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INVESTING
PERSONAL FINANCE
RETIREMENT
CRYPTO
MARKETS
TECH
Premium Content
Robert N. Castellano, Senior Contributor
Articles From This Author
TECHNOLOGY
AIXG
VECO
Next-Gen Power Chips Poised to Explode
By Robert N. Castellano, Senior Contributor
Nov 17, 2011 8:02 AM EST
TECHNOLOGY
ENTR
IPHI
KOPN
A Better Forecast for Semis Growth
By Robert N. Castellano, Senior Contributor
Oct 11, 2011 8:56 AM EDT
TECHNOLOGY
AMAT
INTC
LRCX
Flip Chip Sales: Robust Forecast
By Robert N. Castellano, Senior Contributor
Jul 21, 2011 1:04 PM EDT
TECHNOLOGY
AMAT
Applied Materials Takes No. 2 Spot in LCD Equipment Sales
By Robert N. Castellano, Senior Contributor
Jul 5, 2011 11:54 AM EDT
STOCKS
JASO
STP
TSL
Is Trouble Brewing for Solar Equipment Manufacturers?
By Robert N. Castellano, Senior Contributor
Jun 15, 2011 9:26 AM EDT
OPINION
FSLR
JASO
TSL
China's Solar Strategy Has Eerie Similarities
By Robert N. Castellano, Senior Contributor
Jun 2, 2011 2:35 PM EDT
TECHNOLOGY
AMT
KLAC
LRCX
Don't Count Out Applied or Chip Market
By Robert N. Castellano, Senior Contributor
May 25, 2011 12:20 PM EDT
OPINION
Solar Cell Wake-up Call
By Robert N. Castellano, Senior Contributor
May 18, 2011 12:31 PM EDT
TECHNOLOGY
AMAT
VSEA
Applied Materials Strengthens Dominance With Varian Deal
By Robert N. Castellano, Senior Contributor
May 5, 2011 10:19 AM EDT
OPINION
AIXG
CREE
VECO
LED Niche Markets Heating Up
By Robert N. Castellano, Senior Contributor
Apr 19, 2011 4:33 PM EDT
OPINION
HIT
STX
WDC
Rising Media Tablet Shipments Up Ante
By Robert N. Castellano, Senior Contributor
Mar 7, 2011 1:08 PM EST
OPINION
AAPL
INTC
MSFT
Intel Continues to Misfire
By Robert N. Castellano, Senior Contributor
Mar 3, 2011 12:34 PM EST
OPINION
CSIQ
FSLR
STP
Can Western Solar Companies Compete Against the Chinese?
By Robert N. Castellano, Senior Contributor
Feb 22, 2011 1:34 PM EST
TECHNOLOGY
INTC
MU
Micron, Intel Will Suffer From Slowdown
By Robert N. Castellano, Senior Contributor
Aug 12, 2010 11:34 AM EDT
OPINION
STX
WDC
Slowdown in HDD Shipments Signal Trouble for PC Market
By Robert N. Castellano, Senior Contributor
Aug 3, 2010 12:36 PM EDT
TECHNOLOGY
INTC
STM
TSM
China's IC Industry in Rapid Expansion
By Robert N. Castellano, Senior Contributor
Jun 24, 2010 12:32 PM EDT
TECHNOLOGY
AMAT
HIT
KLAC
Copper Interconnects Exploding Into 2011
By Robert N. Castellano, Senior Contributor
Jun 10, 2010 3:28 PM EDT
TECHNOLOGY
AMAT
KLAC
NVMI
Semi Inspection Equipment: Expect Consolidation
By Robert N. Castellano, Senior Contributor
Jun 3, 2010 2:03 PM EDT
TECHNOLOGY
AMAT
ASMI
Thin Film Equipment Market Runs Wild
By Robert N. Castellano, Senior Contributor
May 19, 2010 3:32 PM EDT
TECHNOLOGY
ASMI
ASML
ATMI
Chip Inventory Correction Won't Begin Next Quarter
By Robert N. Castellano, Senior Contributor
May 13, 2010 1:59 PM EDT
TECHNOLOGY
AAPL
ARMH
ATML
Intel, Not Apple, Should Buy ARM Holdings
By Robert N. Castellano, Senior Contributor
Apr 23, 2010 4:53 AM EDT
TECHNOLOGY
AMAT
Applied Materials vs. Rest of World
By Robert N. Castellano, Senior Contributor
Apr 21, 2010 11:57 AM EDT
TECHNOLOGY
AAPL
STX
WDC
Hard Drive Market Growth Prospects Good
By Robert N. Castellano, Senior Contributor
Mar 16, 2010 9:16 AM EDT
TECHNOLOGY
Chip Sales Constrained: Second-Half View
By Robert N. Castellano, Senior Contributor
Feb 17, 2010 1:24 PM EST
OPINION
AMAT
ENER
GE
Solar Stocks Face Grayer Skies
By Robert N. Castellano, Senior Contributor
Feb 16, 2010 11:29 AM EST
