Is Apple Not Paying Royalties to Qualcomm Just a One off or All Others Will Follow Apple?
Summary What's new? In less than ten days, Qualcomm cuts 2Q17 sales, and GAAP EPS guidance due to Apple is withholding royalty payments to its...
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MediaTek Is Betting on 2H17 Margin Recovery on Lower Cost Solution Ramp
Key takeaways from MediaTek quarterly earnings conference 1Q beat on disposal gain but 2Q miss on all: Mediatek Inc (2454 TT) reports a better than...
206 Views
Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
227 Views
Qualcomm Has More Enemies than Friends; Tech Groups Urge Trump to Continue FTC Antitrust Suit
What's new?A group of technology companies (PC, TV, telecom product, and semiconductor fabless/IDM vendors) and automobile manufacturers sent a...
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Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case
Summary1Q17 misses on BlackBerry arbitration decision and slightly weaker 2Q17 sales despite 10nm Snapdragon 835 for flagship customers. Pending...
219 Views