MediaTek's Gross Margin Erosion Lead to a Soft 1Q17 Result; FVE Cut to TWD 200 from TWD 226
No-moat-rated MediaTek’s first-quarter 2017 result largely missed our expectations. Operating profit plunged 72.5% from the year-ago period to TWD...
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Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
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MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp
Key takeaways from MediaTek quarterly earnings conference 1Q beat on disposal gain but 2Q miss on all: Mediatek Inc (2454 TT) reports a better than...
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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...
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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...
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