OPINION
RFMD
T
VZ
Shifting Sands for Cell Phone Chips
By Robert N. Castellano, Senior Contributor
Feb 11, 2010 12:02 PM EST
TECHNOLOGY
ARMH
INTC
Intel to Finally Make Money on Atom, Part 2
By Robert N. Castellano, Senior Contributor
Feb 8, 2010 12:55 PM EST
TECHNOLOGY
AMD
GOOG
INTC
Chip-Equipment Market: Uncertain 2010
By Robert N. Castellano, Senior Contributor
Jan 29, 2010 8:45 AM EST
TECHNOLOGY
AMD
INTC
MU
Chipmakers Need to Begin Spending
By Robert N. Castellano, Senior Contributor
Jan 22, 2010 9:37 AM EST
TECHNOLOGY
AMAT
ASML
HPQ
Taking Sides in Chip Wafer Debate
By Robert N. Castellano, Senior Contributor
Jan 14, 2010 10:05 AM EST
TECHNOLOGY
AAPL
HIT
INTC
Tech's Key Components in Short Supply
By Robert N. Castellano, Senior Contributor
Jan 5, 2010 1:55 PM EST
OPINION
ASML
CYMI
INTC
Chip Industry Underspending
By Robert N. Castellano, Senior Contributor
Dec 29, 2009 12:51 PM EST
TECHNOLOGY
ARMH
INTC
NVDA
Intel to Finally Make Money on Atom
By Robert N. Castellano, Senior Contributor
Dec 22, 2009 10:10 AM EST
TECHNOLOGY
AMD
INTC
MU
Chip Sales Could Have Big 2010
By Robert N. Castellano, Senior Contributor
Dec 21, 2009 9:51 AM EST
OPINION
CREE
KLAC
RBAC
HB-LED Market Set to Explode
By Robert N. Castellano, Senior Contributor
Dec 15, 2009 12:21 PM EST
OPINION
INTC
Why Intel Needs to Buy ARM Holdings
By Robert N. Castellano, Senior Contributor
Dec 3, 2009 1:11 PM EST
TECHNOLOGY
AMAT
AMD
MU
Applied Lands Sweetheart Deal
By Robert N. Castellano, Senior Contributor
Nov 23, 2009 2:26 PM EST
TECHNOLOGY
AAPL
BBY
RIMM
How Sirius Can Survive
By Robert N. Castellano, Senior Contributor
Nov 10, 2009 6:57 AM EST
TECHNOLOGY
ASML
CAJ
INTC
Lithography Battle in Chip Equipment
By Robert N. Castellano, Senior Contributor
Nov 2, 2009 10:56 AM EST
STOCKS
AMAT
ENER
JASO
Solar State: Look to Supply Lines
By Robert N. Castellano, Senior Contributor
Oct 27, 2009 9:04 AM EDT
TECHNOLOGY
ASML
BRKS
CYMI
The Chip-Equipment Disconnect
By Robert N. Castellano, Senior Contributor
Oct 23, 2009 11:17 AM EDT
TECHNOLOGY
AAPL
ARMH
INTC
Intel: Hard Push in Mobile Internet Devices
By Robert N. Castellano, Senior Contributor
Oct 9, 2009 12:37 PM EDT
TECHNOLOGY
AMZN
ARMH
GOOG
ARM Gets a Leg Up on Netbooks
By Robert N. Castellano, Senior Contributor
Sep 28, 2009 10:48 AM EDT
STOCKS
ABAT
ALTI
AONE
A123 Systems: A Matter of Demand
By Robert N. Castellano, Senior Contributor
Sep 25, 2009 4:50 PM EDT
STOCKS
AMAT
FSLR
SPWR
Solar Companies Innovate to Cut Costs
By Robert N. Castellano, Senior Contributor
Sep 18, 2009 12:07 PM EDT
TECHNOLOGY
ASML
Tracking Chip Companies' High-Tech Spend
By Robert N. Castellano, Senior Contributor
Sep 14, 2009 11:45 AM EDT
OPINION
AMAT
ENER
JASO
Solar Crisis to Hit Equipment Companies
By Robert N. Castellano, Senior Contributor
Sep 8, 2009 2:32 PM EDT
STOCKS
ENER
JASO
LDK
Solar Panel-Price Eclipse Coming
By Robert N. Castellano, Senior Contributor
Sep 1, 2009 10:36 AM EDT
TECHNOLOGY
AMAT
APD
HON
Chipmakers Feel Impact of Weak Dollar
By Robert N. Castellano, Senior Contributor
Aug 31, 2009 10:05 AM EDT
TECHNOLOGY
AMD
CHRT
INTC
Watch the Chip Companies' Capex
By Robert N. Castellano, Senior Contributor
Aug 18, 2009 11:39 AM EDT
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![[video] The Deal: Lenovo Strikes $2.3B Deal For IBM Server Biz](https://www.thestreet.com/.image/ar_16:9%2Cc_fill%2Ccs_srgb%2Cfl_progressive%2Cg_faces:center%2Cq_auto:good%2Cw_620/MTY4NjI2ODE4NzY0NTE0OTUx/video-the-deal-lenovo-strikes-23b-deal-for-ibm-server-biz.jpg)
