Elan Microelectronics: 50% YoY Growth Feasible for 2024E; Now a Pricey Consensus Long
Elan has guided for strong revenue growth and high margins, with potential in AI PCs and touch sensors, but may be overpriced for short-term gains.
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Autonomous Driving Fuels Our CES 2019 Public and Private Company Takeaways
Intel Corp (INTC US), STMicroelectronics NV (STM IM), Qorvo Inc (QRVO US), and Qualcomm Inc (QCOM US) remain attractively priced.AV, Artificial...
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All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid
All three miss 1Q18As our earlier report " MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 2018 " dated 21 Jan 2018 highlighted...
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Nikkei Said Apple Cuts Dialog on Power ICs Supply; We Highlighted This in May and More to Come
What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018,...
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Himax - What if 50% of Android Smartphones Need Face ID by 2021?
What triggers our idea?Among all of the new features we have highlighted in Apple Inc (AAPL US) new iPhone X (please see "Apple New IPhones and...
473 Views