SS&C Technologies Holdings Inc
Overview: Micron Technology business segments
According to information technology research company Gartner, Micron held tenth position in the worldwide semiconductor market in 2012.
Key strategies applied by Texas Instruments to achieve growth
Texas Instruments Incorporated (TXN) planned its strategic exit from it back in September 2012. It instead dedicated its strategic and R&D investments toward becoming a pure analog and embedded processing company.
Why Micron’s NAND is an important business segment
These products offer higher performance, reduced power consumption, and better reliability when compared to traditional hard disk drives. This explains the product’s popularity and rapid proliferation as a data storage medium.
IBM Led Peers in Patents in 2017
Earlier in the series, we discussed IBM’s improved position in the cloud space due to its prowess in the hybrid cloud space.
Why oversupply could affect Micron’s NAND flash products
NAND Flash sales were up 35% for the first six months of 2014, as volumes increased amid a 17% fall in average selling prices or ASPs.
US–China Tariffs Could Hurt US Companies and Consumers
Micron (MU) can’t pass on the cost of these tariffs to customers, as it operates in a price-sensitive memory chip market.
Execution of the Qualcomm-NXP Merger: A Complex Task
While Qualcomm has bought into the future with the NXP merger, its journey toward automotive growth may not be smooth.
Mobile Business Hurts Intel’s Profits
Intel’s mobile computing group loss kept widening as the company sold its Atom processors at a discounted price while its operating expenses rose due to heavy spending on R&D.
Lattice Semiconductor’s Earnings Hit by Weaker Smartphone Sales
On a non-GAAP (generally accepted accounting principles) basis, Lattice Semiconductor’s revenue fell 8% quarter-over-quarter to $101.3 million in fiscal 4Q15.
Intel’s Revised Fiscal 2017 Revenue Guidance Revives Investor Confidence
At ~$60 billion in annual revenues, Intel (INTC) has grown to become the world’s largest semiconductor company.
Understanding AMD’s Strategy to Improve Cash and Profits
Advanced Micro Devices (AMD) is looking to grow margins by targeting enterprise customers and gamers in the PC space through its new Polaris GPU.
Must-know business overview: Hewlett-Packard in revival mode
Hewlett-Packard (HPQ), headquartered in Palo Alto, California, is one of the world’s largest information technology companies and a leading provider products, technologies, software, solutions and services. HP has seen its shares bounce back from their late-2012 lows, and the company beat street estimates in its latest quarterly results. For the first quarter of fiscal 2014, […]
5G Technology: The Main Driver of Qualcomm and Apple’s Settlement
Apple (AAPL) is the second-largest handset maker in the world after Samsung (SSNLF), and it earns more than 60% of its revenue from iPhones.
What’s All the Fuss about Apple’s iPhone 8?
Since 2017 marks the tenth anniversary of the iPhone, analysts and customers are expecting significant technology improvements in the iPhone 8.
Apple investor takeaways: Why loyalty will decide Apple’s future
According to the latest report from Kantar Worldpanel ComTech, Apple’s (AAPL) iPhone 5S and iPhone 5C continued to lead the British smartphone market in May.
Why Samsung’s marketing expenses continue to rise in Q2 2014
Part of the reason Samsung forecast a decline in earnings for Q2 was an increase in operating expenses. Samsung had to incur higher operating expenses.
Why an attractive smartphone lineup is important for Verizon
The quality and variety of the smartphone lineup is an important parameter for any telecom company. For Verizon, it’s even more important, as it’s trying to increase the popularity of its Edge program by attracting customers to upgrade their devices faster.
Understanding Micron through Its Financial Stability
The financial stability of a company is determined by understanding its debt level and its capability to meet long-term and short-term debt obligations.
Reviewing What Likely Drove NXP’s 3Q16 Revenue
NXP caters to a broad market, including the automotive, communications infrastructure, mobile, embedded device, industrial, and secure payment spaces.
Must-know: Why Google acquired the music streaming service Songza
According to a report from Statista and the previous chart, Pandora leads the Internet Radio market with a share of 31%.
Facebook: There Remains a Need for Revenue Diversification
According to eMarketer, Facebook (FB) took 19.9% of total US digital advertising funds in 2017, and Google (GOOGL) took 38.6%.
Google: Closing the Gap with Amazon in the Smart Speaker Market?
While Amazon (AMZN) currently dominates the smart speaker market, its days at the helm could be numbered if two recent studies are any guide.
Apple Watch Sales May Fall: Can It Remain a Dominant Player?
According to KGI, Apple Watch (AAPL) sales will fall more than 25% in 2016. KGI forecasts sales of 7.5 million units in 2016 compared to estimated sales of 10.6 million units in 2015.
Will Micron and Samsung Continue to See High DRAM Prices in 2018?
