Qualcomm Inc
Latest Qualcomm Inc News and Updates
Is AMD’s China Exposure a Big Concern?
AMD’s exposure to China makes it vulnerable to escalating US-China trade tensions. The yuan’s devaluation could cause massive foreign exchange losses.
The Trade War Triangle among the US, China, and Huawei
The United States and China are in a trade war that has started to impact individual companies, consumers, and the global economy.
Qualcomm Faces Multifold Impact of the Huawei Ban
Qualcomm has been among the hardest hit by the Huawei ban, and now it will suffer the effects of the newest round of tariffs.
Trade War: Trump’s Advisers Think It’s a ‘Prosperity Killer’
President Trump’s advisers want him to focus on strengthening the economy, even if he has to ease up a little on his trade war rhetoric.
China Wants Huawei Ban Lifted, Trump Talks 5G with India
Discussing 5G with India could be part of President Trump’s mind game before his meeting with President Jinping.
Qualcomm and Skyworks Hardest Hit by Huawei Ban
The US-China trade war has resulted in the involvement of governments in private companies’ business.
Where Does Apple-Qualcomm Truce Leave Broadcom?
Broadcom (AVGO) is a leading supplier of smartphone components.
Intel’s Mobile Business: More Risks than Rewards
Intel (INTC) exited the 5G smartphone modem business immediately after Qualcomm (QCOM) and Apple announced the settlement of all their legal disputes.
Could Warren Buffett’s Views on Bitcoin Change?
Berkshire Hathaway (BRK-B) chair Warren Buffett has never been a fan of cryptocurrencies like bitcoin.
Impact of US FTC-Qualcomm Court Ruling on the Smartphone Industry
Qualcomm depends heavily on its licensing business for profits. The company says that Apple has $7 billion in unpaid royalty fees.
Is Nokia’s Patent Licensing Strategy Working?
Nokia now has patent license agreements with all of the top five global smartphone companies.
Qualcomm’s Licensing Business in 2018
In the fourth quarter, QTL’s revenues fell 22% sequentially and 5% YoY to $1.14 billion—in line with its midpoint guidance of $1.1 billion.
What Qualcomm’s Negative Efficiency Ratios Mean to Investors
As Qualcomm’s investment in the NXP acquisition failed to materialize, its ROI (return on investment) took a big hit.
What Factors Influenced Qualcomm’s 2018 Revenue?
In the fourth quarter of fiscal 2018, Qualcomm’s revenue fell 3.3% YoY (year-over-year) but rose 3.6% sequentially to $5.8 billion.
A Look at Qualcomm’s Strategy to Grow Its Non-Apple Business
On Qualcomm’s fiscal 2018 fourth-quarter earnings call, CFO George Davis stated that the handset market has weakened over the last year.
Qualcomm’s 5G Efforts to Materialize in 2019
Qualcomm has long been working on the 5G technology that’s seen it partner with 19 OEMs (original equipment manufacturer) globally.
Advanced Technology Nodes to Drive TSMC’s Future Revenue
TSMC focuses on manufacturing nodes to attract more chip designers to manufacture their chips at its foundry.
BlackBerry’s QNX Technology Now in 120 Million Vehicles
BlackBerry (BB) recently announced that its QNX software has been embedded in more than 120 million vehicles.
Broadcom Didn’t Convince CFIUS to Approve the Qualcomm Takeover
A day after CFIUS began its review, Tan visited the senior members of the government agency to discuss the matter.
Why the Technology Industry Opposed the Broadcom–Qualcomm Deal
Broadcom (AVGO) failed to crack the technology industry’s biggest acquisition of Qualcomm for $117 billion due to intervention by President Trump.
How Intel Is Using Mobileye for Autonomous Driving
Intel’s (INTC) move toward becoming a data-centric company focuses on network connectivity, deep learning and AI (artificial intelligence) solutions.
Why BlackBerry Filed a Lawsuit against Facebook
On March 6, BlackBerry (BB) sued Facebook (FB) on allegations that Facebook has infringed on seven technology patents.
What Mergers and Acquisitions Could Open Up for Qualcomm
Qualcomm is looking to venture into automotive, servers, IoT (Internet of Things), and laptops.
Nvidia and Intel: The Benefits of Artificial Intelligence
Nvidia’s GPUs are preferred by many data center and cloud companies for their AI tasks. That saw its data revenue grow in the triple digits in 2017.
How Tax Reform Could Impact Semiconductor Companies
There could be a favorable business environment for the US semiconductor industry in 2018 in the wake of tax reform at the end of 2017.
Territorial Tax System: Important for US Semiconductor Companies?
The semiconductor industry welcomed the Tax Cuts and Jobs Act that President Trump signed into law on December 22, 2017.
