SMH is on a roll lately, but investors should remain cautious because the sector is notoriously volatile, with some members (Intel) sinking and others (ARM) soaring. More
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Semiconductors
A Much More Pessimistic Take on Intel
Savvy tech writer Bob Cringely sees a far more dire situation, speculating that CEO Otellini has been fired and Intel's slide will worsen. More
Intel: Down Now, but Will Come Back Strong
Its problems are well known, and CEO Otellini's surprise resignation isn't helping. Look beyond its current woes, however, and you'll see plenty to bet on. More
Intel Needs a Mobile Guru
CEO Paul Otellini's surprise resignation announcement creates a chance for the chipmaker to fill a hole: Finding a leader who's not tied to the PC era. More
A Bruised Chipmaker Ready to Rebound?
MLNX dropped 20% after earnings, but you shouldn't dismiss it. Just one week later, it's already gaining traction again. More
Tuesday Apple Rumors: Apple to Replace Intel Chips in Macs
Apple will drop Intel chips in Macs in favor of ARM processors; the iPad's market share falls on competition; and a patent suit against Motorola is dismissed. More
Friday Apple Rumors: iPad Mini Coming Oct. 23
Apple to debut iPad Mini on October 23; Chinese e-commerce vendors already selling iPad Mini cases online; and Apple poaches a top Samsung chip designer. More
