Intel's Former President Launches ARM-Based Server Startup
In a surprise move, Intel Corp (INTC US) former president, Renee James, yesterday launched a new startup company called Ampere, focused on...
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Qualcomm: Just Say Yes to Broadcom
As widely expected, Broadcom Limited (AVGO US) has returned with an improved and final offer of $82 per share. Along with the offer, Broadcom...
160 Views
Qualcomm- Another US$1.23bn Fine to Euro; Legal Battles Positive for Broadcom's Hostile Takeover
SummaryAnother US$1.23bn fine to European Union antitrust regulator is not a surprise to us and we expect the leftover legal battles between...
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MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018
What degree of the estimate cut likely coming? Lower 1H18 sales: Bloomberg consensus expects Mediatek Inc (2454 TT) 1Q18 sales of -6% q/q and 1%...
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TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
399 Views