Noel's Feed
Feb 7, 2014

Analysis: Taiwan’s MediaTek sets up backyard brawl with Qualcomm

SAN FRANCISCO (Reuters) – Qualcomm Inc, the world leader in smartphone microchips, may want to shore up its defensive tactics.

Taiwan’s MediaTek Inc, the leading chip supplier for Chinese smartphones, is barreling into the U.S. market with a new major global branding campaign and setting up shop in San Diego, California, home to Qualcomm.

Feb 3, 2014

Intel tightens executive pay as PC demand slows

SAN FRANCISCO (Reuters) – Intel Corp, wrestling with shrinking personal computer sales and struggling to expand into mobile devices, said on Monday it was tightening its compensation policy to make senior executives more accountable.

The steps to push executives to perform better were the latest indication that Chief Executive Officer Brian Krzanich, who took over almost a year ago, is streamlining the chipmaker in the face of slow demand.

Jan 30, 2014

Broadcom’s fourth-quarter results ease smartphone chip worries

SAN FRANCISCO (Reuters) – Broadcom on Thursday posted fourth-quarter revenue and profits that were down from a year earlier, but the results slightly exceeded expectations of Wall Street analysts concerned about tepid smartphone sales.

The chipmaker reported fourth-quarter revenue of $2.06 billion, down 0.8 percent from the year-ago period. It said revenue in the first quarter would be between $1.9 billion and $2.0 billion.

Jan 30, 2014

Chipmaker Broadcom’s fourth-quarter results meet expectations

SAN FRANCISCO (Reuters) – Broadcom on Thursday posted fourth-quarter revenue and profits that were down from a year earlier, but the result slightly exceeded expectations of Wall Street analysts concerned about tepid smartphone sales.

The chipmaker reported fourth-quarter revenue of $2.06 billion, down 0.8 percent from the year-ago period. It said revenue in the first quarter would be between $1.9 billion and $2.0 billion.

Jan 30, 2014

Oracle’s Ellison plays down threat of NSA database snooping

SAN FRANCISCO, Jan 29 (Reuters) – Oracle CEO Larry
Ellison played down concerns on Wednesday about possible
government snooping in his business customers’ private data.

At an industry conference in San Francisco, an audience
member asked the Oracle cofounder what to tell potential Oracle
cloud-computing clients who worry that the National Security
Agency could access their information.

Jan 30, 2014

Qualcomm says year on track, focuses on China

SAN FRANCISCO (Reuters) – Leading mobile chipmaker Qualcomm Inc posted higher fiscal first-quarter revenue that slightly missed estimates as smartphone growth shifted to China, but it bumped up its full-year earnings outlook and said 2014 was playing out as expected.

With growth in the smartphone industry moving away from wealthy markets such as the United States and toward China and other emerging economies, where consumers favor less expensive devices, Qualcomm has been focusing on costs to preserve its profitability.

Jan 29, 2014

Qualcomm posts higher first-quarter revenue, says year on track

SAN FRANCISCO (Reuters) – Leading mobile chipmaker Qualcomm Inc (QCOM.O: Quote, Profile, Research, Stock Buzz) posted higher fiscal first-quarter revenue that slightly missed expectations as smartphone growth shifted to China but it bumped up its full-year earnings outlook on the strong start to 2014.

With growth in the smartphone industry moving away from wealthy markets such as the United States and toward China and other emerging economies, where consumers favor less expensive devices, Qualcomm has been focusing on costs to preserve its profit margins.

Jan 28, 2014

Facebook cites progress on low-power server technology

, Jan 28 (Reuters) – Facebook Inc’s
executive in charge of revolutionizing data centers on Tuesday
lauded low-energy server technology that is expected to compete
against heavyweight Intel Corp.

The social networking firm’s three-year push to help
companies design better data center gear is gaining momentum and
paying off with a range of cost-saving improvements, Open
Compute Project head Frank Frankovsky told an industry
conference here.

Jan 28, 2014

Facebook eyes options for low-power server technology

SAN JOSE, California (Reuters) – Facebook Inc’s hardware whiz in charge of revolutionizing data centers lauded on Tuesday low-energy server technology which is expected to compete against heavyweight Intel Corp.

Speaking at a conference in San Jose, California, on Tuesday, Open Compute Project head Frank Frankovsky said Facebook’s three-year push to help companies design better data center gear was gaining momentum and paying off with a range of cost-saving improvements.

Jan 23, 2014

Qualcomm acquires patents from HP to bulk up portfolio

By Noel Randewich

(Reuters) – Chipmaker Qualcomm Inc acquired a patent portfolio from Hewlett-Packard Co, including those of Palm Inc and its iPaq smartphone, in a move that will bulk up HP’s offerings to handset makers and other licensees.

The portfolio comprises about 1,400 granted patents and pending patent applications from the United States and about 1,000 granted patents and pending patent applications from other countries, including China, England, Germany, Japan and South Korea.

    • About Noel

      "Based in Thomson Reuters' San Francisco news bureau, Noel Randewich covers the semiconductor industry and the growing use of microchips in everything from smartphones to home energy management. Prior to his San Francisco posting, Mr Randewich spent a decade covering emerging markets news in Mexico City."
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