Micron Technology (MU) is moving fast in both the DRAM (dynamic random access memory) and NAND (negative AND) space.
How Apple Saved $533 Million and More
In early June 2017, Apple (AAPL) escaped a $533.0 million fine after a federal appeals court ruled in its favor. The ruling ended in a patent dispute that had dragged on for nearly four years.
Why Qualcomm Is Doing Well despite Apple’s Lawsuit
Qualcomm (QCOM) reported its fiscal 4Q17 results on November 1, 2017. It easily beat revenue and earnings expectations despite the year-long legal battle with Apple (AAPL).
What Are Analysts Saying about iPhone 7 Demand?
Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.
Apple to Roll out Second Generation Watch amid Falling Smartwatch Sales
After the Apple Watch (AAPL) was launched in April 2015, Apple is largely expected to unveil its second generation watch on September 7, 2016.
Say It Isn’t So! Qualcomm’s Results Could Disappoint
Qualcomm’s fiscal 4Q16 earnings preview In the previous part of this series, we discussed Qualcomm (QCOM) being hit by strong competition from MediaTek and Intel (INTC) in fiscal 4Q16. After reporting its first YoY (year-over-year) revenue growth in six quarters in fiscal 3Q16, the company is set to report flat or lower revenue growth in […]
Why Mobile drives Intel’s foundry operations
Huge investments are required to operate fabs. Unlike other chip makers, Intel (INTC) hasn’t outsourced its fabs. It has invested heavily in them over decades.
Apple Hopes to Prevail in Several Patent Lawsuits
Apple is embroiled in high-stake patent disputes with Qualcomm (QCOM) and Nokia (NOK) featuring suits and countersuits.
What Can Investors Expect from Qualcomm’s 1Q16 Earnings?
According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.
What to Expect from Intel’s 1Q16 Earnings
Intel (INTC), a leader in the semiconductor space, is due to announce its fiscal 1Q16 earnings on April 19, 2016.
Micron Targets 3D NAND to Raise Its Visibility in the NAND Space
Micron (MU) in its fiscal 3Q15 presentation stated that it plans to start volume production of 3D NAND by the end of 2015.
Why Have IBM’s 7-nm Chips Created Such Excitement?
With the development of 7-nm chips, IBM has surpassed Intel, which is still working on 10-nm chips.
Intel’s New CEO’s Plan to Tackle Various Challenges
Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.
Here Are Broadcom’s New Business Segments in Fiscal 2019
Broadcom’s (AVGO) fiscal 2019 first-quarter revenue is expected to be hit by declines in Apple’s (AAPL) iPhone sales and a slowdown in spending by hyperscale cloud customers.
Why AMD entered into a partnership with Synopsys
In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.
IBM’s Hardware Segment Is Far from Reporting Revenue Growth
IBM’s Hardware segment was the worst-hit operating segment in fiscal 3Q15, registering a revenue fall of 39% on a year-over-year basis to $1.5 billion.
The Impact of China’s DRAM Price Probe on Micron Technology
Lower DRAM prices would reduce Micron’s earnings, but the intensity of the decline could be less than in previous cycles.
How DRAM and NAND Market Forces Could Play Out for Micron in 2019
In this series, we’ll look at Micron’s DRAM and NAND businesses and discuss how demand and supply forces could play out in these markets.
Micron Technology Agrees to Acquire Inotera Memories
On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.
Qualcomm to Pay $200 Million Fine to Korea after Ten-Year Appeal
Qualcomm’s (QCOM) business practices have come under regulatory scrutiny in various countries including China, South Korea (EWY), Europe, and the United States.
Must-know overview of Micron Technology: A DRAMatic growth story
Micron’s stock has surged on bullish earnings prospects, and it’s up more than 200% since the beginning of 2013, partly propelled by the acquisition of Elpida last year.
JAT Capital Eliminates Exposure to SanDisk Corporation
JAT Capital sold its position in SanDisk Corporation (SNDK) in 4Q14. The position had represented 1.2% of the fund’s third-quarter portfolio.
What’s AMD’s Strategy to Expand Its Graphics Business?
Advanced Micro Devices (AMD) is seeing strong growth in the PC processor market.
Why Intel Has Lowered Its Fiscal 2016 Guidance
Intel has lowered its fiscal 2016 gross margin guidance from 63% to 62% due to lower platform volumes.
Why PayPal Is Willing to Sacrifice for PayPal Credit
PayPal Credit allows PayPal (PYPL) users to purchase products from PayPal merchants and pay later.
These Tech Trends Could Change Semiconductor Industry in 2019
In this series, we’ll look at the top trends that could impact the semiconductor industry in 2019.
