For Skyworks Solutions, the Apple iPhone may well be the gift that keeps on giving. After getting a nice piece of the Apple iPhone 6 business, the analog chipmaker is poised to tap into more gains from Apple, which is expected to refresh the current-generation iPhone 6 sometime this fall.
Qualcomm, the world's largest maker of chips for mobile phones, won't sit on the sidelines as rivals get larger, according to its chief executive officer.
China's Tsinghua Holdings is still discussing a potential deal to buy US chipmaker Micron Technology and hopes it could eventually go through, the state-backed investment company's chairman told Reuters on Thursday.
Chipmaker Qualcomm said it may break itself up as it delivered its third profit warning this year and announced plans to slash jobs and spending in the face of rising competition.
Qualcomm is expected to conduct a sweeping strategic review that will look at the possibility of a breakup, among other options, after an activist investor pushed for change at the chipmaker.
Wall Street Journal
Qualcomm is undergoing major restructuring and one side-effect of the overhaul is that some 4,000 jobs might be slashed.
Tumbling markets and economic uncertainty in China pose a risk to major chipmakers such as Qualcomm that derive a big portion of their sales from the world's second-largest economy.
Shares of chipmaker Advanced Micro Devices (AMD) are up 7 cents, or 3%, at $2.41, after PC and gaming gear enthusiast site KitGuru this afternoon said the company is attracting buyout interest from Microsoft.
The Japanese company's Synergy Platform joins similar efforts by such vendors as Intel, ARM, Broadcom and MediaTek.
The bidding war for Integrated Silicon Solution (ISSI) intensified with rival chipmaker Cypress Semiconductor further sweetening its offer to US$22.60 per share.
American chip manufacturers argue that, without the trade deal, they will be squeezed out of the growing Asian market for computer chips by competitors in countries like China.
New York Times
Chipmaker Qualcomm has put a chunk of spectrum up for sale in Britain which could appeal to mobile operators grappling with the demand for Internet access.
Chip maker Avago Technologies is in advanced talks to buy rival Broadcom in a deal worth about US$35 billion, the latest in a wave of takeovers for the companies that supply parts to power smartphones, tablets and other gadgets.
Wall Street Journal
Avago Technologies, looking to acquire a fellow chipmaker, has reached out to potential targets including Xilinx, Renesas Electronics and Maxim Integrated Products, according to people familiar with the matter.
Texas Instruments has forecast current-quarter revenue below analysts' expectations, citing weak demand for its chips from communication equipment and consumer electronics markets and a strong dollar.
Tsinghua Unigroup is in talks to buy a controlling stake in Hewlett-Packard's China data-networking operations. Discussions are still taking place over the 51% stake in HP subsidiary, H3C Technologies.
Wall Street Journal
Chip investors were handed a buying opportunity last week, as the group fell off a cliff on signs that the rising US dollar is crimping demand. But there is nothing fundamentally wrong with their industry.
Fifty years after Gordon Moore first described the trend that has driven technology, Intel says scaling is same as it ever was. But other chipmakers, who are struggling to realize the same benefits from good old-fashioned scaling, are increasingly looking for less-expensive alternatives.
San Diego-based chipmaker Qualcomm is laying off more than 100 workers in San Jose and Santa Clara, according to a recent state filing.
Silicon Valley/San Jose Business Journal
Chinese companies spent almost US$5 billion in five major chip-related takeovers in the past 18 months, data compiled by Bloomberg show, with most deals getting state funding.
British chip designer Imagination has produced a barebones computer to compete with the Raspberry Pi.
Marvell Technology has forecast lower-than-expected revenue for the current quarter as weak demand for its chips used in third-generation mobile communication offset a rise in sales of its more profitable 4G LTE chips.
Intel CEO Brian Krzanich expects new semiconductor partners in China to migrate to the US chipmaker's architecture within a few years and give up on ARM technology more widely used in smartphones and tablets.
Chipmaker Avago Technologies said it expects current-quarter sales to decline 3-6% from the first quarter as it lost revenue from a smartphone maker, which analysts said could be Apple.
Qualcomm is under investigation in China for allegedly overcharging and exploiting its market position, which will see the US chipmaker facing fines of over US$1 billion.
Chipmaker Microchip Technology said it would buy Supertex for US$394 million in cash to bolster its business that supplies to the medical, LED lighting, industrial and telecommunication industries.
The chipmaker announced that it was cutting 1,100 jobs in the US, India and Japan as it moves to "reduce investments in markets that do not offer sustainable growth and returns."
Marketwatch.com (Dow Jones)
Renesas Electronics will slash 5,400 jobs in Japan, or about one quarter of its domestic workforce, reports said Wednesday, as the struggling Japanese chipmaker overhauls its money-losing business.
Chipmaker Intel said Friday it plans to reduce its global workforce by over 5,000 people over the next year.
South Korea's Samsung has sold its entire stake in British chip maker CSR shortly after the company said it was retreating from the digital camera market.
Daily Telegraph (UK)
Marketwatch.com (Dow Jones)
CSR, the Cambridge-based microchip maker, has announced a retreat from the digital camera market as sales decline and amateur photographers increasingly rely on smartphones.
Imagination Technologies yesterday saw its shares crash 16% to a three-year low, amid slowing smartphone growth and a slide in profits.
David Einhorn's hedge fund Greenlight Capital reported a stake of about 23.02 million shares in US memory chipmaker Micron Technology, according to a filing on Monday.
US-listed chipmaker RDA Microelectronics said it received an US$18 per share buyout offer from China's state-owned Tsinghua Unigroup, which is funded by the Tsinghua University, marking it a second such bid in more than a month.
Activist investor Starboard Value LP asked TriQuint Semiconductor to consider selling or restructuring its mobile power amplifier business, which it said was a drag on the radio frequency chipmaker's share price.
STMicroelectronics said chip demand is taking a hit as smartphone manufacturers trim orders, adding to testimony of weakening appetite for high-end handsets.
SanDisk more than tripled its quarterly profit, beating analysts' estimates, after a fire at a rival chipmaker increased prices at a time when Apple and other users of its flash memory chips were launching new products.
Chipmakers including Broadcom and Renesas Electronics are ramping up in-car entertainment with faster processors and networks for wireless HD movies and navigation, aiming to keep drivers informed and passengers entertained.