He backed a few companies you may have heard of, such as Fairchild Semiconductor, Intel and Apple.
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Following the U.S. debt downgrade, we see more cyclical technology industries, such as semiconductors and semiconductor equipment, as more vulnerable, reflecting greater macroeconomic uncertainties and potential challenges associated with supply-chain financing.
There are another 257, 000 jobs at nine suppliers in the U.S. working on its behalf, such as Corning, Texas Instruments, Samsung, Fairchild Semiconductor and RF Micro Devices--as well as the drivers at UPS and FedEx who deliver Apple products to customers.
Their experience with the manufacturing hardware used to make HDD components was transferred to making semiconductor devices, such as flash memory, or in many cases, making solar energy products.
The goal is to develop a range of areas where they can make improvements, such as new levels of control of semiconductor properties on a near-atomic level to light mixing and heat management.
The acceptance of that product could be a boon for Qualcomm and a bear for a number of RF semiconductor companies, such as those that are key players in the PA, switch and filter space.
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My last column recommended such decently priced tech stocks as Computer Associates, Apple, Nextel, National Semiconductor and Microsoft.
Yes, touch computing has been around for a little while now, and while that benefits companies such as Synaptics (SYNA), Silicon Labs (SLAB) and Cypress Semiconductor (CY), its some of the newer ones that caught my fancy.
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Right now ARM has 200 semiconductor licensees and 900 partners supporting ARM in some way, such as providing design tools so that companies can design custom chips around its cores.
Linaro's outputs will accelerate the abundance of new consumer products that use Linux-based distributions such as Android, LiMo, MeeGo, Ubuntu and webOS in conjunction with advanced semiconductor SoCs to provide the new features consumers desire at the lowest possible power consumption.
However, the company remains among the the top five semiconductor vendors in terms of revenue in 2011, despite intense competition from heavyweights such as Qualcomm, Broadcomm, Nvidia and Intel.
Analogix Semiconductor, Inc. designs and manufactures semiconductors for the digital multimedia market, from portable devices such as smart phones to high-end graphics cards and large, high-definition displays.
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