The future of semiconductor ETFs

Semiconductor and exchanged scholarship (FNB) companies reported solid gains for their last quarter, but they may be faced with headwinds that certain factors could affect the industry. [Semiconductor ETFs Power Up.]

The Japan manufacturing plants have been closed or reduced due to the earthquake and tsunami affecting supply chains around the world.? Nearly 25% of the capacity for the production of semiconductors in the world is in the Japan and more than 60% of silicon chips created platelets from are manufactured in the Japan, reports Michelle Maisto for eWeek.com.? However, many companies affected by the disaster to the Japan also have manufacturing operation at other locations around the world.? This makes the impact of disturbance on the uncertain output.? IPad Apple 2 began shipping 25 additional countries, even if the five components are manufactured in the Japan.? This move to enter markets more shows that apple is confident in the inventories and production of components. [Semiconductor ETFs: cheap.]

There may even be a glut of supply with the launch of iPad 2 around the world. The product was a success and will set the top bar for all other products in the future tablet. Supply could compensate for the demand that competition is intensifying in the short term.

Companies have cash, and they seem to be spending on technology, that technology companies are reporting better than expected numbers.? Oracle (ORCL) is regarded as a bellwether of tech spending large companies and their profits increased by 78%.? Micron (MU), a semiconductor manufacturing company, had a jump of 15% in the second quarter of the income.

iShares SOX PHLX semiconductor sector Index Fund (NasdaqGM: SOXX) -up 1.8% in the past 10 dayssemiconductor HOLDRs (SMH) - up to 1.8% in the past 10 days
Direxion daily semiconductor Bull x 3 shares (NYSEArca: SOXL) -up 5.6% in the past 10 days

For more information about this sector, please visit our technology and semiconductor category.

Tisha Guerrero has contributed to this article.

The views and opinions expressed here are the views and opinions of the author and do not necessarily reflect those of the NASDAQ OMX Group, Inc..

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For semiconductor reopens 2 facilities in Japan

He said late Thursday in semiconductor that two previously closed wafer-fabrication plants was again after the restoration of power and other services in Japan.

On, based in Phoenix, is one of a handful of local companies hit hardest by the disaster in Japan after a 11 March earthquake and tsunamis.

The company said production was started by ramping up to full recovery to a fab holds the Aizu, and Sanyo Semiconductor one manages to Gunma. For purchased Sanyo Jan. 1, and operates as an independent section.

The two companies have about 6,000 employees in Japan. There were no physical injuries from the earthquake.

Together, ON and Sanyo operate four wafer fabs and two test and Assembly facilities in Japan.

"All the company's wafer fabs and back-end facilities are open and functioning," the company said on its website.

This week, said revenues could drop by as much as 4 percent during the first quarter due to disruption of electricity and other services in Japan.

Last year, produced and transported more than 38 million units. Less than 1 percent of the devices were produced in an establishment of Aizu.

Many other establishments in Japan with ties to Metro Phoenix remained closed Friday.

The semiconductor segment, which has a large presence in Chandler and Tempe, said Thursday that the plant in Sendai, the nearest to the epicentre of the earthquake fab, remained closed.

"Since the initial earthquake, the loss of energy, gas, water and wastewater and other disorders associated with earthquake continue to complicate our estimate of the damage," Rich Beyer, Department Chairman and CEO, wrote in a letter to its customers. "These challenges are exacerbated by more than 600 aftershocks, many posting to a magnitude of 6.0 or greater."

Beyer said the company the gradual progress in the evaluation of the impact of losses.

2010 Department announced that it planned to close the factory in Sendai during the fourth quarter of 2011. Pending that, Beyer said the company had build large stocks and provided for use for short-term supply gaps.

This has also relocation in factories in Chandler and Texas.

"At this moment, we see potential vulnerabilities from major world suppliers supply the final manufacturing materials, including mold, substrates and the lead," Beyer wrote.

The company also said it had set up a foundation in support of relief for workers and their families in Japan.

According to based on the website of Chandler Amkor Technology Inc., a semiconductor packaging, installing in Kitakami remained closed.

2010 Japan accounted for 13.9 percent of total revenue world-electronic equipment factory, according to a preliminary assessment of the IHS iSuppli. This includes manufacturing all electronic equipment, including computers, consumer-electronics and communications gear. Japan produced 216.6 billion dollars worth of electronic equipment in 2010, compared to 1.6 trillion dollars worldwide.

Reach the journalist john.yantis@arizonarepublic.com. or at 602-444-group.

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MACD distributed upward for the Varian semiconductor

Varian semiconductor(NasdaqGS: VSEA - News) indicator MACD has moved upward territory with a reading of 0.5656. The stock of Zacks # 1 rank ("Strong Buy") increased slightly to $48.23 in morning trade. The Zacks Consensus estimate on the income of the company for the year ending September 2011 increased 3 cents from a month to $4.09 per action.

VARIAN semiconductor equipment (VSEA): Free Stock analysis report

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