Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

FTC Charges Qualcomm Violating the Act with Three Wrong Doings

Endless Lawsuit Against Qualcomm; Apple Sued Qualcomm for US$1bn

Qualcomm - Will Non-Recurring Becoming Recurring Losses? Missed Due to Blackberry Arbitration Case

Qualcomm/NXP Post Merger Analysis on Risks and Opportunities

Qualcomm Buys NXP; from News to a Fact with Our Takeaways

Qualcomm in Talks to Acquire NXP; Away from Smartphone but Move to Automotive

Equity Bottom-Up

<h2>What's new?</h2><p>According to the Bloomberg News today (<a href="https://www.bloomberg.com/news/articles/2016-12-28/qualcomm-fined-853-million-by-south-korea-s-antitrust-agency-ix8csvth" target="_blank">https://www.bloomberg.com/news/articles/2016-12-28/qualcomm-fined-853-million-by-south-korea-s-antitrust-agency-ix8csvth)</a>, South Korean Fair Trade Commission fined US$853mn (or US$0.57 EPS impact) on <a href="https://www.smartkarma.com/entities/969" target="_blank" data-smartkarma-citation="entities:969:1">Qualcomm Inc (QCOM US)</a> for violating antitrust laws. The agency said Qualcomm didn’t properly negotiate the terms of its licenses and Qualcomm coerced its customers into signing patent license contracts when selling its chips used in mobile phones in…</p>

What's new?According to the Bloomberg News today (https://www.bloomberg.com/news/articles/2016-12-28/qualcomm-fined-853-million-by-south-korea-s-antitrust-agency-ix8csvth), South Korean Fair Trade Commission fined US$853mn (or US$0.57 EPS impact) on Qualcomm Inc (QCOM US) for violating antitrust laws. The agency said Qualcomm didn’t properly negotiate the terms of its licenses and Qualcomm coerced its customers into signing patent license contracts when selling its chips used in mobile phones in…

KFTC、独占禁止法違反でクアルコムに罰金を科す。顧客と競合他社にプラス