While Intel is about to see tougher server processor competition, no rival can match the breadth of its offerings, or its industry support. Just as the PC CPU market has been overdue for some real competition to challenge Intel’s hegemony, the same could arguably be said for server CPUs.
Category: Qualcomm
Qualcomm’s $47 Billion Purchase of NXP Could Pass Milestone Tuesday
Qualcomm ‘s $47 billion acquisition of NXP Semiconductor could pass a milestone on Tuesday, when a tender offer for its $110 per share bid expires. The chipmaker needs at least 80% of NXP shareholders to accept the transaction, although it could extend the offer if it does not get the necessary support.
Apple’s U.K. Patent Suit Against Qualcomm Adds to Global Battle
Apple Inc. sued Qualcomm Inc. in a U.K. patent court, adding to lawsuits across the globe in a sprawling battle over patents and licensing fees between the iPhone maker and the largest maker of mobile phone chips. The lawsuit was filed Thursday and cites a claim on patents and registered designs.
Why Intel and Samsung’s Latest 4G Modem Launches Should Make Qualcomm a Little Nervous
This column originally appeared on Feb. 24 on Real Money, our premium site for active traders. Click here to get great columns like this.
Qualcomm Says Samsung Scandal Weakens Korea Antitrust Ruling
The corruption scandal rocking South Korea has given Qualcomm Inc. another way to challenge a big antitrust fine threatening its most profitable business. Jay Y. Lee, heir to the top job at Samsung Group, was arrested last week on allegations he was involved in paying billions of won to a friend of South Korean President Park Geun-hye, in exchange for government support of his succession.
Better Buy: Qualcomm Inc. vs. NVIDIA Corporation
A case study in contrasts today, Qualcomm faces mounting pressure from a number of sources, but its stock is also tantalizingly cheap. Conversely, NVIDIA’s soaring valuation reflects so rosy a vision of the future that it might be too expensive for investors today.
Qualcomm Inc. Extends the Tender Offer for NXP Semiconductors NV Shares
The offer was previously scheduled to expire at the close of business, Feb. 6. As before, Qualcomm reserves the right to extend the offer period as circumstances might require. According to the filing, approximately 14.8% of NXP’s outstanding shares have been tendered so far.
Qualcomm’s Earnings Call Dominated By Apple Lawsuit
While the results as well as guidance mostly topped analyst expectations, Apple ‘s recent lawsuit against the company expectedly dominated the subsequent earnings call . For good reason, too, since Apple is widely considered Qualcomm’s largest customer, combined with the fact that the lawsuit threatens Qualcomm’s licensing model.
Qualcomm Headed South
It is always nice to see the fundamentals and the technicals come together. QCOM made a toppy pattern from October into January before prices began break down.
Dow Holds Above 20,000 as Investors Focus on Earnings
The Dow Jones Industrial Average stayed firmly above 20,000 on Thursday, after breaching the milestone a day earlier, while losses in tech stocks weighed on the S&P 500 and the Nasdaq Composite indexes. Qualcomm fell 5.1 percent to $54.04 after the chipmaker reported a lower-than-expected rise in quarterly revenue.
Qualcomm Shares Fall as First-Quarter Revenue Misses Street Expectations
Qualcomm reported first-quarter revenue short of Wall Street’s estimates, but gave in-line guidance for the next quarter. CEO Steve Mollenkopf also addressed the company’s antitrust lawsuits.
Wall St Turns Defensive on Trump’s Protectionist Stance
The S&P 500 was on track for its worst day this year as President Donald Trump’s protectionist stance on trade sent investors scurrying for safe-haven assets on Monday. In his latest executive order, Trump signed to formally withdraw the United States from the 12-nation Trans-Pacific partnership trade deal.
Analysts’ Actions — CSX, Dish, Qualcomm, Verizon and More
Here are Monday’s top research calls, including upgrades for CSX and Dish Network, and downgrades for Qualcomm and Verizon. was upgraded to overweight at Barclays.
Apple’s $1 Billion Lawsuit Against Qualcomm Has to Be Music to Intel’s Ears
Like Qualcomm’s disputes with regulators, the company’s legal battle with Apple is complex and could take time to unfold. That could pave the way for a stronger Apple-Intel partnership.
