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

Dialog Might Become the Next Imagination; A New Acquisition Target for China

Taiwan Semis - Cash Out in China in Exchange for More Orders and Upgrades

Dialog Semiconductor - Renesas Electronics Recommended Cash Offer

Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal

TSMC's 30th Anniversary Celebration - Takeaways from Panel Discussion on Semis: The Next 10 Years

Apple Misses on Guidance; Understood Now Why Apple Is Suing Qualcomm and Expanding In-House Design

Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares

Equity Bottom-Up

<h2>What's new?</h2><p>Nikkei News reported <a href="https://www.smartkarma.com/entities/666" target="_blank" data-smartkarma-citation="entities:666:1">Apple Inc (AAPL US)</a> is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on <a href="https://www.smartkarma.com/entities/21607" target="_blank" data-smartkarma-citation="entities:21607:1">Dialog Semiconductor PLC (DLG GR)</a>, according to industry sources, as shares in the U.K. developer plunged after the news out. The main power management chip controls an iPhone's charging function, battery management, and energy consumption. "Based on Apple's current plan, they are set to replace partially, or around half of its power…</p>

What's new?Nikkei News reported Apple Inc (AAPL US) is designing its own main power management chips for use in iPhones as early as in 2018, cutting dependence on Dialog Semiconductor PLC (DLG GR), according to industry sources, as shares in the U.K. developer plunged after the news out. The main power management chip controls an iPhone's charging function, battery management, and energy consumption. "Based on Apple's current plan, they are set to replace partially, or around half of its power…

TSMC (Taiwan Semiconductor Manufacturing) (2330 TT)

TSMC (Taiwan Semiconductor Manufacturing)

日経新聞によると、アップルは電源IC供給に関する協議を打ち切った。5月にこの件を取り上げており、今後さらに拡大する見込みだ。