Micron beats subdued guidance on output cuts

Micron beats subdued guidance on output cuts
by Robert Maire on 06-26-2019 at 5:00 am

2020 capex likely down at least 20% vs 2019 DRAM & NAND price drops versus slowing capacity. Investors happy cause it could have been worse.

Micron reported $1.05 in Non-GAAP EPS beating street consensus of $0.79 by $0.26. While this looks like a big beat, we would remind investors that estimates for the quarter were about… Read More


Disturbances in the AI Force

Disturbances in the AI Force
by Bernard Murphy on 01-03-2019 at 7:00 am

In the normal evolution of specialized hardware IP functions, initial implementations start in academic research or R&D in big semiconductor companies, motivating new ventures specializing in functions of that type, who then either build critical mass to make it as a chip or IP supplier (such as Mobileye – intially)… Read More


Could China Conflict Curtail Chip Comeback? Part 2

Could China Conflict Curtail Chip Comeback? Part 2
by Robert Maire on 12-07-2018 at 12:00 pm

In our recent note sent several days ago we suggested that the China conflict would come back to haunt the US chip industry. From a stock perspective we suggested taking short term gains from a recent bounce back off the table. Both ideas turned out true, but way faster than we had thought! Not only have investors figured out that the… Read More


Can Huawei Shift From Carrier Leader To Global Cloud Player?

Can Huawei Shift From Carrier Leader To Global Cloud Player?
by Patrick Moorhead on 11-16-2016 at 12:00 pm

Huawei Technologies is a large, $60B China-based company that, while many in the U.S. may not be familiar with, is a very big name in the carrier and telco equipment and consumer smartphone space—especially in China and EMEA (Europe, Middle East, Africa). The company is making serious moves to expand their reach into the carrier… Read More


Of distant dreams and violent delights

Of distant dreams and violent delights
by Don Dingee on 10-05-2016 at 4:00 pm

Another report today of a Samsung Galaxy Note 7 catching fire, this time an allegedly refurbished unit, takes us back to the turning point in Samsung mobile phone history. It’s not the first time a defective Samsung phone – or a pile of thousands of them – has been on fire.

Samsung Chairman Lee Kun-Hee issued a powerful edict to his mobile… Read More


Qualcomm is Back on Top of the SoC World!

Qualcomm is Back on Top of the SoC World!
by Daniel Nenni on 08-13-2016 at 7:00 am

In 2015 Qualcomm stunned the fabless semiconductor world with an unprecedented layoff. When I first heard about it the number was 5% but it kept growing and finally hit 15%. The big misstep here was, that after being the SoC leader starting in 2007 with the Snapdragon series of chips that powered the Smartphone revolution, QCOM did… Read More


A Chinese smartphone drill in progress

A Chinese smartphone drill in progress
by Don Dingee on 07-27-2016 at 4:00 pm

One of our astute readers caught what looks like a major gaffe in the Linley Group mobile conference presentations from this week. It’s another indication of the speed of change in mobile markets and the instability that is giving Apple and others heartburn.

Here’s the chart in question:


The point of contention is who, exactly, … Read More


More Details on the Smartphone and Wearables Market

More Details on the Smartphone and Wearables Market
by Daniel Nenni on 07-26-2016 at 4:00 pm

The Linley Mobile Conference opened today with a nice keynote overview of the mobile market evolution. In the media I see a lot of doom and gloom articles about smartphones and wearables but if you look at it closely you will see a natural growth curve evolving.

The mobile semiconductor market is evolving as vendors split their focusRead More


Finding IoT patents that are not worthless and weak

Finding IoT patents that are not worthless and weak
by Don Dingee on 05-30-2016 at 4:00 pm

Is that an IoT patent application I see pinned to your desktop? A new analysis by technology intellectual property legal experts LexInnova confirms IoT patents are being generated rapidly – and looks at which classes of patents are likely to be worth something in acquisition or litigation.… Read More