Why Semiconductor Stocks with High PE Ratios Are So Important to Investors
As of December 22, 2017, Broadcom (AVGO) had the highest PE ratio of 65x, followed by NVIDIA (NVDA) at 48.85x.
How Did the Mobileye Acquisition Impact Intel’s Balance Sheet?
Intel (INTC) is increasing its earnings through spending discipline and by focusing its expenses on projects with high ROI (return on investment).
How Does Qualcomm Fit into Broadcom’s Business Model?
Broadcom climbed the ladder through acquisitions, while Qualcomm climbed the ladder through its technology advantage in the smartphone industry.
Where Qualcomm Stands in the 5G Race
Qualcomm is a step ahead of Intel because it recently unveiled its X50 5G modem in a smartphone device at the Hong Kong 5G summit in October 2017.
Intel Sees Future in Neuromorphic Chips and Quantum Computing
Intel taps neuromorphic processors Intel (INTC), a leader in the data processor market, is set to secure its position in the cloud computing space with its new Nervana NNP (Neural Network Processor), which it developed in conjunction with Facebook (FB). Now, it is tapping offline, on-device computing to compete with more energy-efficient ARM processors in […]
Inside Intel’s Data Center Group: A Cloud Opportunity?
With the PC (personal computer) market slowing, Intel (INTC) has been banking on its DCG (Data Center Group) to boost overall earnings.
Why US Companies Have Concerns about the Corporate Tax Structure
Among the 35 OECD countries, the US has the highest corporate tax rate of 35%. This tax rate puts US companies at a disadvantage compared to their foreign rivals.
Why NVIDIA Is Eyeing Growth Opportunities in AI City
AI city NVIDIA (NVDA) is looking to expand the application of AI (artificial intelligence) and put it at the core of the future data-centric economy. The company is thus exploring the possibility of using AI in city management. In May 2017, it announced its Metropolis Edge-to-Cloud platform, which is a compilation of several hardware products—like Jetson, […]
What’s the Role of Embedded Business in Micron’s Future Growth?
Micron’s EBU revenue rose 19% sequentially to $700 million in fiscal 3Q17 driven by high demand for its products across consumer, industrial, and automotive markets.
What’s Qualcomm’s Growth Strategy in the Radio Frequency Market?
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.
Xilinx versus Intel—A Competition of Scale and Technology
If Intel is not able to compete with Xilinx in terms of technology, it can compete in terms of price.
What’s Going on with Intel’s Client Computing Group?
Intel (INTC) is currently going through a phase of slow growth, which is threatening its top position in the semiconductor industry.
A Look at Qualcomm’s Valuation
Inside Qualcomm’s price and valuation multiples Qualcomm’s (QCOM) book value per share in 2016 was ~$21.20, compared with the expected book value per share of ~$20.60 in 2017. Qualcomm shares are trading at price-to-book value of ~2.7x. In comparison, Intel’s (INTC), Advanced Micro Devices’ (AMD), Micron Technology’s (MU), and Marvell Technology’s (MRVL) book values per […]
Dividend Growth for Qualcomm and Crown Castle International
Qualcomm (QCOM) recorded a year-over-year decline in revenues for 2Q17 after growth in the preceding quarter.
What’s the Possibility of a Delay in Apple’s iPhone 8 Launch?
The early production ramp up for Apple’s (AAPL) iPhone 8 doesn’t seem to indicate an early launch of the smartphone.
Why the Apple-Qualcomm Licensing Dispute Is Turning Nasty
In 2017, Apple sued Qualcomm for unfair licensing practices, accusing it of charging unfair royalties for “technologies they have nothing to do with.”
How Suppliers Are Reacting to Apple’s Dual-Sourcing Strategy
Apple (AAPL) sources its components from at least two suppliers in order to reduce risk and have negotiation strength.
How Contract Manufacturers Got Involved in Qualcomm-Apple Dispute
The contract manufacturers don’t intend to withhold royalty payments, but they aren’t getting the cash from Apple.
Qualcomm and Microsoft Join Hands to Challenge Intel
Microsoft has already agreed to partner with Qualcomm to develop server chips.
Why Microsoft Is Looking to Israel to Beef Up Its Cybersecurity Efforts
Investment in Israeli cybersecurity companies rose 23% from $560 million in 2015 to $689 million in 2016.
Legal and Regulatory Issues Challenge Qualcomm’s Business Model
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.
Will Intel Continue to Benefit from Moore’s Law?
Intel’s (INTC) gross margin hasn’t improved much over the last two years because it’s been manufacturing chips on the same 14nm (nanometer) node since 2014.
Behind Intel’s Transition into a Data-Centric Company
2017 started off slow for Intel (INTC) as it transitioned from being a PC-centric (personal computer) company to a data-centric company.
What You Need to Know about the Intel-Mobileye Merger
Analysts are criticizing the Intel-Mobileye deal. They think the acquisition price is too high and the synergies from the merger are too low.