Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive
Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years...
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NXP Semiconductors / Qualcomm: Bullish Break Price Analysis
The two schools of thought on an appropriate break price for NXP Semiconductors (NXP) lead to two vastly different conclusions. First, the belief...
232 Views
Qualcomm Is Regaining Its Momentum on MSM Chipset Sales Despite Licensee Disputes
Summary The pending legal issues remain to be an overhang for Qualcomm. However, the rate cut on royalty is well expected by analysts and...
234 Views
TSMC: I Could Not Find Any Near-Term Catalyst to Drive 1H like Outperformance
Summary Miss again: Despite TSMC starts 10nm ramp up for Apple A11, TSMC guides 6% weaker sales of NT$246-249bn (up 15.0-16.5% q/q) than...
203 Views
Qualcomm Seeks to Ban Intel Baseband IPhone
Summary Qualcomm seeks to ban iPhone: Qualcomm files patent infringement (referring six patents ) complaints against Apple with US ITC and Southern...
329 Views