ON Semiconductor Fails To Impress With Slight Beat-And-Raise
ON edged Wall Street’s targets for the second quarter and guided slightly higher than views for the current quarter, but the chipmaker’s shares dipped on Monday. The Phoenix-based company late Sunday said it earned an adjusted 46 cents a share on sales of $1.46 billion in the June quarter. Analysts expected ON Semiconductor to earn 45 cents…
Intel & TI – Which chipmaker still has room to run?
Intel and Texas Instrumentsare both mature chipmakers with wide moats. Intel is the largest maker of x86 CPUs for PCs and servers in the world, and TI produces analog and embedded chips for connected cars, industrial IoT machines, consumer electronics, and other devices. Both stocks easily outperformed the Philadelphia Semiconductor Index’s 23% gain over the past 12…
Apple Is Officially Removing Qualcomm From iPhones Beginning This Year
Apple’s relationship with Qualcomm is coming to a bitter end. On a recent earnings call, Qualcomm CFO George Davis confirmed that the Cupertino brand intends to drop its modems from future iPhones. Apple will instead rely on other companies for the component going forward. While Qualcomm didn’t mention Intel, it’s the only other supplier of…
China kills Qualcomm’s $44 billion deal for NXP
A $44 billion tech deal just became the latest casualty in the escalating US-China trade tensions. Qualcomm had been waiting nearly two years for its purchase of Dutch chipmaker NXP to clear global regulatory hurdles. The massive deal, first announced in October 2016, had been approved by regulators in eight other jurisdictions, including the European…
Allchips Acquires ISO 14001 and ISO 9001 Certification
Electronic components online supply chain platform – Allchips acquires ISO 14001 and ISO 9001 Certification on July 20, 2018. The Environmental Management System Certificate – ISO 14001 The Quality Management System Certificate – ISO 9001: ISO 14001: The Scope of the certified EMS is: Electronic Components Business, like export & import, technical design & support ISO…
China AI Driving Need for Home-Grown Semiconductor Talent
Artificial intelligence is the hottest technology these years. China’s use of facial recognition technology for widespread state surveillance has been feverishly reported by many media in recent months. The latest is the UK’s Financial Times, which reminds us of a 2015 official paper that articulated a vision to have a national video surveillance network by…
To Be Or Not To Be — Qualcomm and NXP
Qualcomm first announced its plans to acquire NXP almost 21 months ago and has since jumped through hoops to appease investors and regulators around the world, but it still remains at the mercy of Chinese regulators to approve the deal. At stake is one of the largest and most defining acquisitions in the semiconductor industry.…
Nichicon Will Increase The Price of Aluminum Electrolytic Capacitor Products
Recently, Nichicon, a Japanese passive component manufacturer, issued a price increase announcement to adjust the price of its aluminum electrolytic capacitor products. The reason for the price increase is the increase in raw materials cost. According to the announcement, Nichicon will increase the price of its Snap-in & Screw Type and Conductive Polymer Capacitor by…
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