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Mediatek Inc (2454 TT)
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702
Analysis
Information Technology
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Taiwan
MediaTek Inc. is a fabless semiconductor company for wireless communications and digital multimedia solutions. The company provides SOC system solutions for wireless communications, high-definition TV, optical storage, DVD and Blu-ray products.
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bearish
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Intel Corp
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28 Feb 2017 21:09
Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
Andrew Lu
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434 Views
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bullish
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Thematic (Sector/Industry)
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23 Feb 2017 12:56
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
Andrew Lu
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1.2k Views
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bearish
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Micron Technology
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15 Feb 2017 17:39
What if DRAM and NAND Spot Prices Are Falling?
Summary DRAM/NAND flash spot and contract prices are still trending up: We are revising up our 1Q17 DRAM spot/contract price by 27%/11% and NAND...
Andrew Lu
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483 Views
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bearish
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Mediatek Inc
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26 Jan 2017 16:56
MediaTek Is Struggling to Defend Margin at a Weaker Smartphone IC Market
SummaryEarnings cut to come: Worse than Qualcomm's MSM shipment guidance of 15-24% q/q decline, MediaTek guides 1Q17 smartphone SoC shipment...
Andrew Lu
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416 Views
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bearish
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Qualcomm Inc
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21 Jan 2017 21:02
Endless Lawsuit Against Qualcomm; Apple Sued Qualcomm for US$1bn
What's new?Few days after the U.S. Federal Trade Commission (FTC) filed a complaint against Qualcomm Inc (QCOM US) violating the Act with three...
Andrew Lu
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361 Views
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