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...
405 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
Japan Moves Towards RFID Scanning at Checkout
It is over a decade since the IBM RFID shopping advert came out (still well worth a watch at https://www.youtube.com/watch?v=WGuXOuQOe18) and this...
429 Views
Currency Headwinds and Inventory Buildups Undercut TSMC's1Q Results and 2Q Guidance
Taiwan Semiconductor Mfg. Co. Ltd. (2330 TT) reported muted first quarter results due to a combination of depreciation of new Taiwanese dollars...
148 Views