Apple Sues Qualcomm Over Patent Royalties in Antitrust Case
Apple Inc. sued Qualcomm Inc., accusing it of monopolizing the market for chips for wireless devices and withholding $1 billion in retaliation for cooperating with South Korean antitrust authorities. Apple is demanding Qualcomm hand over money that was supposed to be a rebate for licensing fees.
Apple Sues Qualcomm Over Patent Royalties in Antitrust Case
Apple Inc. sued Qualcomm Inc., accusing it of monopolizing the market for chips for wireless devices and withholding $1 billion in retaliation for cooperating with South Korean antitrust authorities. Apple is demanding Qualcomm hand over money that was supposed to be a rebate for licensing fees.
Qualcomm’s Lucrative Licensing Model Jeopardized by FTC Scrutiny
Qualcomm Inc. built itself into the world’s biggest and most profitable smartphone chipmaker by using a simple formula: selling billions of dollars worth of semiconductors while raking in fat profits from licensing fees tied to the underlying technology. That lucrative model is under siege on a growing number of fronts — most recently this week when the U.S. Federal Trade Commission accused Qualcomm of using its dual businesses to thwart competition in the $100 billion market for phone chips.
Where Will Qualcomm Inc. Be in 10 Years?
But the next decade could be tougher for Qualcomm, which faces stiff competition in mobile chips and regulatory pressure to lower its royalty rates. Let’s take a closer look at how Qualcomm is addressing these challenges with new strategies, and where they might take the chipmaker over the next 10 years.
China Chip Policy Poses Risk to U.S. Firms, White House Says
China’s push to develop its domestic semiconductor technology threatens to harm U.S. chipmakers and put America’s national security at risk, the Obama administration warned in a report that called for greater scrutiny of Chinese industrial policy. China’s goal to achieve a leadership position in semiconductor design and manufacturing, in part by spending $150 billion over a 10-year period, requires an effective response to maintain U.S. competitiveness in the industry, according to the report released Friday.
Forget NVIDIA Corporation: Here Are 2 Better Dividend Stocks
Just as with people, there’s no such thing as the perfect stock. As just one prominent example, investors griped that tech giant Apple didn’t pay a dividend in the early years of this decade.
Qualcomm to Gain Fees From China’s Meizu in Lawsuit Settlement
Qualcomm Inc. said China’s Meizu Technology Co. has agreed to pay licensing fees to settle legal battles in China and three other countries, demonstrating the U.S. company can defend its intellectual property in the world’s biggest smartphone market.
2 Things to Watch From Qualcomm Inc. in 2017
Although the company’s stock price is up about 34% year to date , its financial results in its most recent fiscal year were uninspiring. Qualcomm closed its fiscal year on Sept.
Qualcomm Fined $853 Million by South Korean Antitrust Agency
South Korea’s antitrust regulator slapped a record 1.03 trillion won fine on Qualcomm Inc. for violating antitrust laws, the latest in a string of government actions that threaten the U.S. chipmaker’s most profitable business. The South Korean Fair Trade Commission said Wednesday that the company licensed its key patents only to mobile-phone makers and didn’t properly negotiate the terms of its licenses.
S.Korea Fines Qualcomm $854M for Violating Competition Laws
South Korea’s antitrust regulator fined Qualcomm Inc 1.03 trillion won for what it called unfair business practices in patent licensing and modem chip sales, a decision the U.S. chipmaker said it will challenge in court. The fine, the largest ever levied in South Korea, marks the latest antitrust setback for Qualcomm’s most profitable business of licensing wireless patents to the mobile industry, at a time when the business is facing headwinds from a cooling smartphone market.
Qualcomm Fined $853 Million by South Korean Antitrust Agency
South Korea’s antitrust regulator slapped a record 1.03 trillion won fine on Qualcomm Inc. for violating antitrust laws, the latest in a string of government actions that threaten the U.S. chipmaker’s most profitable business. The South Korean Fair Trade Commission said Wednesday that the company licensed its key patents only to mobile-phone makers and didn’t properly negotiate the terms of its licenses.