Cavium/Marvell CFIUS Review to Focus on China
The pending Cavium/Marvell Technologies merger raises questions about how the present Committee on Foreign Investment in the United States will...
421 Views
Last Week in Event SPACE – Chipbond, Idemitsu, Kakao, Aconex, Rowsley
Last week, Chipbond Technology Corp (6147 TT) joins the great semi China cash out; the founding Idemitsu Kosan Co Ltd (5019 JP) family bumps its...
577 Views
Cavium/Marvell Could See Extended Review from US and Chinese Trade Regulators
Marvell Technology’s November 20 announced acquisition of Cavium is not expected to run into antitrust hurdles, but the $6 billion cash-and-stock...
465 Views
Challenges and Risks Ahead for Intel Part 3; New Addressable Market for Samsung and TSMC
Summary Intel not happy with Microsoft: Intel implied Microsoft and Qualcomm are unlawful to infringe its instruction set architecture patents. At...
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Intel Needs Better Drivers to Defend Its Margin
Summary Intel needs better drivers to defend its margin: We attribute the op margin miss to a below corp. avg sales growth from client computing...
383 Views