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...
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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...
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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...
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FTC Charges Qualcomm Violating the Act with Three Wrong Doings
SummaryThe U.S. FTC has filed a complaint against Qualcomm in the U.S. District Court. The FTC’s complaint alleges that Qualcomm has used its...
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Andrew on Tech: Will Waymo Dominate Autonomous Car Solution Again like Android in Smartphone?
What're revenues/profits for Waymo? We see making sense for Waymo/Alphabet to work together with various automotive customers providing Uber-like...
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