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...
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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...
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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...
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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...
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The Week that Was in Greater China @Smartkarma: TSMC Wins, Chinese Housing, More on May Auto Sales
This is the 5th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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