A Snapshot of NVIDIA’s New Turing GPU Architecture
At SIGGRAPH on August 13, NVIDIA (NVDA) surprised analysts by unveiling its long-anticipated Turing GPU architecture.
What Micron’s Earnings Say about the Memory Market
Micron CEO Sanjay Mehrotra expects the memory industry’s total revenue to grow 29.0% year-over-year to $168.0 billion in calendar 2018.
Has Micron’s Gross Margin Reached Its Peak?
Micron is investing aggressively in advanced nodes to close the cost gap with Samsung (SSNLF) and SK Hynix.
Analyzing AMD’s Strategy behind Its Launch of the Radeon RX 590
Advanced Micro Devices (AMD) launched its Polaris-refreshed Radeon 590 GPU (graphics processing unit) on November 21 to tap the gaming market.
Why Chinese carriers cutting smartphone subsidies affects Apple
China’s telecom providers, China Mobile (CHL), China Unicom (CHU), and China Telecom (CHA), had started to sell the iPhone 5S at a subsidized price. However, it seems the Chinese government wants to nip this trend in the bud itself.
When Will Hewlett-Packard’s Supplies Revenue Stabilize?
Hewlett-Packard’s (HPQ) revenue from its Printing segment fell 16% YoY (year-over-year) to $4.6 billion in fiscal 2Q16.
Advanced Nodes Increase TSMC’s Capital Expenditure
In the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.
What Lam Research’s Fiscal 3Q18 Earnings Say about Memory Market
Lam Research (LRCX) was among the first semiconductor companies to release its fiscal 3Q18 earnings for the quarter that ended on March 25.
An Instructive Rundown of Micron’s Business Strategies
Two business strategies that Micron can use to beat competition include innovating processes that reduce costs and developing next-generation products.
Analyzing Nokia’s China Patent Licensing Opportunity
The tripartite deal earlier this year with Xiaomi could mark a favorable turning point for Nokia (NOK) in the monetization of its mobile technologies (QQQ).
Apple’s Older iPhone Models in Patent Battles
A few iPhone models face the risk of an import ban under Apple’s ongoing patent infringement lawsuit with Qualcomm and South Korea.
Should Investors Worry about China’s DRAM Price-Fixing Probe?
The DRAM market is already facing a tight supply, and price controls by China might encourage suppliers to prioritize shipments to other countries.
Weak Demand Outlook Drags Down Semiconductor Stocks
The semiconductor industry has been badly hurt by the economic downturn caused by the US-China (FXI) trade war.
Should Apple Worry about Samsung’s Mobile Payment Moves?
Around the time Samsung Pay added a direct purchase and rewards program for Koreans users, the service also went live in India, another market where Apple Pay is absent.
Micron Expects DRAM Supply to Exceed Demand in 2019
The DRAM market’s three major players—Samsung (SSNLF), SK Hynix, and Micron Technology (MU)—together command more than 95% of the market.
How the KabyLake Processor Fits into Intel’s Strategy
Intel’s (INTC) new PC processor, KabyLake, marks the slowdown in Moore’s law, which was devised by Intel Co-Founder Gordon Moore.
NVIDIA’s Curiously High Inventory Levels
After enjoying windfall gains from the crypto boom, NVIDIA (NVDA) has seen its profits normalize.
A Year in Review: Semiconductor Stock Performances in 2017
The semiconductor market witnessed strong growth in 2017, as the world witnessed the beginning of the fourth technology shift toward AI and IoT.
PayPal Continues to Invest in India Expansion
PayPal (PYPL) has continued to make more investments in India since it launched domestic operations in the country last year.
Micron Expects Its Quarterly EPS to Cross the $3.0 Mark
Micron’s earnings rose faster than its revenue as it invested in advanced dynamic random-access memory and negative AND technology.
Apple is expected to introduce some attractive features in the iPhone 6
According to a recent report from Taiwan’s Economic Daily News, iPhone 6 may be introduced in August this year.
AMAT Feels the Impact of the Shift from Mobile Era to AI Era
The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.
Why Is the iPhone XR Important to Apple Suppliers?
Apple (AAPL) plans to make its base version iPhone XR available to customers at the end of October, more than a month after its iPhone XS Max and iPhone XS models.
Why IBM’s Hardware Segment Suffered a Double-Digit Fall in 2Q15
IBM’s hardware segment’s contribution toward overall revenues is decreasing. In 2Q14, hardware constituted ~12.5% of IBM’s overall revenues, reduced to 9.6% of IBM’s overall revenues in fiscal 2Q15.
Is Samsung Boosting Apple’s Performance?
Apple’s financial performance in recent quarters has been disheartening, but the December quarter appeared to resurrect hopes.
