Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Taiwan FTC Fines Qualcomm for US$774mn; Endless Lawsuit

Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal

Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares

TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years

Event-Driven

<h2>Qualcomm says "NO" to Broadcom</h2><p>After we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much more) ahead in our earlier report " <a href="https://www.smartkarma.com/insights/broadcom-is-buying-qualcomm-two-major-challenges-ahead-to-close-the-deal" target="_blank" data-smartkarma-citation="insights:15027">Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal</a> " dated 5 November 2017, <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> today announced its board of directors unanimously rejected <a href="https://www.smartkarma.com/entities/998" target="_blank" data-smartkarma-citation="entities:998:1">Broadcom Limited (AVGO US)</a> 's unsolicited proposal due to the followings.</p><ul><li>
<strong>Undervalue</strong>: Significantly undervalues Qualcomm for its leadership…</li></ul>

Qualcomm says "NO" to BroadcomAfter we have highlighted two major challenges (antitrust scrutiny issue and Qualcomm's shareholders to ask much more) ahead in our earlier report " Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal " dated 5 November 2017, Qualcomm Inc (QCOM US) today announced its board of directors unanimously rejected Broadcom Limited (AVGO US) 's unsolicited proposal due to the followings.
Undervalue: Significantly undervalues Qualcomm for its leadership…

Qualcomm Says "NO" To Broadcom; Raise Price with a Proxy Fight?