Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
219 Views
Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
404 Views
Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
203 Views
MediaTek - New Ex-TSMC CEO on Board to Cut TSMC 28nm Orders
What's new?Economic Daily News today reports Mediatek Inc (2454 TT) is cutting Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) 28nm demand for June,...
438 Views
NXP/Qualcomm Antitrust Delays Related to History of Complaints
Qualcomm’s history of antitrust complaints in multiple jurisdictions is thought to be a factor in the length of time regulatory filings for its...
208 Views