Why Blackberry Moved to the New York Stock Exchange
BlackBerry’s ticker changes to “BB” from “BBRY” BlackBerry’s (BB) transformation runs deeper than just shifting its focus from hardware to software and services. The company’s transformation also involved identity restructuring. Since October 16, 2017, BlackBerry stock has been trading on the NYSE (New York Stock Exchange) with “BB” as its ticker. Before this, BlackBerry stock […]
Apple Could Introduce Apple Pencil 2 with New iPad
Stylus could come with wireless charging support As Apple (AAPL) prepares to introduce updated versions of its hardware products, there are speculations that the company could also introduce a second-generation model of its stylus pen, the Apple Pencil. The first-generation Apple Pencil, launched in late 2015, costs $100. Apple is expected to release the Apple […]
A Look at Apple’s and Qualcomm’s Argument over Licensing
Apple has acknowledged that Qualcomm should be paid for its SEP (standard essential patent), but it argues that the latter is charging an unreasonably high price for the license.
Why Intel’s Operating Leverage Reversed in the First Quarter
Intel’s (INTC) profit margins started to fall in the fourth quarter of 2018 after reaching a peak in the third quarter of 2018.
Apple Stock: 5 Things Investors Need to Know
Apple spots a decent upside potential. At $303.74 per share at the closing on Thursday, the stock trades at a 7.4% discount to its 52-week peak of $328.
Micron’s DRAM Business Shows a Strong DRAM Market Environment
Micron’s DRAM non-GAAP gross margin rose 300 basis points sequentially to 69.0% in the fiscal third quarter.
Applied Materials’s position in the semiconductor space
AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.
Inside HP’s Printing in Fiscal 1Q17
HP Inc.’s (HPQ) Printing business group reported revenues of $4.6 billion in fiscal 4Q16, which represents a fall of 8% YoY.
This Company Could Partner Again with Qualcomm in 2019
While Qualcomm (QCOM) is struggling to make its mark in the server and PC processor markets, its chipsets continue to see strong demand in the smartphone market.
Why AMAT’s Weak Guidance Alarmed Semiconductor Investors
Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.
Here’s Why GoPro Is Laying off 200 Employees
GoPro’s restructuring process will see 15% of its current workforce eliminated, meaning the company is ready to do away with ~200 positions.
Must-know: An in-depth review of SanDisk’s 2Q14 earnings
SanDisk (SNDK) was founded in 1988. It’s a pioneer in flash memory technology. It designs, develops, and manufactures NAND flash memory storage solutions.
What Apple Has to Gain by Making a Waterproof iPhone
Supply chain leaks have created the impression that Apple is working on an iPhone device that the world has never seen before.
Analysts Reduce Micron’s Price Target amid Industry Downturn
Micron’s earnings are a product of ASP (average selling price), sales volume, cost, and product mix.
Qualcomm’s Chipset Business Faces Competition from Customers
Media reports suggest that Apple is looking to build its own wireless modem.
Why Apple is blaming iPad’s longer upgrade cycle for lower sales
People’s love for iPads hasn’t decreased. The main reason for the decline in sales is that people hold on to iPads longer than phones.
Google Assistant Receives Backing of Samsung Subsidiary
Harman Kardon’s Citation 500 speaker, which has a price point of $600, incorporates the Assistant for hands-free control.
Microsoft’s Windows Phone Sales Continued to Fall in Fiscal 2Q16
Microsoft stated that its Windows Phone revenue continued its fall in fiscal 2Q16 by 49% on a YoY basis.
What Do Nokia, BlackBerry, and Motorola Have in Common?
BlackBerry’s BlackBerry KEYone device also reminds the world of the iconic BlackBerry, which pioneered smartphones featuring a physical keyboard.
Nokia Wins More Business from Telenor
Nokia (NOK) has picked up more business from Telenor (TELNY), a Norwegian multinational telecommunications operator.
AMD: Could Polaris Power Consumption Issues Impact Sales?
Some online reviews state that the Polaris-based Radeon RX 480 is a power-hungry GPU.
What Happened to Intel’s Foundry Business?
In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.
Reduced Memory Spending to Hit Earnings of AMAT, KLAC, and LRCX
The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.
Must-read: Is SanDisk stock worth including in your portfolio?
SanDisk (SNDK) is considered a pioneer in flash memory. As the cloud is increasingly adopted for data storage, consumers and enterprises are likely to opt for SSDs rather than HDDs in new systems.
China Probes Micron, Samsung, SK Hynix on DRAM Pricing
Micron Technology (MU) stock fell 8% at the end of May due to negative noise surrounding the stock.
Qualcomm Expands Snapdragon 845 Chipset in Standalone VR Market
While SD 845 is for the premium market, there are rumors that Qualcomm is bringing AI (artificial intelligence) capabilities to its midrange chipsets.