MediaTek Announces a New Solution for Autonomous Car but Ready to Ship?
What's new? MediaTek announced yesterday its plan to bring a fully integrated system solution (by integrating multimedia, 4G/3G/2G/WiFi/Bluetooth...
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N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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Qualcomm Guides Flattish 4Q16 After Losing Apple and Samsung Orders
Summary Beat in 3Q16 results but miss in 4Q16: Qualcomm reports a stronger 3Q16 EPS of US$1.07 due to 3% better in MSM shipment, 22% higer device...
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Qualcomm/NXP Post Merger Analysis on Risks and Opportunities
We conclude the Qualcomm/NXP merger to deteriorate next few years GAAP margin, EPS, and gearing ratio but the merger helps Qualcomm in a long-term...
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