NXP Semiconductors NV

NXP caters to a broad market, including the automotive, communications infrastructure, mobile, embedded device, industrial, and secure payment spaces.

Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.

Appaloosa Management significantly lowered its position in American Airlines (AAL) in the third quarter that ended in September 2014. The position accounts for 3.81% of the fund’s total third-quarter portfolio.

Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.

NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.

Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.

Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.

The trade war between the United States and China revolves around the supremacy of 5G technology, which is expected to form the basis for the data economy.

If Qualcomm (QCOM) looks to buy NXP Semiconductors (NXPI), the deal could be valued at just above $30 billion or as high as $46 billion.

The companies were asked about the takeover premium and the background to the transaction on the conference call, but they refused to comment.

NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.

Qualcomm (QCOM) has already taken the mobile market from Intel (INTC). Qualcomm is now venturing into the server processor market.

Would you invest in a company that promises a technological utopia? It could be a simple answer – either you invest in it or you don’t.

On September 24, Amazon (AMZN) announced the Voice Interoperability Initiative. The announcement was one day before the Amazon hardware event.

Qualcomm has been among the hardest hit by the Huawei ban, and now it will suffer the effects of the newest round of tariffs. 

As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.

Intel’s (INTC) move toward becoming a data-centric company focuses on network connectivity, deep learning and AI (artificial intelligence) solutions.

Qualcomm is looking to venture into automotive, servers, IoT (Internet of Things), and laptops.

Intel (INTC) is increasing its earnings through spending discipline and by focusing its expenses on projects with high ROI (return on investment).

Qualcomm (QCOM) is not only expanding its end markets, it’s also expanding in related technologies in order to increase its semiconductor content per device.

Qualcomm (QCOM) recorded a year-over-year decline in revenues for 2Q17 after growth in the preceding quarter.

Qualcomm (QCOM) has been and continues to be the preferred choice of dividend-seeking investors because of its strong balance sheet and rich cash flows.

Analysts are criticizing the Intel-Mobileye deal. They think the acquisition price is too high and the synergies from the merger are too low.

The SIS segment’s revenues fell 11% sequentially in fiscal 3Q16 and is expected to fall another 14% to 16% in fiscal 4Q16 to ~$151.3 million.

At CES 2017, NXP Semiconductors (NXPI) demonstrated its RoadLINK platform it developed in collaboration with Delphi (DLPH) and Savari.

Intel’s IoT group revenues grew 19% year-over-year to $689 million in fiscal 3Q16, driven by strong demand from retail, video, and transportation.

As of September 30, 2016, AMD’s cash reserves stood at $1.3 billion as against long-term debt of $1.6 billion.

Mergers and acquisitions aren’t new for Broadcom. It has a history of successful M&As, and the most recent Avago-Broadcom merger is its biggest deal to date.

Europe accounted for only 10% of global semiconductor sales in April 2016, according to World Semiconductor Trade Statistics.

Analog Devices (ADI) has been using M&A (mergers and acquisitions) to rapidly expand its technology offerings and boost its revenue.

Texas Instruments (TXN) has increased its exposure in the automotive, industrial, and communications segments, which accounted for 64% of the company’s revenue in fiscal 1Q16.

Qualcomm (QCOM) has stated that its total SAM (serviceable addressable market) is expected to grow from $23 billion in 2015 to about $100 billion in 2020.

On September 20, 2015, Dialog Semiconductor agreed to buy Atmel for ~$4.6 billion. But in December, Microchip made a competing bid of nearly $3.6 billion.

Despite growth in Europe’s semiconductor industry, it’s unlikely to grow as fast as its Asian counterparts. The EC launched its “10/100/20” strategy in 2013.

QCT is Qualcomm’s (QCOM) core business, generating close to 67% of revenues in fiscal 2015. But the capital-intensive nature of the business makes it less profitable.

Solera connects insurers and auto service providers. Its software is used by auto insurance companies, auto dealers, collision repair facilities, assessors, auto recyclers, and various other entities.

China is looking to reduce its dependence on foreign technology. Its government plans to invest up to $161 billion over the next decade to promote domestic chip manufacturers.