Shares in Lumentum Holdings soared 23% on Tuesday after the optical components maker said it shipped more than $200 million worth of 3D sensing lasers to a customer that two analysts identified as Apple Inc.
Texas Instruments on Tuesday posted the slowest revenue growth in four quarters on softer demand for its chips used in communications equipment, disappointing investors who expected sales for automotive chips to drive strong results.
Two China-based fabless companies made the top 10 ranking last year-HiSilicon, which sells most of its devices as internal transfers to smartphone supplier Huawei, and Unigroup, which includes the IC sales of both Spreadtrum and RDA.
Christopher Rolland of Susquehanna today writes that chip makers Nvidia and Advanced Micro Devices (AMD) probably had much better sales of graphics chips, or GPUs, than the companies predicted, last quarter, driven by their use in mining the Ethereum blockchain.
AMD has had a fantastic past year. Its desktop-grade Ryzen microprocessors were successful in grabbing some x86 PC market share from Intel, which, in turn, nudged AMD back into profitability. And this might just be the start of the smaller chip-maker's newfound sales momentum. Advanced Micro Devices is readying up to launch a Ryzen Refresh line-up in the first quarter of 2018 on a slightly improved 12nm node.
Qualcomm is seeking to limit sales of the iPhone X in the US with another new round of litigation that accuses Apple of patent infringement.
The Financial Times
Solid design and low prices helped China's Transsion Holdings overtake Samsung this year to become the number one smartphone company by sales in Africa, and now it is making inroads into India.
Japan's Sony has said it expects to deliver record annual profits as sales from its gaming businesses and smartphone parts boost the firm.
As mobile devices have taken over our lives, PC sales, and sales of Intel's computer chips, have declined. Intel hasn't had a lot of luck transitioning to the mobile chips business, but it doesn't intend to let the same thing happen in the growing smart home market.In a small lab festooned with smart home gadgets in Intel's Santa Clara, California headquarters, Miles Kingston, general manager of Intel's Smart Home Division, mapped out for me how Intel plans to seize this opportunity.
Qualcomm has made its most dramatic legal move yet in its long-running battle against Apple, by seeking to halt manufacturing of the iPhone in China.
The Financial Times
Late last month, Intel disclosed that executive Stacy Smith, who oversees the company's manufacturing, sales, and operations, will be out of the company by the end of January 2018.
Over 400 Chinese expats working for Oppo and Vivo in India have returned home after a drop in smartphone sales as anti-Beijing sentiments are rising in the country's large consumer markets. Vivo's chief marketing officer Vivek Zhang also returned home this month, Economic Times reported.
Rambus, a chip designer with a lengthy history of patent litigation, is considering a sale even as it has expanded its business to include sales of its own branded chips, people familiar with the matter said.
Sales analysts have cited wireless charging as one of the features compelling enough to help the upcoming iPhone 8 shatter sales records. Now, the always-churning Apple rumor mill suggests that feature won't be in place in time for the new phone's release (which may or may not come this year) and that it might not be quite as cool as some had hoped.
Samsung Electronics is expected to report its best-ever quarterly profit in the second quarter, with soaring memory chip sales pushing it past Intel as the biggest semiconductor maker by revenue for the first time.
A source with knowledge of the planned downsizing told TechCrunch that the US firm would lay off "thousands" of staff across the world. The restructuring is set to include an organizational merger that involves its enterprise customer unit and one or more of its SME-focused divisions. The changes are set to be announced this coming week, we understand.
Jianguang Asset Management (JAC Capital), Leadcore Technology, Qualcomm (China) and Wise Road Capital have signed an agreement to form a joint venture - JLQ Technology - which will focus on the design, packaging, testing, customer support and sales related to chipsets for mass-tier smartphones designed and sold into China.
Tech giant Samsung Electronics said on Monday it is considering adding NAND memory chip production capacity at its manufacturing base in China amid an industry-wide boom that will likely fuel record sales for memory suppliers.
Texas Instruments, which has one of the biggest customer lists in the semiconductor business, gave an outlook suggesting demand remains strong for components across industries from cars to factory equipment.
China's economy accelerated for a second-straight quarter as investment picked up, retail sales rebounded and factory output strengthened amid robust credit growth and further strength in property markets.
High-end smartphones took up less than 30% of Samsung Electronics' combined sales of handsets, data showed Monday, although the figure is expected to rebound after the launch of the tech giant's upcoming new flagship model this week.
There's a lot of pressure on Apple's next iPhone to deliver, both in product quality and sales.
The British company that designs iPhone microchips has posted a huge rise in sales in the first quarter since it was acquired by the Japanese tech giant SoftBank.
Daily Telegraph (UK)
Apple finally broke 60% share threshold in Japan smartphone market during Q4 2016, posting yet another record market share in this country, mostly driven by the robust sales of the new flagships iPhone 7 and iPhone 7 Plus.
John Solomon, hired by Apple to sell its products to big businesses and government, has left his position, the company said on Tuesday.
Last year Nextbit launched the innovative Robin Android smartphone. It has just been acquired by Razer and will continue to operate as an independent entity within the larger company.
Apple is nearing a deal to manufacture its products in India, according to a senior government official, as the company seeks to boost its sales in a market that is home to more than 1.2 billion people.
Wall Street Journal
Rosenblatt Securities's Jun Zhang today reiterates a Buy rating on shares of Qualcomm, and raises his price target to $75 from $70, writing that the company's set to ride the wave of smartphone sales by Chinese phone makers Vive and Oppo.
Samsung Electronics is likely to forecast its best quarterly profit in nearly three years on Friday, analysts said, with robust memory chip sales easing the pain of the costly failure of a flagship smartphone.
CEO Durcan sees supply-demand balance persisting in 2017.
Apple Inc. is discussing with the Indian government the possibility of manufacturing its products in the country, according to two senior government officials, as the company seeks to expand its sales and presence in the South Asian nation.
Wall Street Journal
Apple is cutting orders for assembly of iPhone for the March quarter, which raises some risk to sales outlook, Rosenblatt Securities's Jin Zhang said.
Applied Materials, the biggest maker of machinery used to produce chips and displays, predicted a jump in sales as customers spend on equipment needed to modernize production. The stock fell on concern that orders may have peaked.
Sony (China) has signed a binding definitive agreement to transfer to Shen Zhen O-Film Tech all equity interest in its wholly-owned subsidiary, Sony Electronics Huanan, which manufactures camera modules. The sales price is approximately US$95 million, subject to customary post-closing adjustments.
Toshiba raised its forecast for first-half operating profit by 36% to JPY95 billion (US$906 million), crediting growth in memory chips and hard disk drives, as well as cost-cutting measures.
Laird said production growth for mobile devices this year had fallen, making it difficult to predict demand.
A chat with Meizu's VP of sales and marketing, Li Nan, revealed that the manufacturer encountered problems with the chipset and 4G network compatibility. It seems something about the chip's integrated modem has troubled Meizu, hence the company doesn't want to risk developing a potentially faulty device.
"Meizu's refusal to negotiate a license agreement in good faith and its sales and distribution of infringing products around the world leave Qualcomm with no choice but to protect our patent rights through these additional legal proceedings," said Qualcomm.
Tokyo Electron and Disco appear to have logged record sales in China in the six months through September.
Nikkei Electronics Asia
Samsung Electronics tumbled after asking retail partners to stop sales and exchanges of its Galaxy Note 7 smartphones, the latest blow for South Korea's largest company in the midst of a crisis over exploding batteries.