TDK (6762) Buying Invensense: Is It Business Sense or Just Business Sensibility?
TDK's record with acquisitions is a wobbly one. Epcos looked like being good money down the drain, until Qualcommdecided that it would make the...
206 Views
Qualcomm Fought Apple Back - Besiege Wei to Rescue Zhao
Summary What's new?Qualcomm this week filed a complaint in the U.S. District Court for the Southern District of California against Apple's...
259 Views
DRAM Spot Not as Good as You Thought; Rising Risks for Micron
Summary DRAM spot price not as good as you thought: After 19% q/q and 68% y/y appreciation of DRAM spot price in 1Q17, we start to see DDR 3 4Gb...
271 Views
China Smartphone - Huawei/Oppo/Vivo Gained Shares from Global Brands
What's new?According to the latest research from IDC, China smartphone shipments grew only 1% y/y to 104mn units with stronger y/y growth from...
179 Views
Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design
Summary Miss on 2Q17 guidance: Apple guides 2Q17 midpoint sales of US$44.5bn sales (-16% q/q and +5% y/y) which is 3% worse than Bloomberg...
358 Views