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...
258 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
MediaTek's Gross Margin Erosion Lead to a Soft 1Q17 Result; FVE Cut to TWD 200 from TWD 226
No-moat-rated MediaTek’s first-quarter 2017 result largely missed our expectations. Operating profit plunged 72.5% from the year-ago period to TWD...
139 Views