6%, and Cirrus Logic, Inc. ( NASD: CRUS) is lower by about 1.9%.
From my perch, investors should be putting capital into the shares of Qualcomm (QCOM), Skyworks (SWKS) and Broadcom (BRCM) as those companies are positioned to benefit from the growth in smartphones and tablets while missing the competitive and margin pressures to be faced by the device manufacturers.
All of this bodes well for chip vendors such as Qualcomm ( QCOM) , Broadcom ( BRCM) , and even Intel ( INTC) , which has stated that there are a number of new tablet computers coming to market in 2011 using its chipsets and that it is also investing in chipsets for smartphones.
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