MediaTek Guides Stronger 2H16 and Comments IC Shortage
Driven by smartphone ASP increase of 5-10% q/q on mix change to Helio 4G products (>15% of shipment in 2Q16 and >20% in 2H16), Mediatek Inc...
204 Views
Augmented Reality as New Driver for Semis?
We see VR (Virtual Reality) might be only a niche application to drive semiconductor demand but believe spectacles type Magic Leap’s Photonic...
221 Views
Implications to Supply Chain from Qualcomm Results
After MediaTek reported 25% q/q sales growth in 2Q16 and commented stronger demand from China smartphone vendors, we see no surprise that Qualcomm...
343 Views
Softbank's ARM Deal May Be A Boon to Samsung
It is absolutely true that ARM’s huge success during the mobile revolution can be mainly attributed to its neutrality stance. ARM’s perfectly...
218 Views
Softbank's Long ARM into the Internet of Things.
We have noted previously that Softbank was raising a lot of money from asset sales. Most recently Travis Lundy commented on the sale of Supercell...
234 Views