Qualcomm Is Regaining Its Momentum on MSM Chipset Sales Despite Licensee Disputes
Summary The pending legal issues remain to be an overhang for Qualcomm. However, the rate cut on royalty is well expected by analysts and...
224 Views
TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
188 Views
Yongsan Electronics Market Visit: Shortage of Computer Graphics Cards Due to Cryptocurrencies Mining
I visited the Yongsan Electronics Market (the largest wholesale and retail electronics products market in Korea), located in central Seoul today....
540 Views
Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
266 Views
Incremental New at Apple WWDC 2017?
SummaryIn summary, we found no major surprise from Apple Inc (AAPL US) WWDC 2017 except some incremental improvements on Watch OS and iOS operating